Tribal Habits

Kathleen McGahey

Lou Monsour

David King

How to create and manage training modules and their settings.

Admin - Knowledge

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

How are new topics created?

There are two ways to start creating topics in Tribal Habits. This article focuses on how admins can start the process.

How do Admins set up new training?

Admins can copy or duplicate existing topics in their portal.

How do I copy a topic?

Copy or import topics from our library of content for use in your portal. Our training covers a variety of subject matters.

How do I access ready-made training modules in the library?

Information on how to archive or delete topics and pathways.

How can I archive or delete a topic or pathway?

Creating, copying or importing knowledge

All knowledge in Tribal Habits can be assigned due dates, which will be visible to explorers once they are enrolled in that knowledge.

How do I set a due date for a topic or pathway?

Each topic provides learners with access to a journal for recording notes and reviewing contributions to course activities.

How does the Journal feature work?

Enable a forum in your topics to encourage discussion, Q&A and idea sharing around training content.

Using the Forum feature in a topic

The Knowledge area of your portal is where administrators can manage your organisation's topics, articles, pathways and external knowledge.

Managing the training in your portal

Each topic and pathway has a Settings tab which contains all the notification available in the Notifications panel on that tab.

How are notifications managed in topics and pathways?

To update the title or overview text of a course, access the topic as a creator and go to 'Settings'.

How can I update the title and overview text of my topic?

Admins can enable or disable certificates on individual topics or pathways.

How can I enable or disable completion certificates on topics?

An optional feature for your Topics to be protected against unwanted deletion.

Deletion Protection

Your administrators can manage your organisation's topics in the Knowledge area of your portal.

How do I manage the topics in my portal?

The Pathways tab in Knowledge is where your portal's admins can create or manage any pathways set up by your organisation.

How do I manage the Pathways in my portal?

In the Knowledge area of your portal is where your administrators can manage your organisations the External knowledge records.

How can I manage External training in my portal?

Every Pathway has it's own General settings.

How do I manage General settings for specific Pathways?

Every Topic has it's own General settings.

How do I manage General settings for specific Topics?

Each Pathway has it's own admin sections where you modify settings, run reports and perform other actions.

How can I manage specific Pathways?

Each topic has it's own admin area where you can view details, modify settings, run reports and perform other actions.

How can I manage specific topics?

Admins can enable, disable and create customised certificates of completion.

How can I create, manage and customise training certificates?

Our Equivalency feature lets admins simplify training by offering alternative options for specific topics. Learn more here.

Can learners who complete a topic also be marked as complete in equivalent training?

Managing common settings for knowledge

You can create categories to help sort and filter topics and pathways, as well as for reporting purposes.

How can I categorise topics and pathways?

Here are some examples of common pathways created using our library topics. Create similar pathways in your portal to get set up fast.

Using library topics to create pathways

Categories and Skills (Roles) allow you to group or label training content and can be used for filtering, however, their use cases differ.

How do Categories and Skills (or Roles) differ, and when should I use each?

Our 'Next Enrolment' and 'Next Certification' features allow you to automatically enrol learners into new topics or pathways.

How can I link training or enrol in one module after another module is finished?

You can set certification dates for topics, articles and pathways to manage knowledge which has expiry dates or retake periods.

How do I set a certification date or period for training?

You can't download a topic as a stand-alone piece of content, but you can download a PDF, share modules using SCORM links, and access data.

Can we ‘download’ a topic once we create it?

The active, draft and archived statuses help admins manage topics in their portal. Pathways can also be active or archived.

What are active vs draft vs archived topics?

Tribal Habits' pathways allow you to group topics together for a single learning experience.

How do I create learning pathways or group topics together?

It is possible to create and download a PDF of your topics in Tribal Habits.

How can I create a PDF of our topic content?

You want to start enrolling learners into your training, but before you do, we recommend reviewing these creator and admin checklists first!

Checklist to finalise your training content

Each Topic or Pathway has a Timeline tab that you can run a Timeline report specifically for the selected knowledge.

How can I see a specific Topic or Pathways history?

Each Topic has settings available for accessibility.

How can I manage Accessibility settings for Topics?

Individual Topics and Pathways, have the ability for you to run an Enrolments report for them. You can also perform bulk actions.

How can I run an Enrolments report or manage enrolments for a specific Topic or Pathway?

Every Topic has their own Analytics tab, which is helpful for a reporting summary on various Analytic data activity.

How do I run an Analytics report for a specific Topic?

The Assessment tab when in a specific Topic is a snapshot of all Assessments added to the Topic and a list of current answers provided.

What is the Assessment tab in a specific Topic?

While you can't give standard users visibility of the library, you can choose modules from the library to make available for self-enrolment.

How can I give non-admin users access to the Tribal Habits library?

Advanced knowledge management functions

You can import or export SCORM content, for complete integration with external training modules or platforms.

An overview of Tribal Habits and SCORM (import and export of SCORM content).

You can use external online training content in SCORM, xAPI, cmi5 or AICC format within your Tribal Habits topics using our SCORM element.

Can I upload or import external training modules (SCORM, xAPI) into Tribal Habits?

You can use SCORM links (our 'LMS Link' feature) to integrate a Tribal Habits standard topic with a learning management system (LMS).

Can I share or export Tribal Habits content to a learning management system via SCORM links?

In this article, we review common problems with SCORM and how to troubleshoot them (with our SCORM element, SCORM import, SCORM upload).

Troubleshooting problems with SCORM files

Tribal Habits and SCORM

Our External Knowledge function allows learners and admins to record training, licenses, accreditations, documents and qualifications.

How can I record training, licences, accreditations, documents and qualifications?

Admins can upload a spreadsheet of external knowledge for multiple learners at once.

How can I bulk upload external training records via spreadsheet?

Tribal Habits and External Training

Our Event element integrates instructor-led training (ILT) for webinars, workshops, meetings and events into your topics and articles.

How can I manage workshops, webinars and training events?

Team Tribal Habits

Tribal Habits and Events

Find answers and get help from Intercom Support and Community Experts

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