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Improvements

  • Refresher Rules - Set by Department

Refresher rules in Flow MS can now be set by department, allowing the same training to refresh at different intervals depending on departmental needs.

Why this Matters

Training requirements often vary across departments, even when the training content is the same. Department-based refresher rules allow organisations to reflect real operational and compliance requirements without creating workarounds.

Key Benefits

  • Greater flexibility: Apply different refresher intervals to the same training based on departmental requirements.
  • Reduced manual intervention: Better support departmental refresher requirements without additional manual effort.
  • More accurate compliance: Ensure refresher schedules better align with role-specific risk and responsibility.

 

  • Refresher Rules – Export and Department visibility

Refresher rules can now be exported from Flow MS, with department visibility shown both on the page and in the export.

Why this Matters

With the introduction of department-based refresher rules, organisations need simple ways to view, review, and share how refresher configurations are set up. These updates support clearer oversight and easier validation of refresher rules.

Key Benefits

  • Department visibility: Clearly see which departments are applied to each refresher rule.
  • Easier review and sharing: Export refresher rules to support internal reviews, reporting, or wider visibility.
  • Reduced manual checking: Validate refresher configurations at a glance without opening individual rules.

 


 

  • Refresher Learning Management - Filtering

The Refresher learning management page in Flow MS has been enhanced with filtering, making it easier to find and manage refresher learning across large learner populations.

Users can now filter refresher learning by:

  • Learner status
  • Region, area, and branch
  • Department and job title
  • Assigned refresher learning
  • Completion status

Why this Matters

Filtering allows users to quickly narrow down learners and refresher learning based on relevant criteria, reducing the need for manual searching through large learner lists.

Key Benefits

  • Improved visibility: Quickly find learners and refresher learning based on organisational structure, role, or completion state.
  • More efficient management: Reduce time spent manually searching or reviewing large lists of learners.
  • Better oversight at scale: Manage refresher learning more effectively across large or complex organisations.

     


 

  • Refresher Learning Management - Allow export

The Refresher Learning Management page in Flow MS now supports exporting, allowing users to download a view of assigned refresher learning.

Why this Matters

Exporting refresher learning allows users to apply their own filtering, sorting, and analysis outside of Flow MS, supporting deeper review and use in external tools where needed.

Key Benefits

  • Greater flexibility: Work with refresher learning data using custom filters, sorting, and views.
  • Improved analysis: Use exported data for deeper analysis, including integration with external tools such as Power BI.
  • Reduced manual effort: Avoid manual checking or recreating views when working with refresher learning data.

 


 

  • Workbooks – Refresh with Modules and External Training

Workbooks in Flow MS can now be refreshed with Modules and External Training, not just other Workbooks.

Why this Matters

Supporting additional learning types in Workbook refresher rules removes the need to rely on alternative configurations to achieve the same outcome.

Key Benefits

  • Increased flexibility: Refresh Workbooks using Modules, External Training, or other Workbooks.
  • No need for workarounds: Avoid complex training setups that rely on availability rules (such as can start after days) to mimic refresher behaviour.
  • Cleaner reporting: Avoid scenarios where learning appears as not complete long before it is actually due, improving clarity and accuracy in reports.

 

 

Bug fixes

Refresher Learning Management – Search fix
We’ve resolved an issue on the Refresher Learning Management page where using the search function could result in an “Oops, something went wrong” message.
Compliance Overview – Sorting fix
We’ve resolved an issue where rows in the Compliance Overview were sorted by day of the month rather than in chronological order.
Competence allocation – Due date update
We’ve resolved an issue where editing a competence allocation would automatically update the due date to the current date, even when the original due date was in the past.