Concepts

Basic Concepts

Organisation

An Enlytning Organisation is the top-level container for all your users, policies, and compliance records. When you log into Enlytning, you're logging into your specific Organisation, which has a unique name and settings. As a user, you can be a member of multiple Organisations and switch between them.

Users, Roles, & Departments

Your Organisation is populated by Users. Every user is assigned a Role, which determines their permissions and what they can do on the platform.

• Owner: Has full administrative control, including managing billing, security, and deleting the organisation.
• Admin: Manages day-to-day operations, such as inviting users, creating groups, and managing all compliance materials and assignments.
• Creator: Can create and edit materials in the Workspace. They function similarly to Regular users but have the added ability to author content. They cannot manage assignments or view administrative reports.
• Regular: The standard employee role, focused on completing assigned policies and training.

Users can also be organized by Department, which typically reflects your company's internal structure (e.g., "Engineering," "Marketing"). This is different from Groups, which are more flexible.

Materials

The most fundamental concept in Enlytning is the Material. A Material is a single piece of content that you create and assign to staff. Most other concepts in the platform are designed to organize, enforce, and audit these Materials.

There are three main types of Material:

• Course: A structured educational experience used to demonstrate competency, often containing multiple modules and interactive units.
• Policy: A mandatory document that requires formal acknowledgement, used for compliance, internal rules, and SOPs.
• Survey: A tool for gathering feedback, assessing risk, or verifying understanding.

The Publishing Workflow

Each Material always has a Draft version that you can edit in your Workspace. When you are ready to enforce it across the organisation, you Publish it. Here’s how that works:

• Publishing takes a snapshot of your current draft and creates a Published version. This is the version that gets delivered to employees in their Learn environment.
• Immediately after you publish, a new draft is automatically created for you in the Workspace. This allows you to start making edits for the next version (e.g., annual policy updates) without affecting the live, published material currently in use.
• To edit a published material, simply go to the Workspace, find the material, and you will be editing its new draft. There isn't a way to "un-publish" or revert a published version; instead, you just publish your new changes when they are ready.

Groups

A Group is a flexible, reusable collection of users that you create to simplify assignments. Rather than selecting dozens of individual users for a policy, you can assign it to a pre-defined Group like "New Hires - Q4" or "Safety Officers." Groups can be created for any purpose, such as by location, risk level, or project team.

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Managing Compliance

Assignments

An Assignment is the action of mandating a Material for a user or Group. When a user is assigned a Material, their acknowledgement, status, and score are tracked for audit purposes.

Assignments can be configured in several ways:

• Deadline: You can set a specific due date for compliance.
• Recurring Assignments: For ongoing compliance, you can create an Assignment Group that automatically re-assigns a Material on a set frequency (e.g., annually, quarterly) to ensure valid certification.
• Passing Score: For assessments, you can set a minimum score required to verify competency.

Learning Paths

A Learning Path groups multiple Materials together into a structured, sequential program to achieve a broader compliance outcome. For example, an "Information Security" Learning Path might consist of three steps:

1. A "Data Protection" Policy (Must be signed first).
2. A "Phishing Awareness" Course.
3. A "Security Risk" Survey.

Learning Paths can have conditional logic; for example, a user might only proceed to the next step if they achieve a passing score on the previous one.