Blogbar

Prerequisites

Published on 12/04/18 by karyn.menzies@safetyspot.com

We've added a new feature to Safety Spot Training. Managers and trainers may now add prerequisites to a training. This will require users to complete listed prerequisites before enrollong in a training course.

Step 1

Go to the Training Center from the drop-down menu in the top, left corner.

Step 2

Go to Training Management.

Step 3

Scroll to the desired training, and click edit training. on the right.

Step 4

Scroll down to Prerequisites and toggle ON.

Step 5

Now, add the trainings you'd like to have as prerequisites for this training. Save.

Note Now when a user goes to enroll in this training, they will receive a pop-up message prompting them to complete the listed prerequisite trainings before enrolling.
The prerequisite trainings can also be seen when viewing the training's main page.

prereq.gif will be rendered here

Blogbar

Training

Transferred Training Credentials

Published on 07/13/18 by karyn.menzies@safetyspot.com
Updated on 09/19/18.

When a user navigates from one organization to another one, their training credentials from the previous organization will transfer over to the new organization as their personal Safety Spot account holds all of their training which carries over from organization to organization. Below is an example of a user switching from the University organization to the LACI organization, showing their training certifications are still in place.

Step 1:

Go to Training Center and view your Training Certificates.

Step 2:

From the top menu, switch the organization you are logged into, or request to join a new organization if needed.

Step 3:

Go back to the Training Center and view the Training Certificates; you will see the same certificates have transferred when you log into a new organization.

ttransfer.gif will be rendered here

It is also possible for trainers and managers to make trainings available for different organizations. Below is an example of how a trainer may make a training available to another organization.

Step 1:

Go to the Training Center.

Step 2:

Go to Training Management, the blue box in the top, right corner.

Step 3:

Select a training.

Step 4:

Go to Settings.

Step 5:

At the top, right corner click Add Organization.

Step 6:

From here, you may send the training to another organization as well as view o...

Blogbar

Training

Mark Training Completed

Published on 10/05/17 by karyn.menzies@safetyspot.com
Updated on 10/16/18.

We've added the option to manually override and Mark Lesson as completed. Trainers may mark a lesson as completed without waiting for the student to complete it.

Step 1

Go to Training Center and click on Training Management.

Step 2

Go to the training course and click on Enrollment. You will see a list of enrolled students.

Step 3

From there, click on Show Details of the student you'd like to mark as complete.

Step 4

Under Lessons on the right, you will see a small box. Checking this box marks the lesson as complete for the student.

markcomp.gif will be rendered here

Blogbar

Training

Maximum Session Enrollment

Published on 10/05/17 by karyn.menzies@safetyspot.com
Updated on 10/01/18.

To make Training Management easier and more efficient, we've added a new feature. Max Enrollment allows trainers to set a maximum number of enrollments to limit the number of students per session.

Step 1

Go to the Training Center and click on Training Management.

Step 2

Click on Edit for the training of which you'd like to limit capacity.

Step 3

Scroll down to Training Sessions and click on Edit Training Sessions.

Step 4

Here you will see the option to add a maximum number of enrollments for your sessions. Fill in this form, click save.

Step 5

The next screen will show that the session has been updated. Scroll down and click save.

enLimit.gif will be rendered here

Blogbar

Course Preview

Published on 09/15/17 by karyn.menzies@safetyspot.com
Updated on 07/03/18.

Since some trainings require payment for the course, users now have the ability to preview the course before enrolling and paying for it. Managers can set a lesson as a preview, or create a separate course to serve as a preview course.

FAQs

How much of the course will users get to see in the preview?

This is up to the trainer or manager of the course. Trainers may create a short "preview course" or make the entire course available as a preview. Of course, this will not count as completing the course.

Are previews only available for paid trainings?

No, but the main purpose for previewing is to allow users to make sure they want to take the course before paying.

Follow this link for a step-by-step guide on how to use and create course previews: https://safetyspot.com/blog/creating-and-vie-17-09-15

Blogbar

Training

Creating And Viewing Course Previews

Published on 09/15/17 by karyn.menzies@safetyspot.com
Updated on 10/16/18.

Creating a Course Preview

Step 1

Go to the Training Center from the drop-down menu at the top, left.

Step 2

Click on the blue Training Management button in the top, right corner.

Step 3

Click on the name of the training in which you'd like to create a preview for.

Step 4

Click on Settings in the top, right corner and scroll down to the list of lessons for this course.

Step 5

Click on edit lesson and scroll down to the lesson options.

Step 6

Turn the Use as Preview option to ON. Click save. This will take you back to the page and you will notice a small green, flag icon marking the lesson as a preview.

Viewing a Course Preview

Step 1

Go to the Training Center from the drop-down menu at the top, left corner.

Step 2

Here in the Training Center, you will see a list of available trainings and the ability to search for various trainings. Click on the training in which you'd like to view a preview.

Step 3

In the upper-left corner, click on the Preview box beneath the course title.

Step 4

Here, you are able to view the slides available in the preview. Click finish once done and you will receive a completion message.

prev.gif will be rendered here

Blogbar

Training Certificates

Published on 09/14/17 by karyn.menzies@safetyspot.com
Updated on 07/03/18.

image004.jpg will be rendered here
The latest feature on the Safety Spot module is Training Certificates. This allows users to download a certification showing completion of a training course. The certificate is downloaded as a PDF as can be printed directly from the site. Managers are also able to generate and print multiple certificates for users.

FAQs

When will my Training Certificate be available for download and printing?

You will be able to generate and print your certificate upon completion of the course, and after any approval needed by the manager or trainer has been fulfilled.

Are users able to print all of their certificates in one place the way managers can?

No, not at this time. Users must print certificates individually by course. Only managers are able to generate all of a users certificates at the same time.

Follow this link for a step-by-step guide on how to generate and print Training Certificates.
https://safetyspot.com/blog/training-certifi-17-09-14

Blogbar

Training

Generating Training Certificates

Published on 09/14/17 by karyn.menzies@safetyspot.com
Updated on 10/16/18.

Managers and users are now able to download a certification upon completion of a training. Certifications can be downloaded as a PDF and printed. Here are a few steps detailing how to generate and print Training Certificates.

Generating Training Certificates (for users)

Step 1

Go to the Training Center from the drop-down menu at the top, left corner.

Step 2

Click on the tab that says Your Training Certificates. Here you will find a list of all of your completed trainings.

Step 3

Click on the training in which you'd like to view and print your certificate.

Step 4

You will see your certificate come up as a PDF, and from this screen, you are able to print or save the certificate.

certnew.gif will be rendered here

Generating Multiple Training Certificates (for managers)

Step 1

Click on the round, gray, group icon in the upper, right corner.

Step 2

Go to Personnel Management.

Step 3

Click on More located to the far right.

Step 4

From the drop-down menu, select Download Training Certificates.

Step 5

You will be prompted to select the name(s) of the user(s) in which you'd like to generate certificates for.

Step 6

Click Get Certificates. Depending on the number of certificates the selected user has, you may be prompted to enter an email in which the certificates will be sent. The email will include a l...

Blogbar

Training

Share Training With Other Organizations

Published on 09/12/17 by karyn.menzies@safetyspot.com
Updated on 10/16/18.

New to the Safety Spot training module is the option to share a specific training with other organizations. Once a training is complete, edited, and visible, you are able to share this training with another organization on Safety Spot.

Step 1

Start out by going into the Training Center from the drop-down menu at the top, left corner.

Step 2

Click on the blue Training Management box near the top, right corner.

Step 3

Scroll to the training you'd like to share, and click on Edit Training.

Step 4

At the top, right corner of this editing page, click on the blue Add Organization link to share this training with another organization.

Step 5

Type in the name of the organization you'd like to share this training with, and hit send. A confirmation message will pop up, click ok, and the training has been shared.

trainshare.gif will be rendered here

Blogbar

Training

Create A New Training

Published on 09/12/17 by karyn.menzies@safetyspot.com
Updated on 10/10/18.

As a trainer, manager or administrator, you have the access to create a new training for your organization. Trainings can be for new hires or for access level purposes. This step-by-step guide and video will demonstrate how to create a new training, including the initial form and editing lessons with slides and quizzes.

Create New Training

Step 1

Go to the Training Center page from the drop-down menu at the top, left corner.

Step 2

Click on the blue Trainer Management tab in the upper, right corner of the Training Center.

Step 3

Click on +New in the upper right corner of the page to create a new training.

Step 4

Complete the short form, including the name of the training and a description of the course, if available. Click create training.

Step 5

Complete additional details regarding this training such as adding trainers by name, turning sessions on and off, and selecting whether there will be a charge for the training. Click save once all additional details are correct.

NewTrainA.gif will be rendered here

Creating Lessons (within a training)

Step 1

After saving the additional details to the training, click on +New Lesson on the right side of the page of the new training.

Step 2

Enter a title for the lesson, and fill in additional details. Be sure to make the lesson visible. This is an important step because you w...

Blogbar

Training

Granting Trainer Privileges

Published on 09/12/17 by karyn.menzies@safetyspot.com
Updated on 10/16/18.

As a manager or administrator, you may need to grant a member of your organization with Trainer privileges. This allows this member to add and edit trainings on your organization's platform.

Step 1

Start out by clicking on the circular group icon in the top, right corner of the screen.

Step 2

Click on Personnel Management from this drop-down menu.

Step 3

Here you will see a list of all the members of your organization. Find the member you'd like to grant trainer privileges, and click on the edit button on the right.

Step 4

Once in the member's profile, scroll down to Trainer and toggle ON, then click save.

Step 5

Once the profile is updated, you will see a green check by the Trainer label.

grantpriv.gif will be rendered here

Blogbar

Training

Granting Manager Privileges

Published on 09/12/17 by karyn.menzies@safetyspot.com
Updated on 10/16/18.

As an administrator of an organization, you have the access to add new members as managers. This grants members with more access options.

Step 1

At the top, right corner, click on the round group icon. And click on Personnel Management.

Step 2

From the Personnel Management screen, click on the Managers tab.

Step 3

Click on the blue Add Manager tab on the left. This will take you to a list of members of your organization.

Step 4

From this list, scroll to the desired member and select Add to add this person as a manager.

Step 5

You will be prompted to fill out additional details on the manager role and settings for this individual. This includes trainer privileges, security manager status, administrator privileges, and other manager settings. Click save, and you will see this individual added to the manager list.

manpriv.gif will be rendered here

Blogbar

Training

Promoting Courses

Published on 09/12/17 by karyn.menzies@safetyspot.com
Updated on 10/16/18.

The Safety Spot interface makes it easy to promote a course via several social media sites directly from the course page. Trainers, managers, administrators and the like can conveniently share a course/training to Twitter, Medium, Facebook, or copy the link to send in an email or post on another social site.

Step 1

Start out by going into the Training Center from the drop-down menu at the top, left corner.

Step 2

Click on the training course you'd like to share.

Step 3

The share icons are in the top right corner of the course page. Click on the icon of the site you'd like to post this course.

Step 4

You will be prompted to log in to your account, then click share or post, and the link to this course will be posted to your social media account of choice.

Step 5

There is also the option to copy the link to the course and manually share it on another site not listed, or share via email.

promo.gif will be rendered here

Blogbar

Training

Creating Merchant Accounts

Published on 09/12/17 by karyn.menzies@safetyspot.com
Updated on 10/18/18.

Merchant accounts allow trainers, manager, and administrators to charge and receive payment for trainings directly through the training center, instead of going through SafetySpot administrators. Training managers must set up a merchant account either as an individual or business, with a valid checking or Venmo account. All you will need is your information, or legal business information, and banking information.

Setting Up a Merchant Account

Note: You must have administrator privileges in your organization to activate Merchant Account.
Learn how to grant administrator privileges here: https://safetyspot.com/blog/granting-adminis-17-09-01

Step 1

Click on the Organization icon on the top right and select your organization.

Step 2

Click on the settings link to open your organization settings.

Step 3

Click on the Merchant Account from the menu on the left and click the activate your merchant account link.

Step 4

Fill out the New Merchant Account form. You can select to either register as a company or as an individual.

SettingUpMerch.gif will be rendered here

Blogbar

Training

Training Registration And Refunds

Published on 09/12/17 by karyn.menzies@safetyspot.com
Updated on 10/18/18.

After setting up a Merchant Account, users are able to register for your course and submit payment directly to you through the Safety Spot interface. If a refund needs to be issued, this can also be directly on the website.

Charging for a Training

Step 1

After setting up a Merchant Account, navigate to the Trainer Management section.

Step 2

Find the Training you would like to charge for and click on the Edit Training button.

Step 3

Find the Charge For Training field and switch it on.

Step 4

Choose the amount you would like to charge per enrollment and check the box to agree to the Terms and Conditions.

Step 5

Click save and the process is complete.

charge.gif will be rendered here

Enroll in and Pay for a Training

Step 1

Go to the Training Center on Safety Spot

Step 2

Search and select the Training you would like to enroll in.

Step 3

Select a session and complete the payment form. You will receive a confirmation message and email.

enrollpay.gif will be rendered here

View Transactions and Issue Refunds

Step 1

Click on the Organization icon in the top, right corner.

Step 2

Select Merchant Account.

Step 3

Click on th...

Blogbar

Training

Enrollment Management

Published on 09/12/17 by karyn.menzies@safetyspot.com
Updated on 07/03/18.

For training and certifications to run smoothly, it is important to have access to and manage enrollment. In the Trainer Management module, managers, trainers, and administrators have access to a full list of all enrolled users, including enrollment details and contact info. This step-by-step guide will help you navigate through the Trainer Management to manage enrollment details.

Changing Sessions of Enrolled Users

If a user needs the session they are enrolled in changed for any reason, this can be done in the Trainer Management section.

Step 1

Go to the Training Center from the menu on the left.

Step 2

Click on the blue Trainer Management button in the top, right corner.

Step 3

Go to the training course you'd like to manage and click on Enrollment.
This takes you to a list of all enrolled users.

Step 4

By clicking on Show Details, additional info for this user can be viewed, including session and contact info.

Step 5

Go to Session Enrolled and select the appropriate session in which you'd like to enroll this user in.

Change Session.gif will be rendered here

Contacting Students

In the Enrollment section of Trainer Management, information of each user can be found, such as phone number and email. This is useful if a trainer or manager needs to contact a student directly.

Step 1

Go to the Training Center f...

Blogbar

Training

Paid Training

Published on 09/12/17 by karyn.menzies@safetyspot.com
Updated on 10/10/18.

Charging for a Training

Step 1

After setting up a Merchant Account, go to the Training Center from the drop-down menu at the top, left corner and navigate to the Trainer Management section.

Step 2

Find the Training you would like to charge for and click on the Edit Training button.

Step 3

Find the Charge For Training field and switch it on.

Step 4

Choose the amount you would like to charge per enrollment and check the box to agree to the Terms and Conditions. Save.

chargenew.gif will be rendered here

Blogbar

Training

Edit Training

Published on 08/25/17 by karyn.menzies@safetyspot.com
Updated on 12/01/18.

Editing trainings and training sessions

Step 1

Go to Training Center from the drop-down menu at the top, left.

Step 2

Go to Training Management

Step 3

Scroll to the training you'd like to edit and click Edit Training

Step 4

Here you can edit trainers for this course, visibility, change approval status, edit sessions, or make the course a paid or unpaid training.

edittrain.gif will be rendered here

Note: Why aren't students seeing my training? Be sure to make the lesson visible. This is an important step because you will not be able to make the training visible until there is at least one visible lesson. Click save.

vis2.gif will be rendered here

Once a training is complete, there are other modifications that can be made such as session, the option to charge for a training, and training sets. Here are some tutorials on how to complete these additional tasks.
Training Sessions: https://www.safetyspot.com/blog/using-the-sessio-17-06-27
Training Sets: https://safetyspot.com/blog/using-training-s-17-08-09
Paid Training: https://safetyspot.com/blog/paid-training-17-09-12

Blogbar

Training Sets

Published on 08/09/17 by karyn.menzies@safetyspot.com
Updated on 07/03/18.

New Feature for Training

SafetySpot has launched a new feature for the Training Center. Training managers may now group a number of trainings under one set for an organization. When going into the training manager to add a new training, there is now the option to add, or begin, a training set. From there individual trainings may be added. Training sets previously added, along with all of the lessons attached, may also be added to a new training set in its entirety. For example, if 3 lessons were added to a lab safety training set, this entire set including the 3 lessons can be added to a new hire training set, if needed.

New Feature FAQs

How many lessons can we put into one training set?

There is currently no limit on the number of trainings that may go into a set.

Are trainers able to view enrollment by training set?

Yes, there is an option to view enrollment under details of a training set.

When will I need to import a training set?

Importing training sets can be useful for different reasons. You may need to import a training set if some of the lessons required are the same for another training set. Also, for restricted access equipment, managers may import the entire training set needed for access to that equipment.

Using Training Sets

Follow this link for a more in-depth tutorial on how to use the Safety Spot’s new training feature!
https://www.safetyspot.com/blog/using-training-s-17-08-09

Blogbar

Training

Using Training Sets

Published on 08/09/17 by karyn.menzies@safetyspot.com
Updated on 10/10/18.

Starting a new training set; importing training and other training sets

Step 1

Go to the Training Center from the drop-down menu at the top, left corner.

Step 2

Go to Training Management.

Step 3

Click +New at the top-left corner.

Step 4

Select New Training Set.

Step 5

Enter set name and click Create Training Set.

Step 6

Add existing training and training sets from the drop-down bar. Click add/import. Save.

newtrainset.gif will be rendered here

Importing a training set for access to restricted equipment

Step 1

Go to Equipment and Assets from the drop-down menu at the top, left corner.

Step 2

Select the equipment in which you'd like to attach a training set for access.

Step 3

Go to Access Requirements at the far right.

Step 4

Click Edit Required Training.

Step 5

Import the necessary training for access to this equipment.
*Now under Access Requirements for this equipment, you will see all the added training required for access.

restrictedsets.gif will be rendered here

Blogbar

New Training Feature: Sessions

Published on 06/27/17 by karyn.menzies@safetyspot.com
Updated on 07/03/18.

New Training Feature

Safety Spot has launched a new feature for trainers. The training management module now includes Training Sessions. Training Sessions allow trainers to create and manage training sessions within the online training module. Trainers can now create sessions, such as a fall or spring sessions. Sessions may be toggled opened and closed to better manage enrollment and required trainings.

New Feature FAQs

Can students enroll in a closed session?

No, when enrolling in a course, students are only able to view and enroll in open sessions. Closed session will not show up in the selection bar.

Is there a limit on the number of enrollments for a session?

Not at the moment. Our team is actually working to implement this feature soon.

Can a student change their session enrollment?

The enrolled session may be changed; however, this must be done by a trainer.

If a student cancels a training, will a refund be issued?

If a refund is required, please contact Safety Spot at help@safetyspot.com

Using the Sessions feature

Follow this link for a more in-depth tutorial on how to use Safety Spot’s new feature!

Blogbar

Training

Using The Sessions Feature

Published on 06/27/17 by karyn.menzies@safetyspot.com
Updated on 10/10/18.

Getting Started with Sessions

To use the sessions feature, go into the training center and click on training management. Here is the list of your available trainings. Click on edit training for the training you'd like to add sessions to. At the bottom of the edit training screen is a toggle selection for sessions.

sessnew.gif will be rendered here

Editing Sessions

Once sessions are turned on, you can click on the edit training sessions option. This is where sessions are added. You can add sessions by title, start date, and open or close a session.

editsessnew.gif will be rendered here

Enrolling in a Session

Now, when a student enrolls in a training course, they will be prompted to select a session. Notice the closed sessions do not appear.

enrollsessnew.gif will be rendered here

Managing Sessions

Now that there are users enrolled, trainers can go in and manage enrollment by session. Under the training manager, click on enrollment for the same training we added sessions to and enrolled in. This view will show enrollment for all sessions. The selection bar allows you to choose a specific session and view enrollment based on...

Blogbar

Training

Adding Trainers & Requiring Approval

Published on 06/27/17 by karyn.menzies@safetyspot.com
Updated on 11/06/18.

An important feature of the Training Management tool is being able to add trainers to trainings. Now when managers go in to edit or create a new training, they are able to add trainers. Managers are also able to select whether a training requires approval.

Adding Trainers

Step 1

Go to the Training Center from the drop-down menu at the top, left corner.

Step 2

Go to Training Management.

Step 3

Select the training in which you’d like to add a trainer, and click edit training, or click ‘add new’ to create a new training. Now we’re editing or creating a training.

Step 4

Scroll past the title, description and time of the training, and you will see a drop box in which to select and add trainers. Be sure to save this change.

addtrainers.gif will be rendered here

Requiring Approval

Also on this form, you will see where we can toggle select whether we want to require approval for this course. Once this change is saved, you will see that approval is required for enrolling in this course.

reqapp.gif will be rendered here