26.4. Training Setup

Training Setup is where an administrator builds the lessons your team sees in the Training module. Each account has its own set of lessons, so you can tailor the wording, examples, and even the pictures to how your organisation works.

To open it, go to Account | Advanced | Training Setup in the sidebar.

images/PLACEHOLDER-training-setup.png

TODO screenshot: the Training Setup page with the moment-method setting, the Observer / Author tabs, and the lessons table.


26.4.1. Account Setting

At the top of the page, Hand hygiene moments observed sets how many WHO moments your observers record per observation. This drives the default content for the 5 Moments lesson. Choose one of:

  • 2 moments entry / exit

  • 4 moments WHO 1–4

  • 5 moments full WHO 1–5

The setting saves as soon as you change it.

26.4.2. Choosing a Track

The Observer Track and Author Track tabs switch the table below between the two tracks’ lessons. The count beside the table title tells you how many lessons that track has.

26.4.3. Page-Header Buttons

  • Generate defaults — fills the account with the bundled starter set of lessons in one step. This is available only while the account has no lessons yet, so it cannot overwrite lessons you have already written. It is the quickest way to get started.

  • New Lesson — opens the lesson editor with a blank lesson.

26.4.4. The Lessons Table

Each row is one lesson in the currently selected track:

  • # — the lesson’s position in the track.

  • Title — the lesson title, with its subtitle beneath.

  • Module — the lesson’s short internal name.

  • Min — the estimated reading time in minutes.

  • ActiveYes when the lesson is visible to learners, No when it is hidden.

The two icons at the end of each row let you Edit the lesson or Delete it (after a confirmation prompt).

26.4.5. Editing a Lesson

Choosing New Lesson or the edit icon opens the lesson editor.

images/PLACEHOLDER-training-lesson-editor.png

TODO screenshot: the lesson editor showing the lesson fields and the Sections builder.


The top of the editor sets the lesson’s basics:

  • Track — whether the lesson belongs to the Observer or Author track.

  • Module slug — a short internal name for the lesson.

  • Position — where the lesson sits in the track order.

  • Estimated minutes — the reading time shown to learners.

  • Title and Subtitle — what learners see in the track list.

  • Active visible to learners — turn this off to hide a lesson while you are still working on it. Only active lessons appear in the Training module.

26.4.5.1. Building the Content

A lesson is made of one or more sections. Click Add section to add one. Each section has an optional heading and a body you write in simple Markdown formatting (**bold**, *italic*, - list, and [link](url)). Use the up and down arrows to reorder sections, and the remove icon to delete one.

To add a picture, click Insert image in a section’s toolbar and choose a file. clearPath uploads it and drops a reference into the section for you.

When you are finished, click Save lesson. The Delete button in the editor footer (shown only when editing an existing lesson) removes the lesson.

Note

There is no separate “publish” step. A lesson becomes visible to learners as soon as it is marked Active and saved.