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Updated to v1.1.0 with new module ID, UI refresh and new screenshots.
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(Updated to v1.1.0 with new module ID, UI refresh and new screenshots.)
Tag: 2017 source edit
 
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[[File:01-cover.png|center|600px|Training & Competency Manager]]
'''Training & Competency Manager''' is a professional Dolibarr module designed to manage employee training, competencies, qualification status, requalification, controlled evidence and retraining activities directly inside Dolibarr.


'''Training & Competency Manager''' is a Dolibarr module designed to manage employee training, competencies, qualification and requalification, SOP-based retraining, supporting evidence, audit trail and automatic email reminders.
The module provides a centralized and traceable environment for organizations that need structured employee training and competency records.


The module provides a centralized and traceable solution for organizations that need to maintain structured employee training and competency records directly inside Dolibarr.
It is especially suitable for pharmaceutical companies, laboratories, manufacturing organizations, Quality Assurance teams and other controlled environments.


==Features==
[[File:01-cover.png|center|1000px]]


*Employee training management
== Module information ==
*Training workflow: Planned → Assigned → Completed
*Automatic overdue training detection
*Competency definitions and assignments
*Required and current competency levels
*Qualification and requalification tracking
*Automatic competency expiry detection
*Competency Matrix
*Supporting evidence documents
*SHA-256 checksum for uploaded evidence
*Complete Audit Trail
*Training Record PDF
*Automatic email reminders
*SOP revision retraining
*Optional integration with SOP Document Control Pro
*Responsive desktop and mobile interface
*English and Romanian languages


==Dashboard==
{| class="wikitable"
! Information
! Value
|-
| '''Module name'''
| Training & Competency Manager
|-
| '''Version'''
| 1.1.0
|-
| '''Module ID'''
| 210136
|-
| '''Publisher'''
| PanciucSoft
|-
| '''License'''
| GPL-3.0-or-later
|-
| '''Dolibarr compatibility'''
| 23.x – 24.x
|-
| '''PHP'''
| 7.4+
|-
| '''Database'''
| MySQL / MariaDB
|-
| '''Languages'''
| English, Romanian
|-
| '''Optional integration'''
| SOP Document Control Pro
|}


The dashboard provides a centralized overview of training activities and employee competency status.
== Main features ==


[[File:02-dashboard.png|center|600px|Training Dashboard]]
Training & Competency Manager provides the following functionality:


It provides quick access to training records, competencies, qualification status, SOP retraining, email reminders and audit information.
* Employee training record management
* Training workflow: '''Planned → Assigned → Completed'''
* Automatic overdue training detection
* Competency definition and management
* Employee competency assignment
* Required and current competency levels
* Automatic qualification status calculation
* Qualification and requalification dates
* Automatic competency expiry detection
* Competency Matrix
* Supporting evidence documents
* SHA-256 checksum for uploaded evidence
* Immutable Audit Trail
* Training Record PDF reports
* Automatic email reminders
* Reminder history
* Duplicate reminder protection
* Optional SOP retraining integration
* Responsive interface for desktop and mobile devices


==Training Management==
== Dashboard ==


Training records can be created and managed directly from Dolibarr.
The dashboard provides a quick overview of the current training and competency status.


[[File:03-trainings.png|center|600px|Trainings]]
It displays key indicators such as:


Each training record can contain information such as:
* Total training records
* Completed training
* Overdue training
* Qualified employees
* Training workflow status
* Competency status


*Employee
Quick actions provide direct access to the most frequently used module pages.
*Training title
*Planned date
*Due date
*Completion date
*Training status
*Related competency
*Related SOP document and revision
*Supporting evidence
*Notes


The standard workflow is:
[[File:02-dashboard.png|center|1000px]]
 
== Training management ==
 
Training records can be created and assigned directly from Dolibarr.
 
Each training record can include:
 
* Training title
* Training type
* Employee
* Training provider
* Due date
* Completion date
* Workflow status
* Notes
* Linked SOP version
* Evidence documents
* Audit history
 
The supported workflow is:


'''Planned → Assigned → Completed'''
'''Planned → Assigned → Completed'''


Training records that pass their due date can automatically be identified as overdue.
Training records that pass their due date without being completed are automatically displayed as '''Overdue'''.
 
[[File:03-trainings.png|center|1000px]]
 
== Training record ==
 
Each training record provides a consolidated view of the employee training activity.
 
The record displays:
 
* Training reference
* Training type
* Employee
* Provider
* Due date
* Completion date
* Training status
* Notes
* Linked SOP document
* SOP version
 
Available actions can include:
 
* Generate Training Record PDF
* Open the linked SOP
* Manage evidence documents
* View Audit Trail
* Modify the training record
 
[[File:04-training-record.png|center|1000px]]
 
== Competency management ==
 
Competencies can be created independently from training records.
 
A competency definition can contain:


==Competency Management==
* Competency code
* Competency name
* Description
* Active / inactive status


Competencies can be defined and maintained directly inside the module.
Competencies can then be assigned to employees and used to evaluate qualification status.


[[File:04-competencies.png|center|600px|Competencies]]
== Competency levels ==


Each competency can be used to define the qualification requirements associated with employees and training activities.
For each competency assignment, the module supports a '''Required level''' and a '''Current level'''.


The module supports qualification, requalification and competency expiry management.
The module automatically determines whether the employee is qualified.


==Competency Matrix==
If:
 
'''Current level ≥ Required level'''
 
the competency is displayed as '''Qualified'''.
 
Otherwise, it is displayed as '''Not qualified'''.
 
The module can also detect expired competency qualifications based on the configured requalification date.
 
== Competency Matrix ==


The Competency Matrix provides a consolidated view of employee competency status.
The Competency Matrix provides a consolidated view of employee competency status.


[[File:05-competency-matrix.png|center|600px|Competency Matrix]]
It can display:


It can display:
* Employee
* Competency
* Required level
* Current level
* Qualification status
* Requalification date
* Linked training record


*Employee
This allows managers and Quality teams to quickly identify qualified, unqualified and expired competencies.
*Competency
*Required level
*Current level
*Qualification status
*Requalification date
*Linked training record


This provides a quick overview of qualified, not qualified and expired competencies.
[[File:05-competency-matrix.png|center|1000px]]


==SOP Retraining==
== SOP Retraining ==


Training & Competency Manager can optionally integrate with '''SOP Document Control Pro'''.
Training & Competency Manager can optionally integrate with '''SOP Document Control Pro'''.


[[File:06-sop-retraining.png|center|600px|SOP Retraining]]
Training records can be linked to a controlled SOP document and to the exact SOP version on which the employee was trained.
 
When a newer SOP revision becomes '''Effective''', the module can identify employees trained on an older SOP version and generate the required retraining records.
 
Only an '''Effective''' revision triggers automatic retraining.
 
Draft, Review or Approved revisions do not trigger retraining until the new revision becomes Effective.
 
The SOP Retraining page shows:
 
* SOP reference
* Tracked SOP version
* Effective SOP version
* Latest revision
* Retraining required status
* Number of affected trainings
* Number of affected employees
 
It also provides the history of automatically generated retraining records.
 
[[File:06-sop-retraining.png|center|1000px]]
 
== Automatic retraining traceability ==
 
When retraining is generated automatically, the module records the relationship between:
 
* Previous SOP version
* New effective SOP version
* Employee
* Original training
* Generated retraining record
* Date and time
* Audit Trail event
 
Duplicate retraining for the same employee and SOP revision is automatically prevented.
 
== Email reminders ==
 
The module includes configurable automatic reminders for training and competency activities.
 
Supported reminder types include:
 
* Training due soon
* Overdue training
* Requalification due soon
* Expired competency
 
Reminder windows can be configured from the module Settings page.
 
Automatic delivery is performed through '''Dolibarr Scheduled Jobs'''.
 
The reminder system includes duplicate-send protection so the same notification is not repeatedly sent for the same record, state and relevant date.
 
The Email Reminders page displays:
 
* Pending reminders
* Reminder type
* Employee
* Record reference
* Due date
* Recipient
* Recent reminder history
* Delivery status
 
[[File:07-email-reminders.png|center|1000px]]
 
== Audit Trail ==


Training records can be linked to a specific SOP revision.
Training & Competency Manager includes an immutable Audit Trail designed to provide historical traceability of important module actions.


When a newer SOP revision becomes '''Effective''', the module can identify employees trained on the previous revision and automatically generate the required retraining records.
Audit entries can include:


Draft, Review or Approved revisions do not trigger retraining until the revision becomes Effective.
* Date and time
* User
* Object type
* Record reference
* Event
* Modified field
* Old value
* New value


The retraining history provides traceability between:
Examples of recorded events include:


*Previous SOP version
* Record creation
*New effective SOP version
* Record updates
*Employee
* Training workflow changes
*Generated training record
* Competency assessments
*Date and time
* Qualification changes
* Requalification changes
* SOP revision retraining
* Evidence uploads
* Evidence removals
* Email reminder events


Duplicate retraining for the same employee and SOP revision is prevented.
Audit Trail entries can be filtered by object type and event.


==Evidence Documents==
[[File:08-audit-trail.png|center|1000px]]


Supporting evidence can be attached to training records.
== Evidence documents ==


Examples include:
Supporting evidence can be attached to training and competency records.


*Signed training records
Typical evidence may include:
*Assessment sheets
*Controlled documents
*Other supporting files


Uploaded evidence includes a '''SHA-256 checksum''' to support document traceability and integrity.
* Signed training records
* Assessment sheets
* Controlled documents
* Supporting PDF files
* Images
* Word documents
* Excel files
* CSV or text files


Evidence upload and removal actions are also recorded in the Audit Trail.
Supported file types include:


==Email Reminders==
'''PDF, PNG, JPG, WEBP, DOC, DOCX, XLS, XLSX, CSV and TXT'''


The module provides automatic email reminders for upcoming or overdue activities.
The default maximum file size is '''10 MB per file'''.


[[File:07-email-reminders.png|center|600px|Email Reminders]]
For each uploaded file, the module can record:


Reminders can be used for:
* Original file name
* Description
* File size
* Uploaded by
* Upload date
* SHA-256 checksum


*Training due soon
The SHA-256 checksum provides an additional mechanism for verifying file integrity.
*Overdue training
*Requalification due soon
*Expired competencies


Automatic processing uses Dolibarr Scheduled Jobs.
[[File:09-evidence-documents.png|center|1000px]]


The module also maintains reminder history and includes protection against duplicate notifications.
== Competency assignment ==


==Audit Trail==
A competency can be assigned to a specific employee.


Important module actions are recorded in an immutable Audit Trail.
Each assignment can include:


[[File:08-audit-trail.png|center|600px|Audit Trail]]
* Employee
* Competency
* Required level
* Current level
* Qualification status
* Qualification date
* Requalification date
* Linked training
* Notes
* Evidence documents
* Audit history


The Audit Trail can include:
Qualification status is calculated automatically according to the required and current competency levels.


*Date and time
[[File:10-competency-assignment.png|center|1000px]]
*User
*Object type
*Reference
*Event
*Field
*Old value
*New value


This provides traceability for training, competency, evidence, SOP retraining and reminder activities.
== Training Record PDF ==


==Settings==
The module can generate a professional '''Training Record PDF''' for individual training records.


Module functions can be reviewed from the Dolibarr administration interface.
The PDF provides a printable representation of the training information stored in Dolibarr.


[[File:09-settings.png|center|600px|Training & Competency Manager Settings]]
This functionality is intended for training documentation and recordkeeping.


Available module functions include:
== Settings ==


*Training workflow
The module Settings page provides an overview of the enabled functionality and allows administrators to configure the reminder system.
*Competency Matrix
*Requalification and expiry management
*Audit Trail
*Evidence documents
*Automatic retraining from SOP revisions
*SOP Document Control Pro integration
*Email reminders
*Training Record PDF


==Scheduled Jobs==
Available settings include:


Automatic email reminders are processed through Dolibarr Scheduled Jobs.
* Automatic email reminders
* Training due-soon reminder window
* Requalification reminder window
* Email sender
* Scheduled reminder processing
* Test email recipient


The Dolibarr cron service must therefore be configured on the server.
The Settings page also indicates whether SOP Document Control Pro integration is available.
 
== Scheduled Jobs ==
 
Automatic email reminder processing uses the standard Dolibarr Scheduled Jobs system.


The reminder job is designed to run once daily.
The reminder job is designed to run once daily.


==Requirements==
The Dolibarr cron service must therefore be correctly configured on the server.
 
The module includes protection against sending the same reminder repeatedly for the same object and reminder condition.
 
== Installation ==
 
The module is installed using the standard Dolibarr external module procedure.
 
=== Installation steps ===
 
# Download the module archive.
# Copy or extract the '''trainingcompetency''' directory into the Dolibarr custom modules directory.
# Open Dolibarr.
# Go to '''Home → Setup → Modules/Applications'''.
# Find '''Training & Competency Manager'''.
# Activate the module.
# Configure the module from its Settings page.
# Configure Dolibarr Scheduled Jobs if automatic email reminders will be used.
 
Typical custom module location:
 
<pre>
htdocs/custom/trainingcompetency/
</pre>
 
or according to the custom module directory configured on the Dolibarr installation.
 
== Upgrade to version 1.1.0 ==
 
Version 1.1.0 introduces a regularized Dolibarr module ID.
 
The module ID is now:
 
<pre>
210136
</pre>
 
Permission IDs are:
 
<pre>
21013601
21013602
21013603
</pre>
 
When upgrading from version 1.0.0 to 1.1.0, it is recommended to:
 
# Replace the previous module files with version 1.1.0.
# Disable the module.
# Reactivate the module once so Dolibarr registers the new module and permission IDs.
# Verify permissions for users who use the module.
 
Existing training and competency data are preserved.
 
== What's new in version 1.1.0 ==
 
Version '''1.1.0''' introduces a major interface refresh and regularizes the Dolibarr module identifiers.
 
Main changes include:
 
* Module ID changed to '''210136'''
* Permission IDs regularized to '''21013601–21013603'''
* Completely refreshed responsive user interface
* Modernized Dashboard
* Redesigned Trainings list
* Redesigned New Training form
* Modernized Competencies pages
* Improved Competency Matrix
* Redesigned SOP Retraining interface
* Redesigned Email Reminders page
* Improved Audit Trail readability
* Redesigned Settings page
* Modern Training Record interface
* Improved Evidence Documents management
* Redesigned SOP Link interface
* Redesigned Competency Assignment interface
* Clearer status badges
* More consistent action buttons
* Improved desktop spacing
* Improved mobile layouts
 
The existing training, competency, SOP retraining, evidence and reminder workflows remain available.
 
== Standalone operation ==
 
'''SOP Document Control Pro is optional.'''
 
Training & Competency Manager can operate as a standalone module for:
 
* Training management
* Competency management
* Qualification tracking
* Requalification tracking
* Evidence management
* Audit Trail
* Training Record PDF reports
* Automatic email reminders
 
SOP-specific retraining functionality becomes available when SOP Document Control Pro is installed and detected.
 
== Recommended use cases ==
 
Training & Competency Manager can be useful for:
 
* Pharmaceutical companies
* Quality Control laboratories
* Research laboratories
* Manufacturing organizations
* Quality Assurance departments
* Training departments
* ISO environments
* GMP environments
* Organizations that require controlled employee competency records
 
== Support ==


*Dolibarr 23.0 or later
For module support:
*PHP 7.4 or later
*MySQL / MariaDB


==Compatibility==
'''PanciucSoft'''


The module is compatible with:
Email:


*Dolibarr 23.x
<pre>
*Dolibarr 24.x
support@panciucsoft.com
</pre>


==Languages==
Website:


*English
<pre>
*Romanian
https://panciucsoft.com
</pre>


==Optional Integration==
== Version ==


'''SOP Document Control Pro''' integration is optional.
Current stable version:


Training & Competency Manager can operate independently when SOP retraining functionality is not required.
'''1.1.0'''


==Use Cases==
Module ID:


The module can be useful for:
'''210136'''


*Pharmaceutical companies
Compatible with:
*Quality Control laboratories
*Research laboratories
*Manufacturing organizations
*Quality Assurance departments
*GMP environments
*ISO-based organizations
*Organizations requiring controlled employee training and competency records


==Support==
'''Dolibarr 23.x – 24.x'''


For support and additional information:
PHP:


'''Email:''' support@panciucsoft.com
'''7.4+'''
Mikrosha2000
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