Assign & certify training

An end-to-end walkthrough — set up a course, assign it to people, let them complete it and pass the assessment or acknowledge it, and verify certificates for external training.

Training in traceunified connects competence to the work — who is qualified, on what, and provably so. This guide takes a course from setup to a completed, signed record. For the concepts behind each step, see Courses, Assessments, Acknowledgments, and Certificates.

Set up the course

Before you start Open the Training module. Decide whether the course is delivered here or tracked from an external system.

  1. Create a course — Internal (documents and videos delivered in-app, with progress tracked) or External (completion recorded from a system like an LMS).
  2. For an internal course, add the materials learners will work through.
  3. If understanding must be tested, add an assessment — set the Question Type and Points for each question, and the passing score and allowed attempts. If it only needs a read-and-understood, set up an acknowledgment instead.

Result A course ready to assign, with the right completion bar — a passing assessment, an acknowledgment, or simply finishing the material.

Assign it

  1. Choose Assign and select the individuals who must take it. Assignment is per person, not by role.
  2. Set a Due Date. Whether the course is mandatory is set on the course and the project it applies to, not on the assignment.

Result The course appears in each assignee's training, due by the date you set, and counts toward their compliance.

Complete it

Before you start As an assignee, open the course from My Training.

  1. Work through the material — progress is tracked as you go.
  2. Take the assessment and reach the passing score, or Acknowledge the policy if that's the requirement. (External courses are completed when a Quality Manager verifies your uploaded certificate.)
  3. Sign your completion when prompted with an electronic signature. Signing off your own course is always allowed, even while other required courses are still outstanding.

Result The course is recorded as Completed with a Completion Date, the assessment result or acknowledgment captured, and the signature on the record.

Verify the certificate (external courses)

  1. For an external course, the learner uploads their certificate to the assignment.
  2. A Quality Manager reviews the uploaded certificate and verifies it, or rejects it with a reason.

Result A verified certificate is on the record, the external course is completed, and the completion feeds the training matrix and compliance views. See Analytics & training audit trail for the inspection-ready record.

Where to go next

To see how training rolls up into your overall compliance posture, see Compliance.

Was this helpful?