Training

The Training feature in Forkto lets you create training courses from PDF documents, assign them to team members, and track who has completed their training. Employees read the material and confirm they’ve understood it.

Overview

What you see depends on your role:

• Admins see two sections: Training Courses (where you create and manage courses) and Training Assignments (a table showing all assignments across the team).
• Employees see My Training — a list of courses assigned to them with their completion status.

Creating a Training Course (Admin)

To create a new course:

1. Click ‘Add Training’.
2. Fill in:
   • Title (required) — the name of the course.
   • Description — a brief summary of what the training covers.
   • Training PDF (required) — select a PDF from your Files. You’ll need to upload the PDF to Files first.
3. Save. The course card appears in the Training Courses section.

To edit or delete a course, use the dropdown menu on the course card.

Assigning Training to Employees (Admin)

To assign a course to team members:

1. On the course card, click the dropdown menu and select ‘Assign’.
2. Select the employee from the dropdown (employees already assigned to this course are filtered out).
3. Optionally set a due date.
4. Optionally add notes with instructions or context.
5. Save. The assignment appears in the Training Assignments table and on the employee’s My Training page.

Completing Training (Employee)

When training is assigned to you:

1. Open My Training from the sidebar.
2. Click ‘Start Training’ on the course card.
3. A PDF viewer opens — read through the training material using the page navigation controls.
4. Tick the confirmation checkbox: “I confirm I have read and understood this training material”.
5. Click ‘Mark as Completed’.

Once completed, the card updates to show a Completed badge with the completion date. You can click ‘View Again’ to re-read the material at any time.

Tracking Progress (Admin)

The Training Assignments table shows all assignments with:

• Employee name
• Course title
• Date assigned
• Due date (if set)
• Completion status

Due dates are colour-coded:

• Red — overdue (past due date and not completed)
• Yellow — due within 7 days
• Green — completed

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Use Training to ensure your team stays up to date on food safety procedures, company policies, and compliance requirements. Set due dates to keep things on track.