> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/training.md).
# Training
The Supply’d platform includes a dedicated **Training** module designed to support both system-provided learning materials and company training programs. This ensures businesses can manage onboarding, operational training, and compliance requirements - such as health and safety - within a single, centralised system.
Companies are able to use:
* **Supply’d standard training courses**, provided as part of the platform, and
* **Custom training courses**, created and managed internally for their own staff.
This dual approach allows organisations to standardise core knowledge while also tailoring training to their specific workflows, policies, and regulatory requirements.
By consolidating training within Supply’d, businesses gain full visibility of employee progress, completion status, and course participation, reducing the need for external learning tools.
This document will guide you through:
* [#the-training-page](#the-training-page "mention")
* [#adding-a-training-course](#adding-a-training-course "mention")
* [#add-the-course](#add-the-course "mention")
* [#add-course-topics](#add-course-topics "mention")
* [#add-chapters](#add-chapters "mention")
* [#add-participants](#add-participants "mention")
* [#editing-courses-topics-and-participants](#editing-courses-topics-and-participants "mention")
***
## The Training Page
When you select **Training** from the main menu, the **Training** page will open, displaying all training courses available on Supply’d, including both Supply’d courses and any company-specific training that has been created. From this page, participants can browse available courses and companies can add additional **Courses**.
Clicking on a course **Name** will open an overview of the **Topics**.
You will see 2 tabs on this page - **Topics** and **Participants**.
***
### Topics
The **Topics** tab shows how training content is organised into categories such as onboarding, compliance, health & safety, and operations. It lets participants view topics, and companies add and manage topics, helping keep training content structured and easy to navigate.
{% hint style="success" %}
**Topics** have colour-coded statuses beside them for easy identification.
* - The training topic is still being created or edited and is not yet available to participants.
* - The topic is complete and live, so it can be accessed and assigned to participants.
{% endhint %}
***
#### Chapters
Clicking a **Topic** displays all training content - **Chapters** - within that topic. From here, participants can select and view the individual chapters within the **Topic**. This is also where new content can be added.
***
### Participants
The **Participants** tab shows any [Users](/supplyd-erp/settings/users.md) who have been assigned training, along with their progress and completion status. It allows managers to see who has started, is in progress, or has completed courses, helping track individual and overall training compliance. This is also where you can add new participants.
{% hint style="success" %}
Participant progress is shown with colour-coded statuses, making it easy to see their current stage.
* - The training has been assigned to a participant, but they haven’t started it yet.
* - The participant has started but not yet finished the course.
* - The participant has finished the training.
{% endhint %}
***
#### Participant Progress
Clicking on a **Participant** displays all training content allocated to them and their progress.
***
## Adding a Training Course
In addition to the Supply'd training courses, companies can add their own custom courses to the **Training** module to suit their specific needs. This allows them to create tailored training content for onboarding, compliance, safety, or operational processes, ensuring staff receive relevant and consistent instruction across the business.
To add training you need to:
1. [#add-the-course](#add-the-course "mention")
2. [#add-course-topics](#add-course-topics "mention")
3. [#add-chapters](#add-chapters "mention")
4. [#add-participants](#add-participants "mention")
***
### Add the Course
{% stepper %}
{% step %}
#### Go to the Training Page
Select **Training** from the main menu. The **Training** page will open, displaying all training resources available on Supply’d, including both standard Supply’d courses and any company-specific training that has been created.
***
{% endstep %}
{% step %}
#### Click Add +
Click **Add +** in the top right corner.
The **Add Training Course** form will open.
***
{% endstep %}
{% step %}
#### Complete the Form
**Course Name\* \[required field]**
Enter a name for the course that clearly reflects its purpose and is easy for users to understand when browsing training.
**Published**
Select whether you would like this course to be published, making it visible and available to assigned users, or saved as a draft for further editing before release.
***
{% endstep %}
{% step %}
#### Click Save
Click .
The course will appear on the **Courses** list.
{% endstep %}
{% endstepper %}
***
### Add Course Topics
A **Topic** is a category used to group related training content together within the **Training** module. It helps organise content into logical areas - such as onboarding, compliance, health & safety, or operations - so users can easily find, manage, and navigate relevant training.
{% stepper %}
{% step %}
#### Click on the Name
Click on the course name.
The **Topics** page will open.
{% hint style="info" %}
The button will only be displayed when no topics have been added. For all subsequent topics, use **Add +**.
{% endhint %}
***
{% endstep %}
{% step %}
#### Click Add +
Click or **Add +** in the top right.
The **Add Topic** form will open.
***
{% endstep %}
{% step %}
#### Complete the Form
**Course**
This field is automatically filled in and cannot be edited on this form.
{% hint style="info" %}
👉 See [#editing-a-course](#editing-a-course "mention") below should you need to edit a **Course**.
{% endhint %}
**Topic Name\* \[required field]**
Enter a name for this **Topic** to clearly identify the training content it contains.
**Published**
Select whether this topic is published and available for users to participate in, or kept unpublished as a .
***
{% endstep %}
{% step %}
#### Click Save
Click . The topic will appear on the **Topics** list.
***
{% endstep %}
{% step %}
#### Repeat
Repeat the steps if you would like add any additional **Topics**.
{% endstep %}
{% endstepper %}
***
### Add Chapters
**Chapters** are sections within a training course **Topic** that break the content into smaller, structured parts. Each chapter can contain specific lessons or materials, helping to organise the course into a clear learning flow and making it easier for participants to complete step by step.
{% stepper %}
{% step %}
#### Click on the Topic
Click on the **Topic** that you would like to add the chapters to.
***
{% endstep %}
{% step %}
#### Click Add Chapter
Click . The **Add Chapter** form will open.
***
{% endstep %}
{% step %}
#### Complete the Form
**Course**
This field is automatically filled in and cannot be edited on this form.
**Topic**
This field is automatically filled in and cannot be edited on this form.
{% hint style="info" %}
👉 See [#editing-a-topic](#editing-a-topic "mention") below should you need to edit a **Topic**.
{% endhint %}
**Chapter Name\* \[required field]**
Enter the title of the chapter. This helps clearly identify and organise the section within the course, making it easier to structure content into logical learning segments and for participants to navigate through the training.
**Published**
Select whether or not the chapter is visible and available to participants or kept as a while still being edited.
**Video File**
Upload the main training video for the chapter. This is the primary learning material that participants will watch to complete the section, delivering the key instructions or information required for the course.
Click on to select the file to upload.
**Subtitles File (VTT)**
Upload a VTT subtitle file to display captions for the video, improving accessibility and comprehension.
As above, click on to slect the VTT file to upload.
**Description**
Enter a description to provide additional details. It should explain what the content covers and give participants context about what they will learn or what is required, helping set expectations before they begin.
***
{% endstep %}
{% step %}
#### Click Save
Click . The **Chapter** will appear on the **Chapters** list.
***
{% endstep %}
{% step %}
#### Repeat
Repeat the steps above to add additional **Chapters** to complete the course **Topic**.
{% endstep %}
{% endstepper %}
***
### Add Participants
{% stepper %}
{% step %}
#### Go to the Participants Tab
Close the **Chapters** screen. Go to the **Participants** tab.
***
{% endstep %}
{% step %}
#### Click Add +
Click or **Add +** in the top right.
{% hint style="info" %}
The button will only be displayed when no topics have been added. For all subsequent topics, use **Add +**.
{% endhint %}
The **Add Participants** form will open.
***
{% endstep %}
{% step %}
#### Complete the Form
**Course**
This field is automatically filled in and cannot be edited on this form.
**Participants\* \[required field]**
Select any [Users](/supplyd-erp/settings/users.md) that you would like to allocate training to. Clicking or typing in the field will display a list of available users to choose from.
**Topics\* \[required field]**
Tick the boxes for the **Topics** you want to include in the training for the selected participants.
***
{% endstep %}
{% step %}
#### Click Save
Click . The **Participants** will appear on the **Participants** list.
{% hint style="info" %}
The status at this time will be . Once they start, this will change to and change to once all content has been finished.
{% endhint %}
{% hint style="success" %}
Participant progress can be viewed by clicking on their name which will show the progress through each **Chapter** in the **Topic**.
{% endhint %}
{% endstep %}
{% endstepper %}
***
## Editing Courses, Topics & Participants
* [#courses](#courses "mention")
* [#editing-a-course](#editing-a-course "mention")
* [#removing-a-course](#removing-a-course "mention")
* [#topics-1](#topics-1 "mention")
* [#editing-a-topic](#editing-a-topic "mention")
* [#removing-a-topic](#removing-a-topic "mention")
* [#participants-1](#participants-1 "mention")
* [#editing-a-participant](#editing-a-participant "mention")
* [#removing-a-participant](#removing-a-participant "mention")
***
### Courses
#### Editing a Course
To edit a **Course**:
{% hint style="warning" %}
You can only edit courses you have created yourself. The edit option is not available for Supply’d courses.
{% endhint %}
{% stepper %}
{% step %}
Select **Training** from the main menu. The **Courses** page will open listing all available courses.
{% endstep %}
{% step %}
Select the **Course** you would like to edit.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Edit Course**.
The **Edit Training Course** form will open.
{% endstep %}
{% step %}
Complete the form following the guidelines above for [#adding-a-training-course](#adding-a-training-course "mention").
{% endstep %}
{% step %}
Click to apply the changes.
{% endstep %}
{% endstepper %}
***
#### Removing a Course
To remove a **Course**:
{% hint style="warning" %}
You can only remove courses you have created yourself. The remove option is not available for Supply’d courses.
{% endhint %}
{% stepper %}
{% step %}
Select **Training** from the main menu. The **Courses** page will open listing all available courses.
{% endstep %}
{% step %}
Select the **Course** you would like to remove.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Course**.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
***
### Topics
#### Editing a Topic
To edit a **Topic**:
{% hint style="warning" %}
You can only edit **Topics** for courses you have created yourself. The edit option is not available for Supply’d courses.
{% endhint %}
{% stepper %}
{% step %}
Select **Training** from the main menu. The **Courses** page will open listing all available courses.
{% endstep %}
{% step %}
Select the **Course** and then choose the **Topic** you would like to edit.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Edit Topic**.
The **Edit Topic** form will open.
{% endstep %}
{% step %}
Complete the form following the guidelines above in the [#add-course-topics](#add-course-topics "mention") section.
{% endstep %}
{% step %}
Click to apply the changes.
{% endstep %}
{% endstepper %}
***
#### Removing a Topic
To remove a **Topic**:
{% hint style="warning" %}
You can only remove courses you have created yourself. The remove option is not available for Supply’d courses.
{% endhint %}
{% stepper %}
{% step %}
Select **Training** from the main menu. The **Courses** page will open listing all available courses.
{% endstep %}
{% step %}
Select the **Course** and then choose the **Topic** you would like to remove.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Topic**.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
***
### Participants
#### Editing a Participant
To edit a **Participant**:
{% stepper %}
{% step %}
Select **Training** from the main menu. The **Courses** page will open listing all available courses.
{% endstep %}
{% step %}
Go to the **Participant** tab and select the **Participant** you would like to edit.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Edit Participant**.
The **Edit Participant** form will open.
{% endstep %}
{% step %}
Complete the form by simply ticking or unticking the **Topics**.
Click to apply the changes.
{% endstep %}
{% endstepper %}
***
#### Removing a Participant
To remove a **Participant**:
{% stepper %}
{% step %}
Select **Training** from the main menu. The **Courses** page will open listing all available courses.
{% endstep %}
{% step %}
Go to the **Participant** tab and select the **Participant** you would like to remove.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Participant**.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
***
{% hint style="success" %}
**Tip:**
**Homepage Dashboard**
For the best user experience, it is also recommended to place the **Training** tab next to the **Tasks** tab on the Homepage, making it easier for staff to quickly access both training.
👉 See the [Navigating Supply'd ERP](/supplyd-erp/publish-your-docs.md#home-page-dashboards) section of the [Navigating Supply'd ERP](/supplyd-erp/publish-your-docs.md) document for more information.
{% endhint %}
---
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