Turn company policies into training

Use Policies to maintain approved policy text and request a learning module based on it. Publishing the source policy, preparing its learning module, and assigning the training are separate steps.

Before you start

• Select the correct organization and use an account with permission to manage policies.
• Custom learning modules must be enabled for the organization. Contact your organization owner or Prventi support if Policies is unavailable.
• Have your policy owner approve the wording before publication. The current editor accepts policy text; copy the relevant text from your approved document into the editor.

Create a policy draft

1. Open Policies in the organization sidebar. The page heading is Custom learning content.
2. Select Add policy.
3. Enter a Policy title and select Policy language. The current choices are English, English (UK), and English (US).
4. Enter or paste the approved material into Policy text. Use headings and lists to keep rules, responsibilities, exceptions, and reporting instructions clear. Review formatting after pasting.
5. Select Save draft if the policy still needs review.

The live policy editor accepts text and provides separate draft and publication actions. View full size (opens in a new tab)

Open the draft from Policies > Active and select Edit draft to continue editing it. Active is the list view; check the policy’s own Draft or Published label to confirm its publication status.

Publish the approved policy

Review the full policy text, title, and language with your policy owner. When approved, select Publish policy from the editor or the saved draft’s page. Confirm that the policy now shows Published.

Check the wording before publishing

Published policies cannot be edited. If an approved policy changes later, contact your policy owner and Prventi support about preparing a replacement version and its training.

Publishing the policy does not enroll learners or send them a training assignment.

Request a learning module

1. Open the published policy.
2. In the Learning module panel, select Request learning module.
3. Check the panel’s status. Prventi processes and reviews the requested training before it becomes available.

Module status	What it means	What to do
Not requested	A learning module has not been requested.	Publish the policy if necessary, then select Request learning module.
Processing	The request is being processed and reviewed by Prventi.	Return later to check its status.
Ready	The generated module is published and available for assignments.	Select View learning modules, then create or update an assignment.

Ready confirms that training is available to add to an assignment. View full size (opens in a new tab)

Assign the policy training

1. Select View learning modules on the Ready policy to find its training in the content library.
2. Review the available module before rollout. Raise any issue with the policy owner and Prventi support.
3. Open Learning Assignments, create or edit an assignment, and add the policy module in Content > Add Content.
4. Choose the learners or departments, review the assignment, and launch it when ready. Follow Create and manage learning assignments for the complete workflow.
5. Check assignment completion and Training Evidence reports to follow progress.

Troubleshooting

Policies is missing or access is denied

Check the selected organization, your policy-management permissions, and whether custom learning modules are enabled. Viewing a policy and managing it can require different permissions.

The form will not save

Check that Policy title, Policy language, and Policy text are filled in. Read the validation message, and make sure pasted text appears in the editor before trying again.

I cannot request a module

Confirm that the policy is published and not archived. A request that is already Processing or Ready does not need another request. If the action is still unavailable, ask the organization owner to check your permissions.

The request is still Processing

Processing includes review by Prventi. Reopen the policy to check its current status. If it appears stuck, send support the organization name, policy title, request time, and any visible error.

I cannot find the training in an assignment

Check that Learning module says Ready, select View learning modules, and search by the policy title. Ensure that the assignment belongs to the same organization. A published policy with no Ready module is not yet assignable training.

A policy has disappeared from the list

Check Policies > Archived as well as the selected organization. An archived policy retains its learning module and audit history; ask support about the appropriate next step before replacing it.