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Creating a Training manual

Julia Monk
edited 12/09/19 inArchived 2015 Posts

Has anyone successfully utilized Smartsheets to create a training manual?

Comments

  • Hi Julia - Are you looking to create a sheet that acts as a training manual? Do you want the content to live in Smartsheet or would you like to link to content outside of Smartsheet? If you can give a few more details about what you're wanting to do, we can pass on a few tips!

  • Julia Monk
    edited 10/16/15

    I would like it to act as a training manual. The content will live in Smartsheet and there would also be links to some external content. I was visualizing a sheet, or Workgorup, with an outline, and inside that outline there will be content and links.

  • Great - try using thiscontent repository templateto host your content and then share viapublishorsharingto the folks who need to have access to the content.

    -Sonia

  • Jeremy Myers
    Jeremy Myers ✭✭✭✭✭

    Julia,

    I created something similar for a real estate office. The content repository template is a good start - in the industry it's called a CMS (Content Management System)

    To accommodate different learning styles, I made the documentaiton for each topic three levels deep:

    Level 1 - In a call of the sheet: a very quick explantion of the topic. This acts as a sort of reminder of how to do the task for someone who already knows about the topic but just needs a nudge to remember specifics. Turn off the text wrap feature of the cell and made the first line a clear topic sentence.

    Level 2 - Attach full written documentation of the topic , useful links to webpages and similar.

    Leve 3 - Video file attached to the row. I created a content video system with Jing - it's free up to a certain level of usage / stoarge. You could attach to Vimeo file or similar if content already exsits in the public domain.

    I added a column called: "Who Learns" with a dropdown list that containts and similar. You adapt for your particilar situation.

    Example of Use; Onboarding a new Admin to Sales Department:

    Treat onboarding as a project. Ceate a new gantt chart called Onboarding - Admin - refer to the column on the CMS for the list of skills to be learned. Type a sequential list of the tasks to be learned and the approximate amount of time that each takes, i.e. . Set start dates and similar for a Gantt.

    From the Onboarding - Admin gant chart, for each subject, create a link back to the the individual cell in the CMS with the matching task. For those tasks that need to be learned sequentially, run a critical path through those - all other learning modules can start at any time. Set a column with due dates for the learning modules and you are good to go. Your new hire just goes through the Gantt, clicks on the live links and self trains.

    Your weekly training meetings wiith the new Admin are to check their self-learning progress against the plan and to clean up any questions they may have with a particlar topic. Works like a charm and gets you out of the training business.

    You are good to go!Cool

  • Hello,

    I'm new to Smartsheet and will be using it for our sales onboarding program. I'm not able to locate a Content Repository template. Has that gone away or could it be called somethng different?

  • I want my division to use this tool but I need access to a training manual for teaching people how to use the tool in one sitting that they can go back to in order to look up info as needed. The topical areas and the videos won't work.

    I oversee a training department and just offering online and snippets is not the best way to teach most people information.

  • Hi Sonia, is this content repository template in a workspace with other sheets that correspond to that one? Is it possible to have access to the workspace or those sheets?

    Annotation 2019-06-20 093507.jpg

  • hi there,

    did you find a way to use smartsheet for a training manual? I would be very interested in seeing an example. I'm trying to work through one right now.

This discussion has been closed.
HI @Jbob<\/a> <\/p>

Thanks for the post. I have tried to recreate your example (in a simple way) to see where the issue is.<\/p>

In mine the column called Date and the column called Max per Value are BOTH Date data types.<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

I have exposed the formula I have used in the last column to show how the Max per Value is coming through.<\/p>

I know this has simplified your original question, but can you see how the Max(Collect()) statement works here?<\/p>

Does this help at all?<\/p>

So in yours: <\/p>

=MAX(COLLECT({CQ Hours Data Range 6}, {CQ Hours Data Range 2}, Model@row, {CQ Hours Data Range 5}, Batch@row),<\/strong>)<\/p>

Range 6 and the column you have written this formula into must be Date fields and you have an extra comma where you don't need it! Just between the last two )). This comma will cause an error.<\/p>

Kind regards<\/p>

Debbie<\/p>"},{"commentID":386369,"body":"

Hello Debbie,<\/p>

Appreciate your help, that worked perfectly!<\/p>

Thank you!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":107881,"type":"question","name":"Formula to show duration days in Months, Weeks, and Days","excerpt":"I have a duration in days column and I need to show what that duration is in months, weeks and days. Assuming a month is 30 days and a week is 7 days. The attached blue columns are what I want to calculate with a formula (manually entered now to show what I want to see). For example, if something is 38 days, I want it to…","snippet":"I have a duration in days column and I need to show what that duration is in months, weeks and days. Assuming a month is 30 days and a week is 7 days. The attached blue columns…","categoryID":322,"dateInserted":"2023-07-20T19:40:32+00:00","dateUpdated":"2023-07-20T19:41:46+00:00","dateLastComment":"2023-07-21T12:14:38+00:00","insertUserID":139118,"insertUser":{"userID":139118,"name":"Kayla","url":"https:\/\/community.smartsheet.com\/profile\/Kayla","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!w4jS9-j6AyQ!-s9Rt9CEFHw!9QXda4h64Go","dateLastActive":"2023-07-21T12:44:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":139118,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-21T12:47:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":34,"score":null,"hot":3379825510,"url":"https:\/\/community.smartsheet.com\/discussion\/107881\/formula-to-show-duration-days-in-months-weeks-and-days","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107881\/formula-to-show-duration-days-in-months-weeks-and-days","format":"Rich","tagIDs":[219,254,324],"lastPost":{"discussionID":107881,"commentID":386370,"name":"Re: Formula to show duration days in Months, Weeks, and Days","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386370#Comment_386370","dateInserted":"2023-07-21T12:14:38+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-21T12:47:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/E719S9G7QZCH\/example.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Example.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-21T00:25:23+00:00","dateAnswered":"2023-07-20T20:20:50+00:00","acceptedAnswers":[{"commentID":386281,"body":"

Try something like this...<\/p>


<\/p>

Months:<\/p>

=INT([Duration Days]@row \/ 30)<\/p>


<\/p>

Weeks:<\/p>

=INT(([Duration Days]@row - (Months@row * 30)) \/ 7)<\/p>


<\/p>

Days:<\/p>

=[Duration Days]@row - ((Weeks@row * 7) + (Months@row * 30))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"},{"tagID":324,"urlcode":"community-platform","name":"Community Platform"}]},{"discussionID":107861,"type":"question","name":"Can I trigger an event when selecting a value from a dropdown list?","excerpt":"Dear all, I have a column with a dropdown list. At the beginning of a project, the value for each dropdown\/task is set to \"Not started\". As soon as the vale for the first task changes, I would like to change another field's value ([Start Date]1) to today's date. But only if it didn't contain a value yet, so I can use it to…","snippet":"Dear all, I have a column with a dropdown list. At the beginning of a project, the value for each dropdown\/task is set to \"Not started\". As soon as the vale for the first task…","categoryID":322,"dateInserted":"2023-07-20T15:52:09+00:00","dateUpdated":null,"dateLastComment":"2023-07-21T12:21:11+00:00","insertUserID":161446,"insertUser":{"userID":161446,"name":"MarkFX","url":"https:\/\/community.smartsheet.com\/profile\/MarkFX","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T09:39:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-21T12:47:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":16,"countViews":43,"score":null,"hot":3379820000,"url":"https:\/\/community.smartsheet.com\/discussion\/107861\/can-i-trigger-an-event-when-selecting-a-value-from-a-dropdown-list","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107861\/can-i-trigger-an-event-when-selecting-a-value-from-a-dropdown-list","format":"Rich","lastPost":{"discussionID":107861,"commentID":386372,"name":"Re: Can I trigger an event when selecting a value from a dropdown list?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386372#Comment_386372","dateInserted":"2023-07-21T12:21:11+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-21T12:47:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-21T09:39:50+00:00","dateAnswered":"2023-07-21T08:29:51+00:00","acceptedAnswers":[{"commentID":386336,"body":"

@MarkFX<\/a> <\/p>

I just replicated your workflow, and it works for me.<\/p>

Can you share some screenshots of the sheet so the columns are visible?<\/strong> (Delete\/replace any confidential\/sensitive information before sharing) That would make it easier to help.<\/p>

Also, do you save after you make the change?<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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