Trainings

Trainings can be created from the Trainings module, and existing trainings can be attached to a controlled document from the Training section of the Release tab. Trainings consist of custom questions and answers that can be used to assess the knowledge of employees on a specific topic, and can be assigned to individuals or groups.

Creating a training

To create a training, open the My trainings sub-menu in the Trainings module and click the + Training button in the top right corner. Enter a name for your training and click Create.

Once your training is created, you’ll have access to additional settings and customizations. You can add a description of your training and add any supporting attachments needed, such as videos or presentations.

Adding questions

Navigate to the Questions tab of your training and click the + button to begin adding questions. You can add single-choice, multiple-choice and ordering questions. Select the correct answers for each question.

Setting a passing score

Click on the green score bar at the top of your questions to set a passing score for your training, indicating the number of questions the trainee must answer correctly to pass.

Releasing a training

Once you’ve finished creating questions, setting the passing score, and adding any description or supporting attachments needed, click Release in the top right corner to finalize your training. Trainings cannot be assigned until they are released.

Assigning a training

Trainings can be assigned on their own from the Trainings module, or attached to a controlled document.

From the Trainings module

Click Assign request. From here, you’ll be able to select which roles and members to assign the training to, as well as a due date and maximum number of attempts allowed.

From a controlled document

Navigate to the document you’d like to attach the training to and open the Release tab. Toggle the Training setting and select the training you’d like to attach. From here, you can select the roles and members to assign the training to, and set the due date and maximum number of attempts allowed.

Once the document approval process has been completed and the document status is Effective, the training requests will be sent to the trainees. For more on this approval process, see our guide on controlled documents.

Taking a training

Assignees will receive training requests in their email and inbox. Assigned training requests can also be found in the Trainings module under the My requests sub-menu. Begin taking a training by clicking on it to open.

Note: If a trainee fails the max attempts allowed, a new training request will need to be sent.