Training

The Training page (under Learning) is where courses are built, handed out and tracked. Owners, Ops Managers and Managers build courses and see who owes what; everyone else sees what they have been given and works through it.

A course is made of sections and lessons. A lesson is not only a video — it can be something to read, a document, a link, one of your SOPs, one of your checklists, a quiz, or a practical that a manager watches somebody do.

The four tabs

• My learning — everything you have been given, grouped by what needs attention first, plus any certificates you hold.
• Courses — the whole catalogue. Open one to take it, or edit it if you build courses. Managers also see drafts here.
• People — managers only: the sign-off queue, everything overdue, and the full training matrix of people against courses (exportable as CSV).
• Paths — runs of courses in order, for onboarding or a route from new starter to shift lead.

Building a course

Click New course, give it a title, and you land in the builder. It has five steps, and you can move between them freely — nothing is locked behind the one before it.

1. Basics

Title, description, category, level and roughly how many minutes the whole course takes. The minutes matter more than they look: somebody on a break uses that number to decide whether to start.

2. Curriculum

Sections on the left, the lesson you are editing on the right.

Add a section with + Section, then Add lesson inside it. Lessons can also sit outside any section. Use ↑ / ↓ to reorder, and × to delete. Deleting a section keeps its lessons — they fall back to the ungrouped list rather than disappearing with the heading.

Every lesson has a type:

Type	What it is
Video	YouTube, Vimeo or a direct file link, embedded in a player
Read	Written straight into the course with a rich-text editor
Document	A PDF or image, shown inline with a link to open it
Link	Anything hosted elsewhere
SOP	Points at an SOP you already wrote
Checklist	Points at a checklist to run once
Quiz	Questions, marked automatically
Practical	A manager watches and marks it off

Pointing at an SOP or a checklist rather than copying its text means the two can never drift apart — the learner always sees the current version.

Each lesson can be marked not required. An optional lesson is reference material: it is there to be read, but it never holds back completion and does not count against the progress bar.

3. Quizzes

A quiz lesson opens a question builder in the same panel. Four question types:

• One answer — radio buttons, one marked correct.
• Several answers — checkboxes. Marked all-or-nothing: half marks would let somebody pass an allergen quiz having named half the things that can hurt a guest.
• True or false.
• Short answer — a comma-separated list of accepted answers; case and spacing are ignored. Leave the list empty to accept anything written, which turns it into a reflection prompt.

Each question carries points (so a serious question can outweigh a warm-up one) and an explanation, which is shown after marking whether the answer was right or wrong. A quiz nobody learns from is a gate, not a lesson.

A question that cannot be graded — no prompt, fewer than two options, nothing marked correct — is outlined in red while you edit and is dropped on save.

4. Rules

This is where a course stops being a playlist:

• Required by the business — counts towards the compliance figures rather than optional learning.
• Anyone may start it — it appears in the catalogue with a Start button, without being assigned.
• A manager signs it off — finishing the lessons puts the person in the sign-off queue instead of marking them done.
• Issue a certificate — a one-page PDF with a reference number, issued the moment it completes.
• Days to finish it — counted from the day it is assigned. Deadlines land at the end of the day.
• Retake every N months — when a completion lapses, the course comes back as a fresh assignment with progress cleared.
• Pass mark and attempts allowed — a quiz can override the pass mark; running out of attempts means a manager has to reset it, which is deliberate.
• Do these first — prerequisites. Until every course ticked here is completed, this one cannot be marked off.
• Which roles need it — with auto-assign on, everyone holding the role gets it, including whoever picks up that role next month.

Saving the rules applies them immediately: ticking “every chef needs this” assigns it to the chefs there and then.

5. People

Hand the course to individuals, or to everyone holding a job role, with an optional due date that overrides the course default. Somebody who already has it open is skipped rather than given a second copy, so re-running the rules never resets a half-finished assignment.

Below that is everyone who has it, with Take back (only while unfinished) and Reset (clears their progress and quiz attempts and puts them back to the start).

Publish

A draft is invisible to everyone but you. The publish step lists what a course usually needs — a title, lessons, at least one required lesson, no empty quizzes, and somebody who can actually reach it — but none of it blocks you. Publishing applies the role rules straight away. Archive leaves existing assignments alone but stops the course being handed out again.

Duplicate copies the whole course — sections, lessons, questions, rules — as a draft. Role requirements are copied with auto-assign switched off, so a copy cannot silently hand a half-edited draft to every chef.

Taking a course

Open it from My learning. Lessons are listed in order on the left with their type and length; the one you pick opens on the right.

• Most lessons are finished with Mark complete.
• A quiz is finished by passing it. Answers are graded on the server against the answer key as it stands at that moment, so a stale page cannot be marked against an old key. You see your score, which questions you got wrong, and the explanation for each.
• A practical is finished by a manager marking it off — you cannot tick it yourself.

When the last required lesson is done, the course either completes or moves into the sign-off queue, depending on its rules. If it issues a certificate, it appears under Certificates on My learning and downloads as a PDF.

What a status means

Status	Meaning
Assigned	Given to you, not started
In progress	At least one lesson done
Awaiting sign-off	Every lesson done; a manager has to confirm it
Completed	Finished, and still valid
Overdue	Unfinished, past its due date
Expiring soon	Completed, but valid for less than 30 days
Expired	Completed once, no longer counts
Waived	Taken off you for a stated reason — not the same as completed

Overdue and expiring are not stored: they are read off the dates every time the page loads. Move a due date and the word “overdue” moves with it.

Sign-offs and waivers

The People tab holds the sign-off queue. Signing off asks for notes — what you actually saw them do — which are kept with the record and shown to the employee.

Waive takes a course off somebody for a stated reason (an external certificate, for instance). It is deliberately not the same as marking it complete: a waiver without a reason is indistinguishable from a mistake six months later.

Recertification and the nightly round

Every night, for each restaurant:

1. Completions whose validity has run out become Expired.
2. Each of those comes back as a fresh assignment with the progress cleared — but only for somebody still employed, and only while the course is still published.
3. Role rules are re-applied, so a new starter, or somebody who changed role, picks up what their role requires without anyone remembering to do it.

Anyone with something due within three days, or already overdue, gets a push notification.

Managers can run the same three steps on demand with Run checks at the top of the Training page.

The training matrix

On the People tab: one row per person, one column per course, and a cell saying where they stand. This is the view an inspector asks for. Export CSV writes it out with the status in words plus the due and expiry dates behind each cell.

Learning paths

A path is a run of courses in order — “new starter, first two weeks”, or the route to shift lead.

Create one from the Paths tab, add courses, and reorder them. Each course in a path can be required or optional.

One course at a time, in order writes the running order into each course’s prerequisites, so the lock is the same one the course page already honours rather than a second rule that only the path knows about. Turning it off takes those links back out. An optional course in the middle never blocks the run.

Assigning a path assigns every course in it at once. The order is held by the prerequisites, so a learner can see the road ahead rather than being fed it one course at a time; locked steps are dimmed, not hidden.

Frequently asked questions

Can I still assign courses through responsibilities and job roles? The old responsibility links were carried across into role requirements when this was introduced, with auto-assign switched off so nothing was handed out unexpectedly. From now on, use Which roles need it on the Rules step.

Somebody passed a quiz by guessing. Can I make them do it again? Yes — Reset on the People step of the builder clears that person’s lesson ticks and quiz attempts and puts their assignment back to the start.

What happens to a certificate if I rename or delete the course? Nothing. A certificate keeps its own copy of the course title, the employee’s name and the score, so it still says what was actually passed.

Can an employee see the answers before taking a quiz? No. The answer key is stripped out before the course page is sent to the browser, and grading happens on the server.

Why can’t I mark a practical lesson complete myself? Because the point of a practical is that somebody watched you do it. A manager marks it off from the course page.

I changed a course after people had finished it. Do they have to retake it? Not automatically. Use Reset for the people who should, or set a recertification interval so it comes round for everyone on its own.