What is Training in BFF?
Training is the fourth tier of BFF’s controlled documents — the learning material that teaches people the rules and procedures the other tiers define:
| Tier | Answers | Example |
|---|---|---|
| Policy | What we require and why | Information Security Policy |
| SOP | How we operate to meet it | Access Review Procedure |
| Work Instruction | Exactly how to execute | Revoke a Departing User’s Access |
| Training | How people learn it | Security Onboarding |
Training documents share the full controlled-document machinery — lifecycle, versioning, roles, links, and change control. Note that Policy is its own top tier: governing rules belong there, not in SOPs or Training.
Creating a Training Document
- Navigate to Training in the sidebar (under the Docs group)
- Create a new Training document:
- Title — what it covers (e.g., “CRM System Basics”)
- Content — the learning material
- External URL (optional) — link out to slides or video if the material lives elsewhere
- Save — it starts in Draft
- Submit for Review, then Approve & Publish when it’s ready
Any edit to a published Training document returns it to Draft with a Change Summary, and the revision goes back through review. See Document Roles and Lifecycle in the Document Control section.
Training Content Tips
- Include the background knowledge needed before someone executes the work
- Add examples and scenarios for practical understanding
- Use Links to connect the Training document to the SOPs and Work Instructions it teaches — when those change, Change Impact Analysis alerts the Training document’s Owner so the material never silently drifts out of date
- Keep documents focused — one Training document per topic area
How People Complete Training
Completion runs through Required Reading: once the Training document is published, click “Assign Reading” to assign it to people (or everyone) with an optional note and due date. Each reader e-signs an acknowledgement against the current version, and the Completion Report shows who is current, stale, or outstanding. Republishing the document automatically requires re-acknowledgement. See Assigning Reading and Tracking Completion in the Required Reading section.
You can also attach Training documents to tasks via Linked Content, so assignees see the relevant material right on the task.
Tip: Training completion feeds the AI Coverage Ranker during time-off scenarios — but only current, version-scoped acknowledgements count. Someone who signed an old version is treated as needing re-training.