Completing Training

Complete a training assignment by reviewing the document, passing the assessment, optionally submitting competency evidence, and providing an electronic signature.

Prerequisites

• You must be the assigned trainee.
• The training must not already be completed.
• You must be logged in.

Complete a training assignment

1. On the left sidebar, select Training.
2. On the My Training tab, find your training assignment.
3. In the row for the assignment, select Complete.

The training completion wizard opens, showing your assignment details: document title, version, description, assigned date, and due date.

Review the document

The wizard displays a two-step progress indicator: Review Document and Assessment.

4. For PDF documents, use the carousel controls to navigate through all pages in the embedded viewer.
5. For non-PDF documents, select Download Document to review the file externally.

Caution

Some training assignments require you to read every page before proceeding. A progress bar shows how many pages you have viewed (for example, “3 / 10 pages viewed”). The Continue to Assessment button stays disabled until all pages are viewed.

6. After you view all pages, select Continue to Assessment.

Complete the assessment

7. Read the confirmation checklist:
   • I have read and understood the document content
   • I understand my responsibilities related to this training
   • I will comply with all procedures outlined in the document
   • I understand the consequences of non-compliance
8. Select the I confirm that I have reviewed and understood the training material checkbox.
9. Select Start Assessment.
10. For each question, select one answer from the options.
11. Select Next Question to advance. On the final question, select Submit Assessment.

A progress bar shows your position (for example, “Question 2 of 3”).

Note

The passing score is 70%. If you do not pass, select Retake Assessment to try again. You can retake the assessment as many times as needed.

After submission, the system shows whether you passed or failed and the number of correct answers.

Submit evidence (if required)

If your assignment has the Requires Evidence flag, a modal appears after you pass the assessment.

12. In the Evidence Description field, enter a description of the evidence you are submitting.
13. Select Click to upload files and choose one or more files from your computer.
14. Optionally, enter a caption for each uploaded file.
15. Select Submit Evidence.

Tip

Provide clear, descriptive evidence such as photos of completed work, signed competency forms, or video demonstrations.

Sign electronically

16. Select Complete Training with Signature.
17. In the signature modal, verify the action displayed: “Confirm completion of training for [Document Title]”.
18. Enter your password.
19. Select Complete Training.

Caution

Electronic signatures are required for 21 CFR Part 11 compliance. Your password is verified against your account credentials. If the password is incorrect, the system displays an error and you can try again.

After successful completion, a success message confirms “Training completed successfully!” and you are redirected to the Training page.

Training completion states

State	Meaning
Document not viewed	You must scroll through all pages before proceeding
Assessment not started	Select Start Assessment after confirming the review checklist
Assessment failed	Review the material and select Retake Assessment
Evidence not submitted	Submit required evidence files before signing
Ready for signature	All prerequisites met — select Complete Training with Signature
Completed	Training is recorded with timestamp and electronic signature

View already-completed training

If you navigate to a training assignment that was already completed, the system displays the completion date and a link back to the training list.

Troubleshooting

“You don’t have permission to complete this training assignment” Only the assigned trainee can complete their own training. You cannot complete training assigned to another user.

“Please complete the training quiz before signing off” Pass the assessment before the signature button is enabled.

Assessment keeps failing Review the training document carefully, paying attention to key procedures and requirements. The quiz questions are derived from the document content.