The Education Module helps facilities manage staff education, competencies, certifications, policies, and workflow access.

Administrators can use the module to:

• Assign required education and training
• Validate staff competencies and certifications
• Organize users into groups
• Track completed education records
• Restrict workflow access until requirements are met

The 5 Main Areas of the Education Module

How the Education Module Works Together

The Education Module follows a connected workflow:

1. Types define the education or training requirements
2. Groups determine which users need those requirements
3. Requirements connect education records to workflow restrictions
4. Val / Certs record completed training and validations
5. People displays each user’s education status and approvals

Example Workflow

Below is a common example of how the Education Module is used:

Step 1: Create an Education Type

Create a new competency called:

Scope Cleaning Competency

Step 2: Assign the Competency to a Group

Assign the competency to the:

New Hires group

Step 3: Add a Workflow Requirement

Tie the competency to the:

Assemble Module

This prevents users from accessing the workflow until training is completed.

Step 4: Complete Validation

An Education Validator records the competency as completed in:

Val / Certs

Step 5: User Gains Access

Once validated:

• the competency appears in the user’s profile
• workflow restrictions are removed
• the user can access the required module

One-Line Summary

The Education Module helps facilities assign, track, validate, and enforce staff education and workflow competency requirements.