Abstract
Field Computer-implemented systems for targeting employee requalification after document changes using administrator-configured role templates that map tasks to document sections, rather than automatically generated assessment-to-section attribution records. Background Organizations define roles as collections of tasks, each requiring knowledge of specific document sections. When documents change, the question is which employees need retraining on which tasks. The approach described here uses the existing admin-configured role structure as the targeting mechanism. Technical Description Administrators define role templates in a role_templates configuration table. Each entry contains: role_template_id, task_id, doc_id, and section_id. A single role template may contain dozens of task entries, each mapped to one or more document sections. Employees are assigned one or more role_template_ids based on their job function. Training completion records track which tasks in each assigned template an employee has been trained and assessed on. Each completion record contains: employee_id, role_template_id, task_id, completion_date, score, and certifying_manager_id. When a controlled document is updated, the document management system provides the changed doc_id and section_id pairs. A requalification engine performs a two-step lookup: first, it queries the role_templates table to find all role_template_ids and task_ids associated with the changed doc_id and section_id pairs. Second, it queries the completion records to find all employees assigned to those role_template_ids who have prior completions for the affected task_ids. For each matching employee-task pair, the system creates a task_requalification record containing: requalification_id, employee_id, role_template_id, task_id, triggering_doc_id, triggering_section_id, and due_date. Updated learning content for the specific task is linked to the requalification record when available. Employees who are assigned to the same role template but have no completion records for the affected tasks receive no requalification assignment, since they were never trained on those specific tasks. Distinguishing Characteristics This system relies on admin-configured mappings from roles and tasks to document sections, maintained in a configuration table. It does not generate source-attribution records at assessment time. There is no secondary index enabling reverse-index traversal by authority unit identifiers. The lookup path goes from changed document section to configured role template to assigned employees with completion records. This provides task-level targeting precision without requiring the system to automatically capture which document sections each assessment covered. There are no validity bitmaps, no materiality evaluations, and no editorial safe harbor logic
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Recommended Citation
Davis, Kenneth, "Admin-Configured Role Template Task Mapping for Document-Change-Triggered Requalification", Technical Disclosure Commons, (March 25, 2026)
https://www.tdcommons.org/dpubs_series/9632