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Trainual streamlines company policies, processes and training materials, as well as creates liability at scale for businesses of all sizes. Think of it like the playbook for your business.
Web content is arranged into Subjects that work as large folders for policy documentation, Topics that record the action in the process and Tests that call for conclusion before a Subject can be marked complete.
Develop Subjects
Trainual is a one-stop purchase all business documents, consisting of every little thing from staff member manuals to task plans. All information is organized right into Subjects, Topics and Steps to make it simple for groups to locate documents without having to comb email inboxes or explore unorganized folders.
When recording a brand-new Subject, you can develop it from square one or begin with a layout. Developing layouts can be a huge convenience and give you an embarking on factor for what your material will certainly appear like. Whether you need to document a worker handbook or an intricate procedure, Trainual has layouts for every single circumstance.
When you’ve ended up developing a topic, it’s ready to be published and assigned to users. To set the training order, navigate to the subject and click “Set Training Order.” This will certainly raise a dialog box where you can choose exactly how to present the Subject in your account (Discoverable/Requested/Positional) in addition to designate it to various user Roles. This will help make sure that one of the most vital topics are top of mind for your group.
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Topics make it simple for teams to document processes, policies and SOPs in a clear and organized means.
When a Subject is complete and prepared to be deployed, admins can appoint the based on details team members utilizing the dropdown menu on the top right of the subject web page. Subject proprietors have complete management accessibility to the subject, and can edit, release and assign out material as needed.
Assigned topics will appear on colleagues’ home pages as a quick, hassle-free referral point for pending training. The subject will also be detailed in their Library (if they have a library feature made it possible for) in addition to on their Content page.
Subject Owners will certainly present their name to any person seeing the web content – unless the Subject Settings are adjusted in Admin sight to conceal this information. This feature permits Subject Owners to be held accountable for content they’ve constructed out and makes sure that they are the individual that team members can most likely to if they require even more help. Alternatively, if you intend to be much more granular with that is designated which topics, you can use the Groups and Roles attributes to produce intentional collections of procedure material that are simpler for people to find.
Appoint Subjects to Groups
Learn exactly how to designate based on groups (people, functions, divisions, locations) in Trainual. Utilizing teams is a simple means to arrange and prioritize your individuals’s training. And also, it helps keep an eye on their progression and avoids you from listening to “I was never ever educated that” from your teammates.
Topics can be designated to individuals, duties, divisions, or places in a group by pressing the three-dot menu beside them and selecting “Assign to team” or “Assign to person”. Then, make use of the dropdown to pick the group you intend to add the based on.
Alternatively, you can make any subject recommendation product for some team members and required for others via the “Assign needed conclusion” alternative in the Subject Settings. This feature is readily available at differing material gain access to degrees.
Personalized branding Make Trainual feel like home with your logo and colors. And also, develop a team directory and amount to 25 cost-free ingrained recordings powered by Loom.
Designate Subjects to Roles
Get every person on the same web page with one of the most robust business procedure documents, delegation, onboarding and training platform. With procedures that record themselves, duties & obligations attached to recorded training and accountability tests & records, Trainual is like your playbook.
Conveniently import all your existing plans and treatments into Trainual with our brand-new Import Documents include. This assists make your web content simpler to review throughout training, while likewise providing an added degree of uniformity and quality for staff members.
When you’ve developed out your process collection, utilize the Roles tool to assign Subjects to a certain group of teammates. This guarantees that everyone that requires to know about a procedure can rapidly find and access it, making their work extra effective and efficient. And due to the fact that the topics you produce can be revealed, it’s easy to share essential information with anyone who might need Trainual AI.
Create a Playbook
Trainual’s interface makes it simple for personnel creating paperwork and for end users. Team can easily post existing files, create & embed videos in modules (expert accounts include the capability to use the video system Loom) and include tests, including minimum passing ratings, that assistance teams find out.
Documenting and sharing a business’s processes is important for scalability. However doing it well can be a significant challenge. Paperwork that’s unpleasant, irregular, or out of date is awkward and inefficient for training.
To deal with these challenges, we’ve included a new “Create a Playbook” function that helps companies easily framework and arrange their documents, making it very easy to discover the info they require when they need Trainual AI.
To simplify the process, consumers can additionally import existing HR and pay-roll data directly right into Trainual utilizing a new “Import Existing Doc” function. This brand-new functionality enables organizations to bypass the problem of by hand going into and publishing staff member records and also instantly updates as workers transform tasks or leave their business. It’s a considerable convenience and it assists see to it the documents is always as much as day.