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Resources/Help center/Video tutorials

Video tutorial

Training

Your company's own lessons, with a short video, notes and a quiz: building a module, assigning it with a due date, and following progress.

Customers and team
2:36

Chapters

0:00 Intro 0:14 Modules 0:29 New module 0:43 Video 1:00 Notes and quiz 1:15 Publish 1:29 Taking it 1:43 Assign 1:59 Everyone 2:11 Team progress

Transcript

Training holds your company's own lessons: a short video, notes and a quiz. This video shows how to build a module, assign it with a due date, and follow your team's progress.

Modules

Open Training under Customers and team. Modules show as cards by category. The tiles show what's For you to do and Assigned to you. Owners and admins also see Drafts, which only they can open.

New module

Owners and admins click New module, type a title, like Protecting the site before demolition, pick a category, and click Make it. The Categories button adds, renames and orders categories.

Video

The module opens for editing. Add one line about it. Under Video, paste a YouTube, Vimeo or Loom link, unlisted is fine, or click Upload a video. A card picture is optional; without one, a linked video shows its own still.

Notes and quiz

Under Notes, write what to know and do. The quiz is optional. Pick how many questions and click Write it with AI to draft it from your notes, then read it over. Or click Add a question and mark the right answer.

Publish

Set the percent right to pass, tick Published so everyone on the team can open it, and click Save. With a quiz, a module is done when someone passes it. Without one, it's done once they've watched or read it.

Taking it

The video plays right on the page and counts as watched when it ends, or they tick I've watched it. Then they take the quiz and click Check my answers. Ask the coach answers questions from the module's notes, using AI.

Assign

To assign it, owners and admins click Assign. Choose Pick people, filter by location or department if you like, tick the people, set a due date, and click Assign. Each person gets an email with the link and a to-do on their list.

Everyone

Or choose Everyone, people who join later too, with the days to finish it. The whole team gets it now, and each new person gets it on their first visit.

Team progress

The Team tab puts each person against each module: passed with the score, tried, watched or opened. Below, change a due date in place or take an assignment off, filtered by person or module.

Keep each module short, with one clear lesson and just a few quiz questions. Next: the Knowledge Base and the How-to Guide.

Filmed in ECHOPS with sample data.

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