Guided Training

Guided training is a type of learning that provides learners with structured support and guidance as they work through a learning activity. In the

The fallback content to display on prerendering

, guided training is managed with

The fallback content to display on prerendering

.

info

Checklists are usually created as reusable templates, assigned to a learner, completed by the learner, approved by trainers when required, and finally signed off by the manager.

In this section

• Getting started (this page) – understand the guided training workflow.
• Checklist workflow – understand the main checklist roles and stages.
• Checklist templates – create, copy, edit, share, and assign checklist templates.
• Assigned checklists – review assigned checklists, items, progress, comments, and signoff.
• Checklists needing attention – review checklists or items that require approval or follow-up.

Checklist workflow

The checklist workflow is:

1. A manager or administrator creates a checklist template, optionally by copying an existing template.
2. The checklist template is built from items. Items can be text tasks or course-completion tasks.
3. A text item can have a trainer and can require trainer approval.
4. A manager assigns a checklist copy to one of their direct reports.
5. The assigned checklist can be reviewed and adjusted before it is made visible to the assignee.
6. The assignee completes the checklist items in the learner portal.
7. Trainers approve completed items when trainer approval is required.
8. The assignee signs off the checklist and sends it to the manager for final approval.
9. The manager signs off the checklist. After manager signoff, the checklist is completed and no longer editable.

important

Managers can assign checklists only to their direct reports.

Guided training pages

• Checklist templates – create, copy, edit, share, and assign checklist templates.
• Assigned checklists – review assigned checklists, items, progress, comments, and signoff.
• Checklists needing attention – review checklists or items that require approval or follow-up.