Set Up Requirement Rules

How to define what training is required for which workers, roles, or tasks.

When: When defining what training is required for which workers, roles, or tasks.

Navigate to Rules (accessible from the Trainings area or settings).
Create a new rule specifying: which module is required, which roles/tasks it applies to, the recertification period, and any seasonal applicability.
Link the rule to relevant regulation references (e.g., Cal/OSHA section numbers).
Save the rule. The system will automatically generate requirement instances for all matching workers.

Outcome

The compliance engine knows what every worker needs. Dashboard readiness and crew clearance are calculated from these rules.

Common Mistakes

Setting overly broad rules that apply to all workers regardless of role. This creates unnecessary training burden and alert noise.

What Happens If Skipped

The system has no basis for calculating compliance. Dashboards show no gaps because no requirements exist — a false sense of security.

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