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Sources and objectives

Anchor your training to the controlled documents it is based on, set its scope and learning objectives, and optionally let AI propose a starting brief. This is the first step of the authoring flow and the foundation everything else builds on.

Who this is for

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

Why sources come first​

The flow is source-first by design. The documents you select are two things at once:

  • The regulatory basis for the training (which SOP or policy it teaches).
  • The grounding the AI uses when it drafts content.

So you choose sources before you write anything.

Select internal documents​

On the left of the step is the document picker. Pick the internal effective controlled documents the training is based on. Selected documents are listed in the panel.

Screenshot pendingSources step with the document picker on the left and the form on the right
The source gate counts only attachable sources

You must attach at least one attachable source before you can leave this step. A source is attachable only when it has a current version (a document version the training can cite). Legacy documents that were never versioned still appear in the picker, with a warning, but they do not satisfy the gate. Counting them would let you advance only to be silently dropped at submit. The disabled Continue button states the reason. See Compliance and audit-readiness.

Set the topic, scope, and language​

Fill in the training's framing:

  • Training name - the title learners see (you can leave it blank now and let AI propose one).
  • Topic - one line describing what the learner should be able to do. The AI uses this when drafting.
  • Scope - Corporate (everyone) or Departmental. When departmental, you must pick the department.
  • Language - the training's language, from the supported locales.

You cannot continue until the topic is filled, the scope is valid (a department is chosen for departmental scope), and the source gate is satisfied.

Add learning objectives​

Learning objectives state what the learner will be able to do after the training. They support traceability from objective to content to evidence (ISO 9001 §7.2).

  • Add up to five objectives.
  • Each objective is at most 140 characters.
  • Objectives are shown to the learner at the top of the training and are recorded with the version.
Screenshot pendingLearning objectives chip input with up to five entries

Add external references​

Beyond the internal documents, you can capture additional references: free-text entries with an optional URL (for example a standard, a regulation, or an external guide).

  • External references are recorded as provenance on the version.
  • They are additive only. They do not count toward the source gate and are not used as the AI grounding. Internal effective documents remain the anchor.

Propose a brief with AI​

Once you have at least one attachable source and a valid scope, you can click Propose with AI. The AI reads your selected sources and suggests:

  • A training name.
  • A one-line topic.
  • Up to five learning objectives.

This only fills the form. You can edit everything afterward, and it never writes to the database.

Screenshot pendingPropose with AI populating the name, topic, and objectives
AI assists, you decide

The proposal is a starting point. Review and adjust the name, topic, and objectives so they match what you actually intend to teach.