Review Training Mode

A review lets an operator who is already competent on a work instruction catch up on a new version without redoing a full training. They go through what changed, and their existing training level carries over to the new version instead of dropping.

There are two ways to run a review: as a training the operator plans for themselves without a trainer, or directly during a product order. Both rely on how you mark up the new version when you approve it.

Set Up What Operators Review

When you approve a new version, the approval modal controls what a reviewer is shown and asked to confirm:

• This version requires training marks the version as one operators must be retrained on or acknowledge. (When reviewing during a product order is enabled for your company, the same option is labelled This version requires acknowledgment from operator and/or training.)
• Summary of changes is a short description of what changed. You can write it for the whole version and per step, and the reviewer reads it while going through the update.
• On each changed step you can require a confirmation:
  • Needs trainee confirmation during training: the operator confirms the step themselves.
  • Needs double check during training: a second person, for example a supervisor, also has to confirm the step. This is available when double-checks are enabled and the step already needs a trainee confirmation.

Reviewing as a Self-Planned Training

An operator (or an admin) can plan the review as a training with no trainer:

1. Open Plan training and select the Work instruction, a Start date and End date, and the Trainees.
2. Leave Trainer empty. A note confirms the effect: "Training without trainer, the current trainee training level will be kept".
3. Plan the training. The operator then steps through the changed steps, confirms each one, and keeps their existing training level, now recorded against the new version.

Reviewing During a Product Order

When reviewing during a product order is enabled for your company, operators acknowledge the changes while running a product order on the updated version, instead of in a separate training:

1. The operator starts a product order on the updated work instruction and confirms the changed steps as part of the order.
2. On finishing the order, the new version is recorded as acknowledged, and the operator's training level is carried over to the new version.

You can see who acknowledged what: each review shows in the Training History as a Changes acknowledged entry, and you can filter the product order list with Only show product orders with version acknowledgements.

Precondition: reviewing during a product order is gated behind a company feature flag (an experiment). If operators are not offered the review during an order, ask your Azumuta contact to enable it for your account.

Learn more about planning a training via the app as an operator and executing a planned training in Azumuta.