Training Settings

Configure training governance, content permissions, signoffs, advancement rules, handbook acknowledgements, AI automation, and dispatch warnings.

General

Enable Training module

Default training owner

Default due date window

days

Default reminder cadence

days

Content Permissions

Who can create local courses

Who can edit courses

Who can duplicate corporate courses

Who can publish to Training Exchange

Role / Level Settings

Enable role-based levelsAllow multiple role profiles per employeeRequire manager approval for advancementEnable compensation review recommendations

Exams

Default passing score

Retake delay

days

Maximum retakes before manager review

Randomize questionsRequire manager notification after failed exam

Demonstrations

Signoff allowed by assigned managerAllow backup managerAllow certified trainer signoffRequire evidence uploadRequire notes on failure

Field Validation

Enable field validationAllow real job outcomes to count toward readiness

Callback lookback window

days

Handbook

Require handbook acknowledgementRequire re-acknowledgement on major version changesBlock onboarding completion until signed

Reminder cadence

days

Dispatch Warnings

Enable job eligibility warningsShow warning to dispatchersAllow overrideRequire reason for overrideEscalate safety/compliance blockers

Training Exchange

Allow community course installsAllow local courses to be sharedRequire approval before sharingDisplay location name publiclyAllow reviews

AI Autonomy Level

1. Observe only

2. Recommend actions

AI suggests training assignments, signoff timing, and refreshers. All decisions remain with managers.

3. Draft actions / content

4. Auto-assign low-risk training

5. Prepare level / pay / eligibility changes for approval

Payroll, safety/compliance, and level advancement always require human approval unless explicitly enabled.