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Convert training content (Part 1)

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.

What is Training in SafetyCulture?

Training in SafetyCulture is built to fit around how working teams operate, delivered in bite-sized chunks that can be accessed on any device, from anywhere. Training is not just designed to increase your team's confidence and compliance effectively, it also gives you complete visibility over their completion rates and results.

Knowing your team needs training is one thing. Having the time to create the content is another. Our free course library has over 1,000 courses ready for you to customize as you need, helping you get the training your team needs into their hands faster.

In the following sections, you'll learn how to effectively use the Training feature in SafetyCulture to enhance your team's training experience.

  1. Training feature settings: Explore the customizable settings to tailor your training content to your organization's needs, including branding and completion certificates.

  2. Create your training content: Follow detailed steps to create engaging and effective training content.

  3. Publish and manage training content: Learn how to publish and efficiently manage your training materials to ensure they reach the right users.

We recommend reading this article if you intend to use the Training feature or are just curious about how your team can benefit from it. Know that you can always check it out when you're ready.

Learn how to create courses, manage users, engage your teams, and more at our free onboarding bootcamps. Sessions are run weekly by one of our customer success managers via Zoom.

1. Training feature settings

As you get started with the Training feature, it's beneficial to explore what you can customize, such as your organization's branding and completion certificates that you can award to your users.

What are course and quiz themes?

Course and quiz themes are customization options you can apply to your training material to make the learning experience even more engaging for your teams. From selecting color schemes to adding logos, you can create visually stunning courses that help distinguish between companies, sub-brands, and topic groupings.

An example of the course default theme settings on the web app.

Managing the default theme for training courses requires "Training: Administration" permission.

Manage the default theme

  1. Log in to the web app.

  2. Select Training iconTraining from the menu on the left-hand side.

  3. Click image on the upper-right corner of the page.

  4. Select Content and manage the following settings for your default theme: An example of the course default theme settings on the web app.

    • Default color scheme: Configure the primary and secondary colors and fonts. We recommend that you use contrasting colors.

    • Default logo: Upload a logo to use in your courses. We recommend that you use an image that's 40 x 40 pixels.

    • Default background: Upload a background to use in your courses. We recommend that you use an image that's 1200 x 600 pixels.

    • Default CSS: Check the box to add custom CSS code to your courses.

  5. Changes are saved automatically.

Course themes don't apply to quizzes, and depending on where you update your course themes, customizations may override each other. For example, slide customizations override lesson themes, lesson customizations override course themes, and course customizations override the default theme.

Manage the theme for a course

  1. Log in to the web app.

  2. Select Training iconTraining from the menu on the left-hand side.

  3. If you're on the "Learn" page, click Content at the top of the page and select Courses.

  4. Hover your cursor over the course and click View or Edit.

  5. If you're editing an existing course and it's published, click Edit iconEdit on the upper-right of the page.

  6. You can edit the theme for your course in two ways. Either at the course level or the lesson level:

    • Course level: Click Theme iconTheme on the lower-left corner of the page. Then, edit the course's theme on the right-hand side. Manage the theme for a course at the course level via the web app

    • Lesson level: Click Theme iconTheme on the lower-left corner of the page. Then, click the lesson on the left-hand side to edit its theme on the right-hand side. Manage the theme for a course at the lesson level via the web app.

  7. Depending on how you're managing your course's theme, you have the following settings available:

    • Logo: Upload a logo to use in your course. We recommend that you use an image that's 40 x 40 pixels.

    • Background: Upload a background to use in your course. We recommend that you use an image that's 1200 x 600 pixels.

    • Color scheme: Configure the primary and secondary colors and fonts. We recommend that you use contrasting colors.

    • Advanced: Add custom CSS code to your course. You can also add CSS code at the lesson level.

  8. Once you're ready, click Save changes on the upper-right of the page.

  9. Click image on the upper-right of the page.

  10. Publish or republish the course to make the changes available.

Please note that theme customization options are limited for "Discussion", "Assignment", "Practical", and "Meeting" lessons.

Managing themes for quizzes requires "Training: Manage content (all)" permission.

Manage the theme for a quiz

  1. Log in to the web app.

  2. Select Training iconTraining from the menu on the left-hand side.

  3. Click Content at the top of the page and select Rapid Refresh Quizzes.

  4. Hover your cursor over the quiz and click Edit. Edit a quiz in Training via the web app.

  5. Click Settings on the upper-right of the page.

  6. In the pop-up window, select Branding. The "Branding" tab of a quiz on the web app.

  7. In this tab, you have the following options to manage the quiz's theme:

    • Background: Upload a background to your quiz. We recommend that you use an image that's 1200 x 600 pixels.

    • Logo: Upload a logo to use in your course. We recommend that you use an image that's 80 x 80 pixels.

    • Color Scheme: Select the primary and secondary colors.

    • Custom CSS: Add custom CSS code to your quiz.

  8. Changes are saved automatically.

What are course completion certificates?

Certificates are an important part of training as they validate skills and knowledge gained through learning programs. With SafetyCulture, you can provide certificates for each course your team members complete. To make it more relevant, you can even customize certificates to match your branding.

An example of a training course completion certificate template.

Although creating new certificate templates is only available to organizations on the Premium Plan and Enterprise Plan, organizations on the Free Plan can still customize the default certificate template.

Create a certificate template

  1. Log in to the web app.

  2. Select Training iconTraining from the menu on the left-hand side.

  3. Click image on the upper-right corner of the page.

  4. Select Certificates and ensure "Course Completion Certification" is turned on. The settings for training course completion certificates on the web app.

  5. Click Plus iconCreate template.

  6. On this page, customize your certificate accordingly. Changes you make will be reflected in the preview on the left-hand side.

    • Template Title: Enter a title for the certificate.

    • Advanced Customization: Enable to customize the certificate's wording using rich text editing. Here, you can edit the certificate title, the footer text, and the details of the body including the user's name, the course title, and the completion and expiration dates for the course.

    • Footer: Enter a footer for the certificate.

    • Display Lessons: Disable to hide lessons from showing on the certificate.

    • Cover Image: Upload a cover image for the certificate.

    • Certificate Badge: Upload a certificate badge for the certificate.

    • Footer Image: Upload a footer image for the certificate.

  7. Once you're ready, click Templates. The "Templates" button in training course completion certificate settings on the web app.

  8. To use this template as the certificate for your courses, you can either set it as the default by clicking image on the template's right-hand side and selecting Set as default, or by managing each course's completion settings to select this template.

Please note that changes made to certificates only apply to certificates that are earned moving forward.

← Previous article: Digitize checklists (Part 3) | Next article: Convert training content (Part 2)

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