This article walks users through bulk deploying or enrolling multiple employees into multiple training courses within FieldFlō, rather than assigning trainings one at a time.
It covers selecting the certifications/trainings and employees to include, choosing a delivery method (SMS or email) and deciding whether to deploy immediately or schedule the deployment for a future date/time. By the end of this article, users will be able to efficiently roll out training courses across their workforce in a single deployment.
Requirements
To deploy training, you need to enable the permissions "View Trainings" and "Edit Trainings".
In the left main menu, click Certification, then Bulk Deployment.
In the Trainings section, you can select all of the trainings you would like to deploy or enroll employees in.
In the Employees section, you can select all the employees you would like to enroll in the trainings that were selected in the previous step.
In the Deploy section, there are multiple options:
Enroll Only - This adds the employee to the training so it shows in the Trainings Needed section of the Employee's QR code. This option doesn't actually send text notifications.
Deploy Now - Select this option to send a notification to the Employee to take the training via SMS, Email, or both, then click the Deploy Now button.
Schedule - This option is used when you would like the training to be deployed at a specific date and time. Click the notification channel of SMS, Email or both. Then set the date and time you would like the training deployed and click Schedule.
