Creating a Training Package in Worx Safety

Creating a Training Package in Worx Safety

Here is a video tutorial on how to create a training package in your portal. 
There is a step by step below if you prefer to read through how to do this. 


SOP: Creating a New Training Package in the Portal

Objective

To provide a clear and concise step-by-step guide for team members to create and assign a new training package in the portal, ensuring consistency and accuracy in training delivery.

Key Steps

  1. Access the Training Packages Section

    • Navigate to the Learning section in the portal.

    • Click on "Training Packages."

    • Click on "Add New."

  2. Define Training Package Details

    • Title the training package (e.g., "Forklift Operation").

    • Select the type of training:

      • Optional Training: Select this for non-mandatory training.

      • Induction: Select this if it is mandatory for all employees.

      • Site Induction: Select this for site-specific training.

    • Set the expiration period (e.g., 24 months).

    • Choose between "Guided" or "Unguided":

      • Guided: Participants must complete elements in a specific order.

      • Unguided: Participants can complete elements in any order.

    • Set permissions to determine who can access and assign the training (e.g., everyone, contractors, specific teams).

  3. Add Training Topics

    • Click on "Add a Topic."

    • Enter the topic name (e.g., "Forklift Training").

    • Optionally, add a summary.

    • Click "Save" to update.

  4. Add Training Elements

    • Click on "Add Element."

    • For videos:

      • Select "Video" and upload the video file (drag and drop or browse).

    • For quizzes:

      • Select "Question" and choose the type (e.g., True or False).

      • Input the question and correct answer.

    • Click "Save" after adding each element.

    • Repeat as necessary to add additional elements or page breaks.

  5. Publish the Training Package

    • Once all elements are added, click "Publish" to finalise the training package.

  6. Assign Training to Groups

    • Navigate to the "Groups" section under the Workers menu.

    • Select the relevant group (e.g., "Forklift Operators").

    • Click on "Add Training."

    • Search for the newly created training package (e.g., "Forklift Operations Training").

    • Set a completion deadline (e.g., 14 days).

    • Click "Add Training" to assign it to the group.

  7. Notify Participants

    • Upon assignment, participants will receive a notification upon their next login regarding the new training.

Cautionary Notes

  • Ensure that the training package is thoroughly reviewed before publishing to prevent errors.

  • Double-check permissions to avoid unauthorised access to sensitive training materials.

  • Set realistic deadlines for training completion to allow adequate time for participants.

Tips for Efficiency

  • Use templates for common training packages to save time on future creations.

  • Regularly review and update training packages to keep content relevant and engaging.

  • Encourage team members to provide feedback on training materials for continuous improvement.