Training Versions

Last updated:August 3, 2026

A Training Version is the training people actually complete: a specific, versioned piece of content created under a QMS Training. It sets how the training is taken, by reading and acknowledging a document, or by answering a questionnaire, which document versions it covers, the materials to work through, and, for a questionnaire, the questions and the pass mark.

The Training Versions tab lists them with ID, Title, Version, Status (such as Draft or Approved), Type (Read & Understood or Questionnaire), Effective Date, Trainer, and the number of Documents covered. Search and filter with the Trainings Status and Training Type menus, view a row with the eye action, and add one with + Add Training Version.

The Training Versions tab of Training Management, listing versions by ID, Title, Version, Status, Type, Effective Date, Trainer, and number of Documents, with status and type filters and an Add Training Version button. — Figure 1: Training Versions overview

A new version is created on the New Training form, which has a status bar and the tabs Details, Release, Linked Documents, Training Materials, and Questionnaire. The stages depend on the Type: a Read & Understood training runs Draft → Consulting → Effective, while a Questionnaire training adds a review and approval step, running Draft → Consulting → In Review → In Approval → Effective.

Details

Sets the core fields:

QMS Training
the master training this version belongs to, chosen from a lookup (with an Edit action once set).
Training Version
the version number.
Title
generated from the training and version.
Trainer / Owner (required)
the person responsible for the training.

The New Training form with the QMS Training lookup open, listing the master trainings a version can be created under. — Figure 2: Selecting a QMS Training

Type
Read & Understood or Questionnaire. This drives both the stages above and whether the Questionnaire tab is available.

The Type dropdown on the New Training form, offering Read & Understood or Questionnaire. — Figure 3: Selecting a training type

Require Approval
when ticked, the version must be approved before it can become effective, which is what adds the In Review and In Approval stages.

The New Training form with Require Approval ticked Yes, the Effective Date blank, and the Status shown as Draft. — Figure 4: Require Approval setting

An Effective Date, the read-only Status, and a Notes editor complete the tab. Select Save New Training to create the version as a Draft.

Release

Holds the Require Approval setting and the Effective Date. These are locked until the version has been saved, before that, the tab shows "Save new training first".

The Release tab showing a "Save new training first" notice, indicating the settings are locked until the version is saved. — Figure 7: Release tab showing the save notice

Linked Documents

The document versions this training covers. Select Link Document Version, tick versions in the picker, and select Link; only documents defined under the version's selected QMS Training are offered. Each linked version shows its status, a Training Notes field (edited with the pencil), and a remove action.

The Link Document Version picker, listing document versions with checkboxes, status and type, and effective date, noting that only documents defined in the selected QMS Training are shown, with Cancel and Link buttons. — Figure 9: Selecting document versions to link

The Linked Documents tab populated with document versions, each showing its status badge, a Training Notes edit action, and a remove icon. — Figure 10: Document versions linked to the training version

Training Materials

The files trainees work through. Select Upload Materials, choose files with Select files, and select Upload Files. Each uploaded file is listed as a link, with a remove action.

The Training Materials tab with an uploaded file listed as a link and a remove icon, above an Upload Materials button. — Figure 12: Uploaded training materials

Questionnaire

Available only for a Questionnaire training; for a Read & Understood training the tab is greyed out.

A training version's Details tab with Type set to Questionnaire, showing the Questionnaire tab available. — Figure 14: Questionnaire tab available for Questionnaire training

Set the Title and a Pass threshold , the number of questions, out of the total, needed to pass, shown as a percentage that recalculates as you change it (for example, 3 out of 5 = 60%).

The Questionnaire tab, showing the Type and Title fields, the Pass threshold control, the question list on the left, the question editor on the right, and Add question and Save Questionnaire buttons. — Figure 15: Configuring a questionnaire

The Pass threshold control set to 3 out of 5 questions (60%), above the question list. — Figure 16: Setting the questionnaire pass threshold

How to Add a Question

Select + Add question, set the Question Type to Choice or Yes/No, and enter the question text.

The questionnaire question editor for question Q1, with a Question Type toggle (Choice or Yes/No), a question text box, and Save Question and delete actions. — Figure 17: Adding a questionnaire question

For a choice question, add answers with + Add option, reorder them with the arrows, and mark the right one with Mark as correct (it then reads Correct).

A choice question in the editor with answer options A and B, each with reorder arrows, a Mark as correct / Correct toggle, and a remove icon, above an Add option button. — Figure 18: Adding answer options to a choice question

Select Save Question for each question, then Save Questionnaire to store the set.

A questionnaire with five questions and a 60% pass threshold, with question Q5's options being edited, and Save Questionnaire and Save Question buttons. — Figure 19: Saving the questionnaire