Adopt and assign team training

Who can do this

Team training appears in the account menu for workspace owners and HR managers. Anyone else sees a notice to ask the workspace owner for access.

Adopt a ready-made track

On Team training, Ready-made tracks shows PGB 101, 201 and 301. Each has two buttons:

• Adopt as is: use the official track unchanged. It updates automatically when PGB improves it, but you cannot edit it.
• Duplicate and edit: make a copy named "(copy)" you can change.

You land on the track page with three tabs: Curriculum, Assign and Compliance. Adopted-as-is tracks show a banner explaining you can duplicate to change them.

Build a custom track

1. Under New custom track enter a title such as "Sales onboarding" and choose Create track.
2. On Curriculum, edit the title and description.
3. Add items:
   • Search public guides and courses with Search public guides and courses, then Add.
   • Choose an Internal document from your workspace.
   • Add a Callout styled Info, Warning or Required reading, with your own text.
   • Add a Quiz and write questions in the same quiz editor creators use.
4. Reorder with the arrows, remove with the bin.
5. Choose Save track.

Adding your own callouts to a copy of the official track is a good way to attach company rules to standard training.

Assign it

1. Open the Assign tab.
2. Tick Departments, and/or filter People and tick individuals.
3. Pick a Due date (required).
4. Choose Assign.

"Assigned. People are notified and the track shows in their learning." Under Current assignments you can remove an assignment with the bin.

Track compliance

The Compliance tab shows how much is complete across how many people. Filter by All, Not started, In progress, Completed or Overdue, each with a count, and search by person. The table shows Person, Status, Progress, Score, Due and Certificate code.

Choose Export CSV to download Name, Address, Department, Status, Progress %, Score %, Due, Completed and Certificate for the people matching your filter.

Try it yourself

1. If you manage a workspace, adopt PGB 101 as is.
2. Create a custom track with one guide and one required-reading callout.
3. Assign it to yourself with a due date and read the Compliance tab.

Recap

• Adopt official tracks as is, or duplicate them to edit.
• Custom tracks mix guides, courses, internal documents, callouts and quizzes.
• Assign to departments or people with a due date.
• Compliance shows status and exports a CSV.