Training

The Supply’d Training module centralises staff training and compliance, making it easy to assign, deliver, and track progress in one place.

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

• Adding a Training Course

  • Add the Course

  • Add Course Topics

  • Add Chapters

  • Add Participants

• Editing Courses, Topics & Participants

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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.

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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.

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.

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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.

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Participants

The Participants tab shows any Users 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.

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.

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Participant Progress

Clicking on a Participant displays all training content allocated to them and their progress.

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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

2. Add Course Topics

3. Add Chapters

4. Add Participants

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Add the Course

1

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.

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2

Click Add +

Click Add + in the top right corner.

The Add Training Course form will open.

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3

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.

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4

Click Save

Click .

The course will appear on the Courses list.

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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.

1

Click on the Name

Click on the course name.

The Topics page will open.

The button will only be displayed when no topics have been added. For all subsequent topics, use Add +.

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2

Click Add +

Click or Add + in the top right.

The Add Topic form will open.

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3

Complete the Form

Course

This field is automatically filled in and cannot be edited on this form.

👉 See Editing a Course below should you need to edit a Course.

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 .

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4

Click Save

Click . The topic will appear on the Topics list.

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5

Repeat

Repeat the steps if you would like add any additional Topics.

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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.

1

Click on the Topic

Click on the Topic that you would like to add the chapters to.

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2

Click Add Chapter

Click . The Add Chapter form will open.

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3

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.

👉 See Editing a Topic below should you need to edit a Topic.

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.

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4

Click Save

Click . The Chapter will appear on the Chapters list.

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5

Repeat

Repeat the steps above to add additional Chapters to complete the course Topic.

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Add Participants

1

Go to the Participants Tab

Close the Chapters screen. Go to the Participants tab.

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2

Click Add +

Click or Add + in the top right.

The button will only be displayed when no topics have been added. For all subsequent topics, use Add +.

The Add Participants form will open.

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3

Complete the Form

Course

This field is automatically filled in and cannot be edited on this form.

Participants* [required field]

Select any Users 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.

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4

Click Save

Click . The Participants will appear on the Participants list.

The status at this time will be . Once they start, this will change to and change to once all content has been finished.

Participant progress can be viewed by clicking on their name which will show the progress through each Chapter in the Topic.

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Editing Courses, Topics & Participants

• Courses

  • Editing a Course

  • Removing a Course

• Topics

  • Editing a Topic

  • Removing a Topic

• Participants

  • Editing a Participant

  • Removing a Participant

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Courses

Editing a Course

To edit a Course:

You can only edit courses you have created yourself. The edit option is not available for Supply’d courses.

1

Select Training from the main menu. The Courses page will open listing all available courses.

2

Select the Course you would like to edit.

3

Click on the 3 dots in the top right and select Edit Course.

The Edit Training Course form will open.

4

Complete the form following the guidelines above for Adding a Training Course.

5

Click to apply the changes.

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Removing a Course

To remove a Course:

You can only remove courses you have created yourself. The remove option is not available for Supply’d courses.

1

Select Training from the main menu. The Courses page will open listing all available courses.

2

Select the Course you would like to remove.

3

Click on the 3 dots in the top right and select Remove Course.

You will be asked to confirm.

Click .

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Topics

Editing a Topic

To edit a Topic:

You can only edit Topics for courses you have created yourself. The edit option is not available for Supply’d courses.

1

Select Training from the main menu. The Courses page will open listing all available courses.

2

Select the Course and then choose the Topic you would like to edit.

3

Click on the 3 dots in the top right and select Edit Topic.

The Edit Topic form will open.

4

Complete the form following the guidelines above in the Add Course Topics section.

5

Click to apply the changes.

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Removing a Topic

To remove a Topic:

You can only remove courses you have created yourself. The remove option is not available for Supply’d courses.

1

Select Training from the main menu. The Courses page will open listing all available courses.

2

Select the Course and then choose the Topic you would like to remove.

3

Click on the 3 dots in the top right and select Remove Topic.

You will be asked to confirm.

Click .

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Participants

Editing a Participant

To edit a Participant:

1

Select Training from the main menu. The Courses page will open listing all available courses.

2

Go to the Participant tab and select the Participant you would like to edit.

3

Click on the 3 dots in the top right and select Edit Participant.

The Edit Participant form will open.

4

Complete the form by simply ticking or unticking the Topics.

Click to apply the changes.

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Removing a Participant

To remove a Participant:

1

Select Training from the main menu. The Courses page will open listing all available courses.

2

Go to the Participant tab and select the Participant you would like to remove.

3

Click on the 3 dots in the top right and select Remove Participant.

You will be asked to confirm.

Click .

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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 Home Page Dashboards section of the Navigating Supply'd ERP document for more information.