Admin - Enrolments

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

David King avatar Support avatar Rolf Lawrenz avatar
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).
David King avatar
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).
David King avatar
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.
Support avatar
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.
David King avatar
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.
Rolf Lawrenz avatar
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.
Support avatar
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.
David King avatar
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.
Support avatar
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.
Support avatar
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.
Rolf Lawrenz avatar
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.
Rolf Lawrenz avatar
Written by Rolf Lawrenz
Updated over a week ago