Create a training or induction | QC Analytics Support

This is internal training and induction (onboarding): new people learn how the company works; existing people re-confirm when a controlled document changes. The click is not a “like”. It is an acknowledgment that they have read that version.

Before you start (Confluence)

Put policies and procedures in one space people can actually open. See Organize policies and procedures.
Create groups by role (for example hr-team, operators, new-starters), not one giant group of everyone. Atlassian: Create groups.
Give each group View on that space (Space settings → Space access).
Add a label on each training page (policy, sop, induction) so you can assign and report in bulk later.

Create the training

Step 1: Turn on QC Read & Understood for the space

Turn Read & Understood on. Leave version strategy on Confluence page version until you have a document-number process.

Step 2: Decide how you’ll assign users

Case	Use
A few SOPs, a small team	Add users or groups page-by-page by using the QC R&U Page Overview
Many pages, same roles, labels such as `sop`	Use QC Acknowledgements in combination with user groups and labels.
A new employee must complete training on a set of pages	One acknowledgement exclusively for induction purposes, with a rule-based due date

Step 3: Make R&U confirmations obvious on page

Default: QC - R&U in the byline (sign from the byline).
For SOPs and newsletters: put a Signature Box at the end of the text, so people finish reading first (the pattern customers use for internal communication).

Step 4: Users confirm page R&U

Send them the page link, or Send a reminder. They click Read and Understood. Status becomes Accepted for that version.

When you publish a new controlled version, they may become Accepted older version until they confirm again. That is the training record staying honest.

Step 5: Keep record and check progress

Day to day: https://support.qc-analytics.com/qc-read-and-understood-for-confluence-cloud/keep-training-records

Before a management review: https://support.qc-analytics.com/qc-read-and-understood-for-confluence-cloud/prepare-a-management-review

You should see: Assigned people as Pending, then Accepted, with a version and a date you can export.

Role-specific training

Do not assign every policy to every person. Match group (role) to label or to an acknowledgement:

Information security policy → group that must follow it
An SOP for a machine → only operators of that machine
Induction pack → new-starters group, then remove them from the group after they complete (they stay on the record until you remove them from the page if you need a clean live list)