Training Management Module
Site App Pro now has a full Training management feature — define what people need to know, do, or provide, assign it, and see who's ready for work.
This is a paid feature. Contact support, or your Customer Success Manager to activate the Training Management Module.
Build Requirements from up to 30 Activities — uploaded proof, policy sign-off, resource review, forms, quizzes, in-house attendance, or external courses
Assign via Job Roles, User Groups, Suppliers, or individuals, as Critical, Required, or Optional — overlapping assignments resolve to the highest priority
Track everything in the new Training Matrix and Training Register, with Work Ready Score indicators and a supplier filter
Set validity rules — fixed expiry, no expiry, or expiry derived from evidence — with reminder windows and grace periods; renewals only repeat the work that actually needs refreshing
Existing forms, quizzes, and resource sign-offs can automatically satisfy a Requirement — no need to redo work already completed
Authorised admins can complete work on someone's behalf and correct expiry or status, with a clear record of why
Training on mobile
Learners can review, sign, complete, and upload proof right from the app, with correction paths for rejected evidence
Managers get a people list, a Need Attention view, and the ability to record in-person training (including Roll Call-style sessions) for up to 50 staff at once
Training through the External Portal
Organisations with Training and External Portal access can turn on automatic email invitations for staff without app logins (off by default) — one email can cover several Requirements, with a link valid for 90 days
Failed quizzes stay on the list with a retry date — no need for an admin to resend
Rejected uploads show the latest reason and route straight back to the learner's outstanding work
Training records, imports, and group oversight
Every profile now has a full Training Record — combine requirements, progress, and additional resources, certificates, forms, and quizzes, then export to PDF or Excel
Migrating from another system? The new import wizard creates or matches people, roles, and requirements from a spreadsheet, with AI-assisted certificate matching
Group admins can choose which requirements each organisation receives, and inspect any organisation's Register read-only
Sign Resources
Get a clearer record of who's reviewed and acknowledged a document.
Add a signature when completing a resource on mobile — stored with the completion record
Require signatures across resource completion, tasks, messages, and external requests via a new setting
Pass a device around for multiple people to sign, or add someone not yet listed
Sign and Continue Forms
Sign a saved form you can edit, right from mobile
Request a signature through a task — require it before the task completes, with optional auto-complete after signing
Send a saved form to one person to sign or edit (editing requests go one at a time to avoid conflicting edits)
Clearer Form Ownership
Staff keep access to forms they started, even after someone else continues them
Completed-form views, reports, and printed forms now distinguish who started a form from who last updated it
QR Codes and Web App Access
Generate QR codes for forms and resources — downloadable or printable, with a heading and instructions. Form QR codes in SAP can select a site for the submission
Scanning opens the form or resource in-app, with a web fallback if the native app isn't available
Fill in forms directly from the Admin Console, in a sidebar or a new tab
Time Log Management
Edit times and sites, add missing entries, check out open sessions, and delete incorrect entries (with confirmation) — on web and mobile
Entries show edit markers, distance warnings, and a visible amendment history
Group Users and Access
Group admins can provision Organisation Admins, Managers, or Verifiers across organisations in one operation
Switch-login support extended to SSO providers that don't use tenant IDs
Bug Fixes
Fixed Form Builder showing raw IDs instead of User Group/Job Role names on first load
Fixed equipment bulk uploads dropping details when CSV column casing differs from the field label; reverting equipment to its category settings now also restores the Primary ID
Organisations in any default group can now customise their dashboard statistic labels
Fixed emailed form PDFs getting identical filenames when two instances of the same form are completed within a minute
Fixed cleared equipment tags reappearing after saving or refreshing
Mobile resource expiry-date picker now allows future years without month-by-month navigation
