My Training Status
What needs action and what is current.
Next Best Actions
Suggested Training
Helpful gaps only. Suggestions do not affect compliance until a manager assigns them.
Active & Pending
| Status | Training | Date | Action |
|---|
Completion History
| Training | Completed | Expires | Evidence | Status |
|---|
Mandatory QC Updates
Acknowledge updates after reviewing the linked material.
Team Compliance
Active staff only. Filter, export, or correct a record.
Items Needing Action
| Employee | Location | Training | Status | Date | Action |
|---|
Suggested Training Gaps
High-confidence missing training only. Nothing here is assigned or overdue yet.
| Employee | Role | Suggested training | Why | Action |
|---|
Open full compliance matrix
Training Catalog
Archive old items instead of deleting history.
Built-in guided training
The EZ Way Handbook 2026
Publish the approved Version 4.0 handbook as a locked, section-by-section CSR module with required reading confirmations, practice questions, final assessment, saved progress, reporting, and text-to-speech. The module is built directly from the handbook, not generated by AI.
Checking handbook module status…
| Training | Category | Renewal | Completion | Status | Action |
|---|
Bulk Assignments
Existing open assignments are updated instead of duplicated.
1. Training
Uses the branded assignment template in Settings and automatically CCs the active manager(s) at each employee's location.
2. Target
Training Modules
Interactive, process-focused training with saved progress and assessments.
AI Module Builder
Pick a QC problem or describe the training need. The builder searches EZConnect Internal Knowledge first, then asks only the EZ-specific questions the indexed sources cannot answer.
QC-Driven Training Recommendations
Reads QC Buddy rejections, MVD/QA errors, and QC transaction volume. Only aggregate themes are exposed to the builder; raw notes, employee identities, VINs, and customer identifiers stay server-side.
Start a module
Optional extra source material
You normally do not need to paste policy here anymore. EZConnect Internal Knowledge is searched automatically. Use this only for a brand-new memo, draft, URL, or file that has not been indexed yet.
Builder sessions
Module Reports
Progress, pass rates, attempts, overdue work, difficult questions, and AI usage.
Assignment progress
| Employee | Location | Module | Due | Progress | Attempts | Best score | Result |
|---|
Most-missed concepts
AI usage
Email Notifications
Assignment notices and consolidated due reminders are logged here. Assignment emails copy location managers; scheduled reminders copy location managers and Steven.
Recent Email Log
| Sent | Employee | Type | To | CC | Result |
|---|
Settings & Migration
Email templates and frequency, bridge health, migration tools, and audit history.
Reminder Settings
New Assignment Email
Sent only when the manager checks Email employees when assigned. The employee receives it and their location manager(s) are automatically CC'd.
Available fields: {{employee_first_name}} {{employee_name}} {{training_title}} {{class}} {{training_description}} {{due_date}} {{assigned_by}} {{manager_note}} {{portal_url}}
EZ branding, the class/due-date card, and the Open Training Manager button are added automatically around this message.
AI Module Builder
QC-driven builder
QC context is aggregate-only and is used for emphasis, scenarios, and assessment coverage. It is never treated as policy.
API keys stay server-side in the shared .env, a PHP constant, or the server environment. They are never saved to WordPress or sent to the browser.
System Health
- Shared .env
- Connected
- Database
- Email bridge
- Next scheduled run
- Last run
One-Time Google Sheet Workbook Import
From Google Sheets, use File → Download → Microsoft Excel (.xlsx). Upload the full workbook here. The importer recognizes the current training tabs, previews every row, and writes nothing until you confirm.
Choose the full training workbook
Recognized tabs: TRAINING_CATALOG, TRAINING_ASSIGNMENTS, TRAINING_COMPLETIONS, QC_TRAINING_UPDATES, QC_UPDATE_ACKS
Workbook import history
| Date | File | Manager | Status | Created | Updated | Skipped |
|---|
Recent audit log
| Date | Actor | Action | Entity | Details |
|---|