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      How to Set Up, Customize, and End the Training

      Here you will find the instructions on how to set up training courses, customize them, or end existing training campaigns from the Admin Console.

      You can find all of our courses here

       

       

      1. How to set up a training

      1. Select Training Course:

      • Click the Training button from the left-side menu bar and select All Courses.

      • Browse available courses. Select one to view details such as video count, quizzes, and duration. A content overview is available in the Chapter Menu on the right.

      • (Optional: You can also create a Custom Campaign by scrolling to the bottom and clicking Create Custom Course).

       

      2. Start Setup:

      • Click Setup Training in the upper right corner or beside the Copy And Exit button.

       

      3. Configure Campaign Settings:

      • A configuration screen will appear allowing you to select users, departments, or groups. You can also set the start date and customize the notification message.

      • The countdown of "Days to Complete" starts from the date the user is invited to complete the task.


       

      4. Launch Training:

      • Click Start Training. A confirmation pop-up will appear, notifying you that selected users will receive an email.

      • Enrolled learners will receive an email and can access the training through the Learner Console.

       

       

      2. How to Customize Training

      Notification Message and Days to Complete

      After the training is set up, you can click on the training and click settings to customize the notification message and the days allotted to complete the task.

      • Notification: You can edit the Subject and Message that users will receive via email, which will include a link to the training. 

      • Days to Complete: Set the countdown for when the user must complete the task (e.g., 7 Days, 30 Days, or Custom).

         

        • When the days to complete are over, the user will see a note 'COMPLETE ASAP' above the task in the Learner App. Before this, they will see a countdown note, e.g., 'X DAYS LEFT'.

        • Note: The Admin can change the 'Days to Complete' even after the training is started by navigating to the training Settings.

       

      Marking Training as Complete for a User

      The Admin can manually mark training as a completed task for a user:

      •  Go to Users ⇒ User ⇒ Click on the users profile.


      • Under training click on the three dots ⇒ Mark as completed.

       


        • The training will then appear in Completed Tasks with an info symbol, indicating it was marked as completed by an admin.

       

       

      3. How to End Training

      1. Navigate to Course: Go to Training and select the specific course.

      2. End Training: Click End Training at the top of the page.

        • The training history will be visible on the Dashboard.

       

       

      Frequently Asked Questions

       

      What happens when I add a new user?

      New users are assigned department-specific training with the same time allotment as existing users. They'll receive an email notification.

       

      Will users receive reminders for incomplete training?

      Yes, users receive automated reminders every Wednesday for incomplete tasks (training, gaming, policies, or monthly video). You can turn reminders on or off in the Admin Panel Account Settings.

       

      A user should retake the training. How do I do that?

      To have a specific user re-take the training, you must first end the current training campaign for that user as described in How to Set Up, Customize, and End the Training Once it ends, you can create a new department or a group, assign the user there, and start a new training for that department or group.

       

      Is it possible to set up a training session without specifying a start and end date? When you set up training, you should choose a start date and days to complete. Learners will see this completion period. The training will remain visible until the admin manually ends it from the Admin Console.

       

      Can a training session be set up without assigning any users to it?

      Yes, you can set up a training for a department or a group without users, or you can set up a task before adding users. For more information: How to Set Up, Customize, and End the Training.

       

      If a user is added after a training session has started but has not yet ended, will they receive the email to start that training?

      Users who didn't complete a task will receive a weekly reminder, which can be configured in Email Notifications Types and Reminders Customization under Account Settings.

       

      How can I manage onboarding new users if some training sessions have already finished and been archived?

      Please set up a new task/training for them. Training will remain active until the admin ends it in the training settings. For more information, please check our guides: Users Tasks Assignment and Notifications Insights and How to Assign/ Remove Tasks to Users.

       

      The training is set up for groups, now I want to add all users to this training. How can I do it?

      Since the training was initially set up for groups, you can only add groups to the task. Please create a group called 'All users', assign your team to it, and then add this group to the training assignment in the Settings tab.

       

      Any questions? Please, contact our Support Team by emailing us at support@wizer-training.com.

      Best regards,

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