Training requirements and reviewed workflows
Updated 1 Nov 2026
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Start with your company requirements
The owner enables Training workflows in Workflow settings. A country or regulatory profile is optional when using your own requirements.
Open Training requirements → Company requirements, then Add requirement. Enter the training needed, who needs it and how often. Choose an available course, including a published private course, or Outside or offline training. Policy or contract details are optional. Your company can set its own commitments without adopting a Shog standard.
Saving creates the requirement only. Use Add to plan to choose a draft plan and applicable role. The owner reviews and signs the plan; employee assignments and payments require their own review. An approved plan takes changes through Create a revision, preserving the existing signed plan. Outside training can be supported by reviewed external qualifications after the requirement is on the plan.
Review suggested standards
The separate Suggested standards tab contains source-backed suggestions. Use Confirm scope to explicitly enter the relevant country or jurisdiction and business activities. No country is assumed. A stored UAE value from the earlier defaults is not treated as confirmation; confirm the scope once to see suggestions. UAE regional suggestions are included only in a confirmed UAE scope, not because an unrelated company record contains an emirate.
Review applicability, sources, roles and frequency before adding a suggestion to a draft plan. The suggestions do not determine your obligations and never assign training automatically. If nothing matches, you can continue using Company requirements. Published changes require review; existing approved plans and their records remain intact.
Review proposed assignments
Open Assignments. Adding or changing an employee prepares their proposals at once, and Assign outstanding training prepares the rest from approved plans, active onboarding packs and renewals. Approval rechecks active employment, applicability, course availability and storage. Free and private courses need approval. Paid assignments enroll only after payment succeeds. Defer to a date or dismiss with a reason. Missing hire or change dates need correction; the platform does not invent them.
Creating a plan, activating a pack or sending a renewal reminder never enrolls an employee. Every proposed assignment requires a manager decision.
Review outside qualifications
An external qualification is proof of training somebody completed somewhere other than this platform: a first-aid certificate, a professional certification, or a course run by another provider or by your own trainers. Once it is accepted and linked to a requirement on your training plan, it counts towards that requirement the way a certificate issued here does, so nobody repeats training they can already prove, and its expiry is followed for renewal like any other. Certificates issued here need none of this: they are recorded the moment somebody passes.
Owners and company-authorized administrators upload PDF, JPEG or PNG evidence up to 10 MB in External qualifications. Select the employee and approved requirements. Record a known expiry, explicit non-expiring validity, or unknown validity. Unknown evidence cannot be accepted. Review and accept or reject the evidence. Replacement creates a new version; revocation stops that version satisfying requirements. Historical external-qualification exemptions need review and are not converted into credentials.
Renew and inspect
The owner configures renewal thresholds and responsible administrators in Workflow settings. The default windows are 90, 60 and 30 days; overdue work produces a weekly digest. Notifications use recorded email addresses and never enroll anyone. Failed deliveries remain visible.
In Inspection packages, choose period, departments, employees and requirements, then preview included records and gaps. Create a snapshot and generate its PDF index, CSV records, evidence files and JSON manifest inside a ZIP download. Missing evidence makes it incomplete. Identity evidence is excluded unless the owner explicitly includes it. Downloads require company access; there is no external invitation or anonymous sharing link. Regeneration creates a new snapshot.
When a decision is refused
If details changed, refresh proposals and review again. If storage is unavailable, reconnect it using storage help. Check the employee's active status, role and hire date. Accepted evidence needs verified validity and an available original file. Company administrators need access granted by the owner; only the owner can sign plans or include identity evidence.