Training Courses
Governance → Training Courses is where the company builds structured learning for its employees: a course made of chapters, each chapter made of lessons, with every lesson finished by watching a video, passing a quiz, or being signed off by a trainer. This page covers the administrator side — creating courses, building the curriculum and publishing. You need the Governance training access permission to open it.
The Course List
A table of every course with its Code, Title (with its description underneath), Category, Audience, Status and Updated date. Sort by code, title, status or date, search by code or title, and filter by Status (Draft, Published, Archived) or Category. Click a row to open the course. Long lists are split into pages, with a control for how many rows each page shows.
| Audience badge | Meaning |
|---|---|
| Auto · All | Every active employee is enrolled automatically. |
| Auto · Audience | Employees matching audience rules are enrolled automatically. |
| Manual | Administrators choose who is enrolled. |
| Open | Anyone may self-enroll from the catalog; the course is optional. |
The New Course button in the header starts the course dialog described next.
Creating a Course
Create Training Course is a single dialog. The same dialog opens as Edit Training Course from the course page.
TRN-001. Required, and it cannot be changed after the course is created.Create saves the course as a Draft. The code and title are required, and a threshold outside 0–100 is refused.
A new course is invisible to learners until you add content and publish it. See Publishing and Enrollment.
The Course Page
Opening a course shows its title with a status badge (DRAFT, PUBLISHED or ARCHIVED) and these header buttons: Edit, Publish (on a draft), Archive (on a published course) and Delete. Delete asks for confirmation and warns that the course's chapters, lessons and any enrollments are removed with it, and that it cannot be undone.
There are two tabs.
- Overview — counts of Chapters, Lessons and Enrolled employees, then the course facts: Code, Category, Enrollment Mode, Pass Threshold, Estimated Time (the sum of the lessons' minutes), Published date, whether it is Required or Optional, and whether progress is Enforced in order or Open order.
- Curriculum — where you build the course. This tab opens by default.
Building the Curriculum
On a new course the Curriculum tab says Let's build your curriculum with an Add your first chapter button. Chapters group related lessons; each lesson is finished by a quiz or a trainer sign-off, or by watching a video.
Chapters
Type a chapter title in the inline box and press Enter to save (or Esc to cancel); a link opens the full Add Chapter dialog, which also has a Description. Chapters are numbered, show how many lessons they hold, and expand to list their lessons. Drag a chapter by its handle to reorder it. Editing a chapter opens Edit Chapter, from where it can be deleted.
Lessons
Inside a chapter, add a lesson by typing its title and pressing Enter. The small badge beside the box shows the lesson type; click it to cycle Video Lesson → Quiz → Hands On Training. Lessons can be dragged to reorder, and clicking a lesson opens Edit Lesson.
The type-specific content can be added once the lesson has been saved: the dialog first says so on a new lesson, then shows these sections when you edit it. Delete lesson also removes its questions and attachments.
| Completion type | What you add |
|---|---|
| Video Lesson | Lesson content: upload videos (MP4, WebM or MOV, up to 500 MB; they are converted to 720p automatically after upload) and optional downloadable materials (PDF, image, Word or PowerPoint, up to 50 MB). |
| Quiz | Quiz questions (below). No video is needed. |
| Hands On Training | Trainer sign-off: who can sign off and instructions, plus optional materials. |
Quiz Questions
On a quiz lesson, Add Question opens a dialog; existing questions can be edited or deleted from the list.
A learner passes the quiz when their score reaches the course's Pass Threshold, so a course with 5 questions and an 80% threshold needs 4 correct.
Hands On Training Sign-off
For a hands-on lesson choose Who can sign-off?:
- Direct supervisor — resolves for each learner to that learner's own supervisor when it is time to sign off.
- Specific user — pick one employee.
- Role or Department — pick one, optionally limited to position ranks (Executive, Director, Manager, Senior, Staff).
Add Sign-off instructions describing what the trainer should verify before marking the lesson complete. The assigned trainer is notified when there is a sign-off to give, and the learner is notified if a sign-off is rejected.
Publishing and Enrollment
A course stays a Draft until you press Publish on the course page; this records the publish date and who published it. If the Enrollment Mode is automatic, the employees it covers are then enrolled in the background — you do not wait for it. Archive retires a published course.
Publishing does not check that the course has chapters or lessons. Build and review the curriculum before you publish, because automatic enrollment starts as soon as the course goes live.
Employees take their courses from the learning page in the app (the training icon in the header), not from these administrator screens. The Overview tab's Enrolled count shows how many have been enrolled.
How It Connects
Set up first
- Training Categories — courses are filed and filtered by category; create the ones you need first.
Feeds into
- Training Categories — deleting a category leaves its courses uncategorised rather than removing them.
- Employee Records (HRIS) — automatic enrollment covers the active employees on record, including people hired after the course is published.