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How to Setup Training Path's

Create, assign, and launch training your team can actually follow

What this guide helps you do

Set up a training path from start to finish — including who gets trained, who oversees it, and how it’s structured.

👉 If you’re launching training for the first time or rolling it out to new locations, start here.

 

Step 1: Create Your Training Path

Start by creating a new training path or using an existing one as your foundation.

Option A: Create from scratch

Use this when:

  • You’re building brand-new training
  • The content is unique to your operations

Option B: Duplicate an existing training path

Use this when:

  • A franchisor or corporate team has already created a template
  • You want to reuse quizzes, resources, and structure without rebuilding

What duplication includes

Copied over automatically:

  • Quizzes
  • Skill evaluations
  • Linked resources
  • Training structure and flow
  • Name, category, and description

You’ll still need to set:

  • Who gets assigned
  • Who supervises
  • When it’s scheduled

What to know

  • Not all training paths can be duplicated (this is controlled by corporate)
  • You must have permission to create training paths
  • You must be assigned as a supervisor to duplicate
  • Location Admin's with this access can remove and reorder content after duplication

💡 Pro tip: Use duplication for speed, then customize assignments for your location.

Step 2: Set Training Structure

Define how training should be completed.

Add learning components:

  • Content (videos, documents, etc.)
  • Quizzes
  • Skill evaluations (if hands-on validation is needed)

Note: Training content is linked directly to your Knowledge Base, so you’re always using the latest version. If a chapter or asset is updated there, the changes automatically appear everywhere it’s used in Delightree—including your Training Paths.

Step 3: Assign Who Gets Training

Decide exactly who should be enrolled in this training path.

You can assign by:

  • Job role
  • Location
  • Individual users

Use inclusion and exclusion rules

This helps you control assignments without creating duplicates.

Use this when:

  • You want to assign training broadly but exclude certain users
  • You want to avoid reassigning training to users who already completed it

💡 Pro tip: Keep assignments simple at first. You can always refine later.

Step 4: Set Completion Rules (Scoring & Retakes)

Define what it means for training to be successfully completed.

Screenshot 2026-03-27 at 11.44.19 AM

Set a passing score (optional)

If your training includes quizzes or skill evaluations, you can require a minimum score.

  • Users who meet the threshold → Certified
  • Users who don’t → Failed

Note: If no passing score is set: → Training is marked Certified upon completion

Set retake attempts

Control how many times a user can retry the training.

  • You can allow 1–3 attempts
  • This cannot be changed after publishing

What to know

  • Each attempt replaces the previous score
  • The latest score is saved (not the highest)

After all attempts are used

Users can still access the training in Practice Mode:

  • They can review content
  • Their score will not change

💡 Pro tip: Use scoring for compliance or critical training. Skip it for informational or introductory content.

Step 5: Assign Supervisors

Supervisors are responsible for overseeing training progress and, when needed, approving completion.

By default:

  • The training path creator
  • Master admins

You can also:

  • Delegate oversight to specific team members

Supervisors can:

  • Track progress
  • Evaluate skills
  • Mark training complete for in-person sessions

💡 Pro tip: Assign supervisors at the location level so training stays close to daily operations.

Use prerequisites (optional)

Require certain training to be completed before moving forward.

Use this when:

  • Order matters
  • You want structured learning progression

Step 6: Schedule the Training

Decide when and how often training should be completed.

Options include:

  • One-time training
  • Recurring (monthly, quarterly, etc.)

 

What to know:

  • Scheduling controls when training is assigned
  • You can reuse the same structure across locations

Note: When you set assignee criteria to a specific user role, any new user who activates their account and matches that role will be automatically enrolled in the training. If you define a duration (for example, 1 week), that time period begins on the exact date the user is enrolled, not when the training path was created.

Last Step: Review & Launch

Before going live, do a quick check:

  • ✅ Are the right users assigned?
  • ✅ Are supervisors set correctly?
  • ✅ Does the training flow make sense?
  • ✅ Is scheduling correct?

Once published, training is live and visible to your team.

Note: To allow supervisors—such as Location Admins (owners or managers)—to assign training to members of their own team, you need to enable the “View, Can Cross Train” permission. Turning on this option gives them the access they need to enroll their staff in the appropriate training paths.

What happens next?

After launch:

  • Users begin training
  • Supervisors can track progress
  • You’ll be able to monitor completion and performance

👉 Next step: Head to Manage Training & Track Progress to see how your team is performing.