How to assign Online Training & Documents 10x faster!
Safety education saves lives and that is why we made assigning bulk Online Training and Documents simpler for you.
To make things simpler we have introduced the concept of “labels”. Think of them as a way to group your employees. You get to create the label groups to fit the structure of your business.
Go ahead and spend some time thinking about how your teams currently work! Is it by job type (plumber, electrician, etc)? Is it by location and/or project (280 Stradbrook, Project bank reno, etc)? Is it a group of trainings that everyone in the company needs to take? Labels will support it!
Once you know what your label groups are, it is time to get started.
Step 1 — creating a new label
- Login as a WebAdmin and click on the Employees section where you will see a new Labels tab.
- Click on Add New Label, enter your new label name, and save by clicking on the check mark.
- Your label has been added to the label list and you can access its details by clicking on it.

Step 2 — Adding employees to the Label
You should currently be in the Employees section.
- Click on the Add Employees button to open a list of all of your employees.
- Add employees to the label, one by one, or select all if you need everyone in your company to take a set of training.
- Click the confirm button to assign them to the label.
If you want to bulk assign my SMS Documents to users, proceed to Step 3. If not, jump to step 4 for bulk assignment of Online Training Courses

Step 3 — Bulk assigning “My SMS Documents”
- From the labels detail view, click on the SMS Documents tab to see a list of documents belonging to the label. All documents listed are already assigned to the employees in the label group.
- Click on Add Documents to bring up a list of your available documents.
- Select all the documents you want to be assigned to the employees you added in step 1. You can select documents from different groups at the same time.
- Click confirm and the documents are assigned to employees associated to the label. You can view assigned documents by looking at an employee record or at the document itself (on the assigned Employee tab).

Note:
When working with a document, you can click on the Labels tab to see the labels assigned to it. You can also add new labels to the document.

Step 4 — Bulk assigning “Online Training Courses”
- From the labels detail view, click on the Online Training Courses tab to see a list of courses associated to a label. All courses listed are already assigned to the employees in the label group.
- Click on Add Courses to bring up a list of your available documents.
- Select all the courses you want to be assigned to the employees you added in step 1.
- Click confirm and courses are assigned to the employees associated with the label. You can verify this by looking at an employee record or at the course itself on the Course Assign tab).

Note:
Depending on the number of employees and courses selected, this step could take some time. Feel free to navigate away, but rest assured we are assigning courses in the background for you!
Note:
When you are working with a course, you can click on the Labels tab to see the labels assigned to it. You can also add new labels to the course.

Other Tips and Tricks
- Employees added to an existing label will automatically be assigned all documents & courses associated with it. They will not be re-assigned courses that the employee already had assigned.
- Removing an employee from a label will automatically remove documents & courses which were assigned to them via labels.
- If you unpublish a document, it will be removed from the label and will no longer be assigned to the users.

