AIBiz Training Help Center

Start Here

• Save company training settings in the Training Profile.
• Create SOP documents for repeatable procedures staff should follow.
• Create training modules for onboarding, safety, customer service, or internal processes.
• Assign modules to staff and track due dates, completion, scores, and notes.

SOP Library

• Use Draft while writing, Published for active procedures, and Archived for retired documents.
• Use version numbers so staff knows which procedure is current.
• Add owner, department, review date, and summary notes when available.
• Use the Cloud file slug as a future pointer to stored SOP attachments.

Training Modules

• Modules can stand alone or attach to an SOP.
• Set due days and passing score for consistent staff expectations.
• Use active modules for current training and inactive modules for retired lessons.
• Keep module instructions short enough for staff to complete without confusion.

Assignments

• Assign modules to staff with due dates, scores, notes, and status.
• Completed assignments record completion time automatically.
• Overdue is shown when a due date passes before completion.
• Use notes to record coaching, retakes, questions, or manager review.

Training Workflow

1. Create or update the SOP that explains the procedure.
2. Create a module that teaches or tests that procedure.
3. Assign the module to staff with a clear due date.
4. Review overdue assignments and follow up with the employee or manager.
5. Archive old SOPs and modules only after replacements are published.

Suite Integrations

• Emailer can send assignment, overdue, and completion notices once connected.
• Projects can create follow-up tasks for managers or trainers.
• Cloud and Vault can store SOP attachments, signed acknowledgements, and training files.
• Control Panel provisions subscriber access, plan status, quotas, and shared login later.