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To Watch Training

Updated

Training definition To Watch

When you choose the type To Watch and then click Apply, the Details tab opens. This tab consists of the following sections by default:

Under General

Field name Description Required
Name Name of the training Yes
Code Code of the training. Not required unless linked to a source system No
Category Category under which trainings based on this definition fall Yes
Secondary category Other categories under which the trainings fall No
Short description Text not visible on the tile in the catalogue. This field may be read-only when the value is inherited from the training definition. No
Description Text that is searchable with the search filter No
Subtype Drop-down list for extra filter in the catalogue No

Under Other

Field name Description Required
Supplier Supplier of the training No
Owner Do not use!!! No
Active Determines whether the definition is active and usable Yes
Is template Determines whether the definition can be used as a template No
Language Determines the language of the training No
Image Add an image here from the gallery or from the local drive No

Once you have saved the definition, the remaining tabs appear: Content for this definition and Options.

Content for this definition tab

Here you add items from the Digital content:

  1. Click the Add content button.
  2. Add a video by adding a Link (YouTube or Vimeo only) or File (MP3 or MP4 only).
  3. Click the Add training button to activate the training in the training planner.

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Options tab

On the Options tab you can add fixed and custom training options to your training definition. The prerequisite for custom training options is that you first create the options under Custom fields in the Planning & registration - Trainings menu. Once you add custom or fixed training options (by clicking on them and moving them to the right field) and click Save, they are added to the Details tab and can be filled in.

Editing a training via the training planner

The tab consists of 3 parts:

  • Details

  • Available

    Optional:

  • Custom fields

In the details section you enter the following fields:

Details tab

Training name: The name of the training

Code: Code of the training, this must be unique for any connections etc.

Training type: Open or Closed. Open makes it possible for users to register in the catalogue. Closed ensures that users cannot register.

Available: In search results or Not in search results. Visible ensures the training is visible within the catalogue. The Available tab provides a restriction on this (see below).

Certificate: Certificate that the user receives after completing the training. Note: the user only receives the certificate if the 'Complete' button (thumbs up) has been clicked.

Training definition: The linked training definition. The link is clickable but cannot be changed.

Supplier: Supplier of the training

Custom fields

Under custom fields you will find any custom registration fields that have been created. Here you indicate whether the custom field is active for this training and whether it is required for this training.

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Available tab

On the Available tab you set additional filters for the availability of a training within the catalogue. You specify here for which functions, departments, and Friend portals a training is visible.

Setting visibility for Departments

  1. Department overview:

    • Under the heading Departments you will find all available departments within your portal.

  2. General visibility:

    • If you do not select any departments and the training is set to Visible, the training is visible for all users in the catalogue.

  3. Specific departments:

    • If you select specific departments, the training only becomes visible for users within these (and underlying) departments.

  4. Example usage:

    • Make a training available for a specific department such as Management, allowing you to test the training without it being visible to other users.

  5. Reverse management option:

    • Manage the availability of trainings the other way round: search for a department, and determine via the Available Trainings tab which trainings should be specifically available for this department.

  6. Important note:

    • Note: if a training is made available for specific departments, it automatically becomes invisible for other departments.

Setting visibility for Functions

  1. Function overview:

    • Under the heading Functions you will find all available functions within your portal.

  2. Specific function visibility:

    • Move functions from left to right to make the training only visible for users with the selected functions.

  3. Reverse management option:

    • Search for a specific function, and set which trainings are visible for that function.

  4. Combining Functions and Departments:

    • Note: Combining visibility for functions with departments works as an AND function, meaning users must both have the function and belong to the department for the training to be visible.

Setting visibility for Friend portals

  1. Friend Portals overview:

    • Under the heading Friend Portals you will find all portals that purchase your trainings.

  2. Setting availability:

    • Move a portal from left to right to make the training visible for the purchaser in the Portal.

  3. Important note:

    • The training is not directly visible to users in the Friend portal. The administrator of the Friend portal must configure this separately within their own portal.

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