Training Manager Knowledge Base

Adding content to your forms – Info box

This article describes how to add an info box to your form. This guide applies to Forms. Start in the Form Builder, either by editing an existing form or creating a new form. Under the “Add new form fields” tab, locate “Info Box” and click it. This will bring up the “Field Settings” for the Info…

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Filter your Skills Matrix Report by Shift, Role and Course

Skills Matrix Update The Training Manager Skills Matrix report has been updated to allow administrators to filter and sort by Role, Shift and Course making it easier to identify skills gaps and training opportunities.     Here how you use the new filters:     Click on the Shift or Role sorting arrows to sort…

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Add a YouTube video to a Module in Training Builder

You can add up to 3 YouTube videos to any module (or lesson) within a course in Training Manager. You can also add videos to Competency Tasks and directly to quizzes using Info Boxes. To add a YouTube video you need to upload a video to YouTube and then copy and paste the video’s web-address…

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Data Sources

    A Data Source is a data table of information that can be injected as a field into a form. Common examples of data sources include materials, machines, departments, customers and locations, shifts, and so on. Essentially any commonly used database can be added to your app as a data source.      …

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Form Reports

    When you create a form in your app, you automatically create an associated form report. Each report is constructed to include the fields as columns and submissions as rows. As an administrator, you can manage the data collected in your app by search filtering, sorting by multiple columns and data filtering. You can…

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Workflows & Action Items

Create action items for supervisor review automatically when forms are submitted. Specific users can be notified when a form is submitted and only if special selections have been made. Supervisor review tickets, update the status, assign them to the appropriate person, and make comments. Assigned users are automatically notified and they can filter the Action…

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Registration & User Management

  Staff register for your app by clicking “Register” and adding their information. All registrations require approval from an app administrator. Administrators use the User Management section to approve app registration, change access permissions and update user information. Your workers will register for the app by selecting a permission level (staff, supervisor, or administrator) and…

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Training Builder – Modules

This is a guide on how to add Modules to a Course in Training Builder. Modules are contained within Courses and hold documents, videos, quizzes and more. To create a new module, select the course in which you want to create the module. In our example, we’ve chosen “New Staff On-boarding” as the course to…

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How to mark training as completed

A module is marked as completed only when a supervisor fills out the training form. The form requires a signature from the trainer and the trainee. __ NOTE: Individual staff training must be assigned in order to complete the training form. Otherwise, complete the training via the “Group Training” section. __ Here are the steps…

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