Training Overview

Last updated by Skye Galloway on July 20, 2022 15:30

The training tools are made up of four key parts. There is also an optional fifth part; programs. These join stages together into one item.

  • Programs - Can be called workbooks, paths or packages. A program is a collection of Stages that need to be completed. Once complete, the program issues a certificate. Programs can expire if any of the stages within them expire or they can remain valid.

A stage can be assigned to multiple programs and a staff member would only need to complete a stage once if required by multiple programs.

  • Stages - Often called certificates, workbooks or levels. These are the top level of a collection of training courses and exams. They can expire and can hold copies of training certificates for staff records. You control who has access to which stages.Examples: Basic Training, Food Hygiene Level 1, SIA
  • Modules - These are parts of a stage. They can be compulsory or optional and you can set how many optional modules must be passed to complete the stage. A module can be online or physical and can have an online exam attached.Stages must have at least one module but can have as many as you need.Examples: Licensing, Cellar Management
  • Courses - These are used on physical modules only; they are set dates and times that a staff member needs to attend a physical training session. They are run by another staff member and they report who passes and fails the course and therefore, the module. Multiple courses can be set up on each module and a course can be a single date and time, or can be a “string” (e.g. the Cellar course is every Tuesday at 3pm for three weeks).Staff sign up for the course that suits them and their availability. 
  • Examples: Food Hygiene (external examiners), Cellar Course, Safe Lifting.

Physical Modules can have as many courses as needed. If there are no courses coming up then this will be flagged within the management view.

  • Exams - These are online tests that must be passed to complete a module. They are multiple choice or essay answers and can have complex marking rules to ensure staff have the correct knowledge. You can also allow staff to retake them without manager involvement.Online Modules can only have one exam assigned but you can add as many online modules as needed for different exams.

Example training plan with physical and online modules:

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There are also a few other elements to be aware of:

  • Training Locations - These are physical locations where your courses take place. You can provide information to staff on where to go, where to park etc. A course must have a location set.
  • Feedback Forms - You can request feedback on physical courses once they have been completed. The feedback forms can be anonymous or not and can contain any number of questions and answers. Results are summarised for you and you can also see results per course date.