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 1 month 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 - Use a template or start from scratch

Your first choice as an Admin when creating a topic or article is whether you want to use a template. Templates provide complete draft topics or articles on popular areas of training and knowledge. In Admin, navigate to Knowledge/Libraries/Templates where you can review the current list of templates.

Select 'Copy' to copy that template into your topic or article list. You can then directly edit the template (skipping all the steps below) or assign a creator to that topic (step 4 below). 

Click here to learn more about Templates, or just start creating a new topic from scratch from step 2.

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

You can find a 'New Topic' and 'New Article' quick links on the Admin Dashboard and any of the Knowledge pages in the Admin area. It will bring up a 'New Topic Overview' template.

Step 3 - Complete the overview

Your new topic or article begins with an overview - four elements which describe what your topic or article will be about. You must complete a title now, but you can also draft the rest of the overview. 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 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.

Note that the overview can only consist of plain text when created in the admin area. When the creator is editing the topic or article later, they can add formatting to the overview as well as an overview image (to display on the explorer's dashboard).

Step 4 - Assign a creator

Your topic or article now 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.

Step 5 - Notify the creator and get started!

You are now ready to contact the creator of your topic or article. They can login and access the new topic or article and get to work creating content!

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