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Settings and scheduling

Set how the training is scheduled, whether it needs a signature, how often learners must re-certify, and which version this one was translated from. This is the fourth step of the authoring flow.

Who this is for

Administrators (Quality Admin, HR Admin, Corporate Admin).

Training metadata​

This step also captures version-independent details:

  • Description - a short summary of the training.
  • Category - Security, Quality, Compliance, or Operations.

Signature requirement​

Turn on Requires signature when learners must sign to complete the training. When enabled, the learner records an electronic signature as part of their completion evidence.

Signed evidence is a compliance control

A required signature produces 21 CFR Part 11 electronic evidence. The signing time and IP are captured server-side and the evidence is immutable once written. See Electronic signatures.

Scheduling​

Two levers control due dates and when a training counts as overdue:

  • Initial due offset - the number of days after assignment that the training is due. Range 1 to 3650. A learner assigned today with an offset of 30 is due in 30 days.
  • Overdue grace - a buffer expressed in weeks in the UI (0 to 52). The training only becomes overdue once the due date plus the grace has fully passed.

The overdue rule is now > due + grace, and the boundary is exclusive: a training is not overdue exactly at the due date plus grace, only strictly after it. A grace of 0 means a training is overdue the moment it passes its due date.

Grace is entered in weeks, stored in days

You enter grace in weeks, but it is stored in days. The same overdue rule is used by the learner's overdue badge, the reports, and the emailed digests, so they never disagree. For the full scheduling model, see Campaigns, assignments and scheduling.

Recertification​

Turn on Recertification when a training must be repeated on a cycle. When enabled, you set:

  • Interval (months) - how often the learner must re-certify, from 1 to 120.
  • Mode - what happens when recertification is due:
    • Auto-assign - the system re-enrols the learner automatically.
    • Notify admin - an administrator is notified to act.
    • Disabled - no automatic action.
  • Notice days - how many days before the due date to give notice, from 1 to 365.

For a one-time, version-triggered re-certification of everyone on a major change, see Versions and recertification.

Translation linkage​

When you author a translated version of an existing training, you can link it to the version it was translated from. This Translated from picker:

  • Appears only when editing an existing training (a net-new training has no other versions to link to).
  • Lists the training's other non-draft versions.

The link records translation provenance for traceability.

Screenshot pendingSettings step with signature, scheduling, recertification, and translation linkage
Nothing is saved yet

Settings changes only update your local draft until you submit. Training-level metadata (name, description, category, recertification policy) is saved on the training at submit; the signature requirement and scheduling are recorded with the new version. See Review and submit.