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3. Creating and Importing Inductions

How do you create an induction?

You can build an online induction from scratch, start from one of our samples, or import a document you already have. Our AI can also turn your PDF, Word, PowerPoint or Excel file into a full induction, with pages, pictures and quiz questions, ready for you to check.

Rules to know

  • Who: the Account owner, Administration Users, Site Administrators and Site Managers. Site roles can only add inductions to their own sites.
  • How many inductions: Lite has up to 5 active inductions, counting copies, translations, shortcuts and restored inductions. Team and above have no limit.
  • Imports each month: Lite 2, Team 6, Team Plus 10, Team Pro 20, Enterprise 40. The free trial has 5. They start again each month, even on yearly billing.
  • Every import counts: Office, PDF, PowerPoint, SCORM, AI and policy imports all use the same allowance. Imports that fail don’t count.
  • File size: imports can be up to 400 MB.
  • Used them all? With a card on your account, you can tick a box to pay for the next import. Without one, you’re asked to add a card first.
  • AI import: on every plan. It makes up to 40 pages, with a pass mark of 80%.
  • Hidden at first: new inductions don’t show on your induction portal until you switch them on.

What you’ll need

  • An admin login, from Site Manager up.
  • A site. See Multiple Portals.
  • For an import: your file, such as a PDF, Word, PowerPoint or SCORM file.

Open the Create an Induction box

  1. In the left menu, click Sites / Portals, then click your site’s name.
  2. On the Inductions tab, click the orange Add Induction button.
The Add Induction button on the site's Inductions tab

The Create an Induction pop-up box opens. It has three tabs.

Build from scratch

  1. On Build new induction from scratch, type the Induction Title.
  2. Pick an industry in the Select Industry list.
  3. Click the orange Create Induction button.
The Build new induction from scratch tab with a title typed in

Your new induction opens, ready for its pages. See Induction Editor.

Start from a sample

  1. Click the Start from a sample tab.
  2. Pick a group under Choose category, or type in Search samples….
  3. Click Preview to look at a sample first.
  4. Click the orange Use this sample button.
The Start from a sample tab with the Use this sample button

Import a document

  1. Click the Import tab.
  2. Under Choose file type, pick how to import your file.
The Choose file type options on the Import tab
  • Import Office Document (as images): each page of a PowerPoint, Word or PDF file becomes a picture page.
  • Import Office Document (Enhance with AI): our AI writes a full induction from your PDF, Word, PowerPoint or Excel file.
  • Import PowerPoint Document (as editable): your slides become pages you can edit, read out by the voice you pick.
  • Import SCORM File: a SCORM course in a ZIP file.
  1. Pick a voice for AI or PowerPoint imports. AI doesn’t need one.
  2. Click the orange Upload file (up to 400 MB) button and pick your file.
The Upload file button and the free imports left

We send you an email when your induction is ready. You’ll find it on the site’s Inductions tab.

Tip

AI makes a first draft. Read every page and question before you show the induction to anyone.

Show it on your portal

  1. On the site’s Inductions tab, find your new induction.
  2. Under VISIBILITY, click the yellow No badge.
  3. Click Show on Portal to confirm.
The yellow No badge in the VISIBILITY column

What people see

Once it’s shown, the induction appears on your induction portal. People log in and start it from their list of inductions.

The new induction in the list on the induction portal

Done! What happens next

  • Your new induction is saved on the site you picked.
  • You get an email when an imported induction is ready. Check it in the Induction Editor.
  • People only see it on the portal after you switch VISIBILITY to Yes.
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