Training Programs
Learn how Training Programs work and what you manage in this area: the learning contents, who the program is for, deadlines, evaluation, enrolment rules and each user's progress.
What is a training program?
A Training Program is a formal training experience built from one or more Learn Content items, with governance features such as:
Target audience (who it is for)
Scheduling (start date and due date rule)
Assignment and registration rules (mandatory or recommended, how users enrol)
Evaluation stages (Initial Assessment, Knowledge Test, Validation, Satisfaction Survey)
Use Training Programs when training needs a deadline, enrolment rules and measurable evaluation.
Where can I find training programs?
Go to Learn > Training Management > Training Programs. This entry only appears when Training Management is enabled for your organisation and you are an admin or a training manager.
The list shows the Training Program Name, Category, Target Audience, Start Date, Recurrence and Status (Draft, Published or Archived). Click View Details to open a program.
How do I create a training program?
Go to Learn > Training Management > Training Programs.
Click Add Training Program.
Complete the sections General Information, Learning Contents, Target Audience, Scheduling, Evaluation and Settings & Notifications.
Click Save Draft.
When ready, open the program and click Publish.
What information is needed for general setup?
Training Program Name (required)
Short Description (optional)
Learning Objectives (optional)
Category (optional, one category to organise your programs)
One language tab for each language your organisation uses, to translate these texts
Tips:
Keep the name short and recognisable (especially for mandatory programs).
Use the description for scope, expected time and prerequisites.
How do I add learning contents?
In Learning Contents, click Add Content.
Select one or more Learn Content items and click Add Selected.
Drag the items into the intended order.
At least one learning content is required. Learn Content added to a Training Program is no longer shown in the regular Learn categories; users access it through the program.
Tips:
Start with an intro or overview item if the program is long.
Keep the number of items manageable; split into several programs if needed.
How do I define the target audience?
Select one or more groups in Group Segmentation.
Add individual users in Specific Users.
Important: if you select nobody, all users have access to the program. Always define the audience intentionally to avoid unintended access.
How do I set scheduling for the program?
Training Start Date (required): when the program becomes active.
Due Date Rule: Fixed Date, Days from Assignment, Days from Hire or Days from Effective Date, followed by the date or the number of days.
Tip: "Fixed Date" suits compliance campaigns; "Days from Assignment" or "Days from Hire" suit rolling onboarding. See Training Program Scheduling and Due Date Rules.
What evaluation options are available?
Training Programs can include four evaluation stages:
Initial Assessment: assesses competencies before the training begins
Knowledge Test: evaluates the knowledge acquired during the training
Validation: validates the impact on the user's performance, after a delay
Satisfaction Survey: collects feedback on the training after completion, with a form
For each stage you can configure:
Evaluation Method: Form, Quiz or None (manual marking only)
Who Evaluates: Self-assessment or Direct Manager
The deadline in days and, for Validation and Satisfaction Survey, the delay after the training ends
Enable Stage, to turn the stage on or off
Practical guidance:
Use Initial Assessment to set a baseline (especially for role-based programs).
Use Knowledge Test to confirm acquisition.
Use Validation when you want proof of application in the job, later.
How do I configure settings?
Assignment Type: Mandatory or Recommended
Registration Type: Automatic, Requires Approval or Optional (self-enrol)
Manager Enrolment: allow managers to enrol members of their team
Content Completion Order: Require Sequential Completion
Version Handling: what happens when a new version of an assigned Learn Content is published (only while the program is a draft)
How to decide quickly:
Mandatory + Automatic: compliance or required onboarding.
Recommended + Optional: voluntary development.
Requires Approval: limited seats, manager-controlled access, or high-cost training.
Note: there are no notification options in the editor. Training messages (enrolment, approaching deadline, overdue, completion) are sent by Platform Automations.
How do I save, publish, and maintain a training program?
Draft: use while building and reviewing the program. Edit is only available in this status.
Published: users can access and enrol, according to the audience and rules. Use Unpublish to return it to draft.
Archived: users can no longer access it.
Best practice: avoid breaking progress in a running program (for example, removing core content items mid-cycle). If you need a major change, use Duplicate and publish the new copy.