Training App
Enroll in structured courses tied to your specific assets and systems — track progress from start to completion, and maintain a verifiable record of every passed or failed assessment across your team.
📊 Dashboard — Status Tiles
Three summary charts appear at the top of the Training page, each providing a real-time view of training activity across your account.
Training Status Summary
A pie chart showing the state of all assigned training.
| Segment | Color | Meaning |
|---|---|---|
| Due | 🔴 Pink/Red | Training assigned but not yet started |
| In-Progress | 🟠 Orange | Training actively underway |
| Complete | 🟢 Green | Training fully completed |
Training Report Status Summary
A pie chart showing the outcome of all finalized courses.
| Segment | Color | Meaning |
|---|---|---|
| Pass | 🟢 Green | Course assessment was passed |
| Fail | 🔴 Pink/Red | Course assessment was failed |
Training Template Status Summary
A pie chart showing the availability of course templates in your account.
| Segment | Color | Meaning |
|---|---|---|
| Active | 🟢 Green | Template is live and available for enrollment |
| InActive | 🟠 Orange | Template has been deactivated and is not currently available |
📋 Courses List — Tab Overview
Below the dashboard, the Courses List is divided into three tabs. The active tab is underlined in blue.
| Tab | What It Shows |
|---|---|
| START NEW | All course templates you are authorized to enroll in |
| IN-PROGRESS | Courses you have started but not yet completed |
| COMPLETED | Your full history of finished courses with pass/fail outcomes |
📋 START NEW Tab — Columns
What does each column mean?
| Column | Description |
|---|---|
| CourseID# | Unique identifier for the course template |
| Course Title | Name of the course |
| Course Duration | The scheduled date range for the course |
| Author | The person or team who created the course |
| Tags | Category badge(s) indicating the course level or type |
| Allocated To | The system, asset model, or asset group this course is scoped to |
| Create Date | Date and time the course template was created |
| Report Status | Shows N/A until the course is completed and assessed |
| Action | ≡↵ icon to start the course |
Tag Badges (START NEW)
| Tag | Color | Meaning |
|---|---|---|
| Allocation | ⚫ Dark gray | Course scoped to a specific allocation group |
| Level 5 | ⚫ Dark gray | Course categorized at level 5 difficulty or priority |
| Test | ⚫ Dark gray | Course marked as a test or trial |
| (custom tags) | ⚫ Dark gray | Custom tags set by the course author |
📋 IN-PROGRESS Tab — Columns
What does each column mean?
| Column | Description |
|---|---|
| CourseID# | Unique identifier for the course |
| Course Title | Name of the course |
| Label | A unique tracking reference for this specific enrollment, prefixed TRA- |
| Course Duration | Scheduled date range of the course |
| Author | Course creator |
| Tags | Category badge(s) |
| Status | Current enrollment status badge |
| Assigned To | The user email address this enrollment is assigned to |
| Allocated To | The system, asset, or model group this course is tied to |
| Start Date | The date the user began this course |
Status Badge — IN-PROGRESS
| Status | Color | Meaning |
|---|---|---|
| ✓ In-Progress | 🟠 Orange | Course is actively being worked on |
⚠️ Non-obvious: The Label (TRA- prefix) is the unique identifier for a specific enrollment instance, not the course itself. The same CourseID# can appear multiple times in the In-Progress list if it has been started across different systems or asset allocations — each instance has its own TRA- label.
📋 COMPLETED Tab — Columns
What does each column mean?
| Column | Description |
|---|---|
| CourseID# | Unique identifier for the course |
| Course Title | Name of the course |
| Label | TRA- prefixed enrollment reference |
| Course Duration | Scheduled date range of the course |
| Author | Course creator |
| Tags | Category badge(s) |
| Status | Final completion status badge |
| Assigned To | User email address the enrollment was assigned to |
| Allocated To | System, asset, or model group the course was tied to |
| Completed On | Date and time the course was finalized |
Status Badge — COMPLETED
| Status | Color | Meaning |
|---|---|---|
| ✓ Complete | 🟢 Green | Course has been successfully completed |
⚙️ Start Course Dialog
Clicking the action icon (≡↵) on a course in the START NEW tab opens the Start Course dialog.
What does each field mean?
| Field | Description |
|---|---|
| Confirmation message | Confirms the course name and today's start date |
| Label | Auto-generated TRA- reference number for this enrollment — the unique tracking ID for this session |
| System | Dropdown to select the system this training session is associated with |
| CANCEL | Closes the dialog without starting the course |
| START | Confirms enrollment and begins the course |
⚠️ Non-obvious: The TRA- label is generated automatically when the dialog opens and cannot be manually changed. This is how the enrollment is tracked across the In-Progress and Completed tabs.
📖 Course Player
After starting a course, the player page opens with two panels side by side.
Left Panel — Course Navigation
What does each element do?
| Element | Description |
|---|---|
| Course header | Displays the CourseID# and Course Title |
| Module name | The name of the current module or chapter |
| Lesson list | Individual lessons within the module — each selectable |
| 🔄 In-Progress icon | Orange spinner icon indicating a lesson is in progress |
| Lesson count | Shows current position within the lesson list |
Right Panel — Lesson Content
What does each element do?
| Element | Description |
|---|---|
| Lesson title | Name of the active lesson |
| SHOW INSTRUCTIONS | Link to display written step-by-step instructions for the lesson |
| Lesson content | Video, images, or instructions depending on lesson format |
| 🚩 Flag | Flag this lesson for follow-up or review |
| ➕ Add | Add a note or annotation to the lesson |
| 🖼 Image | View or attach an image to the lesson response |
| 🚫 N/A | Mark the lesson item as not applicable |
| ‹ BACK | Navigate to the previous lesson |
| Page indicator | Shows current lesson position |
| SAVE & FINISH › | Saves progress and completes the course |
⚠️ Non-obvious: Clicking SAVE & FINISH finalizes the course and moves it to the Completed tab. Once finished, the course cannot be resumed or re-submitted — it becomes a permanent record. Ensure all lesson items are addressed before saving.
⚠️ Non-obvious: Once you enroll in a course, the template is frozen at the point of enrollment. If a course administrator updates the template after you have already enrolled, your in-progress version will not reflect those changes.
⚠️ Non-obvious: Lessons within a course can be completed in any order. The player saves your position automatically — if you close the browser mid-course, reopening the enrollment will take you back to the last lesson you were working on.
Lesson Action Types
Depending on how a course is built, lessons may include any combination of the following input and display elements:
| Action Type | What the Learner Sees |
|---|---|
| Video | An embedded or linked video to watch |
| Image | A reference image to review |
| Document | A document to read or download |
| Text | Instructional or informational text displayed on screen |
| Checkbox | A checkbox to confirm an item or acknowledgement |
| Number input | A field to enter a numeric value |
| Text input | A single-line text field for a short response |
| Text area | A multi-line text field for a longer response |
| Dropdown (Select) | A dropdown with predefined options to choose from |
| Yes / No | A Yes or No selection |
| Pass / Fail | A Pass or Fail selection for a specific check item |
| Rating | A rating scale input |
| Recommendation | A field to enter a recommendation |
| Signature | A signature capture field |
| Upload | A button to upload a file or photo as evidence |
⚠️ Non-obvious: Items marked as mandatory must be completed before the lesson can be saved. Optional items can be left blank without blocking progress.
🔁 Repeating a Completed Course
After a course is completed, a Repeat button becomes available on that enrollment row in the COMPLETED tab. Clicking Repeat creates a brand-new enrollment of the same course, pre-enrolled and ready to begin — no need to go through the Start Course dialog again.
⚠️ Non-obvious: The Repeat button only appears once per completed enrollment. Once a repeat has been initiated from a given completion record, the Repeat button disappears from that row. The new repeat enrollment appears in the IN-PROGRESS tab with its own TRA- label.
📄 Course Report
Completed courses generate a downloadable report that summarizes the enrollment and assessment outcome.
System Information
What does each field mean?
| Field | Description |
|---|---|
| Name | Name of the associated system |
| System Id | System identifier |
| Description | Description entered for the training session |
| Address | System address if applicable |
| Owner | System owner |
| Integrator | Integrator associated with the system |
Course Summary
What does each field mean?
| Field | Description |
|---|---|
| Title | Course name |
| Type | Record type — shown as Course |
| Tags | Category tag(s) applied to the course |
| Description | Course description |
| Status | Final course status |
| Start Date | When the course enrollment began |
| End Date | Scheduled course end date |
| Completed On | Actual date and time the course was finished |
| Report Status | Overall outcome — 🟢 Pass or 🔴 Fail |
Report Status Badges
| Status | Color | Meaning |
|---|---|---|
| ✓ COMPLETE | 🟢 Green | All course items were completed |
| ✓ Pass | 🟢 Green | Assessment was passed |
| ! Fail | 🔴 Pink/Red | Assessment was failed |
Lesson Assessment Items
Below the summary panels, the report lists each lesson section and its individual check items.
What does each element do?
| Element | Description |
|---|---|
| Section name | The lesson or condition group being assessed |
| Item label | The specific check or question within that section |
| Result | Pass, Fail, or No Media — shown inline per item |
| Section badge | 🟢 Pass or 🔴 Fail badge applied to the whole section |
Report Controls
What do the controls do?
| Control | Description |
|---|---|
| DOWNLOAD PDF | Downloads a PDF copy of the full report |
| Enable Thumbnails toggle | Shows or hides image thumbnails within the report |
🧩 Creating a Course Template
Administrators can create and manage course templates using the four-step template wizard. Templates define the structure, content, and assignments for any course available in the START NEW tab.
To create a new template, navigate to the template management area and click + Add.
Step 1 — Details
Define the basic information for the course template.
What does each field mean?
| Field | Description |
|---|---|
| Title | The name of the course |
| Description | A summary of what the course covers |
| Reference Id | An optional internal reference code |
| Type | The category or classification of this course |
| Tags | Labels to help users find and filter this course |
| Status | Active (available to users) or Inactive (hidden from START NEW) |
| Author | The person responsible for this template |
| From / To Dates | The date range during which this course is available |
Buttons: CANCEL · SKIP · SAVE
Step 2 — Add Tasks
Build the task structure for this course using one of three methods:
TEMPLATE tab — Upload a pre-built task file to populate the course automatically.
RICH MEDIA FORM tab — Build the course structure directly in the platform using a hierarchy of Groups, Tasks, and Sub-Tasks.
- Groups are top-level sections that organize related tasks.
- Tasks sit within groups and can be marked as Repeatable — meaning learners can complete them multiple times within the same course session.
- Sub-Tasks are the individual input items within each task. Each sub-task has:
- Label — a descriptive name for the input
- Type — the kind of input required (text, video, checkbox, image upload, rating, and more)
- Mandatory checkbox — if checked, the sub-task must be completed before the course can be submitted
PDF FORM tab — Upload a PDF form. Optionally configure default field values that are pre-filled when the course is opened.
Buttons: BACK · SKIP · SAVE
Step 3 — Assignments
Specify which users should be assigned to this course.
The Assignments step uses a two-panel transfer list:
| Panel | Description |
|---|---|
| Choices (left) | All users available in the account |
| Chosen (right) | Users selected to receive this course assignment |
Use the → arrow to move users into the Chosen list. Use ← to move them back.
⚠️ Non-obvious: The Assignments step is only active when the template's assignment type is set to "all" and the template Status is Active. If the step appears greyed out, check these two settings in Step 1.
Buttons: BACK · SKIP · SAVE
Step 4 — Allocation
Define which assets, systems, or other entities this course should be associated with.
What does each field mean?
| Field | Description |
|---|---|
| Allocation Type | Choose from: Assets, Systems, Users, Asset Models, or Model Families |
| Choices (left) | All available entities of the selected type |
| Chosen (right) | Entities this course will be accessible for |
Move entities from Choices to Chosen using the transfer list arrows. The course will only be visible to users or assets in the Chosen list.
Buttons: BACK · FINISH
✅ Result: The template is saved and immediately visible in the START NEW tab for any allocated users or assets — provided the Status is set to Active.
🔄 Workflows
Workflow 1: Enroll in and Start a New Course
- Open the Training app from the sidebar.
- The START NEW tab is active by default — browse the Courses List for an available course.
- Use the Tags or Allocated To columns to find a course relevant to your asset or system.
- Click the ≡↵ action icon on the course row.
- In the Start Course dialog, confirm the auto-generated TRA- label and select the relevant System from the dropdown.
- Click START.
✅ Result: The course enrollment is created, assigned a unique TRA- label, and the course player opens. The course moves to the IN-PROGRESS tab immediately.
Workflow 2: Resume an In-Progress Course
- Open the Training app from the sidebar.
- Click the IN-PROGRESS tab.
- Locate your course by Course Title, Label, or Allocated To.
- Click the ≡↵ action icon to re-open the course player.
- The player opens at your last saved position — continue from where you left off.
- When all lessons are complete, click SAVE & FINISH.
✅ Result: The course is finalized, moves to the COMPLETED tab, and a report is generated with your Pass or Fail outcome.
Workflow 3: Review and Download a Completed Course Report
- Open the Training app from the sidebar.
- Click the COMPLETED tab.
- Locate the course by Course Title, Label, or Completed On date.
- Click the ≡↵ action icon to open the report.
- Review the System Information, Course Summary, and Report Status panels.
- Scroll down to see the detailed lesson-by-lesson assessment results.
- Click DOWNLOAD PDF to save a copy of the report.
✅ Result: A full PDF report of the completed course is downloaded, including all section results, pass/fail outcomes, and timestamps — ready for audit, compliance, or recordkeeping purposes.
Workflow 4: Export Your Full Training History
- Open the Training app from the sidebar.
- Click the COMPLETED tab.
- Click the Request Data button in the toolbar at the top right of the Courses List.
- Follow the export prompt to download your complete training record.
✅ Result: Your full training history is exported, including all course completions, labels, dates, and pass/fail outcomes — suitable for personal records, manager review, or compliance reporting.
Workflow 5: Repeat a Completed Course
- Open the Training app from the sidebar.
- Click the COMPLETED tab.
- Locate the course you want to repeat.
- Click the Repeat button on that row.
- A new enrollment is created automatically — no Start Course dialog is required.
- The new enrollment appears immediately in the IN-PROGRESS tab with a new TRA- label.
- Click the ≡↵ action icon on the new enrollment to open the course player and begin.
✅ Result: A fresh enrollment of the same course is created and ready to complete. The original completed record remains intact in the COMPLETED tab.
✅ Best Practices
- Use the TRA- label to track specific enrollments. The same course can be taken multiple times across different systems or asset allocations. Each instance has its own TRA- label — use this to distinguish between multiple runs of the same course.
- Check the Allocated To column before enrolling. Courses are scoped to specific systems, asset models, or model families. Enrolling in a course allocated to the wrong system will still generate a report, but the results will be tied to the wrong asset context.
- Do not click SAVE & FINISH until all lesson items are addressed. Once a course is finalized, it cannot be resubmitted. Unanswered items will appear in the report and may result in a Fail outcome.
- Download the PDF immediately after completion. For courses with compliance or audit significance, download and file the PDF as soon as the course is completed — do not rely solely on the in-platform record.
- Use the Training Template Status tile to confirm course availability. If a course you expect to see is not appearing in the START NEW tab, check the Training Template Status tile on the dashboard. An InActive template will not appear as an enrollable course.
- Use Request Data for team-wide reporting. Individual course PDFs work well for single records. For a bulk export of training completions across your team, use the Request Data button on the Completed tab.
- Use Repeat to run refresher training without losing the original record. The Repeat button creates a new enrollment without affecting the original completion record. Each run generates its own TRA- label and report.
💡 Tips & Shortcuts
| Tip | How |
|---|---|
| Find all courses for a specific system | Filter the Allocated To column in the START NEW tab by system name |
| Confirm a course outcome without opening the report | Check the Report Status column in the COMPLETED tab — Pass or Fail appears inline |
| Resume a course without searching | Go directly to the IN-PROGRESS tab — all active enrollments are listed with their TRA- labels |
| Identify which courses need attention | Check the Training Status tile on the dashboard — the Due segment shows courses not yet started |
| Download a course report | Click the ≡↵ action icon from the COMPLETED tab, then use DOWNLOAD PDF in the report view |
| See lesson-level pass/fail detail | Open the report from the COMPLETED tab and scroll below the summary panels |
| Repeat a course for refresher training | Go to the COMPLETED tab — the Repeat button appears on completed rows that haven't been repeated yet |
| Check which lesson items are mandatory | Mandatory items are marked in the course player and must be completed before saving |
🔗 Related Apps
- 🔍 Inspections — Similar template and assignment workflow
- ✅ Checklists — Similar template and assignment workflow
- ⚙️ Assets — Assets and models that courses are assigned to