Can't-skip workflow for required packs
This page is narrowly about assigned required learning — not the full auditor proof story and not the certificate QR deep-dive. Those jobs have their own URLs.
- Strict mode on required modules: dragging the slider banks no credit; rewinding stays free.
- Assessment stays locked until every required lecture is genuinely complete.
- Attempt caps lock a trainee out of the exam until a trainer intervenes.
- Trainer reset clears progress so they must re-watch and grants another attempt — prior attempts stay on record.
Refreshers when training is due again
Set certificate validity to match your cycle. When a credential expires, the verification page says the training happened and is due again — not that it was counterfeit. Use trainer reset and re-invite flows when someone must retake.
Where proof and credentials live
For auditor-grade evidence and audit packs, see verifiable compliance training. For serial numbers, QR states, and public verify UX, see verifiable training certificates. For day-one hire flows, see employee onboarding training.
Related questions
What happens if a trainee fails every attempt?
They are locked out of the assessment until a trainer intervenes. Nothing is deleted and they keep access to the videos.
A trainer can then reset their progress, which clears their video progress so they must watch the training again and grants one more attempt. Every attempt they have already taken stays on record with its score and date.
Can a trainee's progress be reset?
Yes, at three levels, all from the trainee's detail panel:
- Reset progress — clears video progress and grants one more assessment attempt. Previous attempts stay on record.
- Clear exam attempts — clears attempts only; video progress untouched.
- Reset everything — a full clean slate, including deleting an issued certificate and its verification link. That is not the same as revoking, which keeps the record and reports the certificate as withdrawn.
How does recurring or annual training work?
Set the certificate validity to match the cycle — three months for quarterly refresher training, twelve for annual. The certificate then expires on its own, and the cohort screen shows you who is expiring soon and who has expired.
From there you start a new cycle, for one trainee or for everyone in that filtered view. They watch the video again and sit the assessment again with a full set of attempts, and watch credit is counted from scratch in real time.
Nothing is deleted. The certificate they already earned keeps its serial and its verification link, and stays valid until its own expiry date — a certificate records that training happened on a date, and that stays true when the next refresher falls due. Each cycle earns its own certificate.
You are not relied on to notice the date. Trainees and trainers are both emailed ahead of an expiry, on a notice period set per course, and the trainee is told again when their new cycle actually opens.
Starting a cycle for one person asks you to confirm, and the confirmation names them and spells out what happens. Starting one for a whole filtered group asks you to type how many people you are about to affect, because a count is the one thing that changes every time and so cannot be got past from memory.
Cycles do not count against your trainee limit; how many you run is up to you.