User Training Workflow

Comprehensive training program to ensure users are proficient with the platform

Objective

Provide structured learning path for new users to become productive quickly

Participants (4 roles)

trainer: Training Specialist
customer: Customer User
admin: Customer Administrator
success: Customer Success Manager

Input

New user requiring platform training

Output

Certified and productive platform user

Process Flow

100%
flowchart LR
    node0["Training Assessment"]
    node1["Foundation Training"]
    node2["Hands-on Practice"]
    node3["Advanced Features Training"]
    node4["Administrator Training"]
    node5["Team Training Session"]
    node6["Certification Exam"]
    node7["Ongoing Support Setup"]

    node0 --> node1
    node1 --> node2
    node2 --> node3
    node3 --> node4
    node4 --> node5
    node5 --> node6
    node6 --> node7

    classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px

Performance Metrics

5 days

Avg. Completion Time

78%

certificationRate

3x improvement

userProductivity

4.5/5

trainingNPS

Stages Overview

100%
PROPERTIES
STAGE 1
Training Assessment
STAGE 2
Foundation Training
STAGE 3
Hands-on Practice
STAGE 4
Advanced Features Training
STAGE 5
Administrator Training
STAGE 6
Team Training Session
STAGE 7
Certification Exam
STAGE 8
Ongoing Support Setup
Stage Owners
Training Specialist
Training Specialist
Customer User
Training Specialist
Training Specialist
Customer Administrator
Training Specialist
Customer Success Manager
Stage Workers
Customer User
Customer Administrator
Customer User
Training Specialist
Customer User
Customer Administrator
Customer Administrator
Customer User
Training Specialist
Customer User
Customer User
Training Specialist
Duration
30 minutes
2 hours
4 hours
3 hours
2 hours
1 hour
1 hour
30 minutes
Output Fields
• Technical Level*
• Role Type*
• Learning Style*
• Time Availability*
• Priority Features*
• Overview Video Completed*
• Documentation Reviewed*
• Foundation Quiz Score*
• UI Navigation Test*
• Exercises Completed*
• First Project Created*
• Use Cases Practiced*
• Practice Review Score*
• Areas of Difficulty
• Automation Training*
• Integrations Configured
• Custom Reports Created*
• Advanced Features Used*
• User Management Proficiency*
• Security Settings Configured*
• Backup Plan Created*
• Admin Certification Score*
• Session Scheduled*
• Attendees Count*
• Training Topics Covered*
• Team Feedback Score*
• Exam Score*
• Exam Status*
• Certificate Issued*
• Areas for Improvement
• Follow-up Sessions Scheduled*
• Resource Access Granted*
• Preferred Support Channel*
• Training Complete*
To-dos
• Assess user's technical background
• Identify specific training needs
• Determine learning preferences
• Create personalized training plan
• Complete platform overview video
• Review core concepts documentation
• Navigate basic UI elements
• Complete foundation quiz
• Complete guided exercises
• Create first project/workflow
• Practice common use cases
• Submit practice work for review
• Learn automation capabilities
• Configure advanced settings
• Setup integrations
• Create custom reports
• User management and permissions
• Security configuration
• Backup and recovery procedures
• Compliance settings
• Schedule team training session
• Prepare team-specific materials
• Conduct live training
• Q&A and feedback session
• Review study materials
• Take certification exam
• Review exam results
• Issue certificate if passed
• Schedule follow-up sessions
• Provide resource library access
• Join user community
• Setup office hours attendance

Automation Rules

Automation 1: Field Value Alert

If Foundation Quiz Score less_than, Then send notification to Training Specialist with message: "User needs additional foundation training support"

high

Automation 2: Stage Completion Notification

If Hands-on Practice is completed, Then send notification to Customer Success Manager with message: "User completed hands-on practice - check progress"

Automation 3: Field Value Alert

If Exam Status equals, Then escalate to Training Specialist with message: "User failed certification exam - schedule remedial training"

Automation 4: Stage Completion Notification

If Certification Exam is completed, Then send notification to Customer Administrator with message: "Team member completed certification"

Workflow Summary

Total Stages

8

Total To-dos

32

Output Fields

34

Automations

4