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  1. Product Guides
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Program - Training Management

How to assign and manage trainings for a campaign program.

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Last updated 3 months ago

You can assign any number of trainings to a given campaign program.

A training within a program will consist of:

  • Training Module

  • Start Date

  • Due Date

  • Requirement

Adding a new training

In the program detail row, click on the "+" icon to start adding a new training. It is next to the learner count and the program action menu button.

Then you will select the trainings which you want to add to this program.

After this, set the start and due dates and requirements for the trainings.

Finally, review the details and complete the assignment. If the program is live, the program's learners will be assigned these trainings immediately. If the program is in draft mode, these assignments will be staged.

Fill in the various information and then click "Save" when complete. This will save your training path for this program.

Editing a training

You can make edits to a training at any time. To begin, click the pencil edit icon in the training row of the program's training you wish to edit.

Then the edit experience will begin which matches the same experience when assigning trainings detailed above. Set the training due dates and requirements and then verify the changes.

Deleting a training

You can delete a training within a program. This will delete all progress data for any users which have started this program already. To delete the program click on the trash icon in the training row underneath the program section. You will be asked to confirm the deletion. The deletion is immediate and final.

Viewing training details

You can quick view training details by clicking on the view icon in the training row.

Training Action Buttons

The training row also has action buttons which allows you to:

  • View the assignment directly in the training instance portal

  • View all assignments of this particular training module

  • Export a report

Exporting a Report

When you click on the Export Report button you will open the report generation experience where you can choose between a CSV or PDF report as well as a date range. For campaign programs a date range of "All Time" is generally recommended as all the data will be just for this specific campaign.

The CSV has more comprehensive data than the PDF and can be further refined if needed.

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