Tribal Habits

Lou Monsour

David King

How to enrol people into knowledge and then track and manage those enrolments.

Admin - Enrolments

Assessors can be assigned to topics in a variety of ways (and removed as assessors as well).

How are assessors assigned to topics?

Sometimes it's necessary to unenrol learners from topics or pathways they've been enrolled in. This article explains how.

Unenrolling users from topics or pathways

Users can be assigned to topics as creators in a variety of ways (and removed as creators as well).

How are creators assigned to topics?

There are a wide variety of ways to enrol people into training in your portal - links, uploads, managers, SCORM and more.

How can I enrol people into topics and pathways?

You can manage enrolments for individual people or groups of people in the Admin/People area of Tribal Habits.

How can I manage the enrolments for a single person or group of people?

You can use a spreadsheet (CSV) to import enrolments (new or historical) into topics or pathways.

How can I enrol people or import enrolments via a spreadsheet (CSV)?

You can enable 'Manager enrolments' or 'Manager unenrolments' in any topic or pathway.

How can managers enrol their staff or teams into knowledge (or unenrol from knowledge)?

Tribal Habits has secure enrolment links you can share with existing internal users to allow for self-enrolment from outside your platform.

How can I share internal enrolment links in documents, Teams, Sharepoint or email?

Self-registration tokens allow external users to sign-up to your portal and enrol themselves into knowledge.

How can we enrol external users into a topic or pathway?

You can use enrolment rules to enable self-enrolment via a training catalogue. The 'run rule' feature can instantly enrol explorers.

How can I manage self-enrolment rules or create a catalogue of training?

Auto-enrolment rules will enrol matching explorers into selected topics or pathways every two hours.

How can I set up rules to automatically enrol new people?

Once you enable certification dates in your topics or pathways, you can also enable automated re-certification.

How can I trigger automated retakes or re-certification?

Our self-registration feature allows new users to register and enrol in training by using unique tokens.

How can new users self-enrol or self-register as learners?

Enrolment options

As you enrol people into topics and pathways, you can track their progress in a number of ways.

How is user progress through training managed or tracked?

You can add notes to a learner's progress in a pathway or topic, or leave general notes on a learner's profile.

How can I leave notes about a learner's training record or history?

You can force learners to 'redo' training via the reset enrolment or retake knowledge options.

How can I reset an enrolment? How can a learner retake training?

There are a couple of common reasons learners may not be able to progress in a topic or pathway. This article provides the details.

Troubleshooting when a learner reports they can't progress in a topic or pathway

Additional articles

Find answers and get help from Intercom Support and Community Experts

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