Training

Internal courses

Author training inside QFormance — file or document content, an optional quiz, a retrain interval, and the distribution list that says who has to take it.

For
Training admins, Quality Managers
Find it at
Admin → Training → Courses
Reading time
5 min

In one sentence

Internal courses are training material you author inside QFormance — file content, document content, or quiz-only — assigned to users or roles, optionally with a retrain interval that re-prompts learners on a schedule.

Three things to remember
  • Quiz authoring is shared with documents — same UI, same shuffling, same per-question references. Learn it once.
  • Publishing freezes the quiz into a version. Learners are stamped against the version they completed.
  • Retrain intervals are optional. Set them for safety-critical or regulatory training; leave them off for one-time onboarding content.

Access at Admin → Training → Courses. Authoring requires the relevant admin capability.

Internal courses are consumed by every user type: full users see them in their Training Hub alongside their other work; Read & Acknowledge users take the same courses on the same surface. That's the primary case — operators and technicians completing the training their roles require, at $3/seat.

Creating a course

Click New course. Courses start in Draft — you can keep editing until you Publish.

Editing a course

The course editor with Basic, Content, Quiz, Retrain interval, and Distribution sections

save as: public/docs-screenshots/internal-courses/course-editor.png

The course edit page has these sections:

Basic

Title, description, optional instructions.

Content

Three options:

OptionUse when
NoneQuiz-only course
Uploaded filePDF, video, or other file you want learners to read or watch
Reference an existing documentThe training is on a controlled document — link it rather than duplicate

Quiz

Toggle Required; set Passing %. Author questions with:

  • Drag-to-reorder
  • Multiple-choice options; mark correct ones
  • Per-question references — document-link anchors so learners can jump to the relevant section
  • Option order is shuffled per attempt, so memorizing position doesn't help

Retrain interval

Number of months before a learner must re-complete. Omit for one-time courses.

Distribution

Assign to individual users, roles, or both. Distribution is the who — completion (and the Training Hub) is the what.

Status

StatusWhat it means
DraftEditable, not yet visible to learners
PublishedLive for everyone in the distribution list
ArchivedHidden from learners; completion records preserved for audit

Retraining

If a retrain interval is set, learners see Overdue or Due [date] badges in their Training Hub as the interval approaches. They retake the course to reset their due date. Each completion is recorded with its own timestamp — retrain history is preserved in full.

Shared quiz engine

Courses and documents share the same quiz engine, so:

  • The author UI works identically in both places.
  • Answer shuffling, per-question references, and passing-% behavior are consistent.
  • Reporting treats both as training completions.

Publishing and versioning

Publishing freezes the current quiz into a course version. Learners completing the course are stamped against that version. If you edit the course after publishing, a new draft quiz is created — learners complete the latest published version until the next publish.

Watch out for: editing without publishing

A change saved to the draft doesn't reach learners until you publish. If you fix a typo and walk away, learners are still seeing the previous version. Hit Publish to roll the change.

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