Training App Overview

Training

1. What it is

Training is a native learning management system. Admins author courses from text, video, documents, SCORM packages, or licensed partner content, sequence them into learning paths, gate progress with quizzes, and issue branded certificates on completion. Courses can award skills and certifications to the employee’s Skills & Certifications profile.

• Enablement: Training requires a licence and is off by default. An admin enables it from the Apps Marketplace.
• What it is not: Training is not Training Connect. Training Connect is a separate app that syncs with an external LMS (Cornerstone, Workday, etc.). Training is the native, built-in LMS.

2. Standing it up

1. Go to Apps Marketplace → Training and enable the app for your business.
2. Go to Training → Settings and review the defaults. The three that matter most up front:
   • Allow Self-Enrollment (on by default) — lets employees browse the catalog and enroll themselves. Turn it off if every enrollment must be admin-assigned.
   • Require Passing Quiz (on by default) — learners must pass every required quiz lesson before the course marks as complete.
   • Manager Notifications (on by default) — emails a learner’s manager when they complete a course.
3. Create at least one course (Training → Content → Courses → New Course). A course needs a title and at least one lesson before it can be published. Choose a delivery mode: Self-paced (learners work through content on their own) or Instructor-led (learners register for scheduled sessions).
4. Publish the course. Until published, the course is a draft visible only to admins.
5. Enroll learners — either manually from Enrollments → Manage Enrollments, through an automation rule (Enrollments → Automations), or by letting employees self-enroll from the Course Catalog (if self-enrollment is on).
6. Confirm it worked: enrolled employees see the course on their My Learning tab. Admins see enrollment counts on the Dashboard.

Silent-until-paired: An instructor-led course is assignable the moment it is published, but learners cannot actually attend until an admin schedules at least one session under the course’s Sessions tab. The automation engine warns when it assigns an instructor-led course that has no upcoming sessions.

Optionally, set up Categories (Content → Categories) to organize courses, and Custom Fields (Content → Custom Fields) to add structured metadata (e.g. regulation type, audience). Custom fields of the select or multiselect type can double as filter facets on the course listing when marked “Show on course info”.

3. How it fits together

Courses and lessons — A course is the unit of learning. Each course contains one or more lessons, and each lesson is one of six content types: text, video, document, quiz, SCORM package, or partner course (licensed content from Go1 or OpenSesame). Video lessons support YouTube, Vimeo, Loom, Wistia, Bunny CDN, or direct file uploads. Lessons are ordered within a version of the course. Each lesson can be marked required or optional; only required lessons count toward completion progress.

Course versions — Courses are versioned. Admins edit a draft version while the published version stays live for enrolled learners. When the draft is published it becomes the new live version. A learner is pinned to the version they started on, so mid-course content changes do not disrupt them.

Learning paths — A learning path groups courses into an ordered sequence of steps. Each step can contain one or more courses and be marked required or optional. Progress counts required steps only. Completing all required steps in a learning path completes the path and can issue its own certificate and skill awards.

Enrollments — An enrollment is the record tying one learner to one course. It tracks status (Enrolled, In Progress, Completed, Expired), progress percentage, due date, and start/completion timestamps. One user can have at most one enrollment per course per business. An enrollment can be self-initiated (if self-enrollment is on), assigned by an admin, or created by an automation rule. Learning paths have their own enrollment, separate from the individual course enrollments within the path.

Self-paced vs. instructor-led — A course is either self-paced (the default) or instructor-led. Self-paced courses let the learner work through lessons at their own pace. Instructor-led courses require the learner to register for a scheduled session (classroom, webinar, or hybrid). Sessions have a capacity, a waitlist, and an instructor assignment. The admin schedules sessions; the learner picks one.

Per-course roles — Beyond the global Training admin, each course can have Instructors (can edit course content) and Coordinators (can manage that course’s enrollments). Neither role grants access to other courses or to global Training settings.

Certificates — When a course or learning path is configured to require a certificate, completing it issues a branded PDF certificate with a unique, publicly verifiable certificate number. Admins design certificate templates under Settings → Certificate Template. Each course can use a specific template or fall back to the business default.

Quizzes — Quizzes are standalone objects attached to courses as quiz-type lessons. Each quiz has a configurable passing score, optional time limit, optional attempt limit, and can show or shuffle questions. Questions can be displayed one per page or all at once. When the Require Passing Quiz setting is on, every required quiz lesson in a course must be passed before the course completes.

Skills & certifications — A course or learning path can be configured to award one or more skills (or certifications) from the Skills & Certifications catalog on completion. The skill grant happens automatically in the background after completion. If a course sets a certification expiry, the certification’s renewal clock starts from the completion date.

Prerequisites — A course can require one or more other courses as prerequisites. Required prerequisites must be completed before a learner can enroll. The prerequisite can be a course from the same business or a system course.

Commerce — Courses can be free (the default) or paid, with one-time purchase or subscription pricing. Admins manage purchases, promo codes, and course bundles from the Commerce tab. Bundles group courses at a percent or fixed discount.

Cross-app integrations:

• Skills & Certifications — course completions grant skills. Other apps (Inspections, Frontline Execution) can require a training course to be completed before work can begin.
• SOP Hub — completing a course linked to an SOP automatically verifies the SOP’s training requirement.
• Recognitions — course completion can trigger an automatic recognition if the Recognitions app is enabled.
• Levels & Badges — completing a course awards XP points for gamification.
• Policy Hub — policies can link to required training courses.
• Onboarding Hub — onboarding plans can include training courses.

4. Running it

Enrolling learners manually

1. Go to Training → Enrollments → Manage Enrollments.
2. Select a course, choose users, and optionally set a due date.
3. Enrolled learners receive an email notification and see the course on their My Learning tab.

Setting up enrollment automations

1. Go to Training → Enrollments → Automations → New.
2. Choose an intent: Assign training or Send reminders.
3. For assign automations, choose a trigger: Calendar Date, User Profile Date (e.g. hire date), On Course Completion, Certificate Expiry, or Attribute Change.
4. Define the audience: All Network Users, Specific Users, or users matching criteria (department, location, role, etc.). Criteria can be combined with “all” (AND) or “any” (OR) logic.
5. Add the courses or learning paths to assign, with optional due date offsets and a choice of Assign, Reassign, or Both.
6. Activate the rule. It runs on its trigger schedule and can also be run manually from the automation’s detail page.

Publishing partner content from Go1 or OpenSesame

1. Go to Training → Commerce → Partner Catalog to browse licensed partner courses.
2. Go to Training → Commerce → Course Licenses to manage seat-based licences. A partner course is played as an ordinary lesson inside a native course — the learner does not leave the platform.

Reviewing analytics and reports

1. Training → Insights → Analytics shows enrollment counts, completion rates, and top courses over a configurable date range.
2. Training → Insights → Reports offers six exportable reports: Enrollment, Completion, Learner Progress, Quiz Performance, Compliance Status (overdue and due-soon by department), and Learning Path Progress.

Using AI to create content

When AI features are enabled in Settings, admins can:

• Generate a complete course from a topic description.
• Convert a PDF, PowerPoint, or Word document into a structured course.
• Generate quiz questions from a topic or existing course content.
• Use AI to expand, simplify, formalize, proofread, or summarize lesson text.
• Translate an entire course to another language.

All AI-generated content is saved as a draft for human review before publishing.

5. Settings

All settings are at Training → Settings. Settings are stored per-business in the app’s configuration. Defaults below are the effective defaults — when no setting has been explicitly saved, the code treats an absent key as the default.

Setting	Section	Default	What it changes
Allow Self-Enrollment	General Settings	On	When on, employees can browse the catalog and enroll themselves. When off, only admins and automation rules can enroll learners.
Require Passing Quiz	General Settings	On	When on, learners must pass every required quiz lesson in a course before it completes. Admins can still force-complete an enrollment.
Manager Notifications	General Settings	On	Emails a learner’s manager when they complete a course.
Enable Training Agent	AI Features	On	Lets users ask the Training Agent questions through Ask AI.
Enable AI Course Generation	AI Features	On	Lets admins generate a full draft course from a topic description.
Enable Document to Course Conversion	AI Features	On	Lets admins convert uploaded documents into structured courses.
Enable AI Quiz Generation	AI Features	On	Lets admins generate quiz questions from a topic or course content.
Enable AI Lesson Text Editing	AI Features	On	Lets admins use AI to expand, simplify, or edit lesson text.
Enable AI Course Translation	AI Features	On	Lets admins translate an entire course to another language with AI.
Portal Title	Learner Portal Branding	Business name + “ Training”	The title shown in the learner portal header.
Welcome Message	Learner Portal Branding	“Continue your learning journey”	The message shown on the learner dashboard.
Hide “Powered by MangoApps” Footer	Learner Portal Branding	Off	Removes MangoApps branding from the learner portal footer.

Certificate templates are also managed from Settings, but are not a toggle — they are authored objects. Two system templates are seeded automatically; admins can duplicate and customize them.

6. More help

• Training FAQ — specific setup and operating questions, limits, and troubleshooting.
• Ask AI — the assistant answers questions about Training from these articles.