Campaigns - External
Overview
The Third Party Oversight Campaigns feature in Affinity's LMS is a robust tool designed to streamline the process of assigning, managing, and tracking training programs across different companies or departments within an organization. This feature is particularly useful for ensuring that third-party vendors or external companies comply with your organization’s training requirements, thus maintaining high standards of compliance and operational integrity.
Key Features
Campaign Creation:
Campaign Naming and Notes: Administrators can start by creating a new campaign, where they assign a name to the campaign and optionally add a note for administrators. These notes provide additional context or instructions for the campaign.
Default Settings and Audience: Default training settings, such as start and due dates, can be set at the campaign level, streamlining the process for large-scale training initiatives. You can also define the default training audience, including the option to assign training to all learners or filter by department or joining date.
Adding Companies to Campaigns:
Company Selection: Administrators can select from a list of available companies or portfolio organizations to be included in the campaign. This ensures that the relevant external or third-party companies are integrated into the training process.
Active Status: The campaign can be kept active or paused depending on your organizational needs, giving you flexibility in managing training schedules.
Program Grouping:
Program Organization: Within each campaign, training programs can be organized into groups. For example, "Group 1" might include mandatory policy training, while "Group 2" could contain specialized trainings relevant to specific sectors or roles.
Training Assignment: Administrators can add specific training modules to each program group, ensuring that learners receive the right training based on their role or the group to which they belong.
Customizing Training for Programs:
Training Dates and Requirements: Each training module within a program group can have its start and due dates, and can be marked as required. This ensures that the learners complete the necessary training within a defined timeframe.
Training Notes: Admins can add notes specific to each training within a program, offering additional guidance or instructions tailored to the specific training module.
Tracking and Monitoring:
Progress Overview: The feature provides an overview of the progress of each company or learner within the campaign. This includes the number of learners, the status of course completion, and the percentage of completion.
Adjustments and Flexibility: Administrators have the ability to modify or update the campaign, such as adding more companies or adjusting training details, ensuring that the campaign remains aligned with organizational goals.
Benefits
Enhanced Compliance: By centralizing the oversight of third-party training, organizations can ensure that all external partners meet the same compliance standards as internal teams.
Efficient Management: The ability to organize training into groups and assign them to multiple companies at once greatly reduces administrative workload.
Flexibility: With options to customize training schedules, assign specific trainings to different learner groups, and monitor progress, this feature provides the flexibility needed to handle complex training needs across diverse organizational structures.
Getting Started
To start using the Third Party Oversight Campaigns feature, follow these steps:
Create a New Campaign: Navigate to the Campaigns section and click on "Add New Campaign." Enter the campaign details such as name, default settings, and audience.
Add Companies: Select the companies or portfolio organizations you want to include in the campaign.
Set Up Programs: Organize the training modules into program groups, and assign the necessary training to each group.
Monitor Progress: Use the progress tracking tools to monitor the completion status of the trainings across different companies.
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