1. Help center
  2. Creating & organizing your playbook content

Require Completion of Subject

Learn how to track and keep your teammates accountable for their training progress by requiring subject completions.

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 completion requirements:

When you create a subject, the default setting will always be to "Default required completion on subject assignment," but to ensure this feature is definitely turned ON for your content...

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

  2. Press the "Share" button to open up the sharing settings for the subject.

  3. Within the "Completion" column, check the "Required" box for any team members or groups who need to complete the subject.

  4. Finalize your audit/any changes by selecting "Save" at the bottom of the window.

📝 Please note: If the "Required" box is not checked, the subject will populate as a reference subject to team members the subject has been shared with (aka — the information would be optional and not trackable).


Within the "Advanced Subject Settings," if you uncheck the "Default required completion on subject assignment" box, the subject will be converted to default to not required when you assign new teammates.


❗️Individual or group assignments can be managed through the group share feature. Learn more about making subjects reference material for some but mandatory for others in this help article here: 🔗 Group Share.


To learn more about subject management: