Adding Security or Compliance Training to the Library

Summary

How to guide for providing KnowBe4 training to evaluators or all staff & faculty using the KnowBe4 Library

Body

Issue/Question

How can I make training accessible to staff for evaluation?

How can I offer training modules with no deadline?

Environment

Cause

University staff and faculty may want to review training prior to assigning it to subordinates, or the University may want to make optional training available to all staff and faculty without requiring a deadline.

Resolution

ITS STAFF ONLY

Create Group of Evaluators

Note: You may skip this section if training is for all faculty and staff 

  1. Log into KnowBe4 as an administrator
  2. Click Users
  3. Click Groups
  4. Click Create New Group
  5. Enter a Group Name
    Note: Use a descriptive group name for example FERPA Training Evaluators
  6. Do not select Security Roles or Smart Group checkbox
  7. Click Create Group

Create Training Campaign

Note: If you want to use optional notifications, create the notification templates before you create the campaign

  1. Click Training
  2. Click Create Training Campaign
    Note: Use a descriptive campaign name for example FERPA Training Evaluation
  3. Choose No End Date
    Note: Training modules will appear in the Library tab for learners
  4. Select the Content 
  5. Choose the group you created previously, or select All Users
  6. Check Enable automatic enrollment for new users
    Note: This allows you to add new evaluators to the group without creating a new campaign
  7. Optionally add Completed Users to or remove them from a group
  8. Optionally include Notifications
  9. Click Create Campaign
     

Details

Details

Article ID: 7180
Created
Thu 5/5/22 2:23 PM
Modified
Mon 5/16/22 4:04 PM
KCS Article Status
WIP: Only Problem & some Environment captured
Not Validated: Complete & Resolution captured, confidence lacks in structure, content, no feedback
Validated: Complete & reusable, used by licensed KCS user, confidence in resolution & std. compliance
Validated

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