The dashboard presents a summary of the current situation within the application. You will arrive on this page when you log into your Nabu Pro platform.

The top section displays a summary for each section of your app and gives you quick access to them.

The bottom-left section displays the list of external trainings and documents currently awaiting approval. Click on an item to quickly go to the approval page for the user's submission.

The bottom-right section presents messages from Nabu Pro, which summarize the software release notes. When a modification is made following a change in regulations, you will find a link to quickly access the new rules.

Navigation and UX

The sidebar on the left-side of the window provides quick access to the main sections of the application and is persistent across all pages. You can click on the icon at the very bottom () to toggle between the expanded view and the collapsed view.

In the upper-right corner of your Nabu Pro platform, you will find additional buttons :

• User Account : Click on this icon to reveal your supervisor account options. For more details, refer to the Supervisor Account Settings section.
• Notifications (Hybrid accounts only) : This icon indicates when you have items to complete on the user side. Click on it to see the details.
• Hybrid Account Toggle (Hybrid accounts only) : This toggle allows you to switch between your supervisor account and user account . For more details, refer to the Hybrid Accounts section.

Finally, you can find in the bottom-right corner of the application a small help button (). Click here for quick access to our resources that can help you to answer your questions and make better use of your Nabu Pro platform.

The page lists all the active trainings with their current eligibility status.

Important Symbols :

• : Warning that indicates an internal training has no content, or that an external training is awaiting activation following its integration to Nabu Pro.
  • Users can't complete it since they don't have access to it.
• : Warning that indicates a training is disabled, therefore users don't have access to it.
  • For more details on disabled trainings, refer to the Training Information Page section.
• : Indicates the number of eligibility renewals awaiting review by a supervisor. (External Training Only)
• : Indicates the number of declined eligibility renewals awaiting an update by the user. (External Training Only)
• : Button to display the missing fields from the table. (Only on small displays)

Page Options :

• Create Training: Create a new training (See: Create Training Page).
• Create External Training: Create a new external training (See: Create External Training Page).
• Duplicate Training: Create a new training from duplicating another one (See: Duplicate Training or Document Page).
• Certificate Settings: Set the instructors that can sign a certificate and set the logo to be displayed on the certificates (See: Training Certificate Settings Page).
• Batch Import Records: Retroactively add one or more training attempts that were completed outside of the application (See: Batch Import Training Attempts Page).
• Archived Trainings: Access the trainings that were archived (See: Archived Trainings Page).

The page lists all the active documents with their current eligibility status.

Important Symbols :

• : Warning that indicates a document is awaiting activation following its integration to Nabu Pro.
  • Users can't complete it since they don't have access to it.
• : Indicates the number of eligibility renewals awaiting review by a supervisor.
• : Indicates the number of declined eligibility renewals, awaiting an update by the user.
• : Button to display the missing fields from the table. (Only on small displays)

Page Options :

• Create Document: Create a new document (See: Create Document Page).
• Duplicate Document: Create a new document from duplicating another one. (See: Duplicate a Training or Document).
• Batch Import Records: Retroactively add one or more document records that were completed outside of the application (See: Batch Import Attempts or Entries Page).
• Archived Documents: Access the documents that were archived (See: Archived Trainings and Documents Page).

The page provides a summary of the information related to the training and the trainees that are assigned to it.

The first section of the page, displayed in the figure above, provides details about the training under different tabs. The number of elements in each tab is displayed in parentheses for a quick overview.

• General: Training information.
• Reference Material: PDF or image files related to the training.
• Prerequisites: The list of prerequisite items that must be completed prior to unlocking this training, and the list of items for which this training is a required prerequisite.
• Slides: The list of all the slides that make the theory part of the training, if any.
• Slide Media: The list of media content (videos, audio, PDFs, images and hyperlinks) that can be attached to a slide, if any.
• Questions: The list of the questions for the exam.

The second part of the page shown in figure above displays information about the eligibility status of the users required to complete the training. The colored panels allow to quickly filter the trainees based on their eligibility status (eligible, soon expiring, and expired).

PDF Report

You can generate a PDF export of the training's assigned users with the Generate PDF button in the upper right corner of the table of users. A dialog offers the possibility to filter the report based on the groups filter currently applied on the table.

Important Symbols :

• : Located to the right of the training's title located in the upper left corner of the screen, this symbol indicates when the training is locked by a supervisor. Trainings are locked when a supervisor is currently editing the content of the training. Hovering over the locked symbol with your mouse displays the name of the supervisor who holds the lock. Options that require locking a training are marked with a lock symbol :
• : Below the training title appears a list of badges that represent the groups associated to a training. These groups are used as filter criteria to search trainings in the Trainings Page. The groups assigned can be modified through the Assign Groups option (see below).
• : This symbol indicates when the user has completed the training and is eligible.
• : This symbol indicates when the user's eligibility is soon expiring. This is based on the Soon Expiring Window that was set for the training. For more details, refer to the Edit Training Information section.
• : This symbol indicates when the user is late for their renewal. The user is therefore ineligible.
• : Button to display the missing fields from the table (Only on small displays).

Page Options :

• Export Exam Content to PDF: Export information, questions and answers to PDF.
• Export Exam Content to Excel: Export information, questions and answers to Excel.
• Changes History: Access the log displaying the list of changes made to the internal training.
• Assign Groups: Modify the groups to which a training belongs.
• Assign Users: Modify the list of users who are required to complete the training (See: Edit Assigned Users Page).
• Invalidate Eligible Users: Invalidate the eligibility of this training for multiple users simultaneously.
• Enable/Disable Training: Toggle the availability of the training to the users. Trainings are automatically disabled prior when supervisors modify their content. When a training is disabled, a caption appears below the title of the training indicating when the training was disabled and by which supervisor.

Warning

If a supervisor attempts to disable a training while some users are doing it, the supervisor is notified and has the choice to wait for the users to complete it, or cancel their current attempt and go on with disabling the training.

• Edit Training Information: Option to edit the parameters of the training. (See: Edit Training Information Page).
• Edit Confidentiality & Access: Option to modify the confidentiality status of the training and manage its dedicated supervisors.
• Edit Questions: Option to access the question management page for the training. (See: Edit Questions Page).
• Add/Edit Slides: Option to add or modify the slides for the content presentation or for references. (See: Upload new Set of Slides Page).
• Edit Slides Duration: Option to modify the minimum duration of the slides during the content presentation. (See: Edit Slides Duration).
• Edit Slide Media: Option to add or modify the slide media associated with each slide during the content presentation. (See: Edit Slide Media Page).
• Duplicate: Create a new training by duplicating this one.
• Archive Training: Archiving a training makes it unavailable to users and removes it from the eligibility tracking. Archived trainings can be accessed from the archived trainings page (See: Archived Trainings Page).

Training Preview

It is possible to simulate the training from the users' perspective for both the theory and exam sections. To access the training preview, click on the LAUNCH button, located next to the Internal Training Type field in the General tab. Doing so will open the simulation :

In this new window, you can experience the training from the point of view of a user. You can navigate between both the theory and exam sections of the training, when applicable.

The page provides general information in the upper section, in addition to a panel indicating renewals submitted by users that are awaiting a supervisor review.

The second part of the page lists the users assigned to the document or external training and their eligibility status.

PDF Report

You can generate a PDF export of the training's assigned users with the Generate PDF button in the upper right corner of the table of users. A dialog offers the possibility to filter the report based on the groups filter currently applied on the table.

Important Symbols :

• : Below the title appears a list of badges that represent the groups associated to the document. Groups can be modified through the Assign Groups option (see below).
• : This symbol indicates when the user has submitted the training or document and is eligible.
• : This symbol indicates when the user's eligibility is soon expiring. This is based on the Soon Expiring Window that was set for the training or document. Refer to the Edit External Training & Document Information section for more details.
• : This symbol indicates when the user is late for their renewal. The user is therefore ineligible.
• : Indicates a submission awaiting approval from a supervisor.
• : Indicates a submission that was declined by the supervisor and that requires an update by the user.
• : Button to display the missing fields from the table (Only on small displays).

Page Options :

• Assign Groups: Modify the groups to which the document or training belongs.
• Assign Users: Modify the list of users who are required to complete the document. See: Assign Users for more details.
• Invalidate Eligible Users: Invalidate the eligibility of this training or document for multiple users simultaneously.
• Edit Information: Option to edit the general information of the document or external training. See: Edit Information for more details.
• Edit Confidentiality & Access: Option to modify the confidentiality status of the training or document and manage its dedicated supervisors.
• Move to Training/Documents Section: Option to change the type for the external training or document and move it to the other section.
• Duplicate: Create a new document or external training that is duplicated from the current one.
• Archive: Archiving a document or training makes it unavailable to users and removes it from the eligibility tracking. Archived documents and trainings can be accessed from the archived documents or trainings page. See: Archived Trainings or Documents Page for more details.

The page presents the full history of compliance attestations of the user for the internal training. The Informations section at the top presents a summary of the user's current eligibility status and details about the last successful completion. The History section at the bottom displays the full list of compliance attestations for the user, in chronological order. Click on an attestation to go to the Compliance Attestation Details Page.

Important Symbols :

• : Indicates that the user can't complete the training at the moment.
• : Indicates an actual attempt that was made within the Nabu Pro application by the user.
• : Indicates a retroactive attempt for which the supervisor has retroactively added the result in the system.
• : Indicates a retroactive attempt that was added to the system during the initial onboarding process.
• : Indicates when the attempt was successfully completed by the user.
• : Indicates an attempt that was invalidated by a supervisor. You can click on the icon to view the note left by your supervisor for more information.
• : Indicates that an attestation includes one or more failed attempts.
• : Button to display the missing fields from the table (Only on small displays).

Page Options :

• Add Attempt: Add a retroactive attempt (See: Add Training Attempt Page).
• Set Initial Deadline: If the trainee has never completed the training before, you can set the initial deadline (date after which he will be considered expired). Setting the initial deadline provides a delay for the user to complete a new training.
• Extend Eligibility: If the user currently has a successfully completed attempt, you can set an extension to their current eligibility window. Extending the eligibility allows to define a new expiration date with a note explaining the reason, as well as an attachment for justification.
• Edit Eligibility Extension: Allows to edit the date, note and attachments of the extension or to delete it.
• Invalidate Eligibility: Invalidate a user's eligibility (last successful attempt is invalidated). The supervisor must provide a reason for this action. It is possible to grant a grace period before the user is considered expired once again, or to force the immediate renewal if necessary. Invalidating an attempt is irreversible.

Location

Trainings (Side Menu) > Select a Training > Select a Trainee

The page presents the full history of compliance attestations of the user for the document or external training. The Informations section at the top presents a summary of the user's current eligibility status and details about the last successful completion. The History section at the bottom displays the full list of compliance attestations for the user, in chronological order. Click on an attestation to go to the Compliance Attestation Details Page. If an approval request is waiting for review, it will appear below the page header.

Important Symbols :

• : Indicates that the user can't complete the training or document at the moment.
• : Indicates an actual attempt that was submitted within the Nabu Pro application by the user.
• : Indicates a retroactive attempt for which the supervisor has retroactively added the result in the system.
• : Indicates a retroactive attempt that was added to the system during the initial onboarding process.
• : Indicates when the attempt was successfully completed by the user and approved by a supervisor.
• : Indicates a submission awaiting approval from a supervisor.
• : Indicates an attempt that was declined by the supervisor and that requires an update by the user.
• : Indicates an attempt that was invalidated by a supervisor. You can click on the icon to view the note left by your supervisor for more information.
• : Button to display the missing fields from the table (Only on small displays).

Page Options :

• Add Attempt or Add Document Entry: Add retroactively a document entry or an external training attempt (See: Add Training Attempt Page).
• Review Request: Access the approval request page for a pending attempt. This option replaces Add Attempt when there is an approval request available for the user.
• Set Initial Deadline: If the trainee has never completed the training or document before, you can set the initial deadline (date after which he will be considered expired). Setting the initial deadline provides a delay for the user to complete the training or document.
• Extend Eligibility: If the user currently has a successfully completed attempt, you can set an extension to their current eligibility window. Extending the eligibility allows to define a new expiration date with a note explaining the reason, as well as an attachment for justification.
• Edit Eligibility Extension: Allows to edit the date, note and attachments of the extension or to delete it.
• Invalidate Eligibility: Invalidate a user's eligibility (last successful attempt is invalidated). The supervisor must provide a reason for this action. It is possible to grant a grace period before the user is considered expired once again, or to force the immediate renewal if necessary. Invalidating an attempt is irreversible.

The page presents all the details about the compliance attestation of the user for the training or document. The sections presented vary based on the type of the item or the attempt.

Internal trainings (Attempts made by the user)

The Information section, at the top of the page, presents the details about the selected attestation. The Attempts details section, at the bottom of the page, presents the complete list of all the attempts made by the user to reach eligibility, in chronological order.

Documents, external trainings and internal trainings (retroactive attempts)

The Information section, on the left side of the page, presents the details about the selected attestation. The Changes history section, on the right side of the page, presents the complete list of the actions and modifications made for the attempt, in chronological order.

Important Symbols :

• : Indicates when the attempt was successfully completed by the user.
• : Indicates when the attempt was failed by the user.
• : Indicates an attempt that was invalidated by a supervisor. Click on the icon to view the note left by the supervisor for more information.
• : Indicates that the expiration date is no longer valid due to an invalidation.
• : Button to generate a detailed report of the attempt made by the user, question by question (attempts made by users only).
• : Button to view the list of actions and modifications made for the attempt (attempts made by users only).
• : Button to display the missing fields from the table (Only on small displays).

Page Options :

• Edit: Allows to edit the information of the attempt.
• Review request When there is an approval request available for the user, allows to access it. This option replaces the Edit option.
• Delete Allows to delete the attempt.

After a user submits an approval request for a document or an external training, the supervisor must review it and make a decision :

• Approve: The item is validated and the eligibility of the user is renewed.
• Decline: The user is notified by email to update his submission based on the comments provided by the supervisor. After the user updates, the supervisor is notified again to review the updated submission.
• Edit Then Approve: The supervisor is redirected to the Edit attempt page, where they can make changes to the user's submission. Once the modifications are saved, the attempt is considered approved. This can be useful to quickly correct minor mistakes provided by the users.

The page displays a wizard form for providing the training information, the groups it targets and the users required to complete it :

1. The Information section allows to specify the details of the training, its renewal settings, prerequisites and other options. It is also possible to add reference material and instructions for users.
2. The Groups section allows to assign the training to your existing groups. Although trainings can be assigned to any users regardless of their group, it is useful to specify the groups, as they serve as a helper to quickly select the targeted users in the following section (e.g. all users in the management group).
3. Finally, the Users section allows to assign the training to the users that must complete it.

For detailed information about the training configuration, refer to :

• For an internal training: Edit Training Information Page
• For an external training: Edit External Training & Document Information Page

The page displays a wizard form for providing the document information, the groups it targets and the users required to complete it :

1. The Information section allows to specify the details of the document, its renewal settings, prerequisites and other options. It is also possible to add reference material and instructions for users.
2. The Groups section allows to assign the document to your existing groups. Although documents can be assigned to any users regardless of their group, it is useful to specify the groups as they serve as a helper to quickly select the targeted users in the following section (e.g. all users in the management group).
3. Finally, the Users section allows to assign the document to the users that must complete it.

For detailed information about the document configuration, refer to the Edit External Training & Document Information Page

You can create a training or document by duplicating another one. The following elements are duplicated from the source training or document :

• Training or document configurations (frequency, instructor, reference document, etc.) except for the start date;
• Training content (for internal trainings only);
• The assigned groups;
• The assigned users.

This page allows supervisors to retroactively add a training attempt or a document record for a given user. This is useful when importing previous company data about the user's trainings and documents he has already completed.

Attempts added retroactively can be edited by supervisors. The history of changes made can be found in the attempt's change log.

To add multiple attempts in batch, refer to the next section.

Batch Import allows to add retroactively training attempts or document records for several users and trainings or documents at one time. The same logic as the previous section for individual training attempts or document records applies.

This page allows to change the groups that the training or document targets.

After modifying the groups, the wizard will send you to the second step so you can adjust the users assigned to the item based on the updated groups. Refer to the following section for more details. (See: Assign Users to a Training or Document).

The page allows to set the users who are required to complete the training or the document. It is possible to send an email notification to the users that are newly assigned to the training.

Click the Filters section to make it easier to find users to assign. The shortcut button() allows to filter users quickly by the groups assigned to the training or document.

It is also possible to perform the inverse and set the trainings or documents a user is required to complete (See: Assign Trainings and Documents).

The page lists the instructors that can sign the certificates generated by the system for the successful completion of internal trainings. It shows the name and title of each instructor as well as the number of courses to which each instructor is assigned.

Instructors must be assigned beforehand to trainings they certify or sign in order to generate certificates of completion. There are 2 ways to set this up :

• Edit the trainings of the instructor all at once through the Assign Trainings to an Instructor page.
• It can be done for individual trainings in the Edit Training Information Page.

Page Options :

• Set Company Logo: Upload the company logo that will show in the upper left corner of the certificate (See: Edit Company Logo Page).
• Create Instructor: Add a new instructor.

The page allows to enter or edit the instructor's name, title and signature attachment file. Additionally, you can generate a dummy certificate to preview how the provided information will render.

The page lists all the internal trainings that are certified by the instructor.

Page Options :

• Edit Info: Modify the instructor's information.
• Edit Trainings: Modify the internal trainings assigned to the instructor. (See: Edit Certificate Instructor Trainings)
• Delete: Delete the instructor.

The page allows to set all the trainings for which the current instructor is used when generating the certificates for successful attempts.

This page allows to modify the company logo that appears on the certificates. Accepted file formats are .PNG and .JPEG.

The archived trainings and documents page keeps track of all trainings or documents for which it is no longer necessary to keep track of the compliance of users. The content of archived trainings and documents is kept and it is possible to restore archived trainings or documents.

Supervisors can view the details of the archived item from this page. It is possible to :

• See all users assigned to the item.
• Access the attempts history for each assigned user.
• Access the changes history for the item.
• Visualize the training in the simulation mode (Internal trainings only).
• Restore the training or document if the supervisor has permission.

Supervisors also have a limited access to make modifications to the archived item from the page options :

• Edit Training Information
• Edit Questions (Internal trainings only).
• Edit Slides (Internal trainings only).
• Edit Slides Duration (Internal trainings only).
• Edit Slide Media (Internal trainings only).

The page allows to modify the basic information of an internal training.

General Tab - Fields :

1. Title: Title of the training.
2. Confidential: Option to set the training as confidential.
3. Certificate Instructor: The instructor that appears on the successful attempt certificates.
4. Initial Deadline: Date after which all assigned users will be considered expired. It is used for new trainings that were never yet completed and it provides a delay for users to complete the training for the first time without being expired. You will no longer be able to edit this field once the training has an attempt saved.
5. Validity Period: The period during which the training is valid. After this time, participants must retake the training to remain compliant. A zero value indicates that the eligibility is permanent (no renewal required).
6. Expiration Calculation: Options for how the expiration date should be calculated. (See: FAQ section on expiration types)
7. Available for Completion Window: The number of days before the expiration date during which users can complete the training.
8. Soon Expiring Window: The number of days before the expiration date during which users will appear as soon expiring for supervisors.
9. Prerequisites: Indicates the trainings & documents that must be completed prior to unlocking this one.
10. Dependents: Indicates the trainings & documents for which the current training is a prerequisite.
11. Number of Questions Asked: The number of questions to be asked to trainees when attempting the exam. For instance, on a total of 30 questions, 20 questions are asked for each exam. The random selection ensures a diversity of questions between the attempts.
12. Minimum Score Required: Passing grade of the exam.
13. Ask Questions in Random Order: When checked, the questions during the exams are asked randomly.
14. Exam Only: When checked, indicates that a training does not have a theory section and is only an exam. As a result, if slides are uploaded, they will serve as question references only.
15. Users can Consult Slides: When checked, indicates that users can review the theory content after the training was successfully completed.
16. Instructions for Users: Shows the instructions entered to provide users with more details about how to complete the training.
17. Information for Supervisors: Shows the internal notes entered for more information about the training.

Reference Material Tab :

Click on the Reference Material tab to upload or remove PDF or image files that can be accessed and downloaded by the users for complementary information about the training.

The page allows to modify the information of an external training or a document.

General Tab - Fields :

1. Title: Title of the external training or document.
2. Confidential: Option to set the training or document as confidential.
3. Initial Deadline: Date after which all assigned users will be considered expired. It is used for new trainings or documents that were never yet completed and it provides a delay for users to complete the item for the first time without being expired. You will no longer be able to edit this field once the item has an attempt saved.
4. Validity Period: The period during which the training or document is valid. After this time, participants must retake the training or resubmit the document to remain compliant. A zero value indicates that the eligibility is permanent (no renewal required).
5. Expiration Calculation: Options for how the expiration date should be calculated. (See: FAQ section on expiration types)
6. Available for Completion Window: The number of days before the expiration date during which users can submit the external training or document.
7. Soon Expiring Window: The number of days before the expiration date during which users will appear as soon expiring for supervisors.
8. Prerequisites: Indicates the trainings & documents that must be completed prior to unlocking this one.
9. Dependents: Indicates the trainings & documents for which the current training is a prerequisite.
10. Instructions for Users: Shows the instructions entered to provide users with more details about how to submit the training or document.
11. Information for Supervisors: Shows the internal notes entered for more information about the training or document.

Reference Material Tab :

Click on the Reference Material tab to upload or remove PDF or image files that can be accessed and downloaded by the users for complementary information about the training or document.

The page gives an overview of the contents of each question, and allows to add or delete questions. The Edit button in the last column of the table allows to modify the content of the questions. For more details, refer to the Edit Question Content Page.

The page displays a wizard form to create a new question.

The first section asks whether the question uses images as a reference. You will be able to add your image files here, otherwise you will be sent to the next section.

The General tab allows you to enter the content of the question, and to set the multiple choice answers.

The final section is where you can set the references for the question. These should indicate where the correct answer can be found. They will be shown to users after an incorrect answer is provided during the exam section of the training.

The page allows to modify the content of the question and the multiple choice answers from the General tab.

The section below allows to edit the references to where the right answer to a question can be found. References include the slide number where the correct information can be found and/or a message to provide a precision note. A single question can have multiple references.

From the Images tab, you can add or remove image files that will be shown to users when the question is asked to them. In other words, it allows questions to refer to the images' content (Example: What does the following symbol represent?).

The page allows to provide slides for the theory section of the training. For trainings with an exam only, the slides are used as references for when correcting questions. The slides must be in a PDF file format and no bigger than 60MB in size.

Select the checkbox Slides are intended for question references only to indicate that the upload is for an exam-only training.

Select the checkbox Users can Consult Slides to allow employees to review the content after the training was completed.

The checkbox Keep existing slides data is proposed when the training already has slides. Select this option to keep any slide-related data which already exists (question references or slides media).

• For instance, if slide 3 is a reference for a given question, and slide 5 has a video attachment, after the upload of the new set, slide 3 and 5 will still have their reference and video attachment respectively.
• However, if the checkbox is not selected, this related content will be deleted and all references & slide media will have to be re-added to the slides of the new set.

The page allows to attach to a slide one or more of the following items :

• Video (maximum 760 MB)
• Audio track (maximum 20 MB)
• Image (maximum 20 MB)
• PDF File (maximum 20 MB)
• Hyperlink

These media items are available to the user when viewing the slide during the theory part of the training.

Adding a Slide Media

To add a new slide media, select the slide during which you wish the media to appear for the user and click on the Edit icon ( ). This will open a new window where you can manage the existing media for the slide, or click on the Plus sign () to add a new media. Another pop-up window will appear, where you can choose the media type, add the attachment, enter a title, and select the autoplay feature :

The Edit Slides Duration page allows to set the minimal amount of a time a trainee has to spend on each slide during the theory part of the training.

The page displays the list of modifications made to a training or a document, as well as the version tags created.

The Nabu Pro platform automatically tracks changes made to trainings or documents since April 4th, 2021 (excluding assigned users and groups). Supervisors can access this information, allowing them to track changes over time and across different versions.

You can click on a modification to open a pop-up window, showing more details about the changes made :

Version Tags

It is also possible for supervisors to create version tags to clearly identify the series of changes associated with a specific version of the training or document.

• The tags created will appear in the List of Changes and Version Tags and will display the details that have been provided on the version.
• Supervisors can generate a PDF report for a tag, which lists all change log entries preceding the tag, up to the previous version if there is one.

See the example of how to access history, create a tag and generate a PDF below :

Using the Changes History

The page lists all the users in the system with their general eligibility status and memo eligibility status. Users can be filtered by eligibility, groups and name.

Important Symbols :

• : Indicates that the user :
  • Was not yet sent an activation email or has not yet activated his Nabu Pro trainee account.
  • Has not been assigned to any group yet.
• : Indicates the number of requests for external trainings or documents awaiting review by a supervisor for the given user.
• : Indicates the number of declined requests for external trainings or documents awaiting an update by the given user.
• : This symbol indicates when the user has completed all his assigned items and is eligible.
• : This symbol indicates when the user's eligibility is soon expiring for at least one item, or that the user has at least one memo left to read.
• : This symbol indicates when the user is late for the renewal of at least one item, or has not read a memo that is currently in effect. The user is therefore ineligible.
• : Button to display the missing fields from the table. (Only on small displays)

Page Options :

• Create User: Allows to add a new user (See: Create User Page).
• Batch Import Records: Retroactively add one or more training attempts that were completed outside of the application (See: Batch Import Training Attempts Page).
• Archived Users: Redirects towards the list of archived users (See: Archived Users Page).

The User Information page displays information about the trainee's profile and a summarized overview of his status for each item he is assigned to.

The profile information shows first the user's name and the list of groups assigned. Beneath, you can find more details in the User Information section. The next section will display the approval requests that are currently awaiting a review for the current user. Finally, The list of assigned items is located below. This table can be filtered by the items' name and assigned groups.

Important Symbols :

• : Warning that indicates a training has no content. Therefore, users don't have access to it.
• : Warning that indicates a training is disabled. Therefore, users don't have access to it.
  • For more details on disabled trainings, refer to the Training Information Page section.
• : Indicates a submission awaiting approval from a supervisor.
• : Indicates a submission that was declined by the supervisor and that requires an update by the user.
• : This symbol indicates when the user has completed the item and is eligible.
• : This symbol indicates when the user's eligibility is soon expiring for the item, or the memo was not read yet.
• : This symbol indicates when the user is late for the renewal of the item, or has not read the memo that is currently in effect. The user is therefore ineligible.
• : Button to display the missing fields from the table (only on small displays).

Page Options :

• Completed Unassigned Items and Read Memos: Allows in a single view to see both previously read memos and the trainings or documents completed but that are no longer assigned (See: Completed Unassigned Items and Read Memos).
• Edit Profile: Allows to edit the trainee's general information (See: Edit Trainee Information Page).
• Upgrade or Downgrade User License: Allows to change the user's license. Refer to the Users Section for more details about licenses.
• Assign Groups: Allows to modify the groups the trainee is assigned to (See: Assign Groups Page).
• Assign Trainings and Documents: Edit the list of trainings and documents the user is assigned to (See: Assign Trainings and Documents).
• Assign Memos: Edit the list of memos the user is required to read (See: Assign Memos).
• Archive User: Archive the user; he will no longer appear in the tracking of user eligibility and his license will be vacated. The user account can be accessed from the Archived Users Page.

User Compliance Report :

The supervisor can generate a PDF export of the user profile (compliance report) from the button Generate PDF on the upper right corner of the table of items to complete. A dialog offers the possibility to tweak the report in the following manner :

• Whether to include all memos previously read by the user.
• Whether to include all trainings or documents that were previously completed and that are no longer assigned to the user.
• Whether to include the memos that the user has not yet read.
• Whether to filter the report by the groups currently selected in the table's group filter.

See the example below :

The page displays a wizard form that will guide the supervisor to create a new user profile :

1. First, the User Type section is where the selection is made between a contractual or employee user.
2. The License section is where the selection is made between a communication or control license for the user.
3. The Information section allows to specify the details about the user and select their platform language.

Note

The Delay Activation Email checkbox at the bottom allows to create the user without directly sending the activation email. This leaves more time for a supervisor to further prepare the user's profile after its creation. When ready, the supervisor can then send the activation email manually.

4. The Groups section allows to assign the user to your existing groups.
5. The Trainings and Documents section allows to assign the user to their required items. By default, all items that target the groups selected in the previous step will be selected automatically. It is still possible to add or remove any item from the list if necessary.
6. The Memos section allows to assign the user to the memos they must read. By default, all memos that target the groups selected in the previous step will be selected automatically. It is still possible to add or remove any memo from the list if necessary.
7. Finally, the Initial Deadline section allows to set the date when the user will first be considered as expired by the platform. This allows to provide a time period for the new user to complete their assigned items in the platform.

Upon submission of the form, an email is sent to the provided email address with a temporary password (unless if the Delay Activation Email checkbox was selected). The user account will be activated once the user accesses it and changes the temporary password.

It is possible to create Hybrid accounts, which have both a supervisor and regular user account. The creation form provides the option to create the new user from an existing supervisor account. Refer to the section about hybrid accounts for more details.

The page allows to modify the profile information of the user.

The page allows to edit the list of groups to which a user belongs.

After modifying the groups, the wizard will send you to the next steps so you can adjust the items assigned to the user based on the updated groups. Refer to the following sections for more details. (See: Assign Trainings and Documents to a User & Assign Memos to a User.)

The page allows to select the trainings and documents the user is required to complete. Upon submission, the user can be notified for newly assigned trainings and documents.

Click the Filters section to make it easier to find items to assign. The shortcut button () allows to filter items quickly by the groups assigned to the user.

It is also possible to perform the inverse and set the users required to complete a training or document (See: Assign Users to a Training or Document).

Dealing with Prerequisites

When modifying the trainings and documents assigned to a user, the supervisor has access to information about the prerequisites of a training or document, as well as its dependents (the trainings or documents for which the item is a prerequisite). This information is accessed by clicking the yellow warning icon () next to the training or document name.

You may notice that there can be checked items that are disabled. This indicates that one or more items for which the present disabled item is a prerequisite are currently selected. For the disabled item to be deselected, its dependents must be deselected as shown in the example below :

Indication of prerequisites when Assigning Trainings and Documents

The page allows to modify the list of memos the user is required to read.

Click the Filters section to make it easier to find memos to assign. The shortcut button () allows to filter memos quickly by the groups assigned to the user.

The Archived Users page shows a list of all the archived users. It provides the possibility to access an archived user's profile or restore it.

A supervisors has limited access to an archived user profile. From this page, he can :

• View all the items (trainings, documents and memos) the user has completed or read.
• Download a PDF report listing the completed items.
• Restore the user if he has the permission to do so (see the page options ).

The page lists in a single view both previously read memos and the trainings & documents that were completed but that are no longer assigned. The supervisor can select those items and access their respective information.

The page lists all the pending memos. For a memo to be considered pending, it must match one of the following criteria :

• The date the memo becomes effective is not yet passed or;
• One or more user assigned to the memo has not yet read it.

Important Symbols :

• : This symbol indicates that the memo has an Urgent priority status.
• : This symbol indicates that all users have read the memo.
• : This symbol indicates that at least one user has not read the memo.
• : This symbol indicates that at least one user is late and has not read the memo.

Click on the Create Memo button in the upper right corner to open the Create Memo page.

The page shows a list of all the memos that match the 2 following criteria :

• The memo effective date has passed and;
• All assigned users have read the memo.

Click on the Create Memo button in the upper right corner to open the Create Memo page.

The page shows a list of all the memos that are archived.

The Memo Information page shows the content of the memo and detailed information in the General tab. If the memo has questions, they will be listed in the Questions tab. The bottom section lists the read status of assigned users. The supervisor also has the possibility to modify the initial deadline and the read status of assigned users (set the user as read or not read) by clicking on .

Important Symbols :

• : This symbol indicates that the user has read the memo.
• : This symbol indicates that the user has not read the memo.
• : This symbol indicates that the user is late.

Page Options :

• Edit Content: Edit the content of the memo. Once the memo is effective, its content can no longer be modified.
• Assign Groups: Edit the targeted groups.
• Assign / Add Users: Edit the assigned users. Once the memo is effective, users can only be added.
• Delete: Delete the memo. (Only available while the memo is not yet effective.)
• Read by All: Set the read status of all assigned users to Read.
• Export to PDF: Export the memo information to PDF.
• Set an automatic archival date: Add an automatic archival date to the memo. (Only available when the memo is In Effect and does not have an automatic archival date.)
• Change the automatic archival date: Change or remove the automatic archival date of the memo. (Only available when the memo is In Effect and has an automatic archival date.)
• Archive: Archive the memo. (Only available when the memo is In Effect.)
• Restore: Restore the archived memo. (Only available when the memo is Archived.)

The page consists of a wizard form to provide the memo information, the targeted groups and the users required to read it :

1. The Information section allows to specify the contents of the memo, its details and options. It is also possible to add attachments and validation questions to the memo.
2. The Groups section allows to assign the memo to your existing groups. Although memos can be assigned to any users regardless of their group, it is useful to specify the groups, as they serve as a helper to quickly select the targeted users in the following section (e.g. all users in the management group).
3. Finally, the Users section allows to assign the memo to the users that must read it.

Urgent Memos

Setting memos as Urgent will force assigned users to read the memo before they can complete their other assigned items in the platform.

Automatically Archive Memo After Delay

This field allows to set a predetermined period of time after which a memo will be archived automatically. The countdown for this time period is initiated when the memo becomes In Effect.

For more details, refer to the Archived Memos section of the Release Notes.

Memo Questions

Supervisors can ask up to three questions per memo for an instant validation that users have properly understood its content.

When a memo includes questions, users must provide the correct answer to all questions to confirm that the memo has been read. If any question is not answered properly, the user will have to reread the memo and can resubmit it after a one minute delay.

This page allows to edit the memo. In the General tab, it is possible to edit the content, information fields, options and questions of the memo. Go to the Attachments tab to add or remove files included with the memo. The form provides an option to force the users who have already read the memo to reread it if the modification requires so.

This page allows to change the groups that the memo targets.

After modifying the groups, the wizard will send you to the second step so you can adjust its assigned users based on the updated groups. Refer to the following section for more details. (See: Edit Memo Users).

This page allows to change the users required to read the memo.

Click the Filters section to make it easier to find users to assign. The shortcut button () allows to filter users quickly by the groups assigned to the memo.

The Groups page shows the complete list of groups and displays the summary details for a selected group.

The Groups Hierarchy section located to the left displays the list of groups in a tree view. Parent groups have an arrow to their left and their subgroups are listed beneath. The filter field above allows to search by group title. Use the buttons underneath to quickly collapse or expand all subgroups, or to clear the filter field.

When a group is selected from the list, a summary of its assigned ressources will appear in the Group Details section to the right. For groups that are part of a hierarchy, a more detailed breakdown can be revealed by clicking directly on a row or the plus button ( ).

To navigate to the selected group's details page, click on the Go To Group button in the upper right corner.

Creating a New Group

To create a new group, click on the Create Group button in the upper right corner. A modal will appear, where it is possible to enter the group's name and select a parent group if necessary. For more details about parent groups and hierarchies, refer to the Groups section.

The Group Information page shows in the Groups Details tab the number of active resources currently assigned to the group. For groups that are part of a hierarchy, a detailed breakdown of how many items are assigned directly or indirectly can be accessed by clicking directly on the desired row or the plus button ( ). The parent group and subgroups are listed to the right, if any.

The bottom section lists all the resources that are assigned to the group, under their respective tab. The search field allows to filter resources by name, and additional column filters are available for lists with different values. Click on any item to access its information page.

Page Options :

• Modify: Modify the name of the group or/and its parent group.
• Edit Group Users: Edit the users who belong to the group.
• Change the Trainings that Target the Group: Edit the internal and external trainings that belong to the group.
• Change the Documents that Target the Group: Edit the documents that belong to the group.
• Delete: Delete the group.

The page allows you to access the reports and acts as your repository for saved reports. It is seperated in two sections :

• The All Reports section lists the different reports available, grouped by themes, and presents a short description for each report type.
• The My Custom Reports section displays your saved reports and allows you to organize them for quick access.

Managing Saved Reports

Supervisors can adjust the order in which the saved reports appear in the My Custom Reports section. Simply grab the report by clicking on the selection icon () and drag it to the desired position.

Details

More information and functions can be accessed by clicking on Details for a saved report :

Click on the arrow button ( ) to reveal the additional options. From here, you can share the saved report with another supervisor within the application or delete it.

The Report Information Page presents the data extracted from the platform. This window allows supervisors to run the selected report and manipulate the data to reveal useful information.

Page Options :

• Save: Save the current report parameters and create a shortcut in the My Custom Reports section.
• Save as: Save the current custom report parameters under a new name.
• Share: Share the custom report with one or multiple supervisors.
• Export to CSV: Export the current report view to a CSV file.
• Export to PDF: Export the current report view to a PDF file.
• Delete: Delete the custom report from your My Custom Reports section.

The Account Settings page presents the details of the supervisor account and allows to modify its information, password, email preferences and automatic filtering.

This upper section of the page presents three sections :

• The My Profile section in the upper-left section allows to edit your name, email address and language for the platform.
• The Change Password section allows to set a new password for the account.
• The My Roles section displays the list of permission roles assigned to your account.

The My Groups section displays the list of groups assigned to your account, with a hierarchical view.

Automatic Table Filtering

Assigned groups grant supervisors the possibility to populate the table filters automatically. In order to do so, select the option Automatically filter resources by my assigned groups and click on Save. This will apply your groups to the table filter automatically when visiting the following sections :

• Trainings and documents table
• Users table
• Table of users assigned to a training or document
• Table of assigned trainings in the trainee user details page
• Memos listing pages
• Approval Requests Awaiting Review

If you do not activate this option, you can still quickly filter your tables by using the shortcut button ( ).

Click on the shortcut button ( ) to quickly remove or reapply the filter for your assigned groups to the table.

The Email Preferences section allows to customize the email notifications that are sent automatically by the platform. You can enable or disable the notifications for the different types of alerts you want to receive.

Personalized Communications

Assigned groups also filter email notifications intended to supervisors, so that they only receive notifications about users belonging to their groups. For more details, refer to the FAQ.

The Supervisors page lists all the supervisor accounts and allows their management.

Click on the Actions button to reveal additional options for each supervisor account. This is where you can:

• Edit the supervisor's groups,
• Edit their supervised users,
• Edit their permission roles,
• Edit the option for restriction by groups,
• Convert the supervisor into an external auditor,
• And delete the supervisor account.

Page Options :

• Permission Groups: Manage system permission groups supervisors (See: Manage Platform Permission Groups).
• Add Supervisor: Add a new supervisor user to the platform.
• Add External Auditor: Add a new external auditor to the platform.

External Auditors

External auditor share the same permissions as supervisors with the audit role; However, accounts set as external auditors differ from regular supervisors in the following ways:

• No email alerts are sent to external auditors by the platform
• Group filter for tables is activated by default and cannot be deactivated
• Access to the following pages is not granted:
• Roles and permissions
• Licenses
• Supervisors
• Company Settings

Hybrid Accounts

It is possible to have Hybrid accounts, which are supervisors that also have a regular user account. You can identify the supervisors with an hybrid account by looking at the third column in the table. They can be created from both the supervisor or regular user creation pages by selecting the option Create from existing user/supervisor.

When a user has a hybrid account, an additional button is available in the upper right corner of the application, to the left of the account options. This button indicates which interface of the platform is currently used :

• The indicator is visible when the platform is in user mode. This interface allows you to complete assigned items and consult the history of the user account.
• The indicator is visible when the platform is in supervisor mode. This interface allows you to manage the application for all users and items to complete. A notification icon () is shown in the upper right corner of the supervisor view and indicates when there are one or multiple items to complete on the user side.

To access your other account type, click on the button indicating the account type.

Hybrid accounts were designed for employees who need to track their eligibility for items to complete, and also require supervisor features within the platform to complete their duties.

The page displays a wizard form allowing to create a new supervisor profile :

1. The Information section allows to specify the details about the supervisor, select their platform language, and determine whether to restrict their permissions based on their groups.
2. The Permissions section is where you can assign the supervisor to one or multiple permission roles. These will determine which actions they will be able to take within the platform.
3. Finally, The Groups section allows to assign the supervisor to your existing groups. Please take note that if you chose to restrict the supervisor's permissions based on their groups, they will only be able to access the detailed information for their groups.

Upon submission of the form, an email is sent to the provided email address with a temporary password. The supervisor account will be activated once the user accesses it and changes the temporary password.

It is possible to create Hybrid accounts, which have both a supervisor and regular user account. The creation form provides the option to create the new supervisor from an existing user account. Refer to the section about hybrid accounts for more details.

All supervisor user actions are restricted through a permission system that goes as follows :

• Each supervisor action is associated to a specific permission;
• Permissions are distributed among various roles;
• Supervisors are assigned to one or more roles and they accumulate the permissions of the roles they are part of.

There are 8 default permission roles and additional customized roles can be created. The default roles consist of the following :

1. Monitoring: User can only view information and generate reports, except if it involves seeing exam content. This is useful for supervisor users who also are trainee users.
2. Audit: User can only view information and generate reports, including seeing exam contents. This is useful to grant read-only permissions to external auditors.
3. Memos Manager: User can create, edit and assign memos.
4. Training Instructor: User can view and edit training information.
5. Documents Manager: User can create, edit and assign documents.
6. Users Manager: User can create, edit and assign users, plus limited management and data entry permissions (user cannot create content such as memos or trainings, neither can he manage other supervisors and permissions).
7. Supervisor: All manager roles permissions, plus group management and limited supervisor management.
8. Super Admin: All permissions granted.

The widget in the figure above allows to visualize in details the set of permissions in the system and see their distribution among the permission roles. For a given permission group, a green square indicates that the permission is granted, while a red one indicates otherwise. It is also possible to highlight the permissions of a supervisor by checking the option located above the table.

For custom permission roles, an edit button is available and allows to modify the set of permissions granted to the role. Editing the permission roles to which a supervisor belongs (supervisors table > Edit Permission button, see previous section Supervisors Management), uses the same widget.

For each supervisor action, there exists a permission. The Create and Edit Permission Role pages allow to grant or deny those permissions to a custom role.

Note that whenever a new feature that involves a supervisor user action is added to the platform, a new permission is also created.

The Company Settings page displays the company account information, including its name, subscription tier, contractual licenses limit, number of contractual licences left to use, contract anniversary date, company code, default platform language, and timezone. Supervisors with the appropriate permission can edit the company name and default language.

Onboarding Archives

From this page, supervisors with the appropriate permission can access all the files that were provided to Nabu Pro during the onboarding phase. This allows to keep all records used before the company's transition to Nabu Pro for easy and centralized access from the platform. Click on the Download button to navigate the list of available files and download them when needed.

The page lists all active licenses for the platform. Click on a license to see its changes history (See: Licenses Changes History).

Licenses are active when they are assigned to a user or when their renewal date has not yet been reached.

The license renewal date for employee accounts is based on the contract anniversary date for your platform. It is possible to see your contract anniversary date from the Company Settings Page. The license renewal date for contractual accounts is based on the account's creation date.

For more details about the different user types and license tiers, refer to the Users section.

The page lists all the changes made to a license.

The Nabu Pro platform automatically tracks license changes since the deployment of version 2.6. Supervisors can access this information, allowing them to track changes over time and across different users.

You can click on a modification to open a pop-up window, showing more details about the change made :

The page lists all archived licenses for the platform. Click on a license to see its changes history (See: Licenses Changes History).

The page lists all license transfers that were made between users.

A transfer occurs every time a license is attached to a different person than it was previously attached to and the new user completes an assigned item (training, document or memo).