STEP ONE:  Upload Policy Document

This can be done under the Training Manger – Training Upload menu on the left hand side of the dashboard screen.

You also have the ability to view your Upload History and it’s status.

From the drop down menu select Word Document for Policy Conversion.

When ready, browse to the location of your file to upload and choose the Green upload button.

Your document will automatically be uploaded to the Training Manager – Training Messages section within minutes.

STEP TWO: Enable the Policy Document for campaign use

After your document has been uploaded, you will need to add it to a category, so it will be available for selection for a policy training campaign. If your policy has ‘None’ under categories, it will only be available as a pre or post message within the campaign wizards.

To add a category, go to Training Manager – Training Messages

To the right of the selected policy, please click on the green edit button.

Click on the blue cross next to Categories to bring up the available categories.

Select the category (categories) you require and click save and then save message.

*If there is not a suitable category, you can create one under Training Manager – Categories – Create Category.

Your policy document will now show a category assigned to it in the training message screen and will now be available for selection as a policy training campaign.

STEP THREE: Create a Policy Training Campaign

Go to Training Manager – Training Campaign

Select Create New Training Campaign

Choose Policy Training


Select a training topic (category) that you have assigned your policy document to.  

*Please be advised, only topics (categories), with assigned policy documents will be displayed here so please do not be alarmed that some topics will have nothing under the drop down menus. They will be populated under the other training and quiz campaign wizards. 

Click Continue. On the next screen you can edit the final details of your campaign.

Here you can also have the end user acknowledge that they have read the campaign content by selecting Require Acknowledgement.

Once you have updated all your required forms on this screen, click to Save your campaign.

If you have any queries on this, please email and we can assist.