Admin & Training | Manage Playbook Academy Enrollments

Administrators can now manage Playbook Academy enrollments from within the Playbook administration webpage. 

  1. In the Resources & Users tab, edit a resource...
    Sep 30, 2022 - Playbook Academy Enrollments - 1 - Resources & Users
  2. Scroll down to the Training section...
    Sep 30, 2022 - Playbook Academy Enrollments - 2 - Training Section
  3. A list of Recommended and Available courses are displayed. To enroll the resource in a course, check the box in the Active column.
    Sep 30, 2022 - Playbook Academy Enrollments - 4 - Activate Enrollment
  4. The resource's most elevated role determines which courses are listed as Recommended and Available, so be sure each resource's most elevated role is assigned correctly. For example, if the resource's most elevated role is Project Manager, then only Project Manager should be selected.
    Sep 30, 2022 - Playbook Academy Enrollments - 3 - Resource Role
  5. The resource will automatically receive the following email.
    Sep 30, 2022 - Playbook Academy Enrollments - 4 - Enrollment Email
  6. The following is a breakdown of Recommended vs. Available courses by role.
    Sep 30, 2022 - Playbook Academy Enrollments - 6 - Table Reccommended vs Available by Role
  7. And here are the course overviews and prerequisites...
    Sep 30, 2022 - Playbook Academy Enrollments - 7 - Table Course Overviews
  8. Want to learn more? Contact a Customer Success Engineer today!