Admins can assign Training under the Process tab in the Navbar.
Here three tabs will be displayed
- My Training Record: shows the training you need to complete
- Company Training Status: View all the training assignments for the company
- Recurring Training: View and assign ongoing training to roles
The best way to assign training is to create recurring training assignments to roles. First be sure to create roles and assign users to those roles.
When recurring training is assigned for a document, every time a document revision is approved, training will automatically be assigned to users in those roles.
When recurring training is assigned for a task, the training will automatically be assigned to the users in the role at the duration that was specified.
Click on Recurring Training tab to create a new recurring training the click on +Assign Recurring Training.
Recurring Training for a Document
Select if you want to assign recurring training to a document and choose the document.
Choose the number of days until the assignment is due (from the day you assigned).
Select how subsequent assignments will be calculated.
We recommend 'Days After Approval' so ensure users have time to complete the training.
Select the number of days for subsequent assignments to be due (from when they are assigned).
Then choose the approval roles that should complete this training.
Quiz questions may be added as desired.
Click Create Recurring Training, and it will be viewable in the matrix.
Recurring Training for a Task
To create recurring training for a task, first enter the task description and upload any training content files as desired to be associated with this plan.
Choose the number of days until the first assignment is due (from the day you assigned).
Select the number of days until the assignment should repeat (ex: 7 if you want it weekly, 365 if you want it yearly).
Enter the number of days until subsequent task assignments are due and choose the approval roles. Quiz questions may be added as desired.
Click on Create Recurring Training, and the new recurring task will be viewable in the matrix.
Edit Recurring Training
To edit , hover over it in the matrix and click on the pencil icon. Clicking on the '-' will delete the training. We recommend updating the training rather than deleting it.
If you made edits to the training, once updates are complete, click on Update Recurring Training to save changes.
In the company settings, admins can set training notifications.
Immediate Training Notification: If checked, users will receive immediate email notifications when training is assigned.
Training Reminder: Enter the number of days when a reminder will be sent for soon to be due training.
Overdue Training Email: If checked, users will receive email notification for overdue training.
Overdue Email to Manager: If checked, the user's manager will receive an email about the overdue training.
Email Summary of Overdue Training: Managers will receive a summary of their team's overdue training.
Admins can also assign one time training however its preferred to assign recurring training to users.
Once training has been assigned you can also view and edit the training.
If you have any questions, you can reach us through the chat or email us at firstname.lastname@example.org.