Training Programs

Documentation Index

Fetch the complete documentation index at: https://docs.formly.ai/llms.txt

Use this file to discover all available pages before exploring further.

Training Programs let individual documents be trained on by users or functional groups. Training programs will emit Training tasks on each document revision for users to read and sign (in other words: train) on the new updates in a document revision. You can think of Training Programs as a generators that are assigned to a document that will generate training tasks on certain rules.

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Who can manage training

Users can manage organization-wide training when they have:

• Membership in a functional group with Can Manage Trainings enabled.

Training managers can open All Training Programs, assign document training, manage trainee pools, send training for document revisions, and delete pending training tasks when needed. Users without training-management permission see My Training Programs only. This view shows training assigned to them directly or through their functional groups.

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Assign document training

If you are in a group with Can Manage Trainings enabled: Use Assign Trainings from Training Programs to assign one or more documents.

1. Open Training Programs.
2. Switch to All Training Programs if you are not already there.
3. Click Assign Trainings.
4. Select the documents people need to train on.
5. Select the functional groups and individual users who should receive the training.
6. Set a time that a training must be completed by, from when its emitted.
7. Save.

If a selected document already has a training program, FormlyAI updates the existing training pool instead of creating a duplicate program. If the document has a live revision, eligible trainees receive a training task immediately.

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Understand the Training Matrix

The Training Programs page shows a matrix of documents and functional groups. Each row is a training program. Each functional group column shows whether that group is assigned to the program. Use the scope selector to switch between:

• All Training Programs: organization-wide training programs and organization-wide completion stats.
• My Training Programs: programs assigned to you and completion stats for your own tasks.

Click a training program name to open its detail page.

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Manage a training pool

If you are in a group with Can Manage Trainings enabled: Open a training program to review its document, revisions, training history, and trainee pool. Adding functional groups or users includes those trainees in future training occurrences. If the program already has a current occurrence, newly covered trainees are added to that occurrence when they do not already have a task. Removing a functional group or user deletes unsigned pending training tasks only when that trainee is no longer covered by another assigned group or direct assignment. Signed trainings remain as completion evidence.

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Send training for a revision

When a document has a live revision, a training manager can send training from the program detail page. FormlyAI creates one task per eligible trainee and records which document revision each person must review. Training revision labels are shown as Revision 1, Revision 2, and so on to match the document revision users see in the eQMS.

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Delete a training program

If you are in a group with Can Manage Trainings enabled: Open the training program and use Delete to remove it. Deleting a training program removes every training task associated with it, including signed training records that previously served as completion evidence. Trainees lose any pending tasks for the program, and the program no longer appears in either training scope.

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Complete a training task

Training tasks appear in your Tasks list. Open the task to review the assigned document revision in a read-only viewer. To complete the task:

1. Review the document.
2. Check I have read the entire document.
3. Click Mark as read.
4. Click Sign training.
5. Enter your 4-digit eCFR PIN.

After signing, the task is complete and the signature is stored with the training record.

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Functional group changes

Functional group membership can affect training automatically:

• Adding a user to a group gives them the group’s assigned trainings.
• Removing a user from a group removes unsigned pending training tasks when that group was their only assignment path.
• Signed training records are retained.

FormlyAI asks for confirmation before adding or removing group members because those changes can create or remove pending training tasks.