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  2. Creating & organizing your playbook content

Share Changes

Learn how to share your Trainual content changes with your team

Looking for a way to share content changes with your team? You can notify people of changes in the subject to ensure everyone stays in the know. 🎉

 

To share changes:
  1. Navigate to the Content library and press the tab for Company, Policies, or Processes where the existing subject lives.

     

  2. Click your preferred subject.

     

  3. Click the three dots next to the subject title for more options.

     

    Screenshot 2024-08-07 at 12.08.43 PM

     

  4. Click "Share changes."

     

  5. Write a message in the textbox letting your team know what changes you made.

     

  6. Select "Reset completion scores" to set the completion for all assigned teammates back to 0% for the subject, or select "Keep current completion scores" to allow all assigned teammates to keep their current completion scores.

     

  7. Check the box to "Notify team right away" if you'd like an immediate email to be sent to your team. If you leave the box unchecked, the notification will be included in your team's daily update email.

     

  8. Press "Share changes" to send the update. 🎉

     

Screen Recording at 2024-11-14 at 12-37-35.gif

 

📝 Please note: Your content must be published, and you must have at least one person assigned to the content to use the share changes feature.

FAQs:

Why can't I "Choose an option" for my subject's completion scores?

You might have set one of your topics to include an e-signature requirement. When this is activated, the "Choose an option" for completion scores section is disabled to protect the e-signatures you've already collected while the content was unchanged.

 

Screenshot 2024-09-12 at 12.07.55 PM

To proceed, you'll need to turn off all e-signatures under this subject and follow the share changes steps again, then reapply those e-signature requirements.

If you are still experiencing trouble after, please reach out to support.