Upload Your Guidelines, Enroll Them, and Track Completions

We know how important it is for your users to read and understand the, e.g., IT security guidelines for your organisation. You can distribute and track completions of your guidelines on our platform. In this article, we'll show you how it works.

Upload your guidelines to our platform

You can upload documents or policies to the platform, so they are stored in the same place your users go for training.

Then, you can also enroll your users and access reports that document completion.

To upload your guidelines to the CyberPilot App:

Go to "Own Materials"
Click "Create New"
Fill in the required fields and upload your PDF
1. If you have a guideline in multiple languages, you can add the different language variations by selecting several "Material Languages" and uploading the associated files.
Click "Save"

How to enroll materials to your users

The enrollment works in the same way as course enrollments for awareness training.

You can add your guideline to a training or onboarding plan. It's a good idea to make your IT security policy part of your onboarding plan for new users.

Make material part of a training or onboarding plan

To make material part of an onboarding or training plan, access the "Training Planner" page under "Awareness". From here, you can create a training or onboarding plan that has your own material in it.

One-off material enrollments

You can also enroll materials without making them part of an ongoing training plan. To do that, click on the material you would like to enroll and then click on "Users"

Next, click on the "Enroll" button, and then select who the material should enroll to and when.

Your users need to confirm that they have read and understood the material assigned to them

At the last page of the document, there is a "Complete" button, along with a statement saying, “I have read and understood,” which serves as the user's confirmation that they have reviewed the document.

The user must click on the button for their completion to be registered. This is how you know that they have read and understood the documents assigned to them.

How to track material completions

You can track material completions in the same reports you use for awareness or phishing training.

User Summary Report

Here, you can see an overview of each user's activity, including the number of materials they are enrolled to and the number of incomplete materials.

You can add a filter so you are only looking at users who have incomplete material.

Awareness Report

Here, you can see exactly which courses and materials each user has been assigned to, when they were assigned, a due date, and the status of each.