Watch the overview
About 2 minutes. A narrated explainer; the transcript is below. The written guide includes additional detail.
Read the video text
- 0:00Welcome to Harbour Roads Training, our fictional organisation. This lesson follows a training reviewer who needs to find a survey and understand its next step.
- 0:09After signing in, Overview brings recent survey files and activity together. The menu groups your work, organisation, administration, help and account pages.
- 0:19Choose a recent survey, or open Survey files for the wider list. Our example is Training road condition, file DEMO 001.
- 0:29The training workspace contains one file under review, one awaiting co-sign, and one certified file. Those labels describe workflow stages, not three grades of data quality.
- 0:39Open the file to inspect its check results and next available action. A list status alone cannot tell you whether a particular check ran.
- 0:48Overview summarises files you can access. Files added covers the past seven days; certificates issued covers the current month. Read the calculation notes before comparing totals.
- 0:59Time to certificate includes the wait for people to review the file. It measures the overall journey, rather than just the engine's processing time.
- 1:08The menu depends on your permissions and organisation status. Ask the administrator about missing access; seeing a menu item does not replace the checks on an action.
- 1:18A training uploader may see only their own or assigned files, while an authorised organisation reviewer sees a wider set. Different totals can reflect different scope.
- 1:28Pause here. Find DEMO 001, open its results, and say which step comes next. Explain the difference between its workflow status and its validation findings.
Start with one task
Welcome to Harbour Roads Training, our fictional organisation. This lesson follows a training reviewer who needs to find a survey and understand its next step. After signing in, Overview brings recent survey files and activity together. The menu groups your work, organisation, administration, help and account pages. Choose a recent survey, or open Survey files for the wider list. Our example is Training road condition, file DEMO 001.
Example: three different states
The training workspace contains one file under review, one awaiting co-sign, and one certified file. Those labels describe workflow stages, not three grades of data quality. Open the file to inspect its check results and next available action. A list status alone cannot tell you whether a particular check ran. Overview summarises files you can access. Files added covers the past seven days; certificates issued covers the current month. Read the calculation notes before comparing totals.
Allow for review time
Time to certificate includes the wait for people to review the file. It measures the overall journey, rather than just the engine's processing time. The menu depends on your permissions and organisation status. Ask the administrator about missing access; seeing a menu item does not replace the checks on an action. A training uploader may see only their own or assigned files, while an authorised organisation reviewer sees a wider set. Different totals can reflect different scope.
A status is not a quality verdict
A list can show a file under review while its current results still contain an unresolved reversed range. Open the record, identify the affected row and read the rule before deciding who should act next. A certificate count and a count of recent uploads describe different events and time windows; compare like-for-like figures.
Use Overview to find work, then use the individual survey record to establish the evidence. The training organisation is fictional, and its totals are examples rather than a forecast of your account.
Practise and check your interpretation
Pause here. Find DEMO 001, open its results, and say which step comes next. Explain the difference between its workflow status and its validation findings.
Find DEMO-001 in Survey files and open its current results. The training record is under review, with an unresolved reversed range. Investigate the source before requesting the next approval. Workflow status describes the stage; findings describe the recorded checks. Neither a filename nor a list colour proves that every check ran.
Use the signed-in onboarding library to record viewing progress and return to unfinished lessons. Watching the public article is useful for reference, but does not update your account’s lesson completion record.
Sources and scope
This guide describes the platform workflow; it does not establish a requirement of a TMH manual. Platform review and certification are described in the product documentation.