Training & Competency Manager

Training & Competency Manager is a professional Dolibarr module designed to manage employee training, competencies, qualification status, requalification, controlled evidence and retraining activities directly inside Dolibarr.

The module is especially suitable for laboratories, pharmaceutical companies, quality-controlled environments and organizations that require structured employee training and competency records with complete traceability.

Key Features

• Manage employee training records from assignment to completion
• Training workflow: Planned → Assigned → Completed
• Automatic detection of overdue training
• Create and manage competency definitions
• Assign competencies to employees
• Define required and current competency levels
• Automatic Qualified / Not Qualified status calculation
• Manage qualification and requalification dates
• Automatic competency expiry detection
• Competency Matrix for a clear overview of employee qualification status
• Attach supporting evidence such as signed records, assessment sheets and controlled documents
• SHA-256 checksum for uploaded evidence files
• Complete immutable Audit Trail with user, date/time, action and old/new values
• Generate professional Training Record PDF reports
• Email reminders for upcoming training and competency requalification
• Automatic reminder processing through Dolibarr Scheduled Jobs
• Reminder history and duplicate-send protection
• Modern responsive interface optimized for desktop and mobile devices

SOP Retraining Integration

Training & Competency Manager can optionally integrate with SOP Document Control Pro.

Training records can be linked to controlled SOP documents and specific SOP versions. When a newer SOP revision becomes Effective, the module can automatically identify affected employees and generate the required retraining records.

Draft, Review and Approved revisions do not trigger retraining until the new SOP version becomes Effective.

Generated retraining records provide traceability between:

• Previous SOP version
• New effective SOP version
• Employee
• Generated training record
• Date and time
• Audit Trail event

Duplicate retraining for the same employee and SOP version is automatically prevented.

Email Reminders

Configurable automatic reminders help prevent expired qualifications and missed training deadlines.

The module supports reminders for:

• Training due soon
• Overdue training
• Requalification due soon
• Expired competencies

Reminder windows can be configured directly from the module Settings page. Automatic email delivery uses Dolibarr Scheduled Jobs and includes protection against duplicate notifications.

Audit & Traceability

Important actions are recorded in an immutable Audit Trail, including:

• Record creation and updates
• Training workflow changes
• Competency assessments
• Qualification and requalification changes
• SOP revision retraining
• Evidence upload and removal
• Email reminder events

This provides clear historical traceability for internal reviews and quality audits.

Modern User Interface

Version 1.1.0 introduces a refreshed and consistent user interface across the module, including:

• Modern dashboard with training and competency indicators
• Improved training and competency lists
• Redesigned training records and competency assignments
• Clear status badges
• Improved Competency Matrix
• Redesigned SOP Retraining and Email Reminder pages
• Improved Audit Trail readability
• Modern Evidence Document management
• Responsive forms and action areas
• Optimized desktop and mobile layouts

Compatibility

• Dolibarr 23.x – 24.x
• PHP 7.4+
• MySQL / MariaDB
• Responsive desktop and mobile interface
• English and Romanian languages

SOP Document Control Pro integration is optional. Training & Competency Manager can also be used as a standalone Dolibarr training and competency management module.

Ideal For

• Pharmaceutical companies
• Quality Control laboratories
• Research laboratories
• Manufacturing organizations
• ISO / GMP environments
• Training departments
• Quality Assurance teams
• Organizations requiring controlled employee competency records

Training & Competency Manager provides a centralized and traceable solution for managing employee training, qualification and competency records while keeping the entire workflow directly inside Dolibarr.