--- title: How to Create Training description: Learn how to create and assign training in The Guard using course cadences, enrollment criteria, auto-enrollment, and repeat settings—designed to streamline compliance education. --- [Skip to content](https://knowledge.compliancygroup.com/home/support/solutions/articles/48001255968-how-to-create-training#main-content) English - United States Show submenu for translations [Submit a Ticket](https://knowledge.compliancygroup.com/home/kb-tickets/new?hsLang=en-us) [Go To Customer Portal](https://help.compliancygroup.com/home?hsLang=en-us) ![Compliancy Group](https://knowledge.compliancygroup.com/hs-fs/hubfs/Compliancy%20Group%20Logo%20Full%20RBG-sized.png?width=300&height=54&name=Compliancy%20Group%20Logo%20Full%20RBG-sized.png) Open main navigation Close main navigation - English - United States Show submenu for translations - [Submit a Ticket](https://knowledge.compliancygroup.com/home/kb-tickets/new) - [Go To Customer Portal](https://help.compliancygroup.com/home) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://knowledge.compliancygroup.com/home?hsLang=en-us) 2. [Workforce](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us) # How to Create Training **How to Create Training** The Training module (found under the **Learning** dropdown) allows administrators and officers to build, assign, and manage training programs for their organization.   ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/7hgnheE2916TtGGpsfhRibAlITur-13tZA-1.png) #### Creating a Training Navigate to **Learning \> Training** and select **Create New Training**.  #### Step 1: **Select Courses and Cadence** **Cadence** controls how learners progress through courses: - **Sequential** – Each course must be completed before the next one unlocks. Use the left-hand dropdowns to set the preferred course order. - **Unordered** – All courses are available immediately upon enrollment. Use **Browse Course Library** to find and add courses. Multiple courses can be added to a single Training.         **Important:** Courses cannot be added, removed, or changed after a Training has been                   created. Preview all courses before finalizing.   ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/9Uc6-9ooAh5R4uzLpjlGWniWyJeKxScZdg-1.png) #### Step 2: Name, Description, and Instructor - **Name** – Defaults to the first course name if not changed (e.g., "Onboarding," "Annual HR Training"). - **Description** – Optional summary of the training's purpose or contents. - **Instructor** – Any active team member responsible for monitoring completion. ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/WKGNO0xcsb-fYKW0o9gJEmb5RyYhqyay0Q-1.png) #### Step 3: Enrollment Criteria Assign the training by **Employee**, **Location**, or **Group**. Multiple criteria can be combined. For example, a specific group, a location, and an individual all at once. Selecting **All Employees** cannot be combined with any other criteria. ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/iuC9_nEG2szcvxg-dnU7AkprL8_Uud1B-w-1.png) ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/MAPG6bXBRPYU9ReM0OM0MmvuNdN2pKDhMQ-1.png) #### Step 4: Settings **Start Date** – The date the training becomes active and is assigned to employees. **Training Duration** – Choose one of two options: | Option | How It Works | Extra Options | | --- | --- | --- | | **Completion Period** | Deadline is relative to each learner's enrollment date | Repeat: Quarterly, Semi-Annually, Annually, Bi-Annually | | **Due Date** | Fixed end date applies to all learners | Grace Period: None, 14 Days, 30 Days, 60 Days, or Indefinite | **Auto-Enrollment** – Once enabled this automatically enrolls new employees added after launch who match the enrollment criteria. ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/AbcWcnjafbpW6PiK5Lcqr9HLcN0iXAuDVw-1.png) #### Step 5: Review and Create Review all settings before selecting **Create Training**. Duration and repeat settings can be edited after creation, but courses cannot be. #### Managing an Existing Training Each Training appears as a tile showing the number of courses, status, enrollment stats, and settings. Select **View** for details. Click the **ellipsis (⋯)** on any tile to access management options: - Edit name or description - Add enrollment criteria - Duplicate the training - End Training - End & Archive the training **Important:** Ended/closed trainings can be reopened using the ellipsis on the upper right hand side of the training tile. End & Archived trainings cannot be restored or re-enabled. The action is permanent.   **Related Articles** - [Monitoring, Viewing, and Updating Training](https://support.compliancygroup.com/en/support/solutions/articles/48001255970) - [Learning Overview](https://knowledge.compliancygroup.com/home/learning-overview?hsLang=en-us)   - [Getting started](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#main-content) - [Onboarding](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#onboarding) - [Product Overviews](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#product-overviews) - [Workforce](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#main-content) - [Policies](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#policies) - [Settings Module](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#settings-module) - [3rd Party Risk](https://knowledge.compliancygroup.com/home/3rd-party-risk?hsLang=en-us) - [Incident Management](https://knowledge.compliancygroup.com/home/incident-management?hsLang=en-us) - [Risks & Assessments](https://knowledge.compliancygroup.com/home/risks-assessments?hsLang=en-us) - [Healthcare Compliance](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#main-content) - [Privacy](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#privacy) - [Data Security](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#data-security) - [OSHA Workplace Safety](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#osha-workplace-safety) - [Clinical & Quality](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#clinical-quality) - [State Requirements](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#state-requirements) - [Fraud, Waste & Abuse](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#fraud-waste-abuse) - [Compliance Operations](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#compliance-operations) - [Legacy Guard Features](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#main-content) - [Admin - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#admin-legacy) - [Assets - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#assets-legacy) - [Documents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#documents-legacy) - [Incidents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#incidents-legacy) - [My Documents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#my-documents-legacy) - [My Tasks - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#my-tasks-legacy) - [People - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#people-legacy) - [Programs - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#programs-legacy) - [Reports - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#reports-legacy) - [The Dashboard - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#the-dashboard-legacy) - [Training - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#training-legacy) - [Vendors - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#vendors-legacy) - [Account & Billing](https://knowledge.compliancygroup.com/home/account-billing?hsLang=en-us) - [The Guard Support](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#main-content) - [P&P Drafts](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#pp-drafts) - [Settings](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#settings) [![compliancy-group-logo-white](https://knowledge.compliancygroup.com/hs-fs/hubfs/compliancy-group-logo-white.png?width=200&height=37&name=compliancy-group-logo-white.png "compliancy-group-logo-white")](http://compliancy-group.com) Contact Us - [support@compliancygroup.com](mailto:support@compliancygroup.com) Copyright © 2026, Compliancy Group LLC Cookie Settings