Competency Evidence

Some training assignments require trainees to submit evidence of competency beyond document review and quiz completion. Supervisors review and approve or reject submitted evidence.

Permissions

Action	Required Role
Submit evidence	Assigned trainee
View pending approvals	Designated supervisor
Approve training	Designated supervisor
Reject training	Designated supervisor

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Submit competency evidence

When a training assignment has the Requires Evidence flag, you must submit evidence before you can complete the training with an electronic signature.

1. Complete the document review and assessment steps of your training.
2. Select Complete Training with Signature.
3. In the Submit Training Evidence modal, enter a description in the Evidence Description field. Explain what the evidence demonstrates (for example, “Photos of completed equipment qualification” or “Signed competency checklist from supervisor”).
4. Select Click to upload files and choose one or more files from your computer.
5. Optionally, enter a caption for each uploaded file in the caption field below the file name.
6. To remove a file before submission, select the X button next to the file.
7. Select Submit Evidence.

Note

Both a description and at least one file are required. The Submit Evidence button stays disabled until both are provided.

After successful submission, the system automatically proceeds to the electronic signature step.

Supported file formats

Format	Examples
Images	JPG, PNG, GIF, BMP, WebP
Videos	MP4, MOV, AVI, WebM
Documents	PDF, DOC, DOCX

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Review pending approvals (supervisors)

1. Navigate to the Supervisor Approval - Competency Training page.

The page displays a table of pending approvals with the following columns:

Column	Description
User	Trainee’s name and email
Document	The training document title
Completed Date	When the trainee completed the training
Evidence	View Evidence button (if evidence was submitted) or “No evidence”
Actions	Approve and Reject buttons

View submitted evidence

2. In the row for the training you want to review, select View Evidence.
3. In the Evidence Review modal, review the trainee’s description and select Download to view the evidence file.
4. Close the modal to return to the approvals list.

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Approve training

1. In the row for the training you want to approve, select Approve.
2. In the password signature modal, enter your password.
3. Select Complete Training.

A success message confirms the approval, and the training is removed from the pending list.

Caution

Password confirmation is required for every approval action. This creates a legally binding electronic signature in compliance with 21 CFR Part 11. Review the evidence thoroughly before approving.

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Reject training

1. In the row for the training you want to reject, select Reject.
2. In the confirmation dialog, select Reject to confirm or Cancel to go back.

Caution

Rejection is permanent and cannot be undone. The trainee will need to resubmit their training evidence.

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Best practices

Tip

• For trainees: Provide specific, detailed descriptions. Instead of “Completed training,” write “Completed hands-on equipment qualification for HPLC system per SOP-QC-001. Photos show completed checklist and equipment readings.”
• For supervisors: Download and thoroughly review all evidence files before approving. Verify that the evidence demonstrates actual competency, not just completion.
• For administrators: Use the Requires Evidence flag judiciously — reserve it for training where document review alone is insufficient to demonstrate competency (for example, equipment operation, laboratory techniques, safety procedures).