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- 2. Prepare your organization
- Convert training content (Part 3)
Convert training content (Part 3)
Learn how to create tutorials, guides, and interactive learning modules with the Training feature in SafetyCulture to help your team master their day-to-day tasks and workflows.
3. Publish and manage training content
Now that you have gone through your Training settings and created courses, it’s time for you to assign them to your users.
We recommend you schedule your courses to be published at the same time you’re ready to go live with SafetyCulture. This way, you can run your team through their key activities in the app and make the rollout more cohesive for them.
Check out more in-depth content in the Training (editing) and Training (learning) sections.
How does publishing a course work?
Course publishing gives you control over when to make a training course available to your team. This is particularly important for courses that are already published and assigned, ensuring that any changes you make are only reflected to users when you republish the course.
Once a course is published or republished, you can view who made changes and when in its change log. To keep track of the different versions of courses your team might be completing, you can also view which version of a course each user completed against the latest published version.
Publish a course
Select
Training from the menu on the left-hand side.If you're on the "Learn" page, click Content at the top of the page and select Courses.
Hover your cursor over the course and click Edit.
Select Publish or Republish at the top of the page and review your publish settings. You can publish the course immediately or schedule it to be published later.
Once you're ready, click
Publish now or Republish now on the upper-right of the page or Schedule now if you've set the course to publish later.
Now that the course is published or scheduled to be, you can click Copy link or Download QR code and share it with your team members so that they can go straight to the course on the web app or the mobile app.
Revert a course to draft
Select
Training from the menu on the left-hand side.If you're on the "Learn" page, click Content at the top of the page and select Courses.
Hover your cursor over the course and click View or Edit on an existing one.
If you're editing an existing course and it's published, click
Edit on the upper-right of the page.Click
on the upper-right of the page and select 
Revert to draft.
Please note that reverting a course to draft will also hide the course from assigned users, even if they’ve started the course already.
How do course and quiz assignments work?
Depending on a course or quiz's topic, we understand it may only be relevant to specific team members and perhaps time-sensitive. With course assignments, you can control who a course is available to, make it required for assignees, and even automatically assign courses at set intervals. Similarly, for quizzes, you can schedule to select groups and distribute the quiz questions across the scheduled period.
Course and quiz assignments are only available to organizations on SafetyCulture Premium Plan or Enterprise Plan. If your organization is on the Free Plan, the courses and quizzes you create are available to all users by default.
Assign a course
Select
Training from the menu on the left-hand side.If you're on the "Learn" page, click Content at the top of the page and select Courses.
Hover your cursor over the course and click View. If the course needs to be published, consider publishing it first before assigning it.
Click
Assign on the right-hand side of the page.
In the pop-up window, select who you want to assign the course to:
Click Save.
Click
next to Assign to share the course's link and QR code with users.
When assigning courses, you can update the course type for it to be optional to complete at any time, mandatory to complete before a due date, or recurring to complete repeatedly on a schedule.
Assign a quiz
Select
Training from the menu on the left-hand side.Click Content at the top of the page and select Rapid Refresh Quizzes.
Hover your cursor over the quiz and click Edit.
Click Settings on the upper-right of the page.
In the pop-up window, select who you want to assign the quiz to:
Click
on the upper-right of the pop-up window.Click Schedule quiz on the upper-right of the page.
In the pop-up window, configure your quiz schedule and settings accordingly.
Click Next.
Click Schedule quiz.
What's a course briefcase?
We understand that sometimes, you might have content that doesn't have to be part of a training curriculum but is helpful as supporting documentation. For these scenarios, you can upload files, including images, videos, and documents, to course briefcases to view when you and your team need additional context for training.
Add a file to a course's briefcase
Select
Training from the menu on the left-hand side.If you're on the "Learn" page, click Content at the top of the page and select Courses.
Hover your cursor over the course and click View or Edit.
If you're editing an existing course and it's published, click
Edit on the upper-right of the page.Select Set up at the top of the page and select
Briefcase on the left-hand side.Click
New document.On this page, configure the following settings for the file:
Title (required): Enter a title for the file.
Description: Describe the purpose of the file.
Add Your Document (required): Upload your file. You can upload a supported file of up to 60MB in size.
Document Prerequisites: Depending on the file's content, you can set it to be locked until selected lessons are completed in the course.
Once you're ready, click the "A DRAFT" dropdown menu and select Published.
Changes are saved automatically.
Delete a file from a course's briefcase
Select
Training from the menu on the left-hand side.If you're on the "Learn" page, click Content at the top of the page and select Courses.
Hover your cursor over the course and click View or Edit.
If you're editing an existing course and it's published, click
Edit on the upper-right of the page.Select Set up at the top of the page and select
Briefcase on the left-hand side.Click
on the file's right-hand side.In the pop-up window, click Delete.
What is considered completion for courses and lessons?
Completion is an important part of the Training feature as it allows you to track your team’s learning progress. To give you confidence that your team is completing their assigned training and help them improve, each course and lesson can be configured to expect certain requirements before it can be considered complete. To reward completion, each user can also receive achievements and completion certificates for their effort.
Manage a course's completion settings
Select
Training from the menu on the left-hand side.If you're on the "Learn" page, click Content at the top of the page and select Courses.
Hover your cursor over the course and click View or Edit.
If you're editing an existing course and it's published, click
Edit on the upper-right of the page.Select Set up at the top of the page and then select
Completion on the left-hand side.
In this section, you have the option to select whether to provide completion certificates or not. If "Completion certificate" is turned on, you can choose which certificate template you want to apply.
Custom completion certificates are only available to organizations on SafetyCulture Premium Plan or Enterprise Plan.
Manage a lesson's completion settings
Select
Training from the menu on the left-hand side.If you're on the "Learn" page, click Content at the top of the page and select Courses.
Create a new course or click View or Edit on an existing one.
If you're editing an existing course and it's published, click
Edit on the upper-right of the page.Create a new lesson or click
on the standard lesson and select 
Settings.
In the pop-up window, select Completion.
In this tab, configure the following settings:
Require a minimum score: Select whether to require a minimum score to be achieved before a lesson can be completed or not.
Lock after completion: Select whether to lock the lesson once it's completed or not, meaning users won't be able to restart the lesson.
Select
Training from the menu on the left-hand side.If you're on the "Learn" page, click Content at the top of the page and select Courses.
Create a new course or click View or Edit on an existing one.
If you're editing an existing course and it's published, click
Edit on the upper-right of the page.Create a new lesson or click the discussion lesson.
On the right-hand side, you can choose what's required from each user to complete the discussion lesson.
Select
Training from the menu on the left-hand side.If you're on the "Learn" page, click Content at the top of the page and select Courses.
Create a new course or click View or Edit on an existing one.
If you're editing an existing course and it's published, click
Edit on the upper-right of the page.Create a new lesson or click the assignment lesson.
On the right-hand side, you can choose what's required from each user to complete the assignment lesson.
Completion settings are not applicable to practical lessons. A practical lesson is considered complete once a "Pass" or "Fail" is submitted by a user facilitating the lesson.
Completion settings are not applicable to meeting lessons. A meeting lesson is considered complete as soon as a user opens the lesson.
If your course is currently a draft, remember to publish it to make your changes available to your team.
What are paths?
Paths are dedicated learning pathways within the Training feature that allow your team to be guided through a sequence of courses. Paths are a great way to facilitate higher success rates across learning programs with further guidance.
You can also try adding lesson prerequisites. These prerequisites are lessons that users have to take before they can take a certain lesson within the course.
Create a path
Select
Training from the menu on the left-hand side.Click Content at the top of the page and select Paths.
Click
Create path on the upper-right of the page.
On this page, configure the following settings for the path:
Title: Enter a title for the path.
Path description: Enter a description for the path.
Courses: Click
Add courses to select the courses to add to the path. You can also drag and drop the courses you’ve added into your preferred order.Settings: Click Settings on the upper-right of the page to configure the path's access rules, branding, and translation.
Once you're ready, click the toggle below the description field to set it to "PUBLISHED", and click Save changes on the upper-right of the page.
Path settings
Enrollment: By default, paths you create are available to all users in your organization who can take training. You can uncheck Universal Access and make a path only available to selected groups and sites.
Branding: Customize your training paths to match your branding or the topic of the relevant courses.
Translations: By default, the path title, description, and completion message will only appear in the language you've entered. You can add translations to accommodate a multilingual team.
Order: Select whether the courses in the path should be completed in the order you've set or in any order team members prefer.
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