Records, requests and approvals, in one system.
Course builder, assessments, certificates, progress
Explore the specification
- SSS-45356 · F-15CRS-894220 Sep → 22 SepInPerson
- SSS-10530 · N-3CRS-342916 Sep → 18 SepVirtual
- SSS-34962 · C-17CRS-871022 Sep → 01 OctHybrid
- SSS-37481 · M-3CRS-731813 Sep → 17 SepInPerson
- SSS-78882 · F-3CRS-230921 Sep → 30 SepVirtual
- ECR-24614 ManagerApproved ecr-816
- ECR-11481 ManagerApproved ecr-699
- ECR-57260 ManagerApproved ecr-907
- ECR-79756 ManagerApproved ecr-452
- ECR-58822 ManagerApproved ecr-690
- Employee
- YS
- Provider
- PRV-509
- CourseTitle
- ManagerApproved ecr-816
- EstimatedCost
- 34,772.18
- Justification
- JST-408
Approval conditions.
| Learner | Course | Assigned At | Due Date | Source |
|---|---|---|---|---|
| FT | CRS-5607 | 11 Sep | 19 Sep | SelfEnroll |
| VN | CRS-8879 | 21 Sep | 28 Sep | ManagerAssigned |
| LU | CRS-5075 | 15 Sep | 20 Sep | AutoEnroll |
| MC | CRS-5613 | 19 Sep | 25 Sep | Compliance |
| FL | CRS-9455 | 25 Sep | 27 Sep | PathProgression |
| DR | CRS-9499 | 17 Sep | 23 Sep | Renewal |
| Attempt Number | Quiz | Learner | Submitted At | Auto Score |
|---|---|---|---|---|
| QA-79624 | QZZ-1441 | ES | 20 Sep | 40 |
| QA-83762 | QZZ-8755 | CB | 22 Sep | 65 |
| QA-28027 | QZZ-9079 | FY | 16 Sep | 20 |
| QA-32899 | QZZ-9170 | EK | 25 Sep | 45 |
| QA-86463 | QZZ-7960 | GS | 18 Sep | 40 |
| QA-69951 | QZZ-7444 | PD | 22 Sep | 60 |
| Learner | Course | Assigned At | Due Date | Status |
|---|---|---|---|---|
| YE | CRS-1473 | 08 Sep | 10 Sep | Assigned |
| LM | CRS-5220 | 08 Sep | 10 Sep | InProgress |
| AP | CRS-4020 | 15 Sep | 21 Sep | AwaitingQuiz |
| HP | CRS-7795 | 11 Sep | 16 Sep | Completed |
| UA | CRS-6643 | 12 Sep | 14 Sep | Failed |
| UV | CRS-8705 | 15 Sep | 20 Sep | Cancelled |
| Course Code | Title | Category | Delivery Type | Estimated Duration Minutes |
|---|---|---|---|---|
| CC-446 | Published crs-295 | Compliance | Online | 10 |
| CC-369 | Published crs-341 | Technical | InstructorLed | 20 |
| CC-834 | Published crs-839 | Leadership | Blended | 65 |
| CC-742 | Published crs-606 | Sales | Online | 30 |
| CC-528 | Published crs-770 | ProductTraining | InstructorLed | 90 |
| CC-551 | Published crs-579 | Onboarding | Blended | 110 |
| Course Code | Title | Category | count | count |
|---|---|---|---|---|
| CC-322 | Published crs-990 | Compliance | 34 | 2 |
| CC-530 | Published crs-844 | Technical | 13 | 23 |
| CC-918 | Published crs-225 | Leadership | 28 | 37 |
| CC-828 | Published crs-455 | Sales | 35 | 7 |
| CC-640 | Published crs-136 | ProductTraining | 27 | 19 |
| CC-252 | Published crs-826 | Onboarding | 11 | 28 |
| Course Code | Title | Version | Status | Category |
|---|---|---|---|---|
| CC-789 | Draft crs-735 | 590 | Draft | Compliance |
| CC-840 | Published crs-475 | 720 | Published | Technical |
| CC-509 | Archived crs-619 | 700 | Archived | Leadership |
| CC-441 | Draft crs-399 | 830 | Draft | Sales |
| CC-577 | Published crs-293 | 180 | Published | ProductTraining |
| CC-876 | Archived crs-756 | 70 | Archived | Onboarding |
Illustrative records generated from the specification. Explore the views to inspect the planned operating model.
Built for your team.
Teams who run a process today on email and spreadsheets.
- Defined tables
- 22
- Operational views
- 12
- Defined roles
- 7
- Reports
- 8
Defined in the planned system specification.
What’s inside.
Course builder, assessments, certificates, progress
Records
Master data with history
Requests
Intake with owners and status
Approvals
Named approvers and thresholds
Scheduling
Calendars, slots and capacity
Documents
Attachments, templates and versions
Reports
Dashboards, exports and alerts
- 01Submit
- 02Review
- 03Approve
- 04Act
- 05Close
Built for your team
L&D Lead
Head of Learning & Development / Training Manager. Owns the function — the catalog, the learning paths, the analytics, the external-spend budget, and the cross-cutting calibration of courses. Final approver on Skills master changes and on high-cost ExternalCourseRequests.
Course Author
Subject-matter expert who authors specific Courses. Senior engineer authors Internal Architecture; HR partner authors Manager Foundations. Owns own Courses, Modules, Quizzes, and the ContentLibrary assets they upload.
Instructor
Delivers InstructorLed / Blended Sessions, marks SessionAttendance, and grades short-answer quiz responses on courses they're assigned as Instructor.
Manager
Line manager with scope over direct reports. Assigns Courses to own team, sees their progress and certificate status, approves ExternalCourseRequests up to a configurable budget threshold.
Compliance Officer
Owns mandatory compliance courses (CA AB1825, NY, IL sexual-harassment training; HIPAA where applicable; OSHA for operations / lab roles). Tracks completion at the org level and escalates non-completion. Read-only on non-compliance content.
Employee / Learner
Self-service portal. Browses the catalog, enrolls, takes courses, sees own Certificates, requests external learning, submits feedback.
Reports and dashboards
Explore what each report measures and the records behind it.
Compliance Completion Grid
Per mandatory Course (CA AB1825, NY, IL sexual-harassment, HIPAA, OSHA): count of in-scope Employees, count assigned, count InProgress, count Completed, count Overdue, count Expired-cert. Drills into Department × Location × Manager × Employee. The Compliance Officer's daily landing report and the audit-defensibility ledger.
Course Completion & Engagement
Per Course: active enrollments, started, completed, completion rate, average days-to-complete, average WatchPercent across video modules, drop-off module (where Learners stall). Drills into Course Author and into the per-Enrollment grain.
Time-to-Productive (LMS)
For each new hire whose Onboarding Path enrolled them: days from StartDate to all required Path courses Completed. Trended over the last 12 months, segmented by Department and EmploymentType. Pairs with the hrms-onboarding Time-to-Productive report.
Skills Coverage
Per Skill: count of Employees holding it (EmployeeSkills.Status = Active), by Department × Role. Highlights skill gaps versus Position requirements (read from Core HR Positions). Used for talent planning and learning-path prioritization.
Certificate Expiry Forecast
Certificates expiring in the next 30 / 60 / 90 days, by Course × Department × Manager. Pairs with cert-expiry-warning workflow output. Surfaces upcoming renewal load on Compliance Officer.
Quiz Performance
Per Quiz: attempt count, average score, pass rate, average attempts to pass, distribution of failing questions (which QuizQuestions get answered wrong most often). Used by Course Authors to revise weak Modules and by L&D Lead to flag too-easy / too-hard quizzes.
External Learning Spend
Per Department / Manager: AllocatedAmount vs SpentAmount vs RemainingAmount on LearningCredits, count of ExternalCourseRequests by Status, top Providers (Coursera, Udemy, conferences), top TargetSkills. Trailing-12-months trend.
Course Feedback Summary
Per Course: average OverallRating, average ContentQualityRating, average InstructorRating, average NPS, WouldRecommend %, written-feedback themes (clustered). Visible to Course Author for own courses, L&D Lead for all. Drives the catalog-rationalization decision.
One connected workspace
Per Department / Manager: AllocatedAmount vs SpentAmount vs RemainingAmount on LearningCredits, count of ExternalCourseRequests by Status, top Providers (Coursera, Udemy, conferences), top TargetSkills. Trailing-12-months trend.
| Request Number | Employee | Provider | Course Title | Estimated Cost |
|---|---|---|---|---|
| ECR-24614 | YS | PRV-509 | ManagerApproved ecr-816 | 34,772.18 |
| ECR-11481 | SC | PRV-116 | ManagerApproved ecr-699 | 44,164.23 |
| ECR-57260 | YS | PRV-553 | ManagerApproved ecr-907 | 28,650.97 |
| ECR-79756 | VX | PRV-888 | ManagerApproved ecr-452 | 5,950.82 |
- Draft
- Submitted
- ManagerApproved
- LDApproved
- Approved
- InProgress
- Completed
- Reimbursed
- Rejected
- Cancelled
- RequestNumber
- ECR-24614
- Employee
- YS
- Provider
- PRV-509
- CourseTitle
- ManagerApproved ecr-816
- EstimatedCost
- 34,772.18
- Justification
- JST-408
ownerYS
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections follow the authored specification.
Controls and automation
System checks
auto-enroll-by-role-or-dept — appEventTrigger on Employees.record.created OR Employees.record.updated (Position changed) → creates Enrollments for the new Position's required LearningPaths and Department-mandated Courses.
compliance-course-assignment — appEventTrigger on Courses.record.updated (IsMandatory true OR MandatoryScope changed) → resolves in-scope cohort from Employees, bulk-creates compliance Enrollments.
module-completion-marks-enrollment-progress — appEventTrigger on ModuleAttempts.record.created → upserts EnrollmentProgress, flips Enrollments.Status to InProgress / Completed / AwaitingQuiz when thresholds cross.
quiz-pass-issues-certificate — appEventTrigger on QuizAttempts.record.updated (Status: Pass) → creates Certificates row, upserts EmployeeSkills, flips Enrollment to Completed, emails Learner.
course-due-reminder — scheduleTrigger daily 08:00 → emails Learners with Enrollments due in 14 / 7 / 1 days.
overdue-escalation — scheduleTrigger daily 09:00 → flips past-due Enrollments to Overdue, emails Learner; Day 7 CCs Manager; Day 14 CCs Compliance Officer (for Mandatory) or L&D Lead.
cert-expiry-warning — scheduleTrigger daily 07:00 → emails Certificate holders 90 / 30 / 7 days out; 7-day warning creates a Renewal Enrollment and flips Certificates to ExpiringSoon.
instructor-led-session-reminder — scheduleTrigger hourly → emails roster Learners 24h before SessionStartTime with location / URL / Instructor name.
feedback-survey-on-completion — appEventTrigger on Enrollments.record.updated (Status: Completed) → creates draft CourseFeedback, emails survey link; auto-closes 14 days post-completion.
learning-path-progression — appEventTrigger on Enrollments.record.updated (Status: Completed) → if Course is on an active Path and next Course in Sequence is unrolled, creates the next Enrollments row with Source: PathProgression. Integrations: inbound from Core HR (Employees, Position changes, lifecycle events to drive auto-enroll), hrms-onboarding (OnboardingChecklists may include LMS Enrollments as tasks), hrms-performance (DevelopmentPlans push assigned Courses back to LMS), and the SCORM / xAPI runtime for module attempts. Outbound to Payroll (certification-bonus and external-course reimbursement as OneTimePayments), hrms-performance (Skills and Certificates feed competency rollups), the calendar provider (Google / Outlook for Sessions), the video-streaming provider (Vimeo / Wistia / Mux for Module video assets), the e-signature provider (signed policy attestations), the document store (ContentLibrary files, Certificate PDFs), and email (enrollment, reminders, certificates, session invites).
Make it work your way.
Use Proto to configure this system for your business. Review fields, rules and approvals before releasing changes.
Previews contain illustrative data from the system specification.