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Ostendio Platform Set-up
How can I automate the Documents and Training material so that I don't have to remember to log in every year to send out documents or training to new employees in the company?
Automate the assignment of documents and training materials
Documents and Training can both be assigned to Groups, so that new employees are automatically assigned when they join or qualify for that group.
Documents are not recurring because the content typically has a shelf life, so must be reviewed after a certain period, which is the expiration date. Typically this is limited to 1 year.
Training has a frequency option, so training can be set daily, weekly, quarterly or annually. A smart way to set up training would be to link the source material from Documents. That way the person taking the training will always have the latest version of the content.