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Knowledge, Training & Learning

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# Knowledge, Training & Learning – Technical Specification
HR & People Manager v2.1

Task Manager v2.3

AI Assistant v2.0

Communication Hub

Staff App Mode

# 1. Version Summary (v2.1 – LMS Extension Release)

This version introduces:

- Full Learning Management System (LMS) capability
- Support for:
- Learning pathways (Viva Learning-style)
- Internal course creation
- External CPD provider integration
- Primoro-distributed training content
- Clear separation between:
- Knowledge (static content)
- Training (structured learning)
- Execution (Task Manager)
- Strengthened AI and governance boundaries

# 2. Purpose of the Module

Knowledge, Training & Learning is the authoritative system for organisational knowledge and structured learning delivery.

It ensures:

- staff always have access to correct information
- learning is structured, role-based, and trackable
- training is embedded into real work, not separate

## ✅ It is

- Knowledge source of truth
- Training & learning platform (LMS layer)
- Role-based learning delivery system
- Compliance tracking layer

## ❌ It is NOT

- Workflow execution engine (Task Manager)
- Policy authority (HR owns governance)
- AI-driven decision system

# 3. Core Architecture Principle

## 3.1 Separation of Responsibilities

The module operates within a clearly defined responsibility boundary shared across HR & People Manager, Task Manager, and the AI Assistant (Aiden). Each system owns a distinct slice of the learning lifecycle; no module duplicates or overrides another's governance domain.

## 3.2 Rule

## 3.3 Inter-Module Boundary Contracts

### HR & People Manager → Knowledge, Training & Learning (Compliance Handoff)

HR & People Manager is the sole authority for defining mandatory training obligations and compliance requirements. Knowledge, Training & Learning receives these obligations as an inbound contract and is responsible for delivery and evidence tracking only. The boundary is as follows:

- **HR owns:** definition of which training is mandatory, the compliance standard it must meet, the recurrence schedule, and the enforcement handoff trigger.
- **KT&L owns:** delivery of the required content, completion tracking, evidence storage, and reporting back to HR & People Manager.
- **KT&L MUST NOT** redefine, override, or independently enforce compliance obligations — it executes the requirements HR has defined.
- When HR & People Manager designates a training requirement as mandatory, it MUST supply a structured obligation record (role, course reference, due-date rule, and recurrence) which KT&L ingests to configure the corresponding learning pathway or module assignment.

### AI Assistant (Aiden) → Knowledge, Training & Learning (API Consumption)

Aiden consumes the KT&L approved knowledge base via API and does not own, duplicate, or override KT&L's content governance. The following rules apply to this contract:

- KT&L MUST expose an approved-content API that surfaces published, version-controlled knowledge articles, SOPs, and course metadata to Aiden.
- The API MUST only surface content that has passed KT&L's internal approval and version-control workflow; draft or superseded content MUST NOT be surfaced.
- Aiden MAY read and surface approved knowledge content in responses to staff queries; it MUST NOT write to, modify, or govern that content.
- KT&L remains the single source of truth; any content Aiden presents is a read-only projection of KT&L's authoritative record.

# 4. Core Capability Layers

## 4.1 Knowledge Layer

- SOPs
- policies
- operational guides
- role responsibilities

## 4.2 Training Layer

- structured courses
- learning modules
- role-based training programmes

## 4.3 Learning Pathways

A structured sequence of training content tied to a role or competency.

Examples:

- New Starter – Reception
- Dental Nurse Induction
- Manager Training Pathway
- GDPR Compliance Path

Requirements:

- ordered progression
- required vs optional modules
- milestone completion tracking

## 4.4 LMS Layer

Supports:

- courses
- modules
- lessons
- completion tracking
- assessment

# 5. Course & Learning Model

## 5.1 Course Object

## 5.2 Structure

Course → Modules → Lessons

Lessons may include:

- video
- text
- checklist
- quiz

## 5.3 Course Types

# 6. Learning Pathways

## 6.1 Ownership

- HR defines requirements
- Knowledge stores structure
- Task Manager executes

## 6.2 Behaviour

- auto-assigned on onboarding / role change
- supports sequencing and dependencies

## 6.3 Task Manager Integration Contract

When a learning pathway is assigned to a user — whether triggered by onboarding, a role change, or an HR-defined compliance obligation — KT&L MUST emit a task-creation event to Task Manager. This ensures that all pathway assignments are audit-logged as work items and subject to Task Manager's deadline, reminder, and escalation mechanisms.

The task-creation event MUST include:

- **UserId** – the assignee
- **PathwayId** – the learning pathway being assigned
- **CourseIds** – the ordered list of courses within the pathway
- **DueDate** – derived from HR's obligation record or the default pathway schedule
- **Source** – `"KnowledgePathwayAssignment"` so Task Manager can route correctly
- **MandatoryFlag** – whether the pathway is compliance-mandatory (as defined by HR)

Task Manager owns deadline enforcement, reminder dispatch, and escalation from the point of task creation. KT&L owns completion recording and evidence storage once the user fulfils the learning. Upon confirmed completion, KT&L MUST notify Task Manager so the corresponding task is marked complete and the audit log is closed.

KT&L MUST NOT independently send reminders, escalate overdue pathways, or enforce deadlines — these responsibilities remain with Task Manager.

# 7. External CPD Integration

## 7.1 Capability

- external provider linking
- completion tracking
- CPD evidence storage

## 7.2 Supported Modes

- SCORM / xAPI
- API (optional)
- manual certificate upload

## 7.3 Rule

External learning MUST:

- map to internal requirements
- feed into compliance tracking

# 8. Primoro Content Distribution

## 8.1 Platform Courses

- module training
- AI training
- compliance training

## 8.2 Behaviour

- global or optional
- can be auto-assigned

## 8.3 Constraint

- practice controls adoption

# 9. User-Generated Courses

## 9.1 Capability

- create courses
- share internally

## 9.2 Permissions

## 9.3 Governance

- version control
- ownership required
- approval workflows

# 10. Task Manager Integration

## 10.1 Execution Model

All learning must be executed via Task Manager.

## 10.2 Flow

## Rules

Knowledge MUST NOT:

- send reminders
- escalate
- enforce deadlines

# 11. HR Integration

## 11.1 Ownership

HR owns:

- compliance
- mandatory training

## 11.2 Knowledge Provides

- delivery
- tracking

# 12. AI Integration

## AI MAY

- answer questions
- suggest training

## AI MUST NOT

- validate compliance
- interpret policy

# 13. Compliance & Tracking

## Knowledge

- tracks completion
- stores evidence

## Task Manager

- enforces
- escalates

# 14. Data Model

## CourseProgress

## LearningPathway

## ExternalTrainingRecord

# 15. Core Behaviour Rules

- Knowledge is single source of truth
- LMS embedded in module
- Task Manager executes
- HR defines compliance
- AI assists only

# 16. Acceptance Criteria

- knowledge centralised
- LMS functional
- CPD supported
- execution via Task Manager
- compliance auditable

# 17. External CPD & Content Integration Model

## 17.1 Supported Integration Types

## 17.2 Provider Compatibility

## 17.3 Target Providers

- Agilio iLearn
- Dental CPD Network
- Dentistry CPD
- Dentaljuce
- Verified Learning
- Oral‑B Professional
- Open CPD

## 17.4 Rule

## 17.5 Compliance Behaviour

- map courses to requirements
- record CPD hours
- track certificates

## 17.6 Execution Flow

## 17.7 Constraints

- SCORM baseline
- provider-agnostic design

## 17.8 Future Scope

- CPD marketplace
- provider SDK
- real-time dashboards

End of Document – Knowledge, Training & Learning v2.1 (Cleaned & Standardised)

## Embedded Tables

### Table 1

| Function | Module |
| --- | --- |
| Policy definition | HR |
| Knowledge storage | Knowledge module |
| Learning content | Knowledge module |
| Task execution | Task Manager |
| Compliance enforcement | HR + Task |

### Table 2

| 1     Knowledge defines 2     Learning structures 3     Task Manager executes |
| --- |

### Table 3

| 1     { 2       "CourseId": "", 3       "Title": "", 4       "Description": "", 5       "Modules": [], 6       "CreatedBy": "", 7       "Visibility": "Role / Organisation / Primoro", 8       "Source": "Internal / External / Primoro" 9     } |
| --- |

### Table 4

| Type | Description |
| --- | --- |
| Internal | Practice-created |
| External | CPD provider |
| Primoro | Platform-delivered |

### Table 5

| Role | Capability |
| --- | --- |
| Manager | Full |
| Staff | Limited |
| Admin | Full |

### Table 6

| 1     Knowledge defines requirement 2     → Task Manager creates tasks 3     → Task Manager handles: 4        - deadlines 5        - reminders 6        - escalation 7        - completion tracking 8     → User completes learning 9     → Knowledge records completion, evidence, and version 10     → Task Manager marks task complete |
| --- |

### Table 7

| 1     { 2       "UserId": "", 3       "CourseId": "", 4       "Completed": false 5     } |
| --- |

### Table 8

| 1     { 2       "PathwayId": "", 3       "RoleId": "", 4       "Courses": [] 5     } |
| --- |

### Table 9

| 1     { 2       "UserId": "", 3       "Provider": "", 4       "CourseName": "", 5       "Evidence": "" 6     } |
| --- |

### Table 10

| Type | Description |
| --- | --- |
| SCORM / xAPI | Embedded delivery |
| Linking | External course launch |
| Certificate ingestion | Proof tracking |
| API | Optional integration |

### Table 11

| Type | Behaviour |
| --- | --- |
| Embedded | Runs inside Primoro |
| Linked | External launch |
| Verified | Certificate stored |
| Integrated | API sync |

### Table 12

| 1     Primoro is the learning orchestration layer |
| --- |

### Table 13

| 1     Knowledge → Task Manager → Completion → Record → Close |
| --- |

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