Create and assign Calm training courses
Calm training courses let you build internal training programmes with custom steps, assign them to people or groups, and track completion in one place. Admins create courses in the Training area; learners complete them from the My Courses page.
How to create a Calm course
Go to Training > Courses
Click Create Course and choose the Calm course type
Enter a Course Name and any other required details
Click Save
The new course opens in the course builder.
How to add steps to a course
Steps are the items learners must complete. You can add documents, forms, videos, PDFs, risk assessments, and quiz assessments.
In the course builder, click Add Step
Select the step type you want:
Document — attach a policy or guidance document
Form — link a form the learner must fill in
Video — add a training video
PDF — attach a PDF for review
Risk Assessment — include a risk assessment the learner must complete
Assessment — add a quiz with a pass mark and attempt limit
Configure the step settings and click Save
Repeat for each step you need
Arrange steps in the order learners should complete them. Each step is tracked individually so learners can see their progress.
How to publish or archive a course
A course must be published before you can assign it to learners.
Open the course from Training > Courses
Review the step list and settings
Click Publish to make the course available for assignment
To remove a course from active use, open it and click Archive. Archived courses can no longer be assigned, but existing assignments remain visible.
How to assign a course
You can assign a Calm course to individuals or to groups. When you assign to a group, the system creates an individual assignment for every member.
Go to Training > Courses
Open the course you want to assign
Click Assign Training
In the Assign To section, choose People or Groups
Select one or more people or groups
Set a due date (optional) and click Assign
Each learner receives a notification and sees the course in their inbox.
How learners complete a course
Learners work through assigned courses from the My Courses page.
Go to My Courses
Open the assigned course
Complete each step in order
Click Mark Complete (or the equivalent action for the final step) to finish the course
Progress is saved automatically after each step. The course status updates to completed once all steps are done.
Before you start
You need Manager or Admin access to the Training module to create, edit, publish, and assign courses.
If you are assigning to groups, set them up first. See Creating Groups and Teams for instructions.
Common questions
Can I edit a course after it is published? Yes. Open the course in the builder, make changes, and save. Learners with active assignments will see the updated content.
What happens when I assign a course to a group? The system creates an individual training assignment for every member. Each person sees the course in their inbox and My Courses page.
Can learners see courses they have already completed? Yes. Completed courses remain on the My Courses page with a completed status so learners can refer back to them.
Can I assign a course to a single person? Yes. Choose People in the Assign To section and select the individual.
What step types are supported? Documents, forms, videos, PDFs, risk assessments, and quiz assessments.
See also Manage training courses and results for enrolment, manual results, and iHasco sync, and Add an assessment to a training course for quiz setup and review.