Tribal Habits

Start your Tribal Habits implementation here. Follow 14 steps across three phases to set up your portal, create your first training, enrol learners and review reports. Also useful as a…

Start here: Your implementation process

In this article, we explore some Tribal Habits terminology.

Terminology

Lou Monsour

Step-by-step articles to help new organisations set up and implement their Tribal Habits portal.

Implementation Process

Review the IT requirements for your Tribal Habits portal, including single sign-on (SSO), custom domains, safelisting emails and domains, and security features such as MFA and session timeouts.

Step 1 - IT set-up and security

Set up your admins and key contacts in Tribal Habits. Choose your Super Admins and other admin access levels, check your primary admin and timezone, and add key contacts, platform…

Step 2 - Admins and key contacts

Review and update your portal’s branding in Tribal Habits, including your logo, favicon, colours, fonts, certificates, login page and learner homepage tabs. Only Super Admins can access the Brand page.

Step 3 - Branding

Set up custom fields for your users and categories for your training in Tribal Habits, including field types, visibility settings and how to use them for enrolments and reporting.

Step 4 - Fields and categories

In this step, you’ll set up your users.

Step 5 - User set-up

Set up your portal and add your users, ready for your first training.

Implementation Phase 1: Initial settings

It's time to plan out the initial training and knowledge you’re going to create.

Step 6 - Curriculum planning

In this step, you'll create your first content.

Step 7 - Creating your first content

In this step, you’ll complete some training settings for the content you’ve just created.

Step 8 - Training settings

In this step, you’ll plan and execute your internal communication.

Step 9 - Internal communication

In this step, you’ll communicate with your internal managers and assist them to get the most out of the platform.

Step 10 - Managers and team leads

Plan and build your first training, and prepare your staff and managers for launch.

Implementation Phase 2: Initial content

In this step, you'll consider how to migrate existing data into Tribal Habits. This article also covers general LMS enrolment migration.

Step 11 - Data migration

In this step, you’ll enrol your users into your first content.

Step 12 - First enrolments

In this step, you’ll review your first reports.

Step 13 - First reports

Now that you are coming to the end of your implementation, let’s look at some advanced functions as well as some next steps.

Step 14 - Advanced functions

Launch your first training, review your results and explore what to do next.

Implementation Phase 3: Initial enrolments

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