Campaigns & assignments overview
This section explains how trainings reach learners: you can push a specific training to a named audience with a campaign, or let the system assign automatically based on who someone is and where they work.
Administrators (Quality Admin, HR Admin, Corporate Admin).
Two ways to assign trainings
Better Comply has two complementary mechanisms. You can use either or both.
Manual campaigns
A campaign is a named, targeted rollout of one training version to a defined audience. You choose the training, pin it to an active version, pick the departments, locations, or groups who must complete it, and set a due date. Every matched person gets an assignment immediately.
Campaigns are the right tool when you need to push a one-off mandatory training - a new SOP, a regulatory update, or a specific compliance event.
Attribute-based assignment rules
Assignment rules (also called "onboarding rules" in some parts of the UI - both names refer to the same feature) evaluate each employee's profile attributes and automatically assign the trainings that match. When an employee's attributes change - for example their department, plant, or workstation is updated - Better Comply re-evaluates the rules and creates any missing assignments. No manual action is needed.
This is the right tool for standing obligations tied to a role, a location, or a job function: every person in a given department on a given line must complete a specific training, regardless of when they joined.
How an assignment becomes due and overdue
Every assignment has a due date. The calculation is the same whether the assignment came from a campaign or an assignment rule.
| Stage | What it means |
|---|---|
| Assigned | The assignment exists and the learner can start. |
| Due | The due date has passed. The learner still has the grace window to complete without showing as overdue. |
| Overdue | The due date plus the grace window have passed and the training is not complete. |
| Completed | The learner finished the training and (where required) signed the evidence record. A completed assignment is never overdue, even if it was late. |
The overdue rule is: now > due_date + grace_days (boundary exclusive). The same formula drives the overdue badge the learner sees, the Reports views, and the weekly supervisor digest - every surface in the product agrees.
See Scheduling and overdue rules for how to configure the due offset and grace period on a training.
How recertification works
When a major new version of a training is activated, you can trigger a recertification: all learners who hold prior evidence are re-enrolled and their old evidence is marked as superseded. The old evidence records are never deleted or edited; recertification adds new assignments on top of the existing history.
Related
- Training materials - author and approve training versions before assigning them
- Users & access - manage the profile attributes that assignment rules match against
- Reports - track completion and overdue status across your organisation
- My trainings - what the learner sees (the same overdue threshold applies)