There are two ways to start creating training in Tribal Habits.

  • Admins can set up a new topic or article in the Admin area. You can learn more about the Admin process for new topics and articles here.

  • Staff users can set up new topics or articles of their own.
    Note: Staff users are those with their Type set as 'Staff'. For staff users to be able to create content, the 'Staff can create topics' and 'Staff can create articles' options must be enabled by Admins for your portal OR individual users must be given the 'Creator' role in their profile.

Let's now examine how Staff can set up a new topic or article from their Dashboard.

1 - Click 'Create' from your explorer dashboard

When you log in to Tribal Habits as a staff member, you will see your explorer dashboard (showing any topics, articles or pathways you're enrolled in).

At the top of your dashboard, you will see a 'Create' button (NB: you will only see that button if staff are allowed to create topics and/or articles or your profile has the Creator role enabled - contact your platform administrator if you cannot see that button).

2 - Confirm what type of training you want to create

When you start creating training you will meet Sage, our digital training coach, who will help you create your topic.

Sage will firstly ask you to select between a topic or article for your training.

  • Articles are for simple or short training. Articles can only cover one point (page) of information and cannot have interactions like assessments or activities. Articles are quick to create and quick to complete - policy acceptance, video reviews, product knowledge and so on.

  • Topics are for more complex or longer training. Topics can utilise every possible option for creating training and sharing knowledge.

Note: All organisations have the option to create Articles, while creating Topics requires your organisation to have a Creator subscription.

After selecting whether you want to create a topic or article, Sage will prompt you to create an overview of your training consisting of a title and information about the training content, why it is important, and who it is suitable for.

Once you have created the overview, you can then confirm you want to proceed to create the content itself (or cancel at that point).

Step 3 - Start creating your training

If you proceed with a new topic, you will then meet Sage again in the topic creation process. She will guide you through the process from that point.

How can staff delete training they have created?

If you later decide that you don't want to create training or don't need a training module you started, you are able to delete your own topics and articles.

From your initial explorer dashboard, click on your topic or article. The Overview will slide out from the right side of the screen and you will see the usual options to Edit or Preview. For topics and articles you have created, you will also see an option to delete your topic or article.

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