Documentation Index

Fetch the complete documentation index at: https://help.skillsdb.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Frontline Training in SkillsDB is designed for organizations where structured, role-based training is central to operations — industries like manufacturing, healthcare, retail, logistics, and construction, where compliance, safety, and skills qualification are ongoing requirements. Rather than managing training records in spreadsheets or disconnected systems, SkillsDB gives admins a single platform to build a training library, review and approve training requests from employees, track who has completed what training and when, and measure how effectively your expert trainers are responding to requests. The Frontline Training workflow in SkillsDB involves several interconnected capabilities: Career Settings to enable training dates and timelines per career, the Training Library as the catalog of resources, Skill Flags with Trainer Permission to designate who can approve training, Training Suggestions for employee-proposed resources, Team Training views (All Activity, Training Matrix, Career Overview), the per-career Activity Log for audit and bulk actions, and Trainer Metrics for monitoring trainer responsiveness. Admins configure the setup; managers monitor progress; employees request and complete training through their own profile.

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Prerequisites

Before you begin configuring frontline training, ensure you have:

• Permission level: Administrator role in SkillsDB
• Feature enabled: Training Library enabled for your organization
• Setup requirement: At least one career and skill set created in SkillsDB (so training can be linked to roles)
• Access required: Library > Training, Settings > Training, and sidebar access to Training Approvals

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Configuring Careers for Frontline Training

Before the Training Library and training approvals become meaningful to a given group of employees, each career needs Training Dates enabled in its Career Settings. This is the switch that turns on training approvals, adds the career’s skills to the Training Matrix, and unlocks the per-career Career Overview dashboard.

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Setting Up Training Approval Authority

Frontline training approvals are authorized through two levers:

1. Default managers and administrators — always able to approve training for their scope.
2. Skill Flags with Trainer Permission — any flag with the Trainer Permission toggle enabled grants approval authority to everyone who holds that flag for a given skill.

SkillsDB ships with Expert as a system flag that has Trainer Permission enabled by default. If your organization wants a role like “Qualified Trainer” or “Line Lead” to sign off training without being a manager, configure a custom skill flag with Trainer Permission and apply it to the people in that role. To create a custom trainer flag:

1. Navigate to Settings > Flags and select the Skill Flags tab.
2. Select Add Flag. Enter a Flag Name (for example, Qualified Trainer), optional description, and a color.
3. After creation, toggle Trainer Permission on for the new flag row.
4. Apply the flag to the appropriate people at the skill, section, or career level using the Flag People workflow from any career or skill page.

Users who hold a Trainer-enabled flag receive the training approval requests in their Inbox and appear in the SME dropdown when employees submit training for those skills. See Skill Flags and Training Approvals for the full workflow.

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Configuring Training Library Settings

Before building out your training library, configure the metadata attributes that classify your training resources. These settings control the dropdown options available when creating or editing training entries. Navigate to Settings > Training to access Training Library Settings. The following attributes can be configured: To manage any attribute:

1. Navigate to Settings > Training.
2. Locate the attribute you want to configure (for example, Training Providers).
3. Select Manage.
4. In the drawer that opens, add, edit, or remove values as needed.
5. Close the drawer when complete. Changes are saved automatically.

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Building the Training Library

The Training Library is the central catalog of training resources available to your organization. Admins create and manage library entries; employees can view and browse the library. To access the Training Library, select Library from the left sidebar, then select Training.

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Adding a new training resource

1. Navigate to Library > Training.
2. Select + New in the top right.
3. In the training form, complete Step 1:

4. Select Next to continue to Step 2 (optional metadata):

5. Select Submit to create the training resource.

The new resource appears in the Training Library and becomes immediately available to employees for discovery and request.

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Editing or removing a training resource

Administrators can edit any existing training resource from the Training Library. Select a resource to open its detail view, then select Edit to modify any field. Changes apply immediately across the platform.

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Reviewing and Approving Training Suggestions

Employees can suggest training resources through SkillsDB. These suggestions appear in the Training Suggestions queue for admin review. Admins can approve a suggestion to add it to the Training Library, update its details before approving, or reject it with a reason. Administrators can access the Training Suggestions queue by selecting Training Approvals from the left sidebar. Each suggestion displays:

• Submission date — shown as “TODAY”, “YESTERDAY”, or “X DAYS AGO” next to the training title
• Status badge — Pending (yellow), Approved (green), or Rejected (red)
• Review button — opens the full suggestion detail for admin action

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Filtering suggestions by status

The Training Suggestions page displays all suggestions by default. Use the filter tabs at the top of the page to narrow by status:

• All — shows every suggestion regardless of status
• Pending — shows only suggestions awaiting review
• Approved — shows suggestions already added to the library
• Rejected — shows suggestions that were declined

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Reviewing a training suggestion

1. Navigate to Training Approvals from the left sidebar.
2. Locate the suggestion you want to review.
3. Select Review. The Review Training Suggestion dialog opens.
4. In Step 1, review or update the core details: Title, Provider, Category, Description, Cost, Duration, and URL.
5. Select Next to proceed to Step 2: Course Level, Training Format, Target Audience, and Labels.
6. Review the submission details shown below the dialog header, including the name of the person who submitted the suggestion and its current status.

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Approving a training suggestion

To approve and add the training to the library:

1. Open the Review dialog and complete any edits across both steps.
2. In Step 2, select Save & Approve.

When you approve a suggestion, the training resource is created in the Training Library with the details shown in the review form. The suggestion status updates to Approved and the submitter’s suggestion is marked accordingly.

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Saving without approving

To save your edits to a pending suggestion without approving it:

1. Open the Review dialog and complete your edits.
2. In Step 2, select Save.

The suggestion remains in Pending status. You can return to approve or reject it later.

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Rejecting a training suggestion

To reject a suggestion:

1. Open the Review dialog.
2. In Step 2, select Reject.
3. Enter a reason for the rejection in the text area provided.
4. Select Reject Training.

The suggestion status updates to Rejected and the reason is recorded. Rejected suggestions cannot be re-opened, but the submitter may create a new suggestion.

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Tracking Team Training Activity

Managers and administrators can monitor team training progress from three complementary views: All Activity, Training Matrix, and the per-career Career Overview dashboard. The first two are accessed from Training in the left sidebar under the Team section; the Career Overview is accessed from Team > Skills by opening a specific career.

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All Activity view

The All Activity view shows a record of training events across your team. You can scope the view to Direct Reports (people who report to you) or My Org (your broader reporting structure). To access All Activity:

1. Select Training from the left sidebar.
2. The page opens in All Activity view by default. If not, select All Activity from the view dropdown in the breadcrumb.

To switch between Direct Reports and My Org, select the corresponding tab in the breadcrumb navigation. To export the training activity data, select Export in the top right. SkillsDB downloads an Excel file named All_Training_Activity_[date].xlsx.

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Training Matrix view

The Training Matrix view displays a skills-based grid showing which team members have completed training for specific role requirements, along with training dates. This view is particularly useful for compliance verification and identifying training gaps across your team. To access the Training Matrix:

1. Select Training from the left sidebar.
2. In the breadcrumb view dropdown, select Training Matrix.

The Training Matrix can be scoped to Direct Reports, My Org, or All using the tab options in the breadcrumb navigation.

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Filtering the Training Matrix

Use the filters at the top of the Training Matrix page to focus on specific segments: To export the Training Matrix, select Export in the top right. SkillsDB downloads a file named Training_Matrix_[date].xlsx. The export includes all visible columns and reflects the current filter state.

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Career Overview dashboard

The Career Overview is a per-career manager dashboard that surfaces training progress without having to stitch together multiple reports. It appears automatically for any career with Training Dates enabled in Career Settings. To open the Career Overview, navigate to Team > Skills, select the career, and open its overview page. The dashboard includes:

• Stat cards — people assigned, percentage approved, expiring and expired counts
• Team Progress Preview — a per-employee progress bar against the career’s training requirements
• Progress by Section and Progress by Label — breakdown views to see which parts of the career are on track and which are lagging
• Mini Training Matrix — a condensed preview of training dates with a link into the full Training Matrix
• Expert Matrix Preview — who holds Expert (or other flag) status on the career’s skills

See Analyze Training for the full reference. The Career Overview is especially useful for frontline leaders managing a single career line and wanting one view to coach to.

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Activity Log (admin)

Administrators also have access to a per-career Activity Log at Library > Careers > Activity that records every meaningful change to the career — people assigned or removed, skill edits, section and level changes, training-setting updates. The log is searchable and filterable by date range, event type, and performer. Two actions can be triggered directly from the Activity Log:

• Notify — send a targeted email to a selected audience (for example, “All assigned” or “Experts only” on a skill that was just updated)
• Force re-approval — reset training approval status so affected users must resubmit training against the new skill definition

See Activity Log for the full reference, and Version History for the related per-skill audit trail and the Renew Training action for significant skill updates.

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Monitoring Trainer Performance with Trainer Metrics

The Trainer Metrics dashboard gives admins and managers visibility into how effectively your designated expert trainers are handling training approval requests. Trainers with the Expert flag for a skill are responsible for approving training requests for that skill. Trainer Metrics tracks their responsiveness and throughput. Managers access Trainer Metrics by navigating to People > Trainer Metrics in the left sidebar. Administrators access organization-wide Trainer Metrics from the admin People section.

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Trainer Metrics view types

Trainer Metrics can be viewed from four perspectives, selectable via the filter tabs at the top of the page: Select any view tab to switch the display. The table updates automatically to reflect the selected perspective.

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Understanding Trainer Metrics columns

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Filtering Trainer Metrics

Each view type supports an additional filter to narrow results by name. For example, in the By Expert view, a Person filter appears; in the By Skill view, a Skill filter appears. Use this filter to isolate one or more specific entries for closer analysis. To apply a name filter:

1. Select the filter label in the filter bar (for example, Person).
2. Choose one or more names from the list.
3. The table updates to show only the selected entries.

To clear the filter, close the filter or deselect all items.

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Common Questions

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Related Articles

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