Supply'd Lite Training

Supply’d Lite Training provides a simple, centralised way to onboard staff, deliver consistent training, and track training completion.

The Training module in Supply’d Lite provides a simple, centralised way to deliver and manage staff training. Businesses can assign training to employees, monitor their progress, and ensure staff have easy access to training from both the web application and handheld scanners. This helps improve onboarding and ensure staff follow consistent operational procedures.

This document will guide you through:

• The Training Page

• Adding Participants

• Editing a Participant

• Removing a Participant

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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. From this page, participants can browse available 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 displays Supply'd training content organised in categories such as products, purchasing, etc. Participants can browse topics in a structured, easy-to-navigate layout.

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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.

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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 (see Adding Participants below).

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 Participants

1

Select the Course

Select Training from the main menu.

Select the course from the Courses list. The Supply'd Topics page will open.

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2

Go to the Participants Tab

Go to the Participants tab.

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3

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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4

Complete the Form

Course

This field is automatically filled in and cannot be edited.

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.

👉 See the Users (Supply'd Lite) doc for details on how to add an additional user to your account.

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5

Click Save

Click . The Participant 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 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 .