5 Induction Settings

5. Induction Settings

What are induction settings?

Each online induction has its own settings: how long the certificate lasts, the pass mark, which policies people must read and what details you collect. The Actions tab lets you copy, move, translate or archive the induction, and the History Log tab shows every change.

Rules to know

  • Who: the Account owner, Administration Users, Site Administrators and Site Managers. Site roles only see inductions at their own sites.
  • Saving: changes on the Settings tab only save when you click Save.
  • Reminders before expiry: with Auto reinvite Inductees on expiration on, people are emailed 28, 14, 7 and 1 day before their certificate runs out. Archived and Do Not Contact people, and people who already passed again, aren’t emailed.
  • Completion and fail emails: Send Notification On Completion and Send Notification On Fail email your team, not the person.
  • Copy of the induction: the PDF link in the person’s email works for 48 hours.
  • Portal: Show in Induction Portal only appears once the site’s induction portal is on.
  • Your own invite for this induction: Team Pro and Enterprise, and the free trial.
  • Translations each month: Lite 1, Team 2, Team Plus 4, Team Pro 8, Enterprise 20. The free trial has 1. One translation counts once, however many languages you pick.
  • Course sections: Team, Team Plus, Team Pro and Enterprise, and the free trial. On other plans every question is asked. Sections don’t apply to SCORM courses.
  • Induction limit: on Lite, copies, translations, shortcuts and restored inductions count toward your 5 inductions.
  • History: the History Log and List of Versions tabs are on every plan.
  • Multi-Portal Shortcut: a shortcut shares the original’s pages. Changes to the original’s settings are copied to its shortcuts.

What you’ll need

Open the settings

  1. In the left menu, click Sites / Portals, then click your site’s name.
  2. On the Inductions tab, click the induction’s name.
  3. Click the Settings tab.
The Settings tab on an induction

Change the main details

  1. Change the Title, Description or Industry if you need to.
  2. Under Certificate Expires In:, type a number and pick Days, Months, Years or Never.
  3. Drag the Pass percentage slider to set the pass mark.
  4. Pick the policies people must read in Force to view Policies.
The Certificate Expires In, Pass percentage and Force to view Policies settings
  1. Click the orange Save button at the bottom.

Tip

Overwrite Time To Complete replaces the time we work out from your pages. Type it in minutes. People see it in their invite.

Choose the switches

  1. Switch on the options you want on the right.
The switches on the right of the Settings tab
  1. Click the orange Save button at the bottom.
  • Force Inductee to select correct answer: people can’t move on until they pick the right answer.
  • Send Certificate To Inductee: emails people their certificate when they pass.
  • Send Notification On Completion and Send Notification On Fail: emails your team.
  • Allow Inductee to retry on Fail: people can try again after they fail.
  • Send Copy Of Induction On Completion: adds a PDF copy of the induction to their email. Include Answers With Copy Of Induction adds their answers.
  • Auto reinvite Inductees on expiration: emails people 28, 14, 7 and 1 day before their certificate runs out. This includes certificates issued before you switched it on.
  • Capture Inductee’s Photo, Mobile, Address and Emergency Contacts: asks people for these details. Some can be made mandatory.
  • Show in Induction Portal: shows the induction on your portal.

Ask a random mix of questions

Course sections give each person a different mix of questions from the same induction.

  1. Switch on Course sections.
  2. Type a number from 1 to 500 in Questions asked per section.
The Course sections switch and the Questions asked per section box
  1. Click the orange Save button at the bottom.
  2. Give each question page a section in the editor.

See Induction Editor.

Each attempt then asks that many random questions from every section. A section with that many questions or fewer asks all of them. If your plan doesn’t include sections, you see Your plan doesn’t include Course Sections, so every question is asked.

Write your own invite for this induction

  1. Click Edit Invite Message next to Custom Invite Message :.
  2. Change the Subject and Content on the Email and SMS tabs.
  3. Click Test to send one to yourself.
  4. Click the orange Save button.
The Personalize the invitation pop-up box

Copy, move, translate or archive

  1. Click the Actions tab.
The Actions tab with Translate, Duplicate and Archive
  1. Click Duplicate for a copy at the same site.
  2. Use Copy to another site / location or Move to another site / location.
  3. Click Translate to make a copy in another language.
  4. Click Multi-Portal Shortcut for a shortcut with the same pages.
  5. Click the red Archive to hide an induction you no longer use.

Each action asks you to confirm. You can move a shortcut to another site. A translated induction arrives as a new induction for each language, and we let you know when it’s ready.

Check the history

  1. Click the History Log tab to see who changed what, and when.
The History Log tab with the list of changes
  1. Click the List of Versions tab to see older versions of the pages.
  2. Click the Restore icon on a version to bring its pages back.

Tip

Restoring a version replaces the current pages. You’re asked Restore this version? first, so check the date.

What people see

The switches change what people are asked for. With Capture Inductee’s Photo on, for example, they take a photo before they start.

The details page asking for a photo and address before the induction

When they pass, they get their certificate by email, if Send Certificate To Inductee is on.

Done! What happens next

  • Your settings apply to everyone who starts the induction after you save.
  • Reminders go out before certificates expire, if you switched them on.
  • Every change shows on the History Log tab.
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