Understanding Your Course Area

Follow the steps below to learn how to use the course area.

Step 1: Navigate to the course library

Click the Course icon in the top navigation bar to open your course library.

This is where all of your courses are stored and managed.

Step 2: Create a new course

Click the Create button to build your own course.

When creating a course, you will first choose where the certificate will come from:

• Course – Ving will automatically generate a certificate when the course is completed online or in person.

• Requirement – Use this option when a third party provides the training and your employee or admin will upload the certificate.

Next, enter a course title and summary so employees understand the purpose of the training.

Step 3: Choose the course access settings

You can control who can view your course using the View Access settings.

• Anyone – Does not require a login. This is useful when sharing training with customers or subcontractors using a link or QR code.

• Verified – The most common setting. This ensures accurate analytics regardless of how the course is accessed.

• Assigned – Only employees who are assigned the course can view it, and they must log in with the assigned email or phone number.

Once your settings are complete, click Save.

Step 4: Add course content

After saving your course, you can begin adding training content.

You can upload or create:

• Files, PDFs, videos, images, or audio

• Custom tests or question sets

• Recorded audio

• Links and text

If you selected Requirement, you will also create a section where employees can upload their certificate.

When you are finished adding content, click the Publish button.

Step 5: Organize your courses

You can select one or multiple courses in your library to manage them in bulk.

Once selected, additional tools will appear in the task bar:

• Bulk Export – Export course data to a spreadsheet for OSHA or insurance reporting

• Labels – Add tags such as language, topic, or year to organize courses

• Owner – Assign the person responsible for maintaining the course

• Archive – Remove courses that are no longer needed

Step 6: Schedule courses for employees

To assign training, select one or more courses and click Schedule.

You can then choose how employees are notified:

• Email notification

• Text message notification

• No notification (commonly used when assigning large batches of training for onboarding or in-person training)

Next, select who should receive the training by entering their name, email, phone number, or label.

You can also include a custom message to explain the importance of the training.

Step 7: Set recurring training schedules

Ving allows you to automatically assign training on a recurring schedule.

Using the Quick Scheduler, you can set courses to repeat daily, weekly, or monthly. Simply choose the frequency, start date, and time, then click Apply.

You can also manually set custom dates and times if needed.

When everything is ready, click Schedule.

Step 8: Use sharing options

Each course has several ways it can be shared.

Under Share, you can:

• Assign the course directly to employees

• Copy a short URL to share the course link

• Download a QR code that employees can scan

QR codes can be printed and posted in break rooms, job sites, or training areas for easy access.

Step 9: Edit or reuse courses

Under Recreate, you can reuse or modify existing courses.

• Copy – Duplicate the course to reuse it for future training

• Revise – Edit the course or add your own content

• Preview – Review the course before sending it to employees

Preview mode allows you to view the course without affecting analytics.

Step 10: Adjust course settings

Each course includes several customization settings:

• Active – Controls whether the course can be viewed

• Notifications – Sends alerts to contact owners about inactivity

• Required – Marks the course as required and affects homepage engagement colors

• Due Date – Sets how many days employees have to complete the training

• Expires In – Determines when employees must repeat the training

These settings help you manage compliance and keep employees on track.

Step 11: View analytics and manage completions

The course page also provides detailed analytics for each training assignment.

From this section you can:

• View employee progress

• Assign or unassign training

• Mark training complete for in-person sessions

• Download completion certificates

Certificates are automatically generated for completed courses and can be downloaded individually or included in exports.

Admin and Manager Access

Admins have full access to all courses and settings in Ving.

Managers can edit and manage the courses they own. If additional access is needed, please contact your system administrator.

If you need help managing your courses or training assignments, please contact support@vingapp.com.