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How do I add Shadow Training to a Training Path?

Add a trainer-led Training Checklist and assign a trainer before the trainee begins.

Overview

Shadow Training allows a trainee to complete a Training Checklist with an assigned trainer as part of a Training Path.

The Training Checklist must already exist before it can be selected for the Shadow Training step.

How to Add Shadow Training

  1. Open the Training Path you want to edit.
  2. Select Add Step.
  3. Select Shadow Training.
  4. Select the Training Checklist that should be used.
  5. Complete the step configuration.

How to Assign a Trainer

  1. Open Training Paths.
  2. Select Overview.
  3. Open the user's active Training Path.
  4. Find the Shadow Training step.
  5. Select Assign Trainer.
  6. Assign a trainer to the step.

Things to Know

  • A trainer must be assigned before the trainee can begin a Shadow Training step.
  • The trainee must complete every item in the Training Checklist.
  • Any resources attached to the checklist must also be reviewed before the step can be completed.
  • A Training Checklist must be created before it can be used for Shadow Training.

Example

A trainee learning a service position could complete a Shadow Training checklist alongside an assigned trainer before moving on to the next step in their Training Path.