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Documents · training · audits

Controlled documents that know who read them.

Procedures, work instructions, SOPs and forms with named approvers, versions and periodic review — linked from the procedure field of every calibration and work order, and tied to the training of the people who do the work. Controlled documents can now carry their own Word or PDF source file with automatic renditions, redlines and binders, and training is organised into role-targeted curricula with an automated gap-and-assignment engine.

When a document goes obsolete, the training assigned on it is cancelled. When a technician performs a calibration, the record shows which procedure version they had and whether they were authorized for that discipline. Internal audits, findings, the audit programme and accreditation assessments sit next to the documents they cite.

See it in the tour Every capability
Systems for procedures, training, audits1
Reviewperiodic + campaigns
QuizzesAI-drafted
Controlled copyprinted, stamped
In the product

What it looks like

Screens from the live platform, demo tenant. Click any screen to open it full size.

Accreditation assessments, findings and responses
Accreditation lifecycle: assessments, findings, responses and renewals in one place.
How it works

From the first record to the signed result

  1. 01
    Author

    A controlled document with a number, a version and named approvers. Drafts can be AI-assisted from the record they describe.

  2. 02
    Approve

    E-signed by the named approvers. The routing signature set must be complete before the document is approved.

  3. 03
    Train

    Assign to people; a comprehension quiz drafted by the AI; attempts and acknowledgements recorded; the matrix shows who is current.

  4. 04
    Use

    The procedure field on a calibration or work order points at the document version in force at the time.

  5. 05
    Review

    Periodic review dates and review campaigns across a document set; obsolescence cancels assigned training.

  6. 06
    Audit

    Internal audits and findings on the programme; the audit-readiness self-check lists what an assessor will ask for.

What it includes · 28 capabilities

Everything in the module

Document control

  • Numbered, versioned controlled documents with named approvers and e-signed approval
  • Periodic review with due dates and review campaigns across sets
  • Controlled-copy print with stamping
  • Obsolescence cancels assigned training
  • Data reports can be published as controlled documents
Accredited scope with CMC lines
The accredited scope with its CMC lines — authoritative for the accredited indicator at the moment of performing.

Training and competence

  • Training records with AI-drafted comprehension quizzes and recorded attempts
  • Acknowledgement and a training matrix per person and per document
  • Technician authorization per discipline, required at perform when the policy is on
Registry of roles, deputies and agreements
Organisation registry: roles, deputies, impartiality risks and confidentiality agreements.

Audits and accreditation

  • Audit programme and audit events with findings and responses
  • Audit-readiness self-check and assessment-pack export
  • Accreditation assessments, findings, responses and renewals
  • Accredited scope and CMC lines; service-capability catalog by category and level
Accreditation assessments, findings and responses
Accreditation lifecycle: assessments, findings, responses and renewals in one place.

Training curricula

  • Role-targeted training curricula: bundle required documents, courses and external items, target by built-in or custom role, with per-item recurrence and due windows
  • The assignment engine diffs required items against completed training and creates what is missing on curriculum save, on document revision and on a periodic sweep
  • Versioned course quizzes: every edit creates an immutable version and each attempt records which version it was graded against; three failed attempts flag the trainer through the rules engine
  • E-signed equivalency for prior or external training evidence; e-signed transcripts (JSON and PDF) per person; users × curricula gap heat map
  • Retraining on document revision targets only the people whose curricula reference that document; tenants without curricula keep the assign-everyone behaviour
  • A reusable competence check endpoint other modules call before authorising work
Accredited scope with CMC lines
The accredited scope with its CMC lines — authoritative for the accredited indicator at the moment of performing.

Controlled documents as files

  • Upload a Word or PDF file as a controlled document's source; text and formatting are extracted automatically for search, diff and rendition
  • Every rendition PDF carries an appended signature manifest (who signed, what it meant, when) and an UNCONTROLLED-IF-PRINTED watermark
  • Word-level redline comparison between any two document revisions, viewable as JSON or a coloured HTML diff
  • Check-out/check-in locking prevents two people editing the same controlled document at once
  • Distribution lists by role or named user auto-generate read-and-understood obligations when a document goes effective
  • Documents can be organised into binders (parent/child with contains/references/supersedes relations) and printed as one combined PDF with a cover and table of contents
  • Approved documents with a future effective date stay pending effective until a scheduled job promotes them automatically
Registry of roles, deputies and agreements
Organisation registry: roles, deputies, impartiality risks and confidentiality agreements.

Course player & HRIS sync

  • SCORM 1.2 and 2004 course player: upload a package, launch it with a full runtime adapter, the trainee reviews the reported score and e-signs completion.
  • xAPI/cmi5 statements map completed and passed results to the right training record, still requiring an e-signed confirmation before it closes.
  • HRIS connectors for Workday, UKG Pro and ADP plus CSV import, with a dry-run diff before accounts are created or deactivated and roles updated from job titles.
Accredited scope with CMC lines
In the product The accredited scope with its CMC lines — authoritative for the accredited indicator at the moment of performing.
Guards the system enforces

Things it refuses to do

A quality system is defined as much by what it will not accept. These are enforced in the platform, not in a procedure.

refuses

Approve a document without its routing signatures

Refused until the routing signature set is complete.

refuses

Keep training on an obsolete document

Obsolescence cancels the training assignments on it.

refuses

Perform without authorization

With the §6.2.5 policy on, a technician without a signed discipline authorization cannot perform.

Watch

Documents, training & audits in under a minute

Procedures, work instructions, SOPs and forms with named approvers, versions and periodic review — linked from the procedure field of every calibration and work order, and tied to the training of the people who do the work. Controlled documents can now carry their own Word or PDF source file with automatic renditions, redlines and binders, and training is organised into role-targeted curricula with an automated gap-and-assignment engine.

Registry of roles, deputies and agreements
In the product Organisation registry: roles, deputies, impartiality risks and confidentiality agreements.
Why it's different

Compared with what is out there

Portal

No separate document portal.

The procedure on the certificate is the one the technician had open, at the version in force that day.

Readiness

Accreditation readiness is a view, not a project.

Scope, standards, certificates, findings and documents are in one place; the self-check tells you what is missing before the visit.

Beta · free while we build it with the first labs and plants

Bring one lab and your real history.

The tour runs the working platform, not a mockup. Pilot on your own instruments with your own imported history — we set it up with you, and fixes ship in hours and days, not release cycles.

Create your workspace, free Take the narrated tour