> For the complete documentation index, see [llms.txt](https://herd-security.gitbook.io/herd-security-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings/navigating-training-page.md). # Navigating Training Page How to access the Training tab, explore the library of available trainings, create new trainings, and search or filter for specific trainings or topics. ### Overview of Trainings Page The **Trainings Page** is where you manage the security awareness content assigned to your organization. You can browse your own modules, draw from the Herd Catalog, and track assignment and update status across all trainings.
#### Accessing the Trainings section * When you log into Herd, you’ll land on the dashboard. * In the left-hand sidebar, under **Manage**, click **Training** to open the **Library**, where you can view all available trainings. (**Training** expands to show **Library** and **Tracks**.) #### Exploring the Training Page #### **Organization Trainings** This is the default tab when you open the Trainings page. The tab label shows your company's name. If your organization is called Acme, for example, you'll see **Acme Trainings**. It shows every training module that administrators in your organization have created or imported. From here you can review, edit, assign, and track all trainings your team owns. #### Herd Catalog The Herd Catalog tab is a library of ready-made training modules built and maintained by Herd Security. They cover common security awareness topics and are available to all organizations on the platform. Catalog modules can be added directly to your \[Your Organization] Trainings tab and assigned to users without any additional setup. * Browse prebuilt modules on topics like phishing, passwords, AI usage, and data loss prevention * Add any catalog module to your library with the **Clone** button. It copies the training into your organization and opens the clone so you can customize it. Clicking a catalog row instead opens a read-only **preview** of the module. * Herd Security keeps the content up to date, so you have nothing to maintain * Use the search bar and tag filters to browse by topic
#### Drafts The **Drafts** tab appears when you have unfinished AI-generated trainings. Drafts come from HerdAI chat, from [Threat Feed](/herd-security-docs/settings/settings/threat-feed.md) events, and from HerdAI's [library planner](/herd-security-docs/trainings/getting-started-with-trainings/create-training-with-ai.md#letting-herd-ai-plan-your-library), which saves one draft per proposed training. They wait here for your review before anything is published or assigned. #### Top bar Above the tab row are these controls: * **Reviews**: appears only when your organization has reviews turned on. It opens the review queue and carries a badge with the number of trainings awaiting sign-off. See [Training Reviews & Approvals](/herd-security-docs/trainings/getting-started-with-trainings/reviews-and-approvals.md) for the full workflow. * **Recommendations**: appears once your organization turns on the weekly **Agentic engagement** review (in the training settings drawer). Each week, Herd AI reviews at-risk and disengaged employees and proposes trainings for them; proposals wait here until someone clicks **Accept & assign** or **Dismiss** (dismissing also stops the weekly review from re-proposing it for a while). In **Auto-assign** mode the weekly review assigns its proposals automatically, starting in **shadow mode**, which only logs what would be assigned until you turn it off. * **Media Library**: opens the [Media Library](/herd-security-docs/trainings/getting-started-with-trainings/media-library.md), your organization's saved AI-generated images and videos. * **Reports**: opens [Training Reports](/herd-security-docs/trainings/getting-started-with-trainings/training-reports.md), where you can review completion across users and trainings and export the data. (The same report also lives in the [Reports hub](/herd-security-docs/reports/reports.md).) * **New Training**: starts a new training. See [Creating Trainings](/herd-security-docs/trainings/getting-started-with-trainings/creating-trainings.md). * **Training settings (gear)**: opens the **Training settings** drawer (shown when you have access to it), organized into panels: **Messaging & delivery** (email delivery for trainings, the onboarding delay, the **Pre-Training Message** sent before a training starts, the [**Label quiz questions in Slack and Teams**](/herd-security-docs/trainings/getting-started-with-trainings/sending-trainings.md#how-steps-look-in-slack-and-teams), **Show step progress in Slack and Teams** and **Show the training name above each step in Slack** toggles, and the **Show the first threaded step in the main Slack DM** toggle (off by default; when on, the first threaded step of a Slack training also appears in the main DM so learners notice the thread, while later steps stay in it), and, for Slack organizations, the [**Collapse long Slack messages behind Show more**](/herd-security-docs/trainings/getting-started-with-trainings/sending-trainings.md#how-steps-look-in-slack-and-teams) toggle), **Creation & feedback** (feedback sampling, [story-based training tone](/herd-security-docs/trainings/getting-started-with-trainings/create-training-with-ai.md#story-based-trainings)), **Approval** ([review requirements](/herd-security-docs/trainings/getting-started-with-trainings/reviews-and-approvals.md) and [approval for trigger-rule corrections](/herd-security-docs/trainings/getting-started-with-trainings/reviews-and-approvals.md#approving-corrections-from-trigger-rules)), **Herd AI automation** ([nightly training generation](/herd-security-docs/trainings/getting-started-with-trainings/create-training-with-ai.md#letting-herd-ai-plan-your-library)), **Agentic engagement** (the weekly review described above), **Requests** ([training request delivery](/herd-security-docs/trainings/getting-started-with-trainings/training-requests.md)), **Reports & digests**, and [**Completion awards**](/herd-security-docs/trainings/getting-started-with-trainings/completion-awards.md). Next to the search box, **Filters** expands the filter controls and **Export CSV** downloads the library as a spreadsheet. The export honors whatever filters and sort you have applied, so you can export, for example, only your inactive trainings. Columns include title, status, an **Inactive Reason** (closed, or simply no in-flight assignments), assignment and completion counts, review status, tags, frameworks, and who created and last updated each training. #### AI training recommendations AI training recommendations are on the [Dashboard](/herd-security-docs/getting-started/dashboard.md#training-recommendations) as the **Training Recommendations** widget. Each suggestion shows the training, a priority badge, a relevance score, the AI's reasoning, and the matching tags. **Accept** one to review the training's content, or **Dismiss** it. ### Searching and filtering trainings
To find a training: * **Search Bar**: Search by training name, creator, or editor. * **Filter by Tags**: Narrow results by tags like *Phishing*, *Compliance*, or *MFA*. * **Status**: Filter by **Active** or **Inactive** trainings. * **Archive state**: Switch between **Active** (the default), **Archived**, and **All**. Archived trainings carry an **Archived** badge. * **Starred**: Toggle to show only starred trainings for quicker access. * **Created by / Edited by**: Filter trainings by their creator or last editor. These filters let you find a training without scrolling through the full library. ### The training page Clicking a training opens its own page. Everything about the training sits in one header: * **Title and status pill**: the pill reads **Active** once at least one person is assigned, and otherwise **Closed**, **Archived**, **Pending approval**, or **Herd catalog**. * **Description**, then a meta line with the step count, an estimated length (for example *About 1 min 35 sec*, with a plain-words flag when it runs longer than recommended), who created and last updated it, and the training's tags and compliance frameworks. * **Actions** on the top right: **Preview** (renders the steps in a Slack- or Teams-style window with sample values filled in), **Duplicate** (or **Add to library** for a catalog training), and a **More actions** menu with **Create similar training**, **Export SCORM**, **Close training**, **Archive training**, and **Delete training**. A **Nudge all · N** button sits on the **Nudges** tab, beside the save status, whenever people still have the training outstanding. * **Tabs**: **Steps**, **Assignment**, **Nudges**, **Escalations**, and **Results**. **Nudges** holds the due date and the reminders sent to each assignee; **Escalations** holds the optional manager follow-up (see [Due Dates, Nudges & Escalations](/herd-security-docs/trainings/getting-started-with-trainings/assigning-users-to-training.md#due-dates-nudges-and-escalations)). As you scroll, a condensed bar with the title, status, and tabs stays pinned to the top of the page. The estimate counts reading time, quiz decisions, and images; video and audio runtime is not included, so treat it as a floor for media-heavy trainings. ### Closing a training **Close Training** retires a *sent* training for end users and leaves its own record unchanged. On the training's page, open the **More actions** menu and choose **Close training**. When a training is closed: * Anyone who hasn't completed it **no longer sees it** in their pending trainings. It disappears from their Slack App Home and Teams tab, reminders stop, and in-progress steps stop advancing. * **The training's own report stays as it is.** The training stays in your library, its results and CSV export keep their completion rates frozen, it is still listed on the [Reports](/herd-security-docs/campaigns/reports-page.md) page, and completed conversations are unaffected. * **Org-wide figures stop counting it.** The [dashboard](/herd-security-docs/getting-started/dashboard.md)'s completion and overdue figures, and HerdAI's answers about them, leave closed trainings out, so those numbers can shift when you close a training (and shift back if you reopen it). * No new assignments can be made while it's closed (the **Assignment**, **Nudges**, and **Escalations** tabs are locked), and it can't be added to a [track](/herd-security-docs/tracks/training-tracks.md). Group auto-assign rules stop assigning it until you reopen it, and the **Results** tab no longer offers **Nudge**. * A learner who clicks a button on an old message for it in Slack or Teams (**Continue**, **Complete**, a quiz answer, **Retake Quiz**) is told *This training has been closed by your administrator, so it can no longer be continued.* Nothing is recorded. The same applies to an archived training. * It carries a **Closed** pill and buckets as **Inactive** in the status filter. You can reverse a close: click **Reopen** in the header (or **Reopen training** in the More actions menu) and incomplete assignments become pending again, reminders resume, and members' current step is re-delivered so they can pick up where they left off. {% hint style="info" %} **Close vs. Archive:** close a training when its run is over but you want the record handy (its own completion rates as they were, easy to reopen). Archive it when you want it out of the library entirely. {% endhint %} ### Archiving trainings When a training has run its course, you can retire it without deleting anything. On the training's page, open the **More actions** menu and choose **Archive training**. An archived training: * Is hidden from the active library list (find it with the **Archived** filter, marked with an **Archived** pill). * Can't receive new assignments and is excluded from reports and track delivery. * Becomes **read-only**. The Assignment, Nudges, and Escalations tabs are locked until you unarchive. * Keeps all historical completion data, and can be restored at any time with the **Unarchive** button in the header (or **Unarchive training** in the same menu). {% hint style="info" %} Archiving is blocked while the training still has in-flight assignments. Complete or remove them first. Archiving requires the **Training Edit** permission, and only your organization's own trainings can be archived (not Herd catalog content). {% endhint %} The next page covers creating a training. ### Editing the Pre-Training Message from a training When the **Pre-Training Message** is on, each training's editor shows a **Pre-Training Message** bar with its on/off switch. People who can edit trainings also see **Edit message**, which opens the message editor in a dialog, so you don't have to go back to the Trainings page and open the gear. The wording is shared by every training. * **Insert variable** in the editor's toolbar adds the variables this message supports. * **Save** is always shown and is disabled until you change something; an **Unsaved changes** note appears next to it after an edit. Closing the dialog with unsaved edits asks **Discard unsaved changes?**. * The preview shows the training's real due date.