Sometimes you need to send out a specific course to address a unique issue at a client. Let's learn how to do that via Phin's catalog of courses.
Step 1: Navigating to the Training Catalog
If you aren't already at the home screen of the client portal, start by navigating to the home screen.
Once here, we need to get into the Training Catalog.
Start by clicking on Training on the left-hand side menu.
Once the dropdown menu appears, click on Catalog.
Step 2: Launching a One-off Training Module
Now that you're in the catalog, you will see our catalog of courses.
To launch a one-off course, hover over a course you'd like to launch to reveal the options to launch.
Click on the purple rocketship to launch the course.
You will now see the course listed under Active Courses in your Training Dashboard.
When launching a one-off course, the audience will include ALL ACTIVE users currently added to the platform.
Step 3: Managing One-off Courses
One-off courses will automatically enroll ALL ACTIVE users into the course. It may take several minutes for users to enroll successfully. If you add more users to Phin after launching the course, you can add them manually from the training dashboard.
- Enroll User in Course
Learn more about enrolling users in active courses by clicking here.
- Send Course Notification
Learn more about sending reminders for training modules by clicking here.
- Cancel Course
At any time, you can come in and click Cancel Course to delete the course.