| Email template | Certificate expiring soon | The reminder each learner gets from the Training results page when their certificate expires soon. |
| Email template | Training results summary | The summary someone asks for from the Training results page. |
| Email template | Your training certificate | Sent to the learner when they pass, with the certificate PDF attached. |
| Email template | Your training session is booked | Sent to the learner after the training coordinator books a session for a failed quiz. |
| Data table | Courses | The course catalogue: code, title, topic, the pass mark (%) for its quiz, how many months a certificate stays valid, the trainer and duration. The quiz form looks courses up here. |
| Data table | Quiz results | Every completed quiz: learner, course, correct answers, score (%), the course pass mark, the band (Pass / Retake / Fail), feedback ratings, and for passes the certificate number and expiry date. |
| Decision table | Quiz result band | 3 rules — Compares the score with the course pass mark: at or above it passes, up to 20 points below means a retake, more than 20 below means a booked session. Change the margins or follow-up days here. |
| Retention policy | Quiz results: 7 years | Training records are evidence for audits: purge quiz result rows seven years after they were created. Apply it to the Quiz results table after install. |
| Report | Average scores and ratings by course | Average quiz score (%), trainer rating and content rating per course from the quiz runs (workflow variables). |
| Report | Open retakes and sessions | Retake and book-a-session tasks from the quiz runs that are not done yet. |
| Report | Pass rate by course | Share of quizzes passed per course (1 = pass, 0 = retake or fail, so the average is the pass rate) and the number of attempts, from the quiz runs (workflow variables). |
| Form control | Chart | Bar, line, area, pie or doughnut chart of static data, another field's rows, lookup results or a saved report. Keyboard-navigable points, a data table view, and optional point selection. |
| Form control | Info card | A callout or key / value card: an info, success, warning, error or neutral message that can show up to six other form values ({{field1}} … {{field6}}), formatted for the reader. |
| Form control | Likert scale | Survey matrix: rate several statements on one scale (agree / disagree, satisfaction, frequency or your own labels), with optional N/A. A matrix on wide screens, one card per statement on phones. |
| Form control | Progress | Progress as a bar, a ring or named steps, from two mapped fields (current and total) or fixed values, with optional warning / good thresholds. |
| Form control | Rating | Star, heart or circle rating from 1 to 10 with optional labels (Poor … Excellent). Mouse, touch and keyboard. |
| Form control | Saved report | Shows a saved report as a sortable, paginated table or a chart, run with the permissions of the person filling in the form. Optionally pick a row as the field's value. |
| Form control | Signature | Draw a signature with a finger, pen or mouse, or type a name. Saved as a trimmed PNG in the form's attachments. |
| Form | Training feedback and quiz | The learner gives feedback on the course (trainer and content ratings, a Likert matrix on course quality), answers a six-question quiz and signs an attestation. Each submission starts the Quiz submitted workflow. |
| Form | Training results | The training dashboard: average score by course and the pass / retake / fail split from the Quiz results table, pass rate and average scores as saved reports, open retakes and sessions, and a button that emails a summary and reminds learners whose certificates expire soon. |
| Workflow | Quiz submitted | 33 steps — A learner submits the training feedback and quiz: the answers are scored, a decision table bands the result against the course pass mark, the result is saved, and a pass gets a PDF certificate by email while a retake or a booked session follows otherwise. |
| Workflow | Training summary and expiry reminders | 13 steps — From the Training results page: works out the pass rate and average score from Quiz results, finds certificates that expire within the chosen number of days, reminds each of those learners by email and emails the summary to whoever asked. |