Training Statistics

InnoQualis EQMS provides two complementary views for monitoring training: the Training Stats Panel for per-document statistics and the Training Matrix for organization-wide completion tracking and rule configuration.

Permissions

Action	Required Role
View training stats panel (per document)	Any authenticated user
View training matrix	Admin
Configure training matrix rules	Admin
Create, edit, or delete rules	Admin

View per-document training statistics

The Training Stats Panel appears on document detail pages and shows real-time statistics for training on that specific document.

Metric	Description
Assigned	Number of users assigned training on this document
Completed	Number of users who completed the training
Percent	Completion percentage (completed / assigned)
Threshold	The required completion percentage for document release

The panel automatically evaluates whether the training threshold has been met.

View the training matrix

Navigate to the Admin area.
Select the View Matrix tab.

Select a template

In the Templates panel on the left, select a workflow template card.

Each template card shows:

Template name
Completion percentage badge (green for 80%+, yellow for 60-79%, red for below 60%)
Count of completed vs. assigned (for example, “15 of 20 completed”)

Review the detail panel

After selecting a template, the detail panel on the right shows:

A bar chart titled “Training Completion by Group” with blue bars for assigned count and green bars for completed count
A data table with columns:

Column	Description
Group	Group name
Assigned	Number of assigned training records
Completed	Number of completed training records
Completion Rate	Percentage badge (color-coded) with a progress bar

Select Refresh to reload the matrix data.

Configure automatic training assignment rules

Navigate to the Admin area.
Select the Configure Rules tab.

Create a rule

Select Create Rule (or Create First Rule if no rules exist).
From the Workflow Template dropdown, select the workflow template this rule applies to.
In the Groups selector, search for and add one or more user groups who should receive training.
Under Trigger Options, select one or both checkboxes:
- Assign training when document is created — automatically assign training when a document using this template is created
- Assign training when document reaches training stage — automatically assign training when a document reaches its training workflow stage
Optionally, clear the Rule is active checkbox to create the rule in an inactive state.
Select Create Rule.

Edit a rule

In the rules table, select the edit (pencil) icon on the rule row.
In the configuration modal, make your changes.
Select Update Rule.

Delete a rule

In the rules table, select the delete (trash) icon on the rule row.
In the confirmation dialog, select Delete to confirm or Cancel to go back.

Rules table columns

Column	Description
Workflow Template	The template this rule applies to
Groups	Badges showing which groups receive training
Triggers	When training is automatically assigned (On Creation, On Training Stage)
Status	Active or Inactive badge
Actions	Edit and Delete buttons