Information #

When creating or opening a training course, the Information tab provides the following details:

1. Name – The name of the training course.
2. Training course ID – The unique numerical identifier of the training course.
3. Description – Additional information that explains the purpose or content of the training course.
4. Status – Current status indicating whether the course is published, suspended, or in draft state.
   • Draft – Training courses in the creation process, not visible to candidates and fully editable.
   • Published – Training courses that are ready for users to access. They can be further modified if necessary.
   • Suspended – Training courses that are currently unavailable to candidates. Candidates cannot start or see them on the My training courses page. Only published training courses can be suspended. If needed, a training course can be unsuspended, and it will regain Published status.
5. Select workspace – Choose a workspace to limit user access to the training course within that specific workspace. For more details on what workspaces are, visit the Workspaces help pages.
6. Unlock all steps at once –  Allow candidates to move between training course steps, even if they haven’t passed the assignments. However, they can complete the training course only when they’ve successfully passed all the assignments for each step.
7. Self-enrollment – Enable self-enrollment for the training course, granting accessibility to all users. This allows them to start the training course without needing prior manual assignment by the training course manager.
8. Set the price candidates need to pay to take a training course. Candidates must self-enroll in the training for payment to be required. To exempt candidates from payment, assign them directly as training course participants on the Candidates tab, and they will not be required to make any payment before starting the training course.
   Note: This option is available only if the application enables the E-commerce module. For details on configuring E-commerce and setting prices, refer to this article.
9. Require manager’s completion – Prevent candidates from finishing the training course themselves. Instead, training course managers are responsible for completing the training on behalf of the candidates.
10. Require confirmation for attachment review – Require candidates to confirm they have reviewed attachments before proceeding to the next training course step. The confirmation dialog appears only in steps that include attachments. For more information, check this article.
11. Created by – Displays the name of the user who created the training course.
12. Creation date – Displays the date and time when the training course was created.
13. Updated by – Displays the user’s name who updated the training course.
14. Update time – Displays a date and time when the training course was updated.
15. Select the Publish option if the training course is in Draft.
16. Select the options to delete the training course.

Candidates #

On the Candidates tab, you can assign candidates to the training course or manage those already assigned.

To assign candidates to training course:

1. Click the Assign candidates button. Choose users from the list of all users or specifically from your user groups.
2. If assigning candidates from your user groups, select a user group from which you want to assign candidates. Note that this field does not exist if assigning candidates from a list of all users.
3. Select the candidates you want to assign.
4. Click the Confirm button.

Specific actions can only be performed for already assigned candidates. Select the candidates, click the Actions button, and then:

1. Remove the selected users from the list of training course candidates. They will no longer have access to the training course on the My training courses page and won’t be able to take it.
2. Change the candidate’s assignment status to indicate they haven’t completed the training course, even if the status was previously marked as Completed.
3. Move the candidate to a specific training course step, regardless of their progress. If the step includes assignments, the candidate will be moved to the chosen step, even if they haven’t completed it.
4. Complete the training course on behalf of the selected candidates who have reached the final step and completed all the assignments within the training course.

Managers #

Use the Managers tab to assign users as managers with full editing rights for the training course. The training course creator is automatically assigned as the manager, but they can also delegate these privileges to others.

On the Managers tab, you can:

1. Click the Assign managers button to add training course managers. Choose users from the list of all users or specifically from your user groups.
2. Remove the user from the list of training course managers.
3. Switch to view the list of course managers in a table format.

Training steps #

Candidates must pass each training course step to complete the training course. Each training course step may include an assignment (test or survey) and attachments (training course materials).

On the Training steps tab:

1. Click the Create new button to create a new training course step.
2. When the pop-up window appears, enter the Training course step name.
3. Provide additional information about the step in the Description field.
4. Specify the ordinal number for the step. By default, the new step is added at the end.
5. Click the Save button to create the training course step.
6. Select the Generate steps with AI button to generate training course steps automatically. For more information, refer to this article.
7. Add a test in the training course step that candidates must pass to proceed to the next step. For more information on how to Assign existing test or Create an ad hoc test, check this article.
8. Add a survey in the training course step that candidates must complete to proceed to the next step.
9. Adjust a training course Settings:
   • Edit step metadata (training course step name and description) and ordinal number.
   • Add different types of attachments, such as MP4, MP3, PDF, Google Docs, .ZIP, YouTube video, Vimeo video, Link, or Picture. The file size limit is 150 MB. For more information, check this article.
   • Import already existing attachments from the media library. For more information, check this article.
   • Delete the training course step permanently.

Deleting Training Courses #

You can suspend any published training course:

1. After completing the training course creation, click the Publish button to allow access to the training course. Candidates assigned to the training course can start it by accessing it through the My Training Courses page, and others can self-enroll if allowed.
2. To permanently delete a training course, click Delete training course under Options. All training course content and the candidate’s progress will be removed from the system.

Note: Training courses with the status Suspended are currently unavailable to candidates. Candidates cannot start or see them on the My Training Courses page.

Sharing a Training Course #

You can generate a unique link to instantly grant users access to your training course, directing them straight to the first step upon login or registration.

To copy and share the training course link, please follow the steps below:

1. Navigate to the Training Courses tab and select the desired training
2. Select the Information tab
3. Scroll down to the Direct Access Link section and use the copy button to copy the link.

Note: You can unsuspend a training course, allowing candidates to access it again, by selecting Unsuspend training course under the Options.