Qualio is excited to introduce Training Plans as its newest training feature in a line up of training and workflow automation functionality. This new and innovative tool allows Quality Users to automate training assignments of multiple documents to a group of users, saving Quality Teams from tedious administrative tasks.

Common Training Plan Ideas

  • Onboarding new employees - Plans can be sequenced by adding employees to groups in a staggered manner. Example:

    • Week 1 add new employees to group New Employee - Week 1

    • Week 2 add new employees to group New Employee - Week 2

    • Week 3 add new employees to the role specific groups like Product Management, Leadership, etc.

  • Manager promotions

  • Team specific Training Plans

  • Quality training

  • Health and Safety training

  • Material Handling

  • Data Security

  • Extended Leave - use this to delay a user's training when they're on leave

Training Plan Workflow

Create new draft

When a new Training Plan is created, it will be in a draft status, version 0.1. Multiple documents can be added to the Training Plan as well as user groups.

Make Effective

Then, the Training Plan is made Effective. This locks it from being edited as well as updates to version 1.0. This is also when Training Records are created and users within the designated groups are assigned training on the selected documents.

  • If a document in the Training Plan is upversioned a new training record is assigned to the employees on that plan.

  • If a user is manually assigned training for DOC-01 which is later added to a Training Plan and made effective, the training record will become controlled by the Training Plan. However, the existing completion date and status of the existing training record will not be affected.

  • When new users are added to one of the selected groups, training records will be immediately created for that user and all documents in that Training Plan.

  • Documents and groups can be associated with multiple Training Plans. As long as a user is on at least one plan with a document they will have a training record for that document. Otherwise, they will be unassigned from the training record.

    • Example: a user is on Plan A and Plan B both containing DOC-02. The user is removed from the group associated with Plan B. The user will still have a training record for DOC-02 as it is also on Plan A.

  • If a training record is controlled by a Training Plan it cannot be manually unassigned.

Revert to Draft

If changes need to be made to the Training Plan, any Quality user can revert it to Draft and modify the document or user group selection. Reverting to draft will update the version to 1.1. Previously created training records will not be affected while the Training Plan is being modified in a draft state. It is only possible to have one draft version at a time.

Make Effective (Again)

Once the Training Plan is made Effective again, the version will be updated to 2.0 and the changes to the plan are then applied.

  • If a document was removed, the related training records will be unassigned.

  • If a document is added, new training records will be created for users listed in the related groups.

  • If a group was added, all users in the group will be assigned the training.

  • If a group was removed, all users in the group will be unassigned from the training.

Retire Training Plans

Training plans can be retired. Once retired, all training records will be unassigned. Currently, retired Training Plans cannot be restored; Quality Users will need to recreate new Training Plans and make them effective.

Note: Manual training assignments can still be performed ad-hoc from the Document Properties tab or Document Workspace. Click here for instructions.

Create Training Plans

Prior to creating Training Plans, User Groups will need to be created to define different types of users by either team, location, product, project, etc. Click here for details on creating and managing user groups.

Quality Users can access Training Plans from the Training menu on the top navigation bar.

Steps to create a new Training Plan

  1. Click the Add training plan button.

  2. Enter a training plan Title (required) and a description (optional).

  3. Select relevant user groups from the Groups dropdown.

  4. Search for and select relevant documents by typing either the document ID or Title in the Documents dropdown.

  5. Click the Add Plan button when finished.

  6. Make the Training Plan Effective from the Training Plans list view by clicking the expansion menu to the right of the Training Plan, and selecting Make Effective.

To edit an Effective Training Plan:

  1. Identify the Training Plan from the list view then either click the expansion menu to the right of the Training Plan and select Create new draft (image above), or open and preview the Training Plan, then click the Create new draft button.

  2. A new Training Plan draft will be created. Click the Edit option from either the expansion menu on the List View, or the Edit button on the Training Plan preview.

  3. Make modifications to the Training Plan title, description, documents and groups as needed. Then click the Update Plan button.

  4. Make the updated draft Training Plan Effective as described above.

Review the Training Plan Workflow detailed above to understand the impact of reverting a Training Plan back to draft, then making it effective again.

To help customers prepare for and organize their Training Plans with related user groups and documents, we’ve created a sample Employee Training Matrix which can be downloaded below. Use the matrix to visualize and cluster documents and groups into Training Plans. Then begin creating Training Plans using the matrix as a checklist.

Training Plan List View & Matrix

All Training Plans along with their statuses and versions can be seen in the Training Plan list view.

From the Training Plans page, a Training Matrix can be exported to a PDF. Click the Generate training matrix button, and the PDF will be prepared and downloaded.

A matrix can also be produced for an individual plan by using the expansion menu on the right of the list view and choose the Generate training plan matrix option.

The Training Matrix is a key artifact use in regulatory and customer audits. It can be exported for the whole organization or by individual plans. The individual plan matrix will be very useful for audits where only some plans are under consideration.

It will display all effective Training Plans along with their related documents and groups. By automating the Training Matrix, Quality teams save time and manual effort of updating their organization’s training requirements to be documented for auditors and third parties.


  • If you are part of the Admin User BETA testing, your user must have Admin to access to Users and Groups.

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