Training: build a course, assign it and see who's done

Training holds your company's courses. A course is made of lessons — a video, a PDF or slides, a YouTube video, a link or interactive content — and quiz questions. Workers take them on their own phone or computer; admins see who is done.

Who can use it

• Workers: Training on their personal side (profile menu → Training) lists the courses assigned to them.
• Admin side: Training → View reads courses and who has finished. Training → Edit builds courses, assigns them and records completions.
• Deleting a course, a lesson or a question, and resetting someone's progress, need Delete on Training (a Company Admin always can).

Build a course

1. Admin side → Training → Courses → New course. Type a title and what it covers. Tick Optional if it should show as Optional rather than To do. Press Create.
2. Click the course. It opens in a window with five tabs: Course, Questions, Assignment, Worker Compliance and Settings.
3. On Course, use Add a lesson: a title, then the content type — Video (MP4), PDF / PPT, YouTube video (tracked), Weblink, Embed code or Interactive (HTML5). Attach the file or paste the link, then Add lesson. Add as many lessons as the course needs.
4. On Questions, under each lesson, Add a question to this lesson: the question, two to four answer options, and which one is correct. Then Add question.

Assign it

1. Open the course → Assignment.
2. Under Assign to positions, pick Required, Optional or Not assigned for each position. A position can also be given a date it becomes Required, or Promote to Required now. Press Save.
3. Under Assign to specific workers, add anyone who needs it although their position doesn't require it, with a due date if you like. Someone already covered by a Required position can't be added again.

A position's Required Training tab (Organization → Positions) lists the courses it requires. Change them from the course, as above.

A course's Settings

• Title, description, Category and Keywords. Workers browse the library by category and search by keyword.
• The quiz: Passing score (%), Allow a challenge quiz (straight to the quiz without the lesson first), and Require reviewing the lesson again after a failed attempt.
• Certificate: pick the certificate type the course issues when passed. A worker who already holds a verified one isn't asked to take the course, and the certificate type decides when it expires.
• Expiry, when no certificate is linked: Expires after (days since passing; blank never expires) and Coming due (days before expiry to flag it).
• Contractors: show the course to contractor admins so they can assign it to their own crew.
• Press Save. Delete this course sits at the foot, for anyone with Delete on Training.

Training done somewhere else

1. Open the course → Worker Compliance → Record completed elsewhere.
2. Tick everyone who has already done it (search, or Select all shown).
3. Set the date completed, where or how (e.g. in-person orientation at the office), an optional note and optional proof such as a sign-in sheet.
4. Press Record as completed (the button counts how many you ticked). Who recorded it, and when, is saved with each record. Withdraw takes one back, with a reason.

Who's done

• A course's Worker Compliance tab: everyone required to take it, whether through their position or by name, their status, the date completed, when it expires and when it's due. Reset (Admins) makes someone take it again.
• Training → Assignments: every worker on every course in one list. The To do, Overdue and Completed cards filter it; Course and Location narrow it further. Click a heading to sort.

For workers

1. Profile menu → Training. Filter All, To do, Done or Optional, or search.
2. Open a course and work through each lesson in turn.
3. Watch the video, or open the file and tap Mark complete. Then Take quiz and Submit quiz.
4. Pass and the course shows Done — or Certified when it issues a certificate. Not passed? Retake quiz.

A course coming due, expiring or overdue shows in the worker's To do and in their 4 AM summary email.