Admin - Enrolments

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

14 articles in this collection
Written by David King, Support, and Rolf Lawrenz

Enrolment options

How are assessors assigned to topics or articles?

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

Written by David King
Updated over a week ago

How are creators assigned to topics or articles?

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

Written by David King
Updated over a week ago

How can I enrol people into topics, articles and pathways?

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

Written by Support
Updated over a week ago

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

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

Written by David King
Updated over a week ago

How can I enrol people into knowledge via a spreadsheet?

You can use a spreadsheet (CSV) to upload people and enrolments into topics, articles and/or pathways.

Written by Rolf Lawrenz
Updated over a week ago

How can managers enrol their staff or teams into knowledge?

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

Written by Support
Updated over a week ago

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

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

Written by David King
Updated over a week ago

How can we enrol external users into a topic?

External enrolment links allow new users to sign-up to your portal and enrol themselves into topics.

Written by Support
Updated over a week ago

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

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

Written by Support
Updated over a week ago

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

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

Written by Rolf Lawrenz
Updated over a week ago

How can I trigger automated retakes or re-certification?

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

Written by Rolf Lawrenz
Updated over a week ago

Additional articles

How is user progress through training managed or tracked?

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

Written by Support
Updated over a week ago

How can I leave notes about an explorer's training record or history?

You can add notes to explorer's progress to record discussions, meetings or outcomes associated with that knowledge (and export as PDF).

Written by Support
Updated over a week ago

How can I reset an enrolment? How can an explorer retake training?

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

Written by Support
Updated over a week ago