Assigning and tracking training
Get courses to the right people, set deadlines, and see who has finished and passed.
- Assigning a course from the course settings drawerUse the Assignment tab to control who can open a course and who has to complete it.
- Due dates and deadlinesGive training a deadline, and understand when somebody counts as overdue.
- RemindersEmail people before their training is due, after it is late, and before a certificate runs out.
- Creating a learning pathGroup courses into something people work through, and decide what counts as finishing it.
- Scheduling sessions for in-person trainingSet up the dates, places and places-available for training that happens in a room, and let people book onto it.
- Administering engagements on a courseCorrect somebody's record when the system has it wrong, and know what your correction is allowed to touch.
- How attempts and passing workHow many goes somebody gets, what starting again costs them, and who decides whether they passed.
- Setting attempts, pass marks and certificatesThe decisions to make before a course goes live, because each one changes what a completion is worth.
- Check a certificate or CPD referenceVerify a reference printed on a certificate or CPD statement, see what it belongs to, and understand what the result does and does not prove.
- How CPD tracking worksPeriods, requirements and category minimums — and the three separate switches that decide whether anybody sees CPD at all.
- How the post-course process worksWhat happens between a learner finishing a course and the course counting as complete - attestation, observed sign-off and course surveys.
- Set up a post-course processRequire an attestation or an observed competency sign-off on a course, adjust the default process, and choose what learners are told while they wait.
- Run course surveysSend learners a survey about a course after they finish it, automatically or by hand, and read the results without identifying anybody.
- Moderate course reviewsDecide which learner reviews of a course or learning path are shown publicly, and what the bulk actions actually do.
- If you have training to doFinding and completing your trainingWhere your training is, and how to finish a course properly.
- Your results and certificatesWhat the end of a course tells you, and where your certificates and completed training are kept.
Deep dives
The full detail behind the articles above, for when you need to know exactly how something behaves.