Requalification

Training requalification ensures that personnel periodically re-certify their competency on controlled documents. Administrators configure requalification intervals on completed training records, and the system automatically tracks when re-training is due.

Permissions

Action	Required Role
View requalification configuration	Admin
Set requalification intervals	Admin
Receive requalification assignments	Any authenticated user (assigned trainee)

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Open the requalification configuration page

1. Navigate to Admin > Training Requalification.

Note

Only users with the Admin role can access the Training Requalification Configuration page.

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Filter training records

2. From the Filter by Document dropdown, select a specific document or leave it as All Documents.
3. From the Filter by Status dropdown, select All Training Records, Completed Only, or Pending Only.

The training records table updates to match the selected filters.

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Set a requalification period

4. In the Training Records table, find a completed training record.
5. Select the settings (gear) icon next to the current requalification period.
6. In the number input field that appears, enter the desired requalification interval in days.
7. Select Save.

The system updates the record and calculates the Next Requalification Date based on the completion date plus the interval you entered.

To discard changes, select Cancel instead.

Tip

Common requalification intervals:

• 90 days — For critical safety procedures or high-risk operations
• 180 days — For frequently updated SOPs or compliance-sensitive processes
• 365 days — Standard annual requalification for most documents
• 730 days — For stable, infrequently changed procedures

Validation

• The requalification interval must be greater than 0 days.
• The settings icon only appears on completed training records.

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Training records table columns

Column	Description
User	Trainee’s name or email
Document	The training document title
Status	Badge showing Completed (green), In Progress (yellow), or default
Completed Date	Date when the training was completed, or a dash if still pending
Current Requalification Period	The configured interval in days, or “Not set”
Next Requalification Date	Calculated date (completion date + interval), shown with a calendar icon
Actions	Requalification badge if the record is a requalification assignment

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How requalification works

1. An administrator sets a requalification interval (for example, 365 days) on a completed training record.
2. The system calculates the next requalification date as completion date + interval days.
3. The next requalification date appears in the table with a calendar icon.
4. When the requalification date approaches or passes, a new requalification training assignment is automatically generated.
5. The trainee completes the requalification training following the standard training completion workflow.

Note

Requalification training assignments are tagged with a Requalification badge in the training list, distinguishing them from initial training assignments and one-off assignments.

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Refresh data

Select Refresh in the page header to reload all training records with the current filters.

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Best practices

Tip

• Establish a consistent requalification policy across document types. For example, all SOPs might require annual requalification while safety procedures require semi-annual.
• Use the document filter to systematically review all training records for a specific document and apply consistent intervals.
• Review requalification dates periodically to ensure no personnel are overdue for re-training.
• Start with the Completed Only filter to focus on records that are eligible for requalification configuration.