đ Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
Rosterfyâs built-in training module tool allows you to create, manage, and deliver custom training directly within the platform. Whether you need to share essential organisational policies, confirm compliance before volunteers can register, or automatically trigger role-specific training when a Shift is booked, modules keep your organisation prepared and accountable. You can also use them to upskill your volunteer community, preparing team members for specialised duties while maintaining complete administrative oversight.
IN THIS ARTICLE:
Create an Online Training Module
Click Users > Training.
Click the Create button. The Create Training screen appears:
Enter a Name for the training.
(Optional) Enter the estimated duration of the course in minutes in the Estimated Complete Time (mins) field.
(Optional) Click to check the Is Elective box to allow all users with training access to complete this module.
(Optional) Click to check the Allow Training to be inheritable box to make this training module available across all sub-accounts.
(Optional) Click to check the Publish box to make the training visible in the User Portal.
Click the Advanced Options tab.
Confirm Rosterfy is selected in the Training Provider dropdown menu.
Optional) Click to check the Training Can Expire box to require users to periodically retake this training after a specified time frame. The following field appears:
Click to select the timeframe after the course is completed before the training expires and requires retaking.
(Optional) Click the Training Type dropdown menu to select the training category. See the Create and Update a Training Type article for more information.
(Optional) Click to check the Block Repeat box to prevent users from retaking the training if they fail on their first attempt.
(Optional) Click to check the Inform User if answer is correct box to show users a message confirming if the answer is correct or incorrect. The correct answer is not revealed and only the first answer counts towards their score.
(Optional) Click to check the Show User the correct answers box to immediately reveal the right answer whenever a user gets a question wrong. Use this setting if you want learners to finish the training knowing all the correct answers.
(Optional) Click to check the Record Score box to saves each userâs quiz result to their training record to see their score (%) and Pass/Fail status. The following fields appear:
(Optional) Enter the minimum score required to receive a passing status in the Pass % Required field.
(Optional) Click to check the Show User the required/completed score box to show the users the required passing percentage before they begin and their final score when they complete the training.
(Optional) Enter a value in the Sort Order field to prioritise the order in which the training appears in your training list. Lower numbers appear at the top of the list.
(Optional) Click the Certificate dropdown menu to select a certificate to automatically award upon successful completion.
đĄTip: Ensure that the required certificate permissions are enabled for any relevant user checkpoints.
(Optional) Click to check the Allow anonymous submissions box to allow users to complere this training module without logging in or having an active account. The following options appear:
Click the Form dropdown menu to select the pre-training form for public session participants.
đĄTip: Once you save the training, the training module link becomes available to copy and attach to forms.
Click the Send Email When Completed dropdown menu to select an email template to send to user's when they complete training.
Click the Content tab.
(Optional) Enter a description of the training module in the Short Description field.
(Optional) Click the Browse button in the thumbnail field to upload an image. The recommended size is 245px wide and 250px high.
Click the Browse button. The Open window appears:
Click to select an image.
Click the Open button.
Enter an message in the End of Course Message field to appear after a user has completed the training.
Click the Save button. The Update Training screen appears:
Add Steps to the Online Training Module
Once the training module is saved, you can add steps to build your training module immediately in the Update Training screen.
Scroll down to the Steps section inside the training module.
Click the Add button. The Create Step screen appears:
Enter a Name for the step.
Enter content for the step.
(Optional) Click to check the Has Question checkbox to add a question to the step. The following options appear:
Enter the question into the Question field.
Click the Add Answer button.
Enter the answer in the Answer field.
Click to check the Accept Answer checkbox if the answer is correct. Multiple answers can be added. Every answer added appears to the user as an option to select from (mutliple choice).
(Optional) Enter the the number of points awarded for the correct answer in the Score Weight field. Higher values carry more weight toward the overall pass mark.
Click the Save button. Click the Save & Create Another button to continue adding steps.
đ Next Steps: See the Assign a Training Module article.
Arrange Step Order
Scroll down to the Steps section inside the training module.
Click the grip icon to drag its position to reorder the order of steps.
Update an Online Training Module
Click Users > Training.
Click the More Actions menu on the training module you wish to update.
Click Update. The Update Training screen appears:
