What is a Training Program?
A Training Program is a formal training experience built from multiple Content items, with governance features such as:
Target audience (who it’s for)
Scheduling (start date and due date rules)
Assignment and registration rules (mandatory/recommended, enrolment behaviour)
Evaluation stages (Initial Assessment, Knowledge Test, Validation)
Use Training Programs when training needs a deadline, enrolment rules, and measurable evaluation.
Where to find it
Go to Learning & Missions → Training Programs.
On the list page, you typically see columns like:
Training Program Name
Target Audience
Due Date
Recurrence (if enabled)
Status (Draft/Published)
Create a Training Program (wizard overview)
Go to Learning & Missions → Training Programs
Click Add Training Program
Complete the wizard sections:
General Information
Learning Contents
Target Audience
Scheduling
Evaluation
Settings & Notifications
Save as Draft, then Publish when ready
Step 1 - General Information
Use this step to define what the program is and how it will appear to learners.
Training Program name
Short description (optional)
Objectives (optional, if available)
Language tabs (PT/EN/ES), if your tenant supports multilingual content
Tips:
Keep the name short and recognisable (especially for mandatory programs).
Use the description for scope, expected time, and prerequisites.
Step 2 - Learning Contents
Add the learning building blocks that make up the program.
Click Add Content
Select one or more Content items from the Content Library
Reorder items to define the intended sequence
Tips:
Start with an Intro/overview content item if the program is long.
Keep the number of items manageable; split into multiple programs if needed.
Step 3 - Target Audience
Define who the Training Program is meant for.
Select one or more Groups
Optionally add Specific Users
Important:
If no audience is selected, behaviour may depend on your configuration. In most cases, always define an audience intentionally to avoid unintended access.
Step 4 - Scheduling
Define when the program starts and when it is due.
Training Start Date
Due Date Rule (how the deadline is calculated)
Common due date patterns (depending on your tenant configuration):
Fixed date (a specific deadline)
X days from assignment
X days from hire date
X days from an effective date
Tip:
Choose a due date rule that matches your operational reality. “Fixed date” is best for compliance campaigns; “X days from assignment/hire” is best for rolling onboarding.
Step 5 - Evaluation (optional)
Training Programs can include up to three evaluation stages:
Initial Assessment (before training)
Knowledge Test (during/after training)
Validation (impact after some time)
For each stage, you can typically configure:
Method: None, Form, or Quiz
Evaluator: Self, Direct Manager, Backoffice roles, or Specific person
Deadline: number of days to complete the step (after it becomes available/assigned)
Enable/disable the stage
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.
Step 6 - Settings & Notifications
This step defines how the program is assigned and how enrolment works.
Assignment Type
Mandatory
Recommended
Registration Type
Automatic
Requires Approval
Optional (self-enrol)
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:
If notifications exist in your tenant, configure them here (timing, reminders, templates). If you don’t see notification options, they may be managed globally or disabled.
Save, publish, and maintain
Draft: use while building and reviewing the program
Published: makes the program available according to audience and rules
Best practices:
Preview the learner experience before publishing.
When updating a published program, avoid breaking progress (for example, removing core content items mid-cycle). If you need a major change, duplicate and publish a new version.