Knowledge & Training — Module Specification

/modules/knowledge-and-training

Page purpose (Design Standard — non‑negotiable)

This page positions Knowledge & Training as Primoro’s single source of truth for how work is done — policies, SOPs, role expectations, and training — ensuring staff always have the right information, at the right time, in the right context.

Knowledge & Training replaces static manuals, shared folders, and tribal knowledge with a structured, role‑aware, app‑first system that supports onboarding, day‑to‑day work, and compliance — without interrupting managers or HR.

Tone: clear, supportive, confidence‑building

Style: operational clarity — never academic, never corporate

This page must communicate

• There is one authoritative source for policies, SOPs, and guidance
• Knowledge is role‑aware, not one‑size‑fits‑all
• Training and understanding are tracked, not assumed
• Staff get answers without asking managers or HR
• Compliance is supported with clear audit trails
• Everything is app‑first and easy to access

This page is not

• a document dumping ground
• a generic LMS or e‑learning platform
• a shared drive replacement without governance

Hero

Knowledge & Training — make expectations clear, and knowledge easy to access

Your single source of truth for policies, SOPs, and role‑specific knowledge — always accessible, always understood.

Knowledge & Training ensures every team member understands what’s expected of them, how to do their job correctly, and where to find trusted answers — without interruptions or uncertainty.

CTAs → Request a demo (/request-a-demo) → Explore the Primoro Platform

What Knowledge & Training does

Clarity‑first by design: Knowledge & Training organises all practice knowledge and learning into a structured, governed system that supports consistency, onboarding, and compliance.

The module enables practices to:

• store and manage policies, SOPs, and guidance
• deliver role‑specific knowledge and training
• automatically assign required knowledge when a staff member joins or changes role
• track acknowledgements and completion
• provide AI‑assisted answers via AI Assistant
• maintain clear version control and audit history

Knowledge stops being scattered — and starts being trusted.

Core capabilities (Design Standard)

1) Centralised knowledge base

• Single repository for policies, SOPs, and operational guidance
• Structured by category, role, and applicability
• Clear ownership, versioning, and publishing controls

Staff always know where to find the current, approved way of working.

2) Role‑specific knowledge & responsibilities

• Content automatically scoped to staff role and permissions
• New starters see exactly what applies to them
• Managers publish once — correctly targeted

Right information, to the right people, at the right time.

3) AI‑assisted answers (via AI Assistant)

Staff can ask questions such as:

• “What is our sickness policy?”
• “How do I request annual leave?”
• “What are my responsibilities in this role?”

AI Assistant:

• answers only from approved internal content
• respects role‑based access and permissions
• reduces interruptions and uncertainty

Designer intent: AI supports understanding — it never invents policy or replaces ownership.

4) Training & learning content

• Attach guides, reading, and learning resources to roles or policies
• Support onboarding and ongoing development
• Keep knowledge and training in one place

Learning is integrated into daily work — not separated into another system.

5) Acknowledgements & compliance tracking

• Require staff to acknowledge key policies and SOPs
• Track who has read, accepted, and completed what
• Require re‑acknowledgement automatically when policies or SOPs are updated

Provides strong audit trails without manual chasing.

6) Digital operations manual (roles & responsibilities)

• Clear, role‑based view of day‑to‑day responsibilities
• Makes overlaps and hand‑offs between roles explicit
• Updates automatically as SOPs or responsibilities change

Staff understand not just how to do tasks — but who owns what.

7) App‑first access for staff

• Knowledge available on mobile and desktop
• Access in clinic, at home, or on the move
• High adoption through ease and clarity

Staff don’t need to remember — they can always look it up.

8) Continuing Professional Development (CPD) — future‑ready

• CPD learning carried out directly within Knowledge & Training
• Designed for future connection to external CPD platforms from within Primoro
• Track CPD activity month‑by‑month against individual staff requirements
• Clear visibility for staff, managers, and compliance reviews

This ensures team members can stay continuously on top of CPD requirements without leaving the Primoro platform, while allowing practices to integrate approved CPD providers as the ecosystem evolves.

How Knowledge & Training is used

Knowledge & Training supports practices to:

• improve onboarding speed and confidence
• reduce repeated questions to managers and HR
• ensure consistent behaviour across teams and locations
• support regulatory compliance with evidence
• keep expectations clear as the practice evolves

It turns knowledge into operational consistency.

Visual guidance (for designers)

Design should emphasise clarity and trust:

Staff views

• Simple browsing and search
• Clear indicators: required / optional / acknowledged

Manager & HR views

• Publishing controls and version history
• Compliance and acknowledgement dashboards

Design principles

• One truth, clearly presented
• Search before browsing
• No clutter or duplication

How it fits within Primoro

Knowledge & Training works alongside:

• HR & People Manager (policies, onboarding, compliance workflows)
• AI Assistant (AI‑assisted answers from approved content)
• Task Manager (assigned reading and follow‑ups)
• Communication Hub (announcements and acknowledgements)
• Performance Dashboards (training and compliance insight, when enabled)

It underpins consistent behaviour across the entire platform.

Frequently asked questions

Does Knowledge & Training replace shared drives and manuals?

Yes. It provides a structured, governed alternative to shared folders, PDFs, and paper manuals — with version control and audit trails.

Is training mandatory for all content?

No. Content can be marked as required or optional depending on role, importance, and policy.

How do we prove staff have read policies?

Acknowledgements are recorded with timestamps and version history, creating an auditable record.

Does AI Assistant create or change policies?

No. AI Assistant only answers questions using approved internal content and never alters policies.

Is this suitable for multi‑site practices?

Yes. Knowledge can be shared across locations with local overrides where needed.

Final CTA

Make expectations clear — and knowledge easy to access.

→ Request a demo (/request-a-demo) → Explore the Primoro Platform

Knowledge & Training — Module Specification (Designer‑Ready) v1.0

Aligned to Primoro Design Standard