The main workflow, step by step
The window follows one learner through a course, with the trainer who marks the work and the client who paid for the place. Select a step to see its screen. The training company, the course and the learner are invented for the demonstration.
Enrolment
Brightwater LogisticsTwelve places- Course
- Warehouse safety supervisor
- Cohort
- Starting next month
- Learners
- Uploaded from a list
- Invoice
- Raised to the company
Off the pathA learner already enrolled in that cohort is skipped, and the coordinator is told which names were duplicates.
My course
Module three of sixIn progress| Unit | State |
|---|---|
| Manual handling | Completed |
| Racking inspection | Video watched |
| Module quiz | Passed on second attempt |
| Live workshop | Booked |
Off the pathA learner who fails a quiz three times is paused on that module, and the trainer is asked to step in.
Marking
Assignment A2Feedback sent| Criterion | Result |
|---|---|
| Risk assessment | Meets the standard |
| Corrective actions | Needs more detail |
| Overall | Resubmit one section |
Off the pathWork marked as not yet meeting the standard reopens for the learner, with the trainer's comments beside each criterion.
Certificate
CERT-88214Issued- Course
- Warehouse safety supervisor
- Completed
- All modules and assessment
- Valid until
- Renewal date shown
- Verify
- Code checks it is genuine
Off the pathA certificate is withheld while any required unit or attendance is missing, and the learner sees what remains.
Company report
Brightwater LogisticsTwo overdue| Group | Count |
|---|---|
| Completed | Nine learners |
| In progress | One learner |
| Overdue | Two learners |
Off the pathLearners who are overdue receive a reminder, and their manager is copied only if the client asked for that.
Who uses it, and what each role can do
A training company serves the learner and the organization that sent them, and the two do not see the same things. The roles reflect that double relationship.
| Role | Sees | Can do |
|---|---|---|
| Learner | Their courses, progress, feedback and certificates | Study, book sessions, submit work and download certificates |
| Trainer | Their cohorts, submissions and attendance | Teach, mark, give feedback and record attendance |
| Client coordinator | Their company's learners and results | Enrol staff, assign courses and download reports |
| Course designer | Course content and structure | Build and revise courses and assessments |
| Administrator | All courses, cohorts, clients and invoices | Schedule cohorts, manage places and issue certificates |
When the work leaves the usual path
Learning rarely follows the timetable. These are the departures from the plan that the platform must handle fairly and visibly.
| Situation | What the system does | Who decides |
|---|---|---|
| Learner fails an assessment repeatedly | Pauses the module and alerts the trainer | Trainer |
| Live session missed | Offers the next session or a recorded alternative | Administrator |
| Work submitted late | Applies the course rule and records the reason | Trainer |
| Learner leaves the client company | Removes access and keeps the record of results | Client coordinator |
| Course content revised mid-cohort | Keeps current learners on their version | Course designer |
| Certificate challenged | Shows the evidence behind it through the verify code | Administrator |
| Suspected copying | Flags the submission for the trainer to review | Trainer |
What it connects to
A learning platform is the centre of a training business and still has neighbours. Which of these you need is agreed once we know how you sell and deliver.
| System | What moves | Direction |
|---|---|---|
| Video conferencing | Live sessions, attendance and recordings | Both ways |
| Payment provider or invoicing | Places sold to individuals and companies | Both ways |
| Client HR systems | Lists of staff to enrol, and completion records | Both ways |
| Video hosting | Lesson videos with playback progress | Into the platform |
| CRM | Clients, bookings and renewals due | Both ways |
What a first release includes
Course builder
Courses made of modules with video, reading, quizzes and assignments, in an order you control.
Cohorts and scheduling
Cohorts with start dates, live sessions, capacity and trainers, alongside self-paced enrolment.
Assessment and marking
Quizzes marked automatically and assignments marked against criteria, with written feedback and a route to resubmit.
Verifiable certificates
Certificates issued when the rules are met, with expiry dates and a public verification code.
Client accounts
Company accounts whose coordinators enrol staff, track progress and export completion reports.
Progress reporting
Progress by learner, cohort and client, with reminders for those falling behind.
Often added after the first release
- A mobile app with offline lessons
- Learning paths across several courses
- Discussion spaces for cohorts
- Renewal reminders before certificates expire
- Selling courses to the public
What we need from you
- One course in full, with its materials and assessments
- How you run cohorts and live sessions today
- Your certificate rules and any accrediting body's requirements
- What client companies ask you to report
- A trainer and a client coordinator to test with a real cohort
Ownership and licensing terms are defined in the project agreement.
What to do next
Send us the outline of one course and a sample completion report you give to a client. We reply with a first release, what we would build and what we would connect. Start a conversation or book a 30-minute call.
Common questions
Why build a platform when learning products already exist?
For many organizations an existing product is the right answer, and we will say so. Building is justified when your delivery model does not fit them: blended cohorts with assessed practical work, client accounts with their own reporting, accreditation rules, or a learner experience that is part of what you sell. Licence costs per learner at scale are another common reason.
Can it handle live and self-paced learning together?
Yes. A course is a path of units, and a unit can be a video, a reading, a quiz, an assignment or a live session with attendance. Learners move through at their own pace where the course allows and join their cohort for the scheduled parts. The trainer sees both kinds of progress in one place.
How are certificates protected against forgery?
Each certificate carries a unique code and a link. Anyone holding it, such as an employer or an inspector, can check on your site that it is genuine, whom it was issued to, for which course and whether it is still valid. If an accrediting body sets its own requirements for certificates, those are built in.
Can existing course materials be imported?
Usually. Videos, documents and question banks can be brought in, and content packaged in common e-learning standards can often be played as it is. Materials designed for a classroom tend to need reworking for self-paced study, which is instructional design work that we plan with your course designers.

