List of Questions Last updated: August 2024 (v2.13.3)

Note

The following section answers the most frequently asked questions for supervisors.
If you do not have a supervisor account, please refer to the User Guide for answers to your questions.
Not able to find the answer you were looking for?
Contact us: support@nabupro.com

Platform Management

How can I create a new supervisor account in the Nabu Pro application?

Quick Answer

Go to Account options: supervisors > Options: Add Supervisor

With the appropriate permissions, the Nabu Pro application allows supervisors to create other supervisor accounts within the platform.

Note

Supervisor accounts are free and therefore, they do not have any impact on your billing, except if you also create a user account for the same person. In this situation, the account would be billed for the user license only.

In order to create a new supervisor, you must first head on over to your Account options and select Supervisors :


This will bring you to the Supervisors page, where you can see all the supervisor accounts with their name, email, status, and their assigned permission groups. From here, you can navigate to the page options and select the second option available to create a new supervisor account :


This will open the Add Supervisor window. Here, you will first be presented with the option of creating a supervisor from an existing user if applicable, or to create a new supervisor from scratch.

  • If you already have a user account created for your supervisor, you can simply select their name from the dropdown list and submit your choice.
  • Otherwise, you will have to enter the supervisor's first name, last name, and their email address in order to create a new account.


The second step when creating a supervisor is to assign them to their permission role(s).


The last step to finish the creation of a new supervisor is to assign them to their group(s).


Finally, click on Finish in the lower-right corner to complete the account creation process.

How can I create an external auditor supervisor account in the platform?

Quick Answer

Go to Account options: Supervisors > Actions > Change to external auditor (supervisor must have auditor role only.)

The Nabu Pro platform includes a special supervisor role specifically designed to be used by external auditors. To add an external auditor, navigate to your Account options and select Supervisors :


This will bring you to the Supervisors page, where you can see all the existing supervisor accounts under the main tab. From this list, Super-Admins can switch a regular supervisor into an external auditor from the Actions menu on the right side :


Once the change has been made, you will be able to find the supervisor under the External auditors tab of the Supervisors page.

Note

Supervisor accounts can only be converted into external auditors when they have the default Audit role only. Otherwise, the option will not be available in the actions panel.

Can I automatically filter table items based on my preferences?

Quick Answer

Yes, tables with trainings, users, memos etc. can be automatically filtered based on your preferred groups. Your list of preferred groups can be set in your supervisor account page.

Location: Upper right corner > My Account

The Nabu Pro application allows supervisors to set automatic filters by groups, which will be applied to all your resources tables.

In order to do so, you must first head on over to your account options. You can access this page by clicking on your account icon in the upper right corner of your application, and selecting the first option available :


In the My Account page, go to the My Groups section located below. Check the option Automatically filter resources by my preferred groups, and click on Save to apply the changes.

Note

  • Even if you do not select the option to Automatically filter resources by my preferred groups, you will still be able to quickly apply filters for your preferred groups by using the shortcut button ( sélectionner mes groupes ).
  • Applying preferred groups will affect the automatic notifications you receive. Refer to the next FAQ section below for more details.

If done correctly, you will notice as you navigate within the application that your table items are automatically filtered by your preferred groups :

Warning

You will need to manually remove these automatic filters in order to be able to see all the items available in your tables.
  • You can click on the shortcut button ( sélectionner mes groupes ) to remove or reapply your preferred filters quickly.

Can I choose which email notifications I want to receive?

Quick Answer

Yes, supervisors can adjust their preferences for email notifications. You can do so from your supervisor account page.

Location: Upper right corner > My Account

The Nabu Pro platform allows supervisors to manage their preferences for email notifications.

To do so, navigate to your account options. You can access this page by clicking on your account icon in the upper right corner of your application, and selecting the first option available :


In the My Account page, you will find the Email Preferences section located in the middle of the page. From here, you are able to select which type of email notification you wish to receive from the platform :


Supervisors can receive notifications where the content is filtered to fit their needs. To do so, they need to set their group preferences in their profile. (see the previous FAQ entry for instructions).

Note

For supervisors with a hybrid account, deactivating email notifications will not affect the alerts sent out for the User side of their account.

What data can I export from the application?

Quick Answer

There are various information that you can export to reports :

Exam content of an internal training (PDF and Excel)

The Nabu Pro platform allows supervisors to export the contents of their exams' questions and answers in both PDF and Excel formats. In order to generate these files, you must go to your Trainings section and select the internal training you wish to export. On the training's window, go to the page options. The first two options will allow you to generate either a PDF or Excel file :


The file generated will display the name of the training, export date, minimum passing grade, number of questions asked and the validity period. Below, you will find a table including all the questions and answers. The last column identifies the correct answer for each question.


Change Log for a Training or Document (PDF)

It is possible for supervisors to export the list of changes made to a training or document within the Nabu Pro application. To do so, go to the Trainings or Documents section and select the item of interest. On the item's window, go to the page options and select Changes History.

To export the list of changes, you must first create a version tag. To learn how, see: Using Version Tags. Click on the version tag for which you want a report. You will find the Generate PDF button in the lower right corner of the pop-up window.


Compliance status of users assigned to a training or document (PDF)

Your Nabu Pro application can quickly generate a report of the current eligibility status for all users assigned to a specific training or document. To do so, Go to your Trainings or Documents section and select the item of interest. On the item's window, click on the button Generate PDF located in the upper right corner of the list of assigned users.

Note

Notice in the image above, there are two groups used in the filters. When you click on the Generate PDF button, a small menu will open, allowing you to choose whether to apply the current selection of filters to the report or not. This feature will also apply your selection of exclusive or inclusive filters (OR/AND) for the report.

If the filters are not applied or if none were selected, the report generated will include all assigned users.



User full compliance profile (PDF)

The Nabu Pro platform allows supervisors to generate a report summarizing the full compliance profile of a user. To do so, Go to the Users section and select the user of interest. On the user's page, click on the button Generate PDF located in the upper right corner of the list of assigned items.

Note

When you click on the Generate PDF button, a small menu will open, allowing you to choose whether to apply the current selection of filters to the report or not. If the filters are not applied, or if none were selected, the report generated will include all assigned items.

Additional options are available when generating the PDF report for a user :
  • Include previously read memos
  • Include un-assigned trainings and documents that have previously been completed
  • Include memos not yet read
To find these items in your application, see: Unassigned Items.


User's exam copy of an internal training exam (PDF)

Supervisors can export the summary of a user's exam attempt, if it was taken within the application. To do so, go to the Trainings section and select the internal training of interest. On the trainings window, select the user for which you want to export a summary. Next, find the attempt of interest in the history table. You can then click on the options button for the attempt (Options Button) and select Detailed Report.

Alternatively, you can access this feature by going to the Users section and selecting the user of interest. Next, select the desired training, find the attempt in the table, click on the options and finally select Detailed Report.

The report generated will display the information related to the training attempt. This includes the title, result, user, score, date of completion, number of successful questions, number of failed questions, minimum score, number of questions asked, time spent on theory, minimum theory time, and time spent on the exam section. Under this, you will find the detailed results for each question answered by the user. The table shows the question, the user's answer and the correct answers for each question taken during the exam.


User's certificate for a successful internal training (PDF)

The Nabu Pro application can generate certificates of completion for your internal trainings, available for each successful attempt made by a user. In order to generate a certificate, you must first have an instructor assigned to your internal training. For more details, see: Creating an Instructor or Assigning an Instructor.

To generate a certificate of completion, go to your Trainings section and select the internal training of interest. On the training's window, select the user for which you want to export a summary. Next, find the attempt of interest in the history table. You can then click on the options button for the attempt (represented by three dots) and select Download Certificate.

Alternatively, you can access this feature by going to the Users section and selecting the user of interest. Next, select the desired training, find the attempt in the table, click on the options and finally select Download Certificate.


Summary of a Memo (PDF)

Supervisors can export a PDF summary of memos sent within the Nabu Pro platform. To do so, go to the Memos section of your application. Find the memo of interest in your Pending or In Effect list and click on its ID. From the memo's window, go to the page options and select Export to PDF.

The summary displays first the memo's information, followed by its content. Under, you will find the memo's validation questions, if any were included. Finally, the list of assigned users with the date at which they have read the memo is at the very bottom.


Current view of a custom report (PDF and CSV)

Supervisors can export to a PDF or CSV file the data presented in a custom report. After running a report, go to the page options and select the export option for the file you want. This can be done at any time while manipulating the data in different ways to allow for maximum flexibility. For more details, refer to the section about manipulating report data.

What is the difference between Nabu Pro's Contractual and Employee user accounts?

Quick Answer

  • Contractual accounts are for temporary users, who will use the platform for a period of 4 months or less.
  • Employee accounts are for regular users.
Location: Users > Options: Create User

When you create a new user within your Nabu Pro application, you will first be presented with two different account types to choose from :

Warning

Be advised that the selection made here will affect the cost for the user license.

Contractual :

The Contractual account type is meant for users who will use the platform temporarily.

  • Only a limited amount of contractual licenses can be added to your platform.
  • Contractual licenses are billed monthly. The monthly cost for contractual licenses is higher than employee licenses.
    • Contractual licenses allow cost savings for users that will use the platform for up to 4 months.
    • For users who will use the platform longer, employee licenses are more cost-effective.

Note

  • Contractual licenses are only available for company accounts that are billed annually.
  • By default, there are no contractual licenses made available. Please contact us to unlock this feature for your company.
  • Employee :

    The Employee account type is the normal account type and is meant for regular users.

    • There is no limit to the number of employee licenses that can be created.
    • Employee licenses are billed annually.
      • Employee licenses can be transferred to another user after they have been vacated. For more details, refer to the Supervisor Guide.

    What is the difference between Nabu Pro's Communication and Control licenses?

    Quick Answer

    • The Communication license allows a user to receive memos within the application.
    • The Control license allows a user to complete trainings, submit documents and read memos within the platform.
      The cost for this license is higher.
    Location: Users > Options: Create User

    When you create a new user within your Nabu Pro application, you will be presented with two different licenses to choose from :

    Warning

    Be advised that the selection made here will affect both the features available for the user, as well as the cost for the user license.

    Communication :

    The Communication license allows end users to get access to the organization's memos which are sent within the Nabu Pro application.

    • Users with this license will be able to use the Dashboard and Memos section of the User application.
    • These users can also be assigned to Groups to facilitate management.
    • Supervisors will be able assign memos to these users within the application, which allows them to automatically track when the memos are read, as well as setting automated reminders.

    Control :

    The Control license allows end users to get access to all the features included with the Communication license, in addition to the document and training tracking features.

    • Users with this license will be able to use all sections of the User application.
      (Dashboard, Trainings, Documents, and Memos)
    • Supervisors will be able to assign internal trainings for these users to take within the application, which will automatically generate a certificate upon successful completion by the user, as well as tracking the time taken for the theory and exam sections of the training.
    • Supervisors will be able to assign external trainings to be completed by these users, which will automatically remind them of their imminent expiration and provides supervisors with an easy system to approve submissions.
    • At last, supervisors will also have the ability to assign documents to these users, which will also be automatically tracked for eligibility while sending automated reminders for both users and supervisors at every renewal cycle.

    Is there a place to see all the trainings and documents a user has completed but for which he is no longer actively assigned?

    Quick Answer

    Yes. Go to Users > Select User > Options: Completed Unassigned items and Read Memos.

    In order to view a user's completed unassigned items and previously read memos, you must first head on over to that user's information page. From this window, you will be able to access the options menu in the upper right corner. You can then select the first option available :


    This will open the Completed Unassigned Items and Read Memos page for the user. Here, you will find the list of all previously assigned items, including trainings, documents and memos. You can use the filter fields located above to search for items within the list.


    From this page, you can click on any of the previously assigned items to open the user's history page for that item. From this window, you have access to the same features and options available in a user's history page for assigned items.


    It is possible for supervisors to generate a report including users' previously assigned items. For more details, see: User Compliance Report.

    Is there a place to see all the memos a user has read?

    Quick Answer

    Yes. Go to Users > Select User > Options: Completed Unassigned items and Read Memos.

    For details, see the previous FAQ entry above.

    Can I use numbers to better organize items in my lists?

    Quick Answer

    Yes you can. To allow proper sorting by numerical order, enter the same amount of digits before the title of each item.

    Location: Trainings or Documents > Option: Edit Training or Document information

    The Nabu Pro application allows supervisors to use numbers in the Title field when creating a training or document. If you wish to sort items in your lists by numerical order, you will need to do the following :

    • Enter the number as the first element in the item's title.
    • Use the same total number of digits for each number used.

    Compliance

    How are expiration dates calculated?

    Quick Answer

    It depends. There are 4 ways to calculate expiration dates: based on the last renewal date, at a fixed date or on the first of the next month. This can be changed when editing the training information.

    Locations :
    • Trainings or Documents > Option: Create Training or Document
    • Trainings or Documents > Select an item > Options: Edit Training or Document Information

    The Nabu Pro application allows supervisors to determine how the expiration of trainings or documents is calculated for each item that requires periodic renewals. This makes it possible to properly align the platform's automatic tracking features with the reality of your company's regulatory requirements.

    When creating a new article in the Nabu Pro application, you are required to set the Validity Period in Months. This represents the duration for which the eligibility of a user is maintained upon successfully completing the item. Entering a value greater than 0 in this field will reveal a new field located just below. This is where you can choose the Expiration Calculation type for the item you are creating.


    There are four different expiration calculation types available :

    1. Expiration Based on Last Renewal Date: The expiration date is based on the last time the item was completed. Using this calculation type, the new expiration date will always be set at the same date as the last attempt successfully completed by a user, offset by the number of months you set in the field Validity Period.
      • Example: For a yearly training that was completed on March 20th 2020, the next deadline is set to March 20th 2021.


        If it is renewed the next year on February 25th 2021, then the following deadline will be February 25th 2022.
    2. Predefined Date Expiration: The expiration date always occurs on the same date in the cycle regardless of when the document or training was last completed, offset by the number of months you set in the field Validity Period. Documents such as driver's licenses that renew on the user's birthday fall into this category.
      • Example: For an official document such as a driver's license renewed every year, the expiration date is always based on the driver's date of birth. Regardless of when the license is issued, the expiration must be set to the user's date of birth, as indicated on the document.


        When the document is renewed for the next year, the expiration date will remain on the user's date of birth, regardless of when the license was renewed.
    3. Fixed Date Expiration: The expiration date is scheduled for the same day as the first successful attempt submitted by the user, offset by the number of months you set in the field Validity Period, as long as the renewal attempt is made during the availability window for the item and before the expiration date.
      • Example: For a yearly training that was initially completed on March 20th 2020, the next deadlines will be on this same day every year if the renewals are done within the appropriate time window.


        If the training is renewed on February 27th 2021, the following deadline will still be March 20th for the year 2022, as long as the training is renewed before the expiration date and after the start of the item's Availability period for the user.
      If a new successful attempt is made for the user outside the availability window for the item or after the current expiration date, the new expiration date calculated will be based on the same day as that last successful attempt from this point on, without considering the other previously completed attempts. For more detailed information about renewals, see: How are renewal dates impacted by the availability window?
    4. Expiration on First of Next Month: The expiration date is set to the first day of the month following the initial completion date of a successful attempt by the user, offset by the number of months you set in the field Validity Period, as long as the renewal attempt is made during the availability window for the item and before the expiration date.
      • Example: For a yearly training that was completed on March 20th 2020, the following deadlines will be on the 1st of April every year if the renewals are done within the appropriate time window.


        If the training is renewed on February 27th 2021, the following deadline will still be April 1st for the year 2022, as long as the training is renewed before the expiration date and after the start of the item's Availability period for the user.
      If a new successful attempt is made for the user outside the availability window for the item or after the current expiration date, the new expiration date calculated will be set to the first day of the month following that last successful attempt from this point on, without considering the other previously completed attempts. For more detailed information about renewals, see: How are renewal dates impacted by the availability window?

    Changing the expiration calculation of existing items

    You can also modify the expiration calculation of your previously created items by navigating to your Trainings or Documents section of the application from the side menu, and then selecting the training or document for which you want to change the expiration calculation. From the window of the item of interest, you can find in the page options the Edit Training or Document Information feature located near the bottom of the list :


    This will bring you to the Edit Training Information or Edit Document Information page. From here, you can adjust the expiration calculation and the validity period of the article to match the eligibility requirements dictated by the regulations in your industry.

    Warning

    Be advised that modifying the expiration type may result in adjustments to the expiration date of users assigned to the item.

    How are renewal dates impacted by the availability window?

    Quick Answer

    It depends on the expiration type of the item in question :

    • Expiration based on last Renewal & Predefined Date Expiration are not affected by the availability window.
    • Expiration on the First of Next Month & Fixed Date Expiration can be affected by the availability window :
      • In general, renewals keep the prior expiration date that was established when the item is completed within the available to complete window.
      • Otherwise, a new expiration date is calculated only when the item is completed late, or prior to the availability window (retroactive attempt).

    Locations :
    • Trainings or Documents > Option: Create Training or Document
    • Trainings or Documents > Select an item > Options: Edit Training or Document Information

    The Nabu Pro platform provides automatic tracking of the expiration dates for each item that requires periodic renewals, which is calculated based on their expiration type:

    • Expiration based on last Renewal & Predefined Date Expiration - Renewals are calculated based on the last completed attempt only.
    • Expiration on the First of Next Month & Fixed Date Expiration - Renewals are calculated based on previously completed attempts and the Available for Completion window.

    When creating a new article in the Nabu Pro application, you are required to set the Available for Completion Window :


    The Available for Completion Window represents the number of days before the expiration date (or initial deadline) during which users can access and complete the training or document.

  • Example: For an item that has an availability window of 30 days, if a user is set to expire on July 25th, the item will become available for them to complete on June 25th of the same year :

  • The Available for Completion Window also acts as the period of time during which renewals are expected to be made. The Nabu Pro platform considers any completed attempt that was made within this window to be part of the existing sequence - Therefore, the expiration dates for renewals completed within the availability window will remain based on the expiration from the first attempt in the current sequence :


    On the other hand, when a renewal occurs outside of its expected completion window, the system will calculate a new expiration date in order to maintain compliance with regulations. This applies to both late renewals by users, as well as retroactive attempts added by supervisors that were completed prior to the item becoming available for the user :


    Can I extend the validity period for a training attempt or document entry without modifying the initial date?

    Quick Answer

    Yes you can. To do so, visit the history page of the user for the desired training or document and choose the option Extend Eligibility.

    Locations :
    • Trainings or Documents > Select a training or document > Select a user > Options: Extend Eligibility
    • Users > Select a user > Select a training or document > Options: Extend Eligibility

    In order to extend a user's eligibility, you must first head on over to the history page for the training or document of the user in question.


    From the history page, you can access the options in the upper right corner, and select Extend Eligibility. This will open a modal allowing you to provide the new expiration date along with the justification and the relevant documentation :


    Note

    It is only possible to extend the validity of an attempt under certain conditions:
    • The previous attempt was successfully completed,
    • The previous attempt is still valid (i.e. it has not been invalidated),
    • AND; The previous attempt is not expired for a time period greater than 180 days.

    Can I cancel/invalidate a training attempt or document entry without deleting it?

    Quick Answer

    Yes, to do so, visit the history page of the user for the desired training or document and choose the option Invalidate Eligibility. This will mark the attempt/entry as invalid, while keeping the record in the system.

    Locations :
    • Trainings or Documents > Select a training or document > Select a user > Options: Invalidate Eligibility
    • Users > Select a user > Select a training or document > Options: Invalidate Eligibility

    In order to invalidate a user's training attempt or document entry, you must first head on over to the history page for the training or document of the user in question.


    From the history page, you can access the options in the upper right corner, and select Invalidate Eligibility. The invalidation will cancel the latest valid training attempt or document entry. The supervisor doing this must provide a valid reason for this action.

    Warning

    Invalidating an attempt is irreversible.

    Invalidating an attempt will consequently update the user's eligibility status based on the previous valid entry. If there are no previous successful attempts, the user will be considered as expired immediately. However, it is possible to provide the user with a grace period before he is considered expired once again when invalidating the attempt.

    The following video demonstrates how to complete this action :

    Invalidate training attempt or document entry

    Batch Invalidate

    It is also possible to invalidate the eligibility of multiple users simultaneously for a given training or document.

    To do so, start by opening the information page for the item in question. Click on the page options in the upper right corner, and select Invalidate Eligible Users. This will open a modal in which you must provide the reason why the eligibility of users is invalidated. You then have the option to invalidate all users that are currently eligible, or select individually each user to invalidate.


    Once again, it is possible to provide the users with a grace period before they are considered expired in the system when invalidating their attempts.

    Important

    You should never "invalidate" users by increasing or decreasing the validity period of trainings or documents.
    • In fact, doing so might affect the eligibility status of all users assigned to that item.
    • Moreover, this could cause problems for the automatic tracking of users' expiration and next available dates.

    Can I preserve the pre-existing renewal sequences of employees following their integration?

    Quick Answer

    Yes, it is possible to configure your Nabu Pro platform to maintain your employees' historical renewal sequence. To do so, click on the Suggest a different expiration date button which appears under the Issued on / Valid From field when adding the first attempt of a user.

    Locations :
    • Users > Select a user > Select an item > Options: Add Attempt
    • Trainings or Documents > Select an item > Select a user > Options: Add Attempt

    Nabu Pro includes configuration options made specifically to provide managers with the ability to maintain the existing renewal sequences of employees.

    For items with an expiration calculation configured as Fixed Date Expiration and Expiration on First of Next Month, the date for upcomming renewals is affected by the user's historical sequence. Therefore, when adding a user's first historical attempt for such an item in the platform, a unique option is made available for supervisors to set a custom renewal date :


    To ensure the validity of the information provided and to minimize the risk of errors, the system will verify if the provided date is compatible with the item's current configuration. If your suggested expiration date is rejected, please make sure that the Availability Window period for the item is set correctly.



    Note

    • It is only possible to set custom expiration dates through retroactive attempts, or during the initial onboarding by the Nabu Pro team.
    • This feature is only available for a user's first attempt for an item.
    • This feature is not available when adding attempts in batch.

    Can I see a history of the changes made to a training or document?

    Quick Answer

    Yes. The application stores a log of all the changes that were made to a training or document. You can also tag moments or specific changes to identify versions of your training or document.

    Location: Trainings or Documents > Select an Item > Options: Changes History.

    Starting from 2021-04-04, your Nabu Pro application is continously tracking all the modifications made to your trainings and documents (excluding assigned users and groups) and is logging them in the Changes History page for the item in question.

    You can find this feature by first navigating to your Trainings or Documents section of the application from the side menu, and then selecting the training or document for which you want to see the changes made. From the window of the item of interest, you can find in the page options the Changes History among the first options available in the list :


    This will bring you to the Changes History page. Here, you will be able to see the full list of all modifications that were made for the item in question since April 4th, 2021.


    From this window, you can use the search filter located above the table to find specific changes based on the author, date or the content of the note. Alternatively, you can use the filter checkboxes below the search field to display only modifications for a specific type of change (version tag, created, updated or deleted).

    You can click on any of the changes in the list to display additional details. This is especially useful for modified item properties, where you are able to see precisely which fields were changed, as well as the previous and new value assigned for each field that was modified :


    Using Version Tags

    The Changes History page allows you to create version tags for your items, allowing supervisors to easily differentiate between the different versions of their training or document. This feature grants supervisors the ability to track all the changes that were made to the item between different versions, and makes it possible to generate a PDF report including all modifications that were made for each version.

    There are two methods for supervisors to create a version tag within the application :

    1. From an item's Changes History window, click on the button Tag a Version located in the upper-right corner, below your account options. This will bring you to the Tag a Version window. On this page, You can enter a name (or number) to identify the version you are creating. Using this method, you will need to specify the date of the last modification made for the version you are making. Finally, you are required to provide information in the field Summary of Changes, which should provide the relevant information required for auditing purposes.
    2. Alternatively, you can create a version tag by going to the last modification made within the table for the version you wish to create, and clicking on the button located to its right. Doing this will automatically populate the date field in the Tag a Version window to match the modification chosen from the list. You can then enter a name to identify the version, and include the relevant details required for auditing purposes in the Summary of Changes field.

    Once you have created a version tag for an item, you will be able to generate a PDF of the changes made for that specific version. In order to do this, you must click on the version tag in your List of Changes and Version Tags, and then click on the button Generate PDF located on the lower-right side of the pop-up window :


    The following video demonstrates how you can use this feature in your Nabu Pro platform :

    Changes History

    Can I generate certificates for users who complete a training in the Nabu Pro application?

    Quick Answer

    Yes. These certificates also contain the instructor that supervises the training, hence you need to set these instructors beforehand.

    • To create instructors: Trainings > Options: Certificate Settings > Options: Create Instructor.
    • To generate certificates: Trainings > Select Internal Training > Select User > Table row options > Download Certificate

    The Nabu Pro platform allows supervisors and users to generate certificates of completion for all the training attempts that were successfully passed. To unlock this feature, you must have an instructor assigned to your internal training. The next section explains in detail how to create your instructors, followed by methods for assigning your instructors to trainings.

    Creating an Instructor

    The Nabu Pro application allows supervisors to create instructors within the platform. These instructors can then be assigned to your internal trainings. An instructor must be assigned to your internal trainings in order to generate certificates of completion for successful exam attempts.

    To create a new instructor, go to your Trainings page, then click on the page options in the upper right corner and select Certificate Settings.


    Once you are on the Certificate Settings page, you will be able to create a new instructor by going once again to your page options, and selecting the second option available :


    This will bring you to the Create Instructor page. Here, you can simply enter the new instructor's name, title, and add an image of their signature. Click on Next to select the items to assign to the instructor. Finally, click on the Finish button to create the instructor.


    You can see a preview of the certificates that will be generated when this instructor is assigned to your internal trainings. To do so, click on the template link that can be found in the confirmation message at the top of the page once your new instructor is successfully created.

    Assign instructor to a particular training :

    In order to assign an instructor to an internal training, you must first head on over to your Trainings page, and select the training in question. From the Training's page, go to the page options in the upper right corner and click on Edit Training Information :


    This will bring you to the Edit Training Information page. Here, you can select the certificate instructor for the training from the dropdown list in the appropriate field. Click on the Save button to apply your modifications.


    Assign instructor to multiple trainings :

    In order to assign an instructor to multiple internal trainings, you must first head on over to your Trainings page. From this window, access your certificate settings by clicking on the page options in the upper right corner, and selecting Certificate Settings.


    Once you are on the Certificate Settings page, click on the name of the instructor to which you want to assign trainings. You will arrive on the certificate instructor page. Go to the page options and select Edit Trainings.


    This will bring you to the Edit Certificate Trainings page. Here, you are presented with the list of current trainings assigned to the selected instructor, in addition to your internal trainings not assigned to an instructor yet. You can simply select the desired trainings to which you want to assign the instructor, and deselect any trainings to be unassigned. Click on the Save button to apply your modifications.

    Warning

    Using this method, you will need to un-assign trainings from their currently assigned instructor before being able to assign them to a new instructor.

    Generate Certificate

    Once an instructor is assigned to your internal training, you will have the ability to generate certificates of completion for users' successful attempts. For more details, see: Exporting data.

    How are the automated notifications configured?

    Quick Answer

    The Nabu Pro platform sends email alerts to users and supervisors automatically when specific triggers occur. The following section describes the configuration of these alerts in details.

    The Nabu Pro application is configured to send email notifications automatically to both users and supervisors. The triggers vary based on the type of item, actions performed and groups assigned.

    Trainings & Documents

    Notification Trigger Event
    Reminder to users
    • Weekly summary email every Monday listing items to do within the next 30 days.
    • The day an item becomes available.
    • 4 days before the eligibility expires.
    • 2 days before the eligibility expires.
    • 1 day before the eligibility expires.
    • The day the eligibility expires.
    Reminder Tracking (to supervisors)
    • Biweekly email on Tuesdays and Fridays of users who are expired or expiring in the next 7 days.
      • Emails are sent only when there are expired users or when users are soon expiring.
    • When a user completes a training (success or failure).

    Memos

    Notification Trigger Event
    Notify user about a new memo
    • When the supervisor creates a new memo.
    • When the supervisor adds a new user to a memo.
    Notify author when the memo is read by all required users
    • When the last user who has not read the memo reads it.
    • When a supervisor manually sets the read status of all required users to read.
    • When a supervisor removes some users who have not read the memo from the list of required users and that the remaining users all have read the memo.
    Notify author when it is no longer the case that a memo is read by all required users.
    • When new users are required to read the memo.
    • After a modification to the memo that requires users to read it again.
    • When a supervisor sets set the read status of a user to not read.
    Reminder to users who have not yet read the memo
    • Weekly summary email every Monday listing items to do within the next 30 days.
    • 4 days before the eligibility expires.
    • 2 days before the eligibility expires.
    • 1 day before the eligibility expires.
    • The day the eligibility expires.
    Reminders tracking for supervisors
    • Biweekly email on Tuesdays and Fridays of users who have not read a memo that is currently due or is due within the next 7 days.
      • Emails are sent only when some users have memos to read.

    Targeted Supervisors

    The Nabu Pro platform automatically filters which supervisors are targeted by the alerts listed above. This is based on the supervisor's permissions, their assigned groups, as well as the groups assigned to the users and items concerned.

    The alerts are sent to supervisors based on the following hierarchy:

    1. Supervisors with required permission & groups in common with the user and item
    2. Supervisors with required permission & groups in common with the user only
    3. Supervisors with required permission & groups in common with the item only
    4. Dedicated supervisors for the item with required permission & Super-admins

    Content Management

    How to setup a one-time (non-recurring) training or document?

    Quick Answer

    You can do so by setting the validity period of the training or document to 0 (Zero).

    Locations :
    • Trainings or Documents > Option: Create Training or Document
    • Trainings or Documents > Select an item > Options: Edit Training or Document Information

    With your Nabu Pro application, you have the ability to set up your trainings and documents so that they will never be considered expired once a user has successfully completed them once.

    When creating or editing a training or document in the platform, you will be presented with multiple fields to populate in order to properly configure the item for automated tracking. In order for the item to have no expiration date, you must enter the value "0" in the field Validity Period in Months :


    Once your new element is successfully created or modified, you can validate that the item will not expire by looking at your Item's information page. Under the general tab, you will see that the Validity Period for your item displays Never Expires. This confirms that the eligibility of users assigned will not expire after a successful completion attempt, unless a supervisor invalidates their eligibility.

    How do I create an internal training for an open-book exam?

    Quick Answer

    During the training creation, add the content made available for users in the Reference Material section. Then, add the exam questions that will be asked to users and activate the training.

    Locations :
    • Trainings > Select a Training > Option: Edit Training Information
    • Trainings > Select a Training > Option: Edit Questions

    The Nabu Pro platform provides you with the ability to create internal trainings for open-book exams.

    Navigate to the internal training you want to make into an open-book exam. Go to the page options and select Edit Training Information.


    This will bring you to the Edit Training Information page. Here, you can add the content made available for users in the Reference Material tab.

    Note

    The content included in the Reference Materials are available for users to download.

    Going back to the Information tab, you have the option to ask the exam questions randomly, or in order. Select the option that you prefer by checking the Ask Questions in Random Order option or by leaving it unchecked. You can also set how many questions are asked out of all questions added to the training by setting the amount in the Number of Questions Asked field. Finally, click the Save button to save the changes.

    Note

    If the content was added to slides by mistake, you can select the Exam Only option to disable the theory part of the training.

    For more details about how to create and edit the exam questions, see the Edit Questions Page.*****

    How do I create an internal training with only video as theory content?

    Quick Answer

    After a training was created, add at least one slide to it. Then, add the video content as slide media to the slide(s) and select the Autoplay option.

    Locations :
    • Trainings > Select a Training > Option: Add Slides
    • Trainings > Select a Training > Option: Edit Slide Media

    With your Nabu Pro application, you have the ability to create your own internal trainings with only video as theory content.

    However, if you have tried to add a video as the slides for a training, you might have noticed that it does not work. This is because the slides have to be in PDF format. So how can you add a video as the theory content for an internal training?

    To do so, you will need to add at least one slide to your internal training. This is because video content can only be added as slide media.

    Navigate to the internal training you want to add the video content to. Go to the page options and select Add Slides:


    This will bring you to the Add Slides page. Here you are able to add the slide(s) that will appear as the background for your video content.

    Note

    We recommend that you use black slides as your background for the best user experience.

    Once the slides have been added successfully, you are redirected to the training's page. A contextual window will appear to confirm that the slides have been added and to provide you with the next steps. Select the Add more interactions with slide medias option. You can also access this from the page options.


    Now on the Edit Slide Media page, you are presented with a grid view of your slides. Select the slide for which you want to add the video and click on the Edit icon. This will open a contextual window listing the medias added to the slide, if any. Click on the Plus icon to add a new media.


    A second contextual window will appear to create the slide media. First, set the type of the media as an attachment from the dropdown menu. Then, click on the Plus button to add the video file, or drag and drop the file in the attachment window. You can also edit the title of the media file if you wish. Finally, select the Autoplay option to start the video automatically when users view the slide.

    Note

    For the best user experience, we recommend that you set one video file per slide.

    How can I properly configure the tracking of official documents?

    Quick Answer

    It depends. Refer to the configuration templates below for frequently used documents.

    Locations :
    • Documents > Option: Create Document
    • Documents > Select an item > Options: Edit Document Information

    The Nabu Pro application allows supervisors to track the renewals of recurrent documents and certifications automatically.

    The following are some configuration templates to help you setup proper tracking of your official documents within Nabu Pro :


    Driver's License (Quebec)

    To properly track all possible scenarios that can occur with driving licenses in Quebec, two documents are required :

    Driver's License - 4 Years

    • Predefined Date Expiration
    • Validity period = 48 months
    • Available = 364 days
    • Expiring soon = 30 days

    Driver's License - 8 Years

    • Predefined Date Expiration
    • Validity period = 96 months
    • Available = 364 days
    • Expiring soon = 30 days

    Passport (Canada)

    To properly track all possible scenarios that can occur with passports in Canada, two documents are required :

    Passport - 5 Years

    • Expiration Based on Last Renewal Date
    • Validity period = 60 months
    • Available = 180 days
    • Expiring soon = 120 days

    Passport - 10 Years

    • Expiration Based on Last Renewal Date
    • Validity period = 120 months
    • Available = 180 days
    • Expiring soon = 120 days

    Restricted Area Identity Card (RAIC)

    • Expiration Based on Last Renewal Date
    • Période de validité = 60 mois
    • Disponible = 180 jours
    • Expiration imminente = 180 ou 90 jours

    Aviation Document (Canada)

    • Expiration on First of Next Month
    • Validity period = 120 months
    • Available = 90 days
    • Expiring soon = 90 days

    Note

    The aviation document must be 100% verified by a human, because the expiration dates are randomized. As long as Transport Canada does not have a 10 year standard in issuing renewals, the situation will continue. The users will do the document submission, but the supervisor needs to adjust the date manually so that the system indicates the right expiration date.

    Can I use fillable PDFs to collect user submissions?

    Quick Answer

    Yes, you can. Simply add the fillable PDFs to the reference material of the document or external training to allow users to download them and fill them on their device.

    Location: Trainings or Documents > Option: Edit Training or Document Information.

    The Nabu Pro platform allows supervisors to include fillable PDFs in the Reference Material when creating and editing a training or a document. This allows users to fill-in the required PDF documents directly from their device, without needing to convert the files or print them on paper beforehand.

    Using a Fillable PDF in Nabu Pro

    The video above provides an example of the user experience when submitting an external training made with a fillable PDF, as well as the experience of a supervisor reviewing it.

    To learn how to create a fillable PDF, refer to our quick guide on the Nabu Pro blog.

    What should I do when I get an error while uploading my course slides?

    Quick Answer

    The best solution is to repair or compress the PDF file in order to get a compatible version.

    Location: Trainings > Select an internal training > Option: Add/Edit Slides

    When you attempt to add theory slides to your internal training courses, the process may fail. When this happens, an error message appears at the top of the window to indicate that the operation has failed:


    There are many reasons why this can occur. Here are the most common causes:

    • Very large file size
    • Presentation with multiple hundreds or thousands of pages
    • Corrupted file
    If the problem is not related to your internet connection, there is likely a compatibility issue with the PDF.

    How to make your PDF file compatible

    The following section provides resources and tips that can help to fix a problematic PDF file. Here are best practices:

    • Use Standard Fonts: Stick to standard fonts (like Arial, Times New Roman, and Helvetica) that are widely supported to avoid compatibility issues.
    • Reduce Image Resolution: Lower the resolution of images to reduce file size. Use JPEG or JPEG2000 compression to reduce the size without significantly affecting quality.

    Adobe Acrobat

    If you have a license for Adobe Acrobat Pro, there are multiple tools or options you can try that can help make your PDF file compatible for upload to our platform:

    • Create a new PDF: Open the PDF, then go to File > Export To > PDF, and save the file as a new PDF.
    • Optimized PDF: Open the file in Adobe Acrobat, go to File > Save As Other > Optimized PDF, and check the “Optimize for Fast Web View” option.
    • PDF/A Standard: A standardized version of the PDF designed for long-term archiving, which ensures maximum compatibility. Go to File > Save As Other > Archivable PDF (PDF/A).
    • Compress the PDF: Go to File > Save As Other > Reduced Size PDF, then follow the prompts to save the compressed version of the PDF.
    • Convert the PDF: If the above steps don't work, you can try converting the PDF to another format (like a Word document or PowerPoint), then re-saving it as a PDF.

    Alternatives to Acrobat

    We recommend the following online tools for customers who do not have access to Adobe Acrobat Pro:

    • PDF24 tools
      • Optimize PDF is ideal for small presentations with high quality images that may have been corrupted.
      • Compress PDF is ideal for large files and PDF documents with multiple hundreds of pages.
    • I Love PDF
      • Repair PDF is ideal for small presentations with high quality images that may have been corrupted.
      • Compress PDF is ideal for large files and PDF documents with multiple hundreds of pages.
    If none of the solutions provided above resolve your issue, please contact us directly at support@nabupro.com.

    Reporting

    How can I manipulate the data presented in reports?

    Quick Answer

    There are three main ways to manipulate the data presented when running a report :

    • Report parameters
    • Column sorting & filtering
    • Grouping

    Location: Reports > Run a report

    Supervisors have the ability to manipulate the data presented in the custom reports generated in the Reports section. This allows administrators to customize the reports' data, view and format to better suit their needs and to reveal useful information.

    Report Parameters

    Starting a report will open the report's information page. You can find the report parameters located at the top of this window :


    Use these parameters to specify which type of data should be included when you run the report.

    Column Sorting & Filtering

    Once generated, the report appears on the page and presents the data entries in a table format. The different icons located next to the column titles will allow you to further customize your report view.

    It is possible to sort the data presented by the values for a specific column, either in ascending or descending order, by clicking on the sorting button (Sorting icon). This will re-arrange the data presented in alphanumeric order, starting with numbers.

    Additional filters can be applied to columns that feature the filter button (Column filter icon). This allows supervisors to dynamically modify which entries are presented in the report. Clicking on the button will open a small modal, allowing you to select the entries you want displayed in the report.

    Grouping

    Some reports provide supervisors with the capacity to modify their presentation format by applying the grouping function. When available, you will find this option in the upper-right corner of the report table :


    Applying grouping to the report will re-organize the entries to reunite them based on the selected criteria. Doing so will reveal new row summaries for each group, which display aggregated information without requiring manual calculations.

    When grouping is applied, it is possible to display only the summary information for each group by clicking on the Show Summary button that appears to the right of the grouping selection pane.

    Can I customize my reports?

    Quick Answer

    Yes, custom reports can be saved for quick access from the My Custom Reports section, where supervisors can organize them according to their preferences and share them with other supervisors.

    Location: Reports > My Custom Reports

    Nabu Pro allows supervisors to customize their reporting section to better suit their needs and save time. This can be achieved by creating custom reports, which can be organized to match user preferences and can be shared with other supervisors within the platform.

    Saving a Custom Report

    It is possible for supervisors to create custom reports based off the existing report types available by default.

    To do so, open the report type you wish to customize. Select the report parameters you want to include and then run the report. Once this is done, head over to the page options and select Save. Enter a name for your custom report and add details if relevant. This function will keep the current report parameters saved and will allow you to access it again quickly.


    Once saved, your custom report will be added to the My Custom Reports section of the Reports page.

    Managing Custom Reports

    The My Custom Reports section allows supervisors to quickly access and manage their saved reports.


    To adjust the order in which saved reports appear, simply grab the report by clicking on the selection icon (Selection icon) and drag it to the desired position.

    Additional information and functions can be found by clicking on the Details button. Clicking on the arrow button ( Arrow icon ) will reveal additional options. From here, you can share the saved report with another supervisor within the application or delete it.

    How can I interpret the boxplot chart?

    Quick Answer

    Boxplot charts help to visualize and identify useful information about a report's data entries, including the median, first and third quartiles (Q1 & Q3), the minimum and maximum values based on a normal distribution, as well as the potential outliers.

    Location: Reports > Run a report with boxplot chart

    Some of the reports available within the Nabu Pro application will display boxplot charts when sufficient entries are included :


    Boxplot charts are used to visually display the distribution of data sets based on five main values :

    1. Median: The middle value of the dataset.
    2. First quartile (Q1): The middle value between the smallest number and the median of the dataset.
    3. Third quartile (Q3): The middle value between the largest number and the median of the dataset.
    4. Minimum: The smallest value from the dataset that is not an outlier.
    5. Maximum: The largest value from the dataset that is not an outlier.

    Outliers

    Data entries are considered as outliers if they fall outside a certain range, which is determined by the interquartile range (IQR) of the dataset. This value is equivalent to the difference between the first and third quartiles (Q1 - Q3). Once the interquartile range value is known, it is used to calculate the values within which data entries are not considered as outliers by using the following formulas :

    • Upper limit: Q3 + (1.5 * IQR)
    • Lower limit: Q1 - (1.5 * IQR)
    These values are used to determine the minimum and maximum values for the boxplot chart. The minimum value will be the lowest value from the dataset that is larger than the lower limit, and the maximum will be the highest value that is smaller than the upper limit. All other values which happen to be greater than the upper limit or smaller than the lower limit will appear as outliers in the boxplot chart.

    Insights

    Using the values identified within the boxplot chart, it is possible to extract useful insights about the dataset being considered. The following are examples of observations that can be made with ease :

    • Roughly 50% of entries are located above and below the median.
    • Roughly 25% of entries are lower than Q1 and 75% are larger.
    • Roughly 75% of entries are lower than Q3 and 25% are smaller.
    • Roughly 50% of entries are within the interquartile range box (between Q1 & Q3)
    • If the boxplot has a large spread, there is more variance in the dataset.
    • If the interquartile range box is not centered between both whiskers (min & max), the dataset is skewed.
    • If the 4 main sections of the boxplot are uneven in size, this suggests that there is more variance within at least one of the quartiles.

    Miscellaneous

    What should I adjust in my company documentation following the adoption of Nabu Pro?

    Quick Answer

    It depends. The content requiring adjustements will vary based on your specific industry, documentation and procedures.

    Refer to the templates and examples below for further details.

    Many regulatory entities will require businesses to update their company documentation following any relevant change to their operating procedures. The adoption and trasition to the Nabu Pro platform for compliance management activities should therefore be addressed in your updated company documents.

    The templates below should provide relevant examples of the most common adjustments required, based on your industry :

    Aviation & Aeronautics Operations :

    Chapter - Operational Control System

    • Section - Dissemination Procedures for Operational Information:

      The company will disseminate operational information to pilots and other employees by company Operational memos via the Nabu Pro software. The system will track unread and all read confirmations.

    Chapter - Training

    • Section - Training Records:
      1. The company will maintain a record of all training for three (3) years after the date of the check using the Nabu Pro software.
      2. To evaluate each trainee after completion of the ground training program, a comprehensive exam on each subject will be administered. The company will be using the Nabu Pro Software to administer and/or track the different training required.
      3. All training documents and forms will be signed and dated by the trainee and the chief pilot (or by a pilot delegated by the chief pilot). As well, all exams will be corrected to 100% by the Nabu Pro software or by the chief pilot.
      4. (If you are using trainings provided by Nabu Pro) - In your list of trainings, add "(Nabu Pro)" after the title of your courses that use Nabu Pro training materials.

    How do I add my company's Nabu Pro URL to my bookmarks?

    Quick Answer

    In your preferred internet browser, look for a star or flag icon next to the navigation bar. If you are on mobile, look for this feature in your browser options or near your navigation buttons.

    Location: Web browser navigation bar or options

    For more information on how to add bookmarks to your web browser, click on the name of your preferred browser to access the detailed guide from their documentation :