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Training materials overview

Author the trainings your people are assigned, manage their versions over time, and keep every change reviewed and audit-ready. This page explains the Training Library, the difference between a training and a version, and the five steps you walk through to create or update content.

Who this is for

Administrators (Quality Admin, HR Admin, Corporate Admin). Authoring content and generating quizzes with AI is restricted to administrators.

The Training Library​

The Training Library at Training Materials is the management surface for all your trainings. From here you:

  • Search trainings by name or category.
  • Start a new training, or open an existing one to author a new version.
  • Preview, duplicate, archive, and delete trainings.
  • View a training's version history.
  • Resume or discard an in-progress draft.
Screenshot pendingTraining Library list with search, New button, and training cards

Each card shows the training's category and, when one exists, its active version number with an Active badge. A training that has versions but none active shows an Archived badge. A training with no versions yet has never been published.

Training versus version​

These two nouns matter throughout the product:

  • A training is the course itself: its name, description, category, and recertification policy. The training-level settings change in place.
  • A version is one reviewed-and-approved snapshot of the training's content: the body text, the quiz, the learning objectives, the signature requirement, and the attached sources. Versions are numbered (for example 1.0, 1.1, 2.0) and are immutable once a learner's evidence references them.

When you change content, you do not edit the live version. You author a new version, which goes through review before it can become active.

The content lifecycle​

Every content change moves through the same states:

  1. Draft - your work in progress. While you author, nothing is written to the database (see the warning below).
  2. Pending review - when you submit, a new version is created in pending_review and is not active.
  3. Approved and active - a different person approves the version in the Quality Review Queue. On activation it becomes the training's active version, and the previously active version is deactivated.
  4. Rejected - a reviewer can send a version back with a reason instead of approving it.
Segregation of duties

Submitting a version never publishes it. Every submitted version - whether you wrote it by hand or drafted it with AI - lands in pending_review and stays inactive until a different person approves it. The approver cannot be the version's creator. This separation is a compliance control, not a workflow nicety. See Compliance and audit-readiness.

The five authoring steps​

Creating or updating a training uses one full-screen, source-first flow with five steps:

  1. Sources - select the internal effective documents that anchor the training, set the topic, scope, language, and learning objectives. See Sources and objectives.
  2. Content - draft the body with AI section by section, or write it yourself. See Writing content.
  3. Assessment - build the quiz. See Assessments.
  4. Settings - set the signature requirement, scheduling, and recertification policy. See Settings and scheduling.
  5. Review - diff against the active version, write a change reason, and submit for review. See Review and submit.

For the end-to-end walkthrough, start with the Authoring flow. To understand how versions accumulate over time and how to re-certify everyone on a major change, see Versions and recertification.