To create a training, follow these steps:

  1. Go to the section "Trainings" in the left side menu to access the training history

  2. Click on the "Create a training session" button to access and complete the different sections:

 

General data

Questions

Users

Settings

 

General data

  1. Title: look for a name that briefly explains the training. Maximum 80 characters

  2. Description: specify in more detail what the training consists of and what knowledge areas are included:

    1. Text: Maximum 500 characters

    2. Link: Remember that in the "Description" section you can add an external link to a website or a document found in your organization's cloud:

      1. Select the text to which you want to add the link

      2. Click on the "Link" button in the menu

      3. In the pop-up window, paste the link in the "To what URL should this link go?" part

      4. Click on the "Insert Link" button to save the changes

  3. Number of questions per day: How many questions per day do you want users to answer

  4. Cover page: we recommend that you add a multimedia file. Remember the features of the media files you can import

    1. Images with jpg, jpeg, png or gif format and dimensions 700x300px 

    2. Audios in mp3 or wav format with a maximum size of 10MB

    3. Videos in mp4, webm or ogg format with a maximum size of 10MB

  5. Advanced settings, here you can activate the following options:

    1. Default training: Activate this functionality if people in your organization are going to access Zapiens for the first time through a company code. This way, they will automatically be able to participate in the default training or trainings. 

    2. Memorize: Activate this feature if you want people in your organization to review or remember failed questions and questions added through the "Memorize" button in the App. Check out our article What is Memorize?

  6. Click on the "Save" button







Note: If you are thinking of organizing a public event for your organization, we recommend that you activate the "Default Training" feature. Share the company code during the event! so that participants can access it directly. Check out our article Login or Register

 

Note: Required fields are marked with a "Blue Asterisk"

 

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Questions


There are three different ways to add questions:

  1. From the "Add from Excel" button to create new questions

    1. Click the "Add from Excel" button. In the pop-up window:    

    2. Click on the "Download" button if you need to download the excel question template

    3. Click on the "Select" button to import the new questions

    4. Find the excel question template on your PC and click the "Open" button

    5. Click the "Add" button

    6. If you are confused about the file selection, click the "Cancel" button to reselect

    7. If you need to add multimedia to the questions, go to the list of "Complete" questions to edit them. Check out our article Edit, translate or delete a question

  2. From the "Create Question" button to access all its sections: 
    • Category

    • Question

    • Multimedia

    • Random order

    • Answers

    1. Search and select category or category path

    2. We recommend that you add a media file. This will make your questions more dynamic

    3. Choose Random order Yes or No. By default, Yes will always be the chosen option if not changed

    4. You can only create questions with several answer alternatives, with a maximum of 5 alternatives. Add the answers you need and click on the "Circle" to select the correct alternative

    5. Click the "Save" button

      Note: To add translations or create pills, edit the question from the list of Completed Questions

      Check out our article Create a question

  3. From the "Available Questions" button. Search and select already created questions:
    1. Click on the "Available questions" button. In the pop-up window: 

    2. Use the filters to find the questions. The most commonly used are by category or by date of creation

    3. You can view the questions in groups of 10, 25, 50 and 100

    4. Click on the "Add Questions" button at the top

    5. Click on the "Save draft" button to continue with the configuration at another time or click on the "Continue" button







Note: Training questions can be in a specific order or in random order:

  1. Random: Questions will be displayed in a different order to each user in the App. Enable the "Random Order" feature in the list of added questions. It is disabled by default

  2. Specific order: The questions will be shown in the same order to each user in the App. To sort the list, click on the question name to select it and move it to the position you need. Remember to disable "Random Order"

To eliminate questions:

  1. Search and select questions already created and visible in the "Added questions" list

  2. Click the "Delete Questions" button at the top and bottom of the "Added Questions" list

  3. Click on the "Save draft" button to continue with the configuration at another time or click on the "Continue" button 

 

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Users


To add users:

  1. Search and select users already created and visible in the "Available users" list

  2. The most commonly used filter to select users is "Choose segments" to select the segment values

  3. Click on the "Add users" button at the top and bottom of the "Available users" list

  4. Click on the "Save draft" button to continue with the configuration at another time or click on the "Continue" button 

To remove users added to a training:

  1. Search and select users already created and visible in the "Added users" list

  2. Click on the "Delete users" button at the top and bottom of the "Added users" list

  3. Click on the "Save draft" button to continue with the configuration at another time or click on the "Continue" button 








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Settings

  1. Dates: Select the start and end dates of the training if you need it

  2. Notifications. Check out our article Create a Notification

  3. Click the "Save draft" button to save the workout in the "Draft" state or click the "Publish" button to save the workout in the "Published" state 

  4. Click on any section in the left side menu to exit the workout history







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Check out our article What are trainings?