The R365 Training app is R365’s learning management system (LMS). It includes pages and screens used to complete training as well as configure and administer training content and users.
Security
Only users with an employee training user profile will have access to R365 Training.
Learn more about managing users within R365 Training.
Navigation
R365 Training is found in the R365 navigation left rail.
R365 Training opens in a new tab. All R365 Training screens are accessed from the top-level category pages selected in the R365 Training left navigation.
If R365 Training is not enabled, it is listed under More in the R365 navigation left rail.
R365 Training Categories
The pages and screens within R365 Training are organized into the following categories:
Home
The Home page contains navigation to the following screens:
Page/Tool | Description |
|---|---|
Feed | Contains user posts and allows users to create new posts. |
My Posts | Contains posts sent by the user. |
All Posts | Contains historical user posts with search bar. |
Training
The Training page contains navigation to the following screens:
Page/Tool | Description |
|---|---|
To Do | Contains training assigned to the user that has not been completed. |
Completed | Contains training assigned to the user that has been completed. |
Checklist
The Checklist page contains navigation to the following screens:
Page/Tool | Description |
|---|---|
My Tasks | Contains tasks assigned to the user. |
Daily | Contains a list of daily checklists for selected locations. |
Periodic | Contains a list of periodic checklists for selected locations. |
Audit | Contains a list of audit checklists for selected locations. |
Library
The Library page contains navigation to the following screens:
Page/Tool | Description |
|---|---|
Home | Contains all folders within the library. |
Favorites | Contains all favorited files. |
All Media | Contains all uploaded files. |
AI Chat | Opens the AI chatbot. |
Location
The Location page contains navigation to the following screens:
Page/Tool | Description |
|---|---|
Overview | Contains training, checklist, and badge overviews for selected locations. |
Locations | Contains training location records. |
Roles | Contains user role summaries for selected locations. |
Members | Contains user profiles for selected locations. |
Profile
The Profile page contains navigation to the following additional pages:
Page/Tool | Description |
|---|---|
Admin Dashboard | Opens the Admin Dashboard page. |
Collection Dashboard | Opens the Collection Dashboard page. |
Admin Console (Legacy) | Opens the legacy Admin Console. |
Reporting (Legacy) | Opens the legacy Reporting Console. |
Admin
The Admin page contains navigation to the following screens:
Company
Page/Tool | Description |
|---|---|
Roles | Contains user role configurations. |
Team | Contains all user profiles. |
Organizational Structure | Contains locations and location groups. |
Badges | Contains badge configurations. |
Administrators | Contains user profiles for admin users. |
Settings | Contains settings for company name and logo. |
Notifications | Contains global settings for notifications. |
Training
Page/Tool | Description |
|---|---|
Training Assets | Contains navigation to the following configuration screens:
|
Learning Tracks | Contains learning track management. |
Certifications | Contains certification management. |
Assignments | Contains navigation to the following screens:
|
Generate a Training Outline | Opens the AI training outline tool. |
Marketplace | Contains pre-built training courses and checklists. |
Checklist
Page/Tool | Description |
|---|---|
Daily Ops Checklists | Contains daily checklist management. |
Periodic Checklists | Contains periodic checklist management. |
Audit Checklists | Contains audit checklist management. |
Manage Billing
Page/Tool | Description |
|---|---|
Billing Portal | Opens the ExpandShare billing portal in a new tab. |
Knowledge Base
Page/Tool | Description |
|---|---|
Settings | Contains settings for the AI chatbot. |
History | Contains AI chatbot conversation records. |
Documents | Contains uploaded documents used to train the AI chatbot. |
Reporting | Contains reporting on AI chatbot activity. |