How read-and-understood is derived

Open: Training. Typical leads: Quality Manager and Department Manager; technicians may record permitted completions. Purpose: show who has read the required effective documents and retain revision-specific evidence.

Assign required reading

1. Ensure the instruction has an Effective revision in Document Control.
2. Select Require reading, choose the document and person, and submit.
3. Confirm the person appears under that document in the training matrix.
4. Repeat for the other people who actually need that instruction. Assign by responsibility, not simply to every employee.

The requirement follows the document across revisions. It is not a one-time assignment tied only to Rev A. Remove a requirement when the person's duties no longer require it, using the offered Remove action. The removal is retained in history.

Record completion

The matrix identifies the document number, title, revision in force, and required people. Current means an eligible completion covers the current training requirement; Due means it does not.

For your own assigned reading, open the effective file and choose I've read Rev …. For supervised or recorded completion, an authorized user selects Record completion beside the person and adds an optional note. A person can also acknowledge a due reading from the shop-floor tablet under their own name (chapter 21). Confirm the person's status and the exact revision recorded.

Completion captures the revision and its file hash. It cannot be recorded against an arbitrary draft or a superseded revision as though that were the version in force. A person without an active requirement cannot be made current through an unrelated completion.

When an instruction changes

If the person making the new revision effective chooses retraining, assigned people return to Due for that revision. If they choose no retraining with a rationale, eligible current reading carries forward. Earlier completions remain attached to their original revisions.

Example: adding a new inspection method normally changes what the technician must know. A corrected spelling may not. The person making the controlled decision records the rationale; the software does not decide technical training impact.

Use the matrix correctly

Review Due rows during daily or weekly follow-up. Use department reporting to find groups needing attention. A reading completion shows read-and-understood evidence; it does not by itself document a practical qualification test, welding certification, or task-specific competency assessment. Those are qualifications, recorded and accepted separately below.

In the user guide

This article is part of chapter 11, "Training and Competence", of the NormaQMS User Guide (NORMA-UG-001), which is under Help > User guide. Chapter numbers in the text refer to that guide. The same chapter also covers: Maintain the people list; Record and accept a qualification.