Training & Compliance
User stories for personnel qualification, training records, and regulatory compliance
Training & Compliance
Personnel qualification, training management, and compliance tracking.
US-TR01: Define Training Requirement
As a Training Coordinator (Alex), I want to define training requirements by role, so that every user is trained on the SOPs relevant to their job function.
Acceptance Criteria:
- Training requirement: SOP/document, required roles, frequency (one-time/annual/biannual)
- Auto-assign training to all users with matching role
- New users auto-assigned all requirements for their role on creation
- Training matrix shows: all requirements × all users
Priority: P2 | Sprint: 7
US-TR02: Assign Individual Training
As a Training Coordinator (Alex), I want to assign specific training to individual users, so that ad-hoc training needs are tracked.
Acceptance Criteria:
- Select user select training item set due date
- Notification sent to user
- Training appears in user's "Pending Training" list
- Overdue training flagged and escalated to supervisor
Priority: P2 | Sprint: 7
US-TR03: Complete Training (Read & Acknowledge)
As a any user, I want to view training material and acknowledge completion, so that my training record is updated.
Acceptance Criteria:
- Training item shows: document title, version, description
- User must open/view the full document
- Acknowledgment requires e-signature: "Trained on [document name] v[version]"
- Training record created: user, document, version, date, signature
- If document updated re-training auto-assigned
Priority: P2 | Sprint: 7
US-TR04: View Training Matrix
As a Training Coordinator (Alex), I want to view a matrix of all personnel vs all training requirements with completion status, so that I can identify training gaps.
Acceptance Criteria:
- Matrix: rows = users, columns = training requirements
- Cell status: complete, pending, overdue, not assigned
- Filter by department, role, status
- Overall compliance percentage per user and per requirement
- Exportable as CSV or PDF
- Click cell training detail
Priority: P2 | Sprint: 7
US-TR05: Track Competency Assessments
As a Training Coordinator (Alex), I want to record practical competency assessments (e.g., aseptic technique, garbing), so that hands-on skills are documented.
Acceptance Criteria:
- Assessment record: user, assessor, competency, date, result (pass/fail), notes
- Assessment types: aseptic technique, garbing, media fill, equipment operation
- Failed assessments re-training assignment auto-created
- Competency status on user profile: qualified/unqualified per skill
- Assessment history maintained
Priority: P2 | Sprint: 7
US-TR06: Media Fill Tracking
As a Training Coordinator (Alex), I want to track media fill qualifications with automatic expiry, so that only qualified personnel are assigned to sterile compounding.
Acceptance Criteria:
- Media fill record: user, date, result (pass/fail), validity period (6 months)
- Auto-expire qualification after validity period
- System blocks batch assignment for expired media fill qualification
- Re-qualification reminder 30 days before expiry
- Two consecutive failures user removed from sterile compounding until re-trained
Priority: P1 | Sprint: 5
US-TR07: Generate Compliance Report
As a Training Coordinator (Alex), I want to generate a compliance report showing training completion rates, so that I can present to management and auditors.
Acceptance Criteria:
- Report shows: overall compliance %, compliance by department, compliance by role
- Non-compliant users listed with overdue items
- Trend: compliance % over time
- Exportable as PDF
- Filter by date range
Priority: P2 | Sprint: 8
US-TR08: New Hire Onboarding Checklist
As a Training Coordinator (Alex), I want to auto-generate an onboarding training checklist when a new user is created, so that new hires complete all required training.
Acceptance Criteria:
- Role-based onboarding template defines required trainings
- New user creation auto-assign all onboarding items with staggered due dates
- Onboarding progress tracker for supervisor
- Completion of all items user status changes to
active - New hire cannot access production modules until onboarding complete
Priority: P2 | Sprint: 8
US-TR09: Annual Re-Qualification Calendar
As a Training Coordinator (Alex), I want to see a calendar of all upcoming re-qualifications (media fill, garbing, annual training), so that I can schedule sessions proactively.
Acceptance Criteria:
- Calendar shows: all re-qualification due dates
- Group by type: media fill, garbing, SOP re-read, competency
- Filter by department, month
- Click entry user detail with qualification history
- Bulk scheduling for group sessions
Priority: P2 | Sprint: 8
US-TR10: Track External Certifications
As a Training Coordinator (Alex), I want to track external certifications (pharmacist license, PTCB, BPS), so that we verify all personnel maintain required credentials.
Acceptance Criteria:
- Certification record: user, type, number, issue date, expiry date
- Expiry notification 60 days and 30 days before
- Expired certification user access restricted
- Upload certification document
- Certification types configurable by org
Priority: P3 | Sprint: Backlog