How to Create and Manage Training Courses in 7shifts

7shifts Training is a new feature that allows restaurant operators to create, assign, and manage training courses for their staff directly within 7shifts.

How to Create a Training Course 

1. Navigate to the Training Dashboard
   • In the main navigation bar on the left, click Training. This will open the dashboard, which shows all your existing courses.
2. Start a New Course
   • In the top-right corner, click Create Course.
     • Choose the location for this course.
     • Add a course title (e.g., “Barista Training”).
     • Click Create.
3. Build Your Course Content
   • Click Add Page to begin creating the content for your course. You can choose from two page types:
     1. Mixed Content: Combine text instructions, images (drag and drop or upload), and videos.
        • You can upload the following media types when building your course content:
          • Images: JPEG and PNG files

          • Videos: MP4, MOV and WEBM files

            

     2. Question: Create a multiple-choice quiz question. You can select one or more correct answers for each question.

        

   • Add more pages: You can add more pages to your course as needed. We recommend finishing the entire course before you assign and publish it to your employees. This ensures a complete and cohesive training experience from the start.

     Tip - Use the App Preview in the top-right corner to see how your pages will appear on the 7shifts mobile app.

4. Assign and Publish the Course

   ⚠️ Note: Assignments are role-based. Courses are assigned by role, not to individual employees.
   • Once all your pages are ready, click Assign & Publish.
   • Select one or more roles to assign the course to. Any employees with these roles will be automatically assigned the training.
   • Click Publish & Notify.
     

What Happens Next? 

• Assigned employees will get a push notification on their mobile device letting them know they've been assigned a course. This notification will also appear in their mobile notification center.
• Employees can complete their assigned training directly through the 7shifts mobile app.
  • Learn more about Completing Training Courses on the 7shifts mobile app here. 

How to Track Training Completion

You can monitor your team's progress directly from the Course Dashboard.

1. Go to the Training tab and open the relevant course.
2. Select the Tracking tab to view the completion status for each assigned employee.

Training Statuses:

• Incomplete: The employee has not started the course.
• Started: The employee has begun the course but has not yet finished it.
• Completed: The employee has viewed all pages of the course.

Managing Training Courses

Once a training course is created, Admins and Managers (with permissions) can edit, delete and/or copy it to other locations within the 7shifts account.

Edit a Course

1. From the Training tab, click the pencil icon next to the course you want to edit.
2. From here, you can:
   • Add or remove pages.
   • Edit the course name.
   • Add or remove role assignments.

Delete a Course

1. From the Training tab, click the three-dot menu next to the course you want to delete.
2. Select Delete.

Copy a Course to Another Location

1. From the Training tab, click the three-dot menu next to the course you want to copy.
2. Select Copy.
3. Select the Location where you want to copy the course.
4. Make any edits to the copied course as needed.
5. Assign & Publish the course to the appropriate Roles in the new Location.

Current Limitations

Because this feature is still in development, there are a few things that are not yet available. We are actively working on improvements and appreciate your patience as we build a more robust training platform. 

• Limited Reporting: Reporting currently tracks only course completion. It does not show quiz performance or individual question results.
• No Course Prerequisites: You cannot set up a requirement for a team member to complete one course before starting another.
• Multi-Location Management: While you can copy courses to different locations, they are not linked. Any edits made to a course in one location will not automatically update in other locations.
• No Individual Assignments: Courses must be assigned to roles, not to individual employees. To assign a course to a single employee, you must assign it to their role.

If you have questions or feedback, please use the "Contact Us" banner on the Training dashboard to reach our product team directly.