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

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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 before the document can be made effective

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

Note

If the training statistics endpoint is not available, the panel displays “Training stats are not available” instead of an error.

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View the training matrix

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

Select a template

3. 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

4. Select Refresh to reload the matrix data.

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Configure automatic training assignment rules

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

Create a rule

3. Select Create Rule (or Create First Rule if no rules exist).
4. From the Workflow Template dropdown, select the workflow template this rule applies to.
5. In the Groups selector, search for and add one or more user groups who should receive training.
6. 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
7. Optionally, clear the Rule is active checkbox to create the rule in an inactive state.
8. Select Create Rule.

Caution

At least one trigger option must be selected. The Create Rule button is disabled if no triggers are checked.

Edit a rule

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

Delete a rule

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

Caution

Deleting a rule is permanent. Existing training assignments created by the rule are not affected, but no new automatic assignments will be created.

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

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Practical example: monitoring training rollout for a revised SOP

Scenario: SOP-MFG-015 (Tablet Compression) was revised and made effective. You need to track training completion across Production, QA, and Maintenance groups and ensure all personnel are trained before the next production run.

Check per-document statistics:

1. On the left sidebar, select Documents and open SOP-MFG-015.
2. On the document detail page, review the Training Stats Panel. It shows: Assigned 45, Completed 32, Percent 71%, Threshold 80%.
3. The threshold is not yet met — the document cannot be made effective until 80% completion is reached (36 of 45 personnel).

Review the training matrix:

1. Navigate to Admin and select the View Matrix tab.
2. In the Templates panel, select the Manufacturing SOP template card. The badge shows 71% completion in yellow.
3. The bar chart shows completion by group: Production (25 of 30 — 83%), QA (5 of 8 — 63%), Maintenance (2 of 7 — 29%).
4. The Maintenance group is lagging significantly. Contact the Maintenance supervisor to prioritize training completion.

Set up an automatic rule for future revisions:

1. Select the Configure Rules tab.
2. Select Create Rule.
3. Set Workflow Template to Manufacturing SOP.
4. In Groups, add Production, QA, and Maintenance.
5. Check Assign training when document reaches training stage.
6. Select Create Rule.

Now, whenever a Manufacturing SOP reaches the training stage in its approval workflow, training is automatically assigned to all personnel in those three groups.

Best practices

Tip

• Monitor the matrix regularly to identify groups falling behind on training completion.
• Set up rules proactively for all document templates that require personnel training. This eliminates manual assignment steps.
• Use the “On Training Stage” trigger for most rules — this ensures training is assigned only when documents have been approved and are ready for training.
• Use the “On Creation” trigger sparingly, only for documents where immediate awareness training is needed (for example, safety alerts).
• Deactivate rules instead of deleting them if you may need to re-enable them later.
• Review the bar chart to quickly identify groups with low completion rates and follow up with group managers.