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Compliance Training Awareness Workflow

Develop and deliver compliance training programs across the organization.

Complexity: Medium | Duration: 15-30m | Category: Industry/Legal Services

Tags: compliance-training awareness education tracking certification

Workflow Diagram​

Steps​

Step 1: Assess training needs​

Assess training needs

Step 1: Identify data sources​

Identify data sources

Step 2: Develop training content​

Develop training content

Step 2: Preserve relevant data​

Preserve relevant data

Step 3: Schedule training delivery​

Schedule training delivery

Step 3: Collect electronically stored​

Collect electronically stored information

Step 4: Deploy online training​

Deploy online training

Step 4: Process and extract metadata​

Process and extract metadata

Step 5: Conduct live training​

Conduct live training

Step 5: Deduplicate and cull data​

Deduplicate and cull data

Step 6: Track completion rates​

Track completion rates

Step 6: Apply search terms​

Apply search terms

Step 7: Test knowledge retention​

Test knowledge retention

Step 7: Review for responsiveness​

Review for responsiveness

Step 8: Update content for changes​

Update content for changes

Step 8: Code and tag documents​

Code and tag documents

Step 9: Address knowledge gaps​

Address knowledge gaps

Step 9: Privilege review​

Privilege review

Step 10: Report on training metrics​

Report on training metrics

Step 10: Produce in required format​

Produce in required format

Usage​

To execute this workflow:

/workflow industry/legal-services/compliance-training-awareness-workflow.workflow

See other workflows in this category for related automation patterns.