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Quick summary
  • Add Custom Training adds your own training module alongside Assuric’s built-in ones.
  • A training module reaches nobody until it’s on an item in a checklist that’s assigned to a group or role and published.
  • You find training under People → Training, or on the Training tab of Staff Portal.
A module doesn’t reach anyone just by being created. Attach it to a checklist item, assign that checklist to a group or role, and publish it.

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Where to find it

Go to People → Training. The Training tab on Staff Portal shows the same modules.

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Add a custom training module

Your own modules show alongside Assuric’s built-in ones.
1

Open Add Custom Training

Click Add Custom Training.
The Training screen with the Add Custom Training button highlighted

The Training screen, with Add Custom Training highlighted.

2

Name and describe the course

Fill in Course Title and Course Description, then click Create Training Course.
The Add Custom Training Course dialog with Course Title, Course Description and Create Training Course numbered 1 to 3

1 Course Title and 2 Course Description describe the module. 3 Create Training Course saves it, once both are filled in.

3

Attach it to a checklist item

Open the checklist’s editor, expand its Training item and click Add modules to item. See Set up checklist items.
A Fire Safety checklist item expanded with the Add modules to item button highlighted

A checklist item expanded, showing an already-attached module and the Add modules to item button.

Training modules and completion status

The modules already in your workspace, and how to read who’s overdue.

Create, assign and publish a checklist

Where a training module actually gets in front of someone.

Manage and customise your staff portal

Where staff complete their assigned training.