The Compliance Workflow

You don't want to organise compliance courses via Excel? We have the right solution for you!

With our Compliance Workflow, it’s now even easier to automate mandatory training and instructions.

Compliance Workflow

To avoid having to use Excel and still keep track of training and mandatory courses, our Compliance Workflow is here to help.

Here are the features that make automated training easier:

Mandatory Participation

You can choose whether participation in a training is mandatory or optional.
Deadlines & Due Dates

Set deadlines for when your participants should complete specific courses.
Recurring Training

Optimize and automate instructions through repeated courses.
Certificate Expiration

Set the validity period for certificates.
Automatic Reminders

Set reminders to notify your participants to complete their training.

Mandatory Participation

Navigate to the course and add your participants:

Select your participants and activate mandatory participation (Pflichtteilnahme). These individuals must complete the course. In the next step, you can set deadlines for the course:

Deadlines

Next, specify whether the course should be completed once or multiple times and by when it must be finished:

Recurring Training

If the training needs to be repeated regularly, you can select the recurring training function:

Here, you specify by when a course should be completed and how often it should repeat. Additionally, set a deadline by which the recurring training must be completed.

Relative Deadlines for Recurring Training

If trainings do not have a fixed start date and participants start at different times, you can specify that the course must be completed within a certain timeframe:

Note that the deadline indicates when the course becomes visible to participants and thus can be completed. It is a deadline for setting the due date. Once in the course, participants have 1 month to complete it. Therefore, the deadline is set to 1 month before the due date.

The settings for further deadlines relate to the recurrence of the training. In this example, a new deadline of 1 month is set before the next due date.

Example: A participant joins the course on June 15, 2023, and has 1 month to complete it, until July 15, 2023.

The course must be completed again by July 15, 2024, and thus, on June 15, 2024, a new deadline of 1 month is set. The course remains visible throughout; only the deadline is displayed 1 month before the due date.

Pflichtkurs Beispiel

Automatic Reminders

You can also set reminders to notify your participants to complete their training, even for a time after the official due date:

Certificate Expiration

Additionally, you can activate the certificate for the course and set the validity period for recurring training:

We also offer an extensive range of training courses for instructions. You can find over 50 pre-made courses in the Instruction section of our course catalog. Combined with the Compliance Workflow, you can easily automate important training topics. Be sure to check it out.