Mitigate on-the-job risks by requiring and tracking your team training. Not only could it help add to the safety and reputation of your workplace by ensuring everyone is up-to-date on the latest company knowledge, but you'll likely never hear, "I was never taught that," again.
👉 Before you start:
This feature option is available on all Trainual plans.
Manager+ permission levels will be able to require or not require subjects to be completed at varying content access levels. Check out this help article here for more details.
Review the "Add A New Subject" document first if you are unfamiliar with subject management.
To enable or disable completion requirements:
When you create a subject, the default setting will always be to "Require completion of subject." If you choose to turn this feature off, the subject will be converted to and be labeled as reference material, and completion data will not be recorded.
Navigate to the subject you wish to edit.
Click the three dots to the right of the subject title and choose "Edit Subject" from the populated drop-down menu.
Hit the "Advanced subject settings" link at the bottom of the pop-up window.
Locate the "Require completion of subject" feature option and either check the box to turn it ON or uncheck the box to turn it OFF.
📝 Please note: All other "Advanced subject settings" are hidden when the "Require completion of subject" feature is OFF. This is because these additional setting options all relate to assigned content.
Finalize your change by selecting "Save" at the bottom of the window. You'll see a blue banner at the top of your page that says "Subject updated successfully" when the changes have gone through.
🔥 Tip: A quick and easy way to see what status a subject is currently in is to look for the reference tag. See the screenshots below for further guidance.
To learn more about subject management:
Keep track of past training achievements and failures by archiving content.
Delegate subject management to a designated team member.
Apply some strategy to how you are organizing your subjects.