Create a Training

To start learning about the Training module, on the left sidebar, select the Training Management tab (marked with an arrow below).

the training tab is marked with an arrow

Create a Training

Here, on the Trainings tab, we have no existing Trainings.

Create a new one by clicking on the New Training button (marked with an arrow below).

the New Training button is marked with an arrow

This is the new training editor page, we'll start by filling out the training structure fields before we move on to adding training content.

Enter a training name, category, and desctiption if needed.

You can upload a local file as a training cover image, or use one of Regulait's existing images.

the new training editor page

Training Section Types

In the content editor space, we have no pre-existing section, click on the Create New Section button (marked with an arrow below).

the Create New Section is marked with an arrow

We have three content options:

  1. Uploading a training file (.pdf, .docx, .xlsx etc)

  2. Uploading a video file, or using a video player link (ie Youtube)

  3. Using a text editor to create trainings

the three content add options

Looking at the first option (file upload), we can simply upload the file from our local storage, and name this training section.

adding a training section by uploading a file

By selecting the second option, the video upload, we can either upload a local video file, or change the method to a video player link, and paste the appropriate link

the Video Upload section creation

The third option, the text editor, allows us to freely type and format our own training.

the text editor section creation option

Preview Training Progress

While creating our new training, we can always use the Preview button (marked with an arrow below) to see how our training progress so far would look for an employee that is assigned with it.

the Preview button is marked with an arrow

This is the training preview, this is how our new training would look to an employee currently.

We can expand the training sections by clicking on the small arrows next to them.

the training preview window

Upon expanding the first training section, we can see its contents.

viewing an expanded training section, in the training preview window

After saving the new training and the made changes, we see it on the Trainings page, along with some of its basic information.

the Trainings page, showing our newly saved training

To return to the Training Management guide - click here.

To return to the main guide hub, click here.

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