How to Launch a One-off Training Course?

Step 1: Navigating to the Training Catalog

If you aren't already at the home screen of the client portal, start by navigating to the home screen.

Once here, get into the Training Catalog.

Start by clicking on Training on the left-hand side menu.

Once the dropdown menu appears, click on Library.

Step 2: Launching a One-off Training Module

Now that you're in the catalog, you will see the catalog of courses.

To launch a one-off course, select Assign.

You will now see the course listed under Active Courses in your Training Dashboard.

When launching a one-off course, the audience will include ALL ACTIVE users currently added to the platform.

Step 3: Managing One-off Courses

One-off courses will automatically enroll ALL ACTIVE users into the course. It may take several minutes for users to enroll successfully. If you add more users to Phin after launching the course, you can add them manually from the training dashboard.

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  Enroll User in Course

  Learn more about enrolling users in active courses by clicking here.

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  Send Course Notification

  Learn more about sending reminders for training modules by clicking here.

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  Cancel Course

  At any time, you can come in and click Cancel Course to delete the course.