Training

Traditional operator qualification tracking lives in spreadsheets or paper forms that exist entirely separate from the instructions themselves. A sign-off sheet in a binder captures a name and a date, but says nothing about which version of the procedure the operator was trained on, or whether the procedure has changed since. When auditors ask for training records, the answer typically involves searching through paper or pulling together files from multiple places.

In Threaded, Training covers two related records in one place:

• Work Instruction training — proficiency sign-offs tied to published Work Instruction versions
• Certifications — org-scoped qualifications (for example forklift or LOTO) with optional recertification intervals

Both appear on the Training page so you can see who is qualified on what without leaving the system where your instructions live.

#Key Concepts

Training Matrix — On the Training page, the Work Instruction section lists published Work Instructions as rows and operators as columns. The Certifications section lists certifications as rows and operators as columns. Each cell shows that operator’s current status for the row item.

Proficiency Levels — Three levels are recorded per Work Instruction sign-off, reflecting how qualified the operator is to perform the work independently or to train others:

• Supervised (Level 1) — the operator can perform the work with oversight from a qualified trainer
• Independent (Level 2) — the operator can perform the work without supervision
• Can Train (Level 3) — the operator is qualified to train others on this work instruction

Certifications — Named qualifications defined for your organization. Unlike Work Instruction training, a certification is not tied to a specific instruction version. Recording a sign-off means the operator is Certified. Optional Recertification interval (days) controls when a certification expires; leave the interval blank if it never expires.

Stale Sign-offs — Two different flags keep records honest:

• Work Instructions: when a WI is republished, existing sign-offs are marked Review needed
• Certifications: when the interval passes, the matrix shows Recertification needed

Sign-offs are not automatically removed — they remain as history — but the flags make it clear that a re-evaluation is warranted.

#Using the Training Matrix

Click Training in the top navigation, then open Training Matrix.

The Work Instruction section shows published Work Instructions as rows. If none have been published yet, that section is empty — qualification tracking for instructions is tied to published documents, not drafts.

To record a Work Instruction sign-off:

1. Click any cell in the matrix to open the Sign-off dialog.
2. Select the proficiency level that reflects the operator’s current qualification.
3. Click Save. The cell updates to show the recorded level.

To update or remove a sign-off, click the cell again and select a different level or clear the existing sign-off.

Scroll to the Certifications section on the same page to see certification status. A ✓ means certified; a warning on the checkmark means Recertification needed. Click a cell to Certify or Re-certify an operator (optional Notes). Click a certification name for a read-only detail view.

Editors and owners in your organization can record and update sign-offs. Operators and view-only members can view status but cannot modify records.

#Managing Certifications

Open Training → Certifications to define and maintain the list of qualifications.

1. Click New Certification.
2. Enter a Name, optional Description, and optional Recertification interval (days) (placeholder: Never expires).
3. Optionally attach Media (images or PDFs) before you create the certification.
4. Click Create.

On the Certifications page you can:

• Switch between Active and Inactive tabs
• Inline-edit Name, Description, and Recertification interval (days)
• Open a certification’s detail sidebar to edit fields and manage Media
• Deactivate a certification (preserves history; removes it from the matrix) or Reactivate it later

Changing the recertification interval does not rewrite expiry dates already recorded on past sign-offs. New sign-offs use the interval that is current when you certify.

Empty state on the matrix: No active certifications yet. Create and enable certifications from the Certifications page… — create the certification first, then return to the matrix to certify operators.

#Keeping Training Current

Each Work Instruction sign-off is tied to a specific published version. When a WI is updated and published as a new version, cells for that WI are automatically flagged as Review needed — prompting editors to re-evaluate and re-record sign-offs under the updated version.

Certification cells flag Recertification needed when the recorded expiry has passed. Use Re-certify to renew the operator for the current interval.

This keeps training records synchronized with your current approved process and org policies without manual tracking of which operators have seen which version or when a ticket to renew expires.

#Why This Matters

Knowing who is qualified to run which processes — and who holds which site qualifications — is essential for scheduling, shift planning, and regulatory compliance. ISO 9001 requires documented evidence of operator training and competency; in most operations, satisfying that requirement means pulling together paper records or separate spreadsheets when an audit arrives.

In Threaded, that evidence is built in. Every sign-off is timestamped and stored alongside the work it applies to. Compliance documentation is not a separate task — it’s a natural outcome of managing training in the same system where your instructions live.