Advice and answers from the Tribal Habits Team

How do Admins set-up new training?

There are two ways to start creating topics or articles in Tribal Habits. This article focuses on how admins can start the process.
Written by David King
Updated 4 months ago

There are two ways to start creating topics or articles in Tribal Habits.

Note - Organisations can only create new topics if they have an Creator subscription. All organisations can create new articles.

  • Admins can set-up a new topic or article in the Admin area. Topics or articles initiated by admins are set to 'Public' status which means they can be enabled for enrolment through-out the organisation. Admins can then assign creators to the topic or article.
  • Staff (users selected as 'Staff') can set-up new topics and articles of their own, if 'Staff can create topics' and/or 'Staff can create articles' are enabled by Admins for that organisation. Topics or articles initiated by staff are set to 'Private' status which means they cannot be enabled for wide enrolment and are generally for use on an invite-only basis.  You can learn more about the Staff process for new topics or articles here.

This article examines how Admins can set-up a new topic or article in the Admin area.

Login as an Admin and switch to Admin mode. Then access the 'Knowledge' tab at the top of the screen. You will now see a list of any existing topics, articles and pathways. To create a new topic or article, follow these steps.

Step 1 - Click 'New Knowledge' quick link

Admins will see a 'New Knowledge' quick link button on the top right of the screen. This brings up your selections for new knowledge.

  • Import and link to a library topic. This option will take you to the Library where you can import and link to library topics. Imported topics cannot be edited but can be updated with any changes made in the library.
  • Copy and edit a library topic. This option will take you to the Library where you can copy a library topic. Copied topics can be edited, but will no longer receive any updates from the library. 
  • Start with a template topic. Templates provide draft topics or articles on popular areas of training and knowledge. They are best used for inspiration or ideas when creating your own topics.
  • Start with a new blank topic. This will start the process for a new topic of your own creation.
  • Start with a new blank article. This will start the process for a new article of your own creation.

Step 2 - Click the 'New Topic' or 'New Article' quick link 

Review the options and make a selection. As you click on each of the options, you can review more information about that type of knowledge. When ready, click the BEGIN! button to start the process.

For all your choices, your new topic or article - whether imported from the library or created by you - will be set to DRAFT visibility. Once you have reviewed or finished creating the topic or article, you can move it to ACTIVE visibility as you start your enrolments.

Step 3 - For blank topics and articles: Complete the overview

If you select a new blank topic or article, your process begins with an overview - four elements which describe what your topic or article will be about.  The title and overview can be edited later to reflect final content.

  • Title. A short title for your topic or article (max 70 characters).
  • What is the topic/article about? A paragraph describing the content the topic or article should address. This information is important not just for future explorers but also to give guidance to the creator about what they should include in the scope of the topic or article.
  • Why is this topic/article important? A paragraph outlining the relevance of the knowledge and the benefits to the explorer in completing the topic or article. This paragraph is also useful for the creator to understand how to position content.
  • Who is this topic/article for? A sentence or two outlining the roles and experience levels suited to this topic or article. Once again this is important for the creator so they can present content at an appropriate level.
  • Optionally, assign a creator (see below for more about this). To assign a creator now, start typing the person's name which will populate a dropdown menu with matching search results. You can then select the person from that dropdown to make them the creator of this topic or article. You can also select an option to send the creator an email to inform them that they are now the creator of this new blank topic or article.

You can then save your topic or article. At this stage, your new topic or article consists of nothing more than a title and overview. It needs structure and content, both of which come from a creator.

Tips on assigning a creator

Your topic or article needs a creator - a person authorised to add content. If you didn't assign a creator when initially setting up the topic or article, there are are several ways to assign a creator now (or at any point in the future).

  • Go to the person who will be the creator and view their profile in the Admin area (go to the People table, search for the person and then click on their name). When you view that person, go to the Topic or Article tabs. Beside the title of the new topic or article, click 'Make creator'.
  • Go to the Access tab within your new topic or article and edit the first panel called 'Select the creators for this panel'. You can start typing the name of the person to be the creator and select them from the drop down menu.

You can assign multiple creators to a topic or article, but they will need to coordinate their efforts carefully.

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