Program Corrective Workflows

The Corrective Workflow feature is available for companies with Awareness Training enabled and can be configured at the Company Program level by navigating to a specific company > Program > Corrective Workflows.

Supported Trigger Events
Currently, administrators can create Corrective Workflows for the following events:

1. When Users Click on Any Simulation Template

   • Triggers when a user interacts with any simulation template.

2. User Clicks on any Simulation Template More Than Once in a Month

   • Detects repeated interactions with simulation templates within a 30-day period.

3. Users see the “Training Pop Up” from any simulation template

   • Triggers when a user see the “Training Pop Up” from the landing page of any simulation template.

4. Users see the ‘Training Pop Up’ multiple times a month from any simulation template

   • Triggers when a user see 2 or more times the “Training Pop Up” from the landing page of any simulation template.

Note: Admins can assign mandatory training with a due date per asset.

How to Set Up a Corrective Workflow

1. Navigate to a specific Company > Program > Workflows.

2. Click + New Workflow.

3. Select the trigger event:

   • “When users click on any simulation template”

   • “When users click on any simulation template more than once during a month”

4. Configure the training assignment:

   • Select the required training course(s).

   • Set a due date (e.g., 7 days, 14 days, etc.).

5. Save the workflow.

Note: You can add as many workflows as you want, but for now, only 2 actions are available. We’re planning to add more actions in the near future.

Corrective Workflows Reporting

• From the Assignments view, you can see and filter which assignments were triggered by a corrective workflow.

• Boardroom Reports also include “Corrective” as the training source when an assignment is triggered from your Corrective Workflow conditions.

• Activity Log will register any assignment executed through a Corrective Workflow, as well as any update made to the conditions.

Additional Notes:

• Corrective workflows capture events from different sources, such as Campaigns, Program Schedule, and others.
• Ensure you’re not duplicating assignments with other features like Mandatory Content, Smart Training, or manual assignments.
• Assignments are delivered after 30 minutes of the click action.
• User assignments are limited to one per corrective workflow in order not to duplicate assignments.