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Training and checklists

Turn your procedures into courses, quizzes and daily checklists. Amara AI drafts them, a person publishes them, and a reviewer checks the finished work.

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What it does

Course builder

Build a course from a topic or from one of your SOPs.

  • Amara AI drafts a course outline and lessons from a topic or an SOP.
  • Courses are made of modules, lessons and a question bank you can edit.
  • Learners see their own courses and progress. Each enrollment records progress percent and completion date.
  • The training dashboard shows the overdue list and the completion rate by course.
  • Assign a course to a person, a role, a location or everyone, with a due date.

SOP quizzes and training modules

A quiz shows that someone read the procedure. It does not show they can do the task, so the two are kept apart. Scores are advisory. They never move, hide, or reject anyone.

  • Amara AI generates a quiz for each SOP, with a pass mark. Attempts are stored.
  • Each of the 84 library SOPs brings a training module with six separate stages: reading, acknowledgment, trainer walkthrough, knowledge assessment, observed performance, and qualified verifier signoff.
  • Each module has two or more knowledge checks. Answer keys are never sent to learners.
  • Reading, acknowledgment and a quiz pass never grant practical competence. A verifier must be qualified for the task, not just senior.
  • Your practice supplies pass scores, expiry periods and training durations. Amara AI does not invent them.

Role checklists for daily work

Each role gets a checklist for the day, the week or the month, built from a template you control.

  • Templates are linked to a role, and each task has a cadence: daily, weekly, biweekly, monthly, quarterly or as needed.
  • A business team starter pack includes 6 main templates, such as operations manager, reception and check-in, hygiene coordinator and treatment coordinator. All arrive as drafts.
  • A manager or owner reviews the notes and publishes a revision. There is no automatic publishing.
  • Starting a checklist makes a frozen copy of the published revision, so later edits never change work already under way.
  • Each item is pending, done, blocked or not applicable. Blocked and not applicable need a brief reason.
  • A task can link to an SOP and open it in place.

Review at the end

A finished checklist goes to a reviewer, so the day closes with a second pair of eyes.

  • Submit is allowed only when nothing is blocked and no required item is pending.
  • A submitted checklist is locked until it is reopened.
  • The reviewer role on the template sees a review queue and marks the checklist reviewed. Reopening is recorded.
  • Completion is a work record. It never feeds pay, goals, reviews or discipline.

Repeating checklists and drafting help

Let Amara AI do the setup work, and keep publishing and assigning with a person.

  • Repeating checklists are off by default. An owner turns them on per template and cadence, and Amara AI then creates one checklist per work period, never a duplicate.
  • Reminders are in-app only: at a task's due time when it is still pending, and at the end of the work period when required items remain.
  • Describe what you need, hand over an SOP, or ask for suggestions by role. Amara AI returns tasks or a checklist, and everything arrives as a draft.
  • A task or checklist item can require proof: a photo, a typed signature, a value entry, a file upload or a QR scan. A required proof blocks completion until it is captured.
  • Checklists hold no patient data. Reasons and notes must not contain patient or sensitive employee details.

How each score is calculated

Every number shows its weights and its evidence. Scores are advisory. They never move, hide, or reject anyone.

Checklist progress
Done items divided by total items minus those marked not applicable. Counts of blocked and pending items show beside it.
SOP quiz result
Each SOP quiz has a pass mark, and every attempt is stored. Scores are advisory and never move, hide, or reject anyone.
Course progress and completion rate
Each enrollment records progress percent and completion date. The dashboard shows the completion rate by course and the overdue list.
Observed performance rubric
One row per SOP step, marked demonstrated, needs practice, not observed, or reviewed not applicable, followed by a qualified verifier's decision of approved with scope, restricted, or not approved. A failed observation stays on the record after a later pass. Scores are advisory and never move, hide, or reject anyone.
My day progress
Tasks completed today divided by all tasks due today.
Team work score
A team and department level score from 0 to 100, banded 90 excellent, 80 good and 60 fair, shown with the change from last period. It never ranks individuals.

What waits for you

  • Your callPublishing a checklist template. A manager or owner reviews the notes and publishes each revision.
  • Your callTurning on a repeating checklist. Only an owner can turn it on.
  • Your callTasks and checklists that Amara AI drafts. Publishing and assigning stay with a person.
  • Your callAn assignment that Amara AI suggests waits in Approvals. One you assign yourself goes out right away.

Who works on it

NextPolicy, SOPs and readiness

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