Creating Training Content in WorkClout

Training material in WorkClout is heavily geared for operational use cases, we understand that training material is most effective when on the job. After extensive research, trial, and error - we've identified the most optimal approach for an operator, technician, or engineer to comprehend training material is having the right information at the most relevant time.

You'll see our training information, work instructions, courses are built differently than a traditional LMS. We've optimized our system to be more dynamic and easy for the operator - ditch the classroom and learn on the job!


Here is the workflow for creating a course:
We'll go through this in the steps below.

Here is a video of how to go through this flow:



Step 1: Create an Asset

Go to Assets on the left navigation and then click Create Asset Button.

Assets allow you to organize information such as work instructions, troubleshooting guides, compliance materials, and training documents. You can organize this material around your work centers, equipment, and more.

Step 2: Create a Document

On the Asset page, click Create Document. You can categorize the document type to be a:

• Work Instruction

• Troubleshooting Guide

• General Document (this encompasses training, compliance, or any other categorization).

You have the option of also creating tags for search/filtering purposes as well. 

Each document you create can be step by step, you're able to add videos, images, and files up to 2GB per upload. There is no limit to how many uploads you can attach to the document.

**COMING SOON** - The ability to copy Youtube video links and embed them. 

We recommend all documents be more visual, we've seen that operators pick up skills more easily with visual work instructions that have plenty of images and videos.

Step 3: Create a Form Template

The next step is to create a form template. A form is very customizable and will be used to keep track of and collect training data. This step is very important for the next step - a form template can be anything you need it to be:

• Supervisor evaluation

• Exam or quiz

• Attendance tracking

• Checklist of procedures and questions to ask 

• Self-assessment

These are just some of the possibilities for forms. 

To create a form template follow these steps:

1. Go to the upper right corner of your WorkClout account and hover over your profile, a dropdown menu should show up, then click on Form Templates. 

2. Press Create Form button. 

3. Create your form template and hit Publish once you've completed the form.

**IMPORTANT FOR GROUP TRAINING**
*One thing to note: You must add User Selection field when creating your form template for this on-demand task so you can track which employees are going through training.

We have several options to create and customize your form and we're constantly adding more form field options. If you see one that you need that's not on here - let us know and we'll have our product team look into adding it.

In the next step, we'll associate this to a task so the form can be executed.  

Step 4: Create an On-Demand Task

Now that we've created a form template, next we'll create a task to associate the form template you just created. If you need to keep track of training or do an assessment you'll need to create an on-demand task. These are some of the use cases again:

• Supervisor evaluation

• Exam or quiz

• Attendance tracking

• Checklist of procedures and questions to ask 

• Self-assessment

1. Go to Taskson the left navigation bar and press the Create Task button.

You'll then see this screen:

2. Where it says "Task Type" set it to "On-demand".

3. Then enter your task name, you can name it the same name you named your form template if you'd like.

4. Where is says "Add a Form", add the form template you created in the previous step.

5. Where it says "Associate to Asset(s)", add the asset we created in the very first step of this article. 

Optional: 

• You can set a sign off person for everytime this task is completed, associate to a project, set a barcode id if you have your own barcode (we automatically create a qr code), enable time tracking, and even have a lead time. 

6. Click Create. 

Step 5: Create a Report and/or Create a Skill

The last step in creating training material can differ depending on how you verify who is trained.

OPTION 1: Create a Skill
If you need to track to see who has what skill then you should associate a skill to the employee that was trained after they completed all their training assessment.

1. Go to the Skills tab in the side navigation. 

2. Press the Create Skill Button 

3. Fill out the information on the skill page and associate the skill to the Asset we created in step 1.

OPTION 2: Generate a Report

If you just need to track who went through what training, then you don't need to create a skill and instead, you can generate a report of who went through what training.

Of course, you also have the option of creating a skill and generating a report as well.