https://wiki.dolibarr.org/index.php?action=history&feed=atom&title=Training_%26_Competency_Manager Training & Competency Manager - Revision history 2026-10-23T13:29:58Z Revision history for this page on the wiki MediaWiki 1.39.17 https://wiki.dolibarr.org/index.php?title=Training_%26_Competency_Manager&diff=68137&oldid=prev Mikrosha2000: Updated to v1.1.0 with new module ID, UI refresh and new screenshots. 2026-10-18T16:34:22Z <p>Updated to v1.1.0 with new module ID, UI refresh and new screenshots.</p> <a href="https://wiki.dolibarr.org/index.php?title=Training_%26_Competency_Manager&amp;diff=68137&amp;oldid=67979">Show changes</a> Mikrosha2000 https://wiki.dolibarr.org/index.php?title=Training_%26_Competency_Manager&diff=67979&oldid=prev Mikrosha2000 at 12:34, 9 October 2026 2026-10-09T12:34:42Z <p></p> <table style="background-color: #fff; color: #202122;" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 12:34, 9 October 2026</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1">Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;">=Training &amp; Competency Manager=</del></div></td><td colspan="2" class="diff-side-added"></td></tr> <tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;"></del></div></td><td colspan="2" class="diff-side-added"></td></tr> <tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>[[File:01-cover.png|center|600px|Training &amp; Competency Manager]]</div></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>[[File:01-cover.png|center|600px|Training &amp; Competency Manager]]</div></td></tr> <tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><br/></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><br/></td></tr> </table> Mikrosha2000 https://wiki.dolibarr.org/index.php?title=Training_%26_Competency_Manager&diff=67978&oldid=prev Mikrosha2000: Created Training & Competency Manager documentation page. 2026-10-09T12:34:19Z <p>Created Training &amp; Competency Manager documentation page.</p> <p><b>New page</b></p><div>=Training &amp; Competency Manager=<br /> <br /> [[File:01-cover.png|center|600px|Training &amp; Competency Manager]]<br /> <br /> &#039;&#039;&#039;Training &amp; Competency Manager&#039;&#039;&#039; is a Dolibarr module designed to manage employee training, competencies, qualification and requalification, SOP-based retraining, supporting evidence, audit trail and automatic email reminders.<br /> <br /> The module provides a centralized and traceable solution for organizations that need to maintain structured employee training and competency records directly inside Dolibarr.<br /> <br /> ==Features==<br /> <br /> *Employee training management<br /> *Training workflow: Planned → Assigned → Completed<br /> *Automatic overdue training detection<br /> *Competency definitions and assignments<br /> *Required and current competency levels<br /> *Qualification and requalification tracking<br /> *Automatic competency expiry detection<br /> *Competency Matrix<br /> *Supporting evidence documents<br /> *SHA-256 checksum for uploaded evidence<br /> *Complete Audit Trail<br /> *Training Record PDF<br /> *Automatic email reminders<br /> *SOP revision retraining<br /> *Optional integration with SOP Document Control Pro<br /> *Responsive desktop and mobile interface<br /> *English and Romanian languages<br /> <br /> ==Dashboard==<br /> <br /> The dashboard provides a centralized overview of training activities and employee competency status.<br /> <br /> [[File:02-dashboard.png|center|600px|Training Dashboard]]<br /> <br /> It provides quick access to training records, competencies, qualification status, SOP retraining, email reminders and audit information.<br /> <br /> ==Training Management==<br /> <br /> Training records can be created and managed directly from Dolibarr.<br /> <br /> [[File:03-trainings.png|center|600px|Trainings]]<br /> <br /> Each training record can contain information such as:<br /> <br /> *Employee<br /> *Training title<br /> *Planned date<br /> *Due date<br /> *Completion date<br /> *Training status<br /> *Related competency<br /> *Related SOP document and revision<br /> *Supporting evidence<br /> *Notes<br /> <br /> The standard workflow is:<br /> <br /> &#039;&#039;&#039;Planned → Assigned → Completed&#039;&#039;&#039;<br /> <br /> Training records that pass their due date can automatically be identified as overdue.<br /> <br /> ==Competency Management==<br /> <br /> Competencies can be defined and maintained directly inside the module.<br /> <br /> [[File:04-competencies.png|center|600px|Competencies]]<br /> <br /> Each competency can be used to define the qualification requirements associated with employees and training activities.<br /> <br /> The module supports qualification, requalification and competency expiry management.<br /> <br /> ==Competency Matrix==<br /> <br /> The Competency Matrix provides a consolidated view of employee competency status.<br /> <br /> [[File:05-competency-matrix.png|center|600px|Competency Matrix]]<br /> <br /> It can display:<br /> <br /> *Employee<br /> *Competency<br /> *Required level<br /> *Current level<br /> *Qualification status<br /> *Requalification date<br /> *Linked training record<br /> <br /> This provides a quick overview of qualified, not qualified and expired competencies.<br /> <br /> ==SOP Retraining==<br /> <br /> Training &amp; Competency Manager can optionally integrate with &#039;&#039;&#039;SOP Document Control Pro&#039;&#039;&#039;.<br /> <br /> [[File:06-sop-retraining.png|center|600px|SOP Retraining]]<br /> <br /> Training records can be linked to a specific SOP revision.<br /> <br /> When a newer SOP revision becomes &#039;&#039;&#039;Effective&#039;&#039;&#039;, the module can identify employees trained on the previous revision and automatically generate the required retraining records.<br /> <br /> Draft, Review or Approved revisions do not trigger retraining until the revision becomes Effective.<br /> <br /> The retraining history provides traceability between:<br /> <br /> *Previous SOP version<br /> *New effective SOP version<br /> *Employee<br /> *Generated training record<br /> *Date and time<br /> <br /> Duplicate retraining for the same employee and SOP revision is prevented.<br /> <br /> ==Evidence Documents==<br /> <br /> Supporting evidence can be attached to training records.<br /> <br /> Examples include:<br /> <br /> *Signed training records<br /> *Assessment sheets<br /> *Controlled documents<br /> *Other supporting files<br /> <br /> Uploaded evidence includes a &#039;&#039;&#039;SHA-256 checksum&#039;&#039;&#039; to support document traceability and integrity.<br /> <br /> Evidence upload and removal actions are also recorded in the Audit Trail.<br /> <br /> ==Email Reminders==<br /> <br /> The module provides automatic email reminders for upcoming or overdue activities.<br /> <br /> [[File:07-email-reminders.png|center|600px|Email Reminders]]<br /> <br /> Reminders can be used for:<br /> <br /> *Training due soon<br /> *Overdue training<br /> *Requalification due soon<br /> *Expired competencies<br /> <br /> Automatic processing uses Dolibarr Scheduled Jobs.<br /> <br /> The module also maintains reminder history and includes protection against duplicate notifications.<br /> <br /> ==Audit Trail==<br /> <br /> Important module actions are recorded in an immutable Audit Trail.<br /> <br /> [[File:08-audit-trail.png|center|600px|Audit Trail]]<br /> <br /> The Audit Trail can include:<br /> <br /> *Date and time<br /> *User<br /> *Object type<br /> *Reference<br /> *Event<br /> *Field<br /> *Old value<br /> *New value<br /> <br /> This provides traceability for training, competency, evidence, SOP retraining and reminder activities.<br /> <br /> ==Settings==<br /> <br /> Module functions can be reviewed from the Dolibarr administration interface.<br /> <br /> [[File:09-settings.png|center|600px|Training &amp; Competency Manager Settings]]<br /> <br /> Available module functions include:<br /> <br /> *Training workflow<br /> *Competency Matrix<br /> *Requalification and expiry management<br /> *Audit Trail<br /> *Evidence documents<br /> *Automatic retraining from SOP revisions<br /> *SOP Document Control Pro integration<br /> *Email reminders<br /> *Training Record PDF<br /> <br /> ==Scheduled Jobs==<br /> <br /> Automatic email reminders are processed through Dolibarr Scheduled Jobs.<br /> <br /> The Dolibarr cron service must therefore be configured on the server.<br /> <br /> The reminder job is designed to run once daily.<br /> <br /> ==Requirements==<br /> <br /> *Dolibarr 23.0 or later<br /> *PHP 7.4 or later<br /> *MySQL / MariaDB<br /> <br /> ==Compatibility==<br /> <br /> The module is compatible with:<br /> <br /> *Dolibarr 23.x<br /> *Dolibarr 24.x<br /> <br /> ==Languages==<br /> <br /> *English<br /> *Romanian<br /> <br /> ==Optional Integration==<br /> <br /> &#039;&#039;&#039;SOP Document Control Pro&#039;&#039;&#039; integration is optional.<br /> <br /> Training &amp; Competency Manager can operate independently when SOP retraining functionality is not required.<br /> <br /> ==Use Cases==<br /> <br /> The module can be useful for:<br /> <br /> *Pharmaceutical companies<br /> *Quality Control laboratories<br /> *Research laboratories<br /> *Manufacturing organizations<br /> *Quality Assurance departments<br /> *GMP environments<br /> *ISO-based organizations<br /> *Organizations requiring controlled employee training and competency records<br /> <br /> ==Support==<br /> <br /> For support and additional information:<br /> <br /> &#039;&#039;&#039;Email:&#039;&#039;&#039; support@panciucsoft.com</div> Mikrosha2000