Training Videos

  People                                  Courses                                   Rules                                   Management                                   Reports                                 Training Insights

People

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View training videos on user profile related topics. The top row of videos will walk you through how to create a new user, edit profile privileges (Training Administrator, Instructor, and Manager privileges), and search for and reactivate inactive profiles.

Create a New User

Edit User Privileges

Reactivate a User

The second row of videos goes over the View Assignments modal on users’ profiles (status definitions, how to reset or mark a user successful, etc.), as well as how to edit edit multiple profiles at once, and how to add external events to multiple users’ transcripts at once.

View Assignment Details

Batch Edit Profiles

Batch Add to Transcript

Title Description Length
Add to Transcript Add external events users complete (webinars, training sessions, etc.) to their transcript. 1 min
Batch Add to Transcript Batch add external events users complete to their transcript. 1 min
Batch Edit Profiles Batch edit multiple users’ profiles at once. 2 min
Creating a New User Create a new profile for a user. 2 min
Deactivate a User Search for an active user and deactivate them. 1 min
Edit Profiles Edit a user’s profile information. <1 min
Edit User Privileges Add training administrator, manager, alt manager, or instructor privileges to a user’s profile. 3 min
Reactivate a User Search for an inactive user and reactivate them. 1 min
Resetting Passwords Reset a password as a user, or unlock / reset a password for a user as a training administrator. 2 min
Search for Users
Use the basic and advanced search feature to find active and inactive profiles. 2 min
View Assignments Status definitions, mark successful, waive, reset courses, and add or remove courses. 4 min
View Transcripts Search for a user and view their transcript. 1 min

Courses

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BAI I-Design ®

View help videos from the top row to learn about the basics of I-design, designing course themes (font, logo, resolution, etc.), and creating Acknowledgement courses.

I-Design Introduction

Building a Theme

Create an Acknowledgement

More Course Types

View training videos from the bottom row to learn about uploading SCORM files to wbts, creating instructor-led training courses to track in-person training, and info on career pathing.

Create a WBT

Create an ILT

Career Path Demo

Title Description Length
Career Path Demo Enable and create career paths for your organization. (Professional Skills Library – Skills List) & (Compliance Libraries – Skills List) 7 min
Create a Course Group Create a course group, certification, or curricula. 2 min
Create a Task Create tasks you’d like users to complete outside of normal training. 1 min
Create an Evaluation Create an evaluation, assessment, or survey. 14 min
Create ILTs Create and track instructor-led training. 7 min
Create WBTs Upload custom courses (must be saved as SCORM 2004 or SCORM 1.2). 2 min
Edit ILTs Search for and edit offerings, sessions, and rosters within ILTs. 3 min
Edit WBTs Search and edit wbts to preview, deactivate, change passing scores, and edit retake limits. 2 min
Mark ILTs Complete Edit attendance hours, set completion statuses, cancel / complete offerings within ILTs. 3 min
BAI I-Design®    
Assessment Screens Create tests using Assessment Screens. (Click here to see a more detailed layout list) 3 min
Basic Screens Create or upload content into I-Design® using Basic Screens. 4 min
Create Acknowledgment Create an acknowledgment course in I-Design®, track whether a user has read a policy. 4 min
Create Theme Customize your I-Design® courses by creating themes. 2 min
I-Design® Introduction Introduction to the very basics of I-Design®. 2 min
Uploading PowerPoint Upload a PowerPoint into an existing I-Design® course. 2 min

Rules

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Click on the videos to the right to learn how to create a new rule, how to copy an existing rule (either as an extension of the current year, or as a rule for the new year), or how best to set up people groups.

Create a Rule

Copy a Rule

Intro to People Groups

Title Description Length
Close a Rule Close a rule to remove assignments from users. 1 min
Copy a Rule Copy a rule to extend training or to prepare training for the next year. 1 min
Create a Rule Create a new rule from scratch to start assigning training. 6 min
Edit a Rule Edit an existing rule when member audience details or course details change. 2 min
Intro to People Groups Introduces people groups, explains people group logic, use cases, and sub containers. 7 min
New vs. Existing Hires Recommendations on how to set up new hire rules based on department size. 4 min
Postion & Org by Name Differentiating position v position by name, org v org by name filters in people groups. 2 min

Management

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The retake limits video covers everything you’ll need to know about retake limits. Learn the ins and outs of each retake limit option (Rolling, Annual, Unlimited), how to edit them, and how TAs and Managers approve retake requests students submit.

Retake Limits Explained

Click on the video to the right to view information on the Management tab. This includes adding and editing items found under the Management tab, such as position names, organization names, location names, and portal settings.

Management Tab

Reports

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View training videos on our most popular reports (TDR, QSR, and RCR) by clicking the thumbnails to the right. Each video is approximately 4 minutes long and walks you through the basics of that report, including how to run and export results.

Training Data Report

Quick Status Report

Rule Compliance Report

Other topics include general report info  (navigating, status definitions, sorting results, etc.), creating queries (what are they, how to add to a subscription), and creating a subscription (automatically send yourself and others a report).

General Reports Info

Report Queries

Report Subscriptions

Title Description Length
Create & Edit a Query What are report queries, how to create a new query / edit an existing query. 3 min
Create & Edit a Subscription Attach a query to a subscription to automatically send you frequently run reports. 4 min
General Reports Info Navigating reports, course status definitions, sorting results, and exporting results. 6 min
Report Types
Assessment Summary Report How to run, how to filter, and how to export this report. 1 min
Course Attempts Summary Report How to run, how to filter, and how to export this report. 2 min
Course Group Summary Report How to run, how to filter, and how to export this report. 1 min
Employee Completion Report How to run, how to filter, and how to export this report. 1 min
Employee Summary Report How to run, how to filter, and how to export this report. 1 min
Fast Track Report How to run, how to filter, and how to export this report. 1 min
I-Design Course Summary Report How to run, how to filter, and how to export this report. 2 min
ILT Roster Report How to run, how to filter, and how to export this report. 2 min
Management Hierarchy Report How to run, and how to export this report. <1 min
Quick Status Report How to run, how to filter, and how to export this report. 4 min
Rule Audit Report How to run, how to filter, and how to export this report. 2 min
Rule Compliance Report How to run, how to filter, and how to export this report. 4 min
Rule Summary Report How to run, how to filter, and how to export this report. 2 min
SCORM2004 Course Summary Report How to run, how to filter, and how to export this report. 2 min
Training Data Report How to run, how to filter, and how to export this report. 3 min
User Data Report How to run, how to filter, and how to export this report. 1 min

Training Insights

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BAI Training Insights, combined with BAI’s flexible courseware, is designed to help you electronically develop your training plans.  This easy-to-use tool will enable you to collaborate throughout your organization as you plan, assign and report your compliance training and provide an audit trail for regulatory reporting. Learn how to create and copy Decision Reports, set up Decision Makers, and gain the confidence you need to assign training more effectively to your organization.

Training Admin Demo Video

Click the thumbnail to watch the instructional help video on BAI Training Insights for Training Administrators.

Decision Maker Demo Video

Click the thumbnail to watch the instructional help video on BAI Training Insights for Decision Makers.