Overview
Admins can reset Security Awareness training for individual personnel or in bulk to have the personnel re-complete specific training as required.
There may be a number of reasons to reset training for a personnel, some of which could include:
Change the training completion window to match audit window
test out training from a new training providerAlign training with internal compliance initiatives
A need for specific personnel to retake training
New employee is reusing old employee’s email address
change the training completion window to match audit window
test out training from a new training provider
align training with internal compliance initiatives
want personnel to retake training
Video Tutorial
Please use this link to watch a video tutorial on resetting your users training
How to reset training
Navigate to the personnel page
Locate the personnel that you want to reset the training for
Click the three dot menu and click reset training
From the reset training menu, select the training module(s) you would like to reset, you can either select all or the specific training modules you would like to reset.
Once you've selected the training module(s) you want to reset, you have to make the decision on whether to reset training completion status for all years, or only reset training completion status for the most recent year and hit save.
Once training has been reset, you will receive a notification regarding the successful reset, as well as be able to see the changes reflected in the personnel’s details
Test evidence is updated for reset personnel
Once the training has been reset for a personnel, the corresponding test evidence for appropriate test(s) related to the training reset will also be updated.
To view this, navigate to the Tests page
Search for the tests related to training module you reset for the personnel
Refresh the test
Click on evidence and click failing
Next steps for personnel
Once the training has been reset for a personnel, they will need to go into employee onboarding by logging into Secureframe and will have to complete the training for the outstanding modules.
How to view historical completion history in Data Room
All previous training completion history is retained and accessible through the Data Room. In order to access the history, click on the steps below.
Navigate to the Data Room
Click on “Export Data”
Select “Trainings”
Click export
Review the CSV file for history of training completion
How to bulk Reset Training
Navigate to the personnel page
Select the list of personnel you want to reset training completion status for by clicking on the checkbox
Click the three dot menu in the bulk action bar that appears on the bottom of the page
Click reset training
From the reset training menu, select the training module(s) you would like to reset, you can either select all or the specific training modules you would like to reset.
Once you've selected the training module(s) you want to reset, you have to make the decision on whether to reset training completion status for all years, or only reset training completion status for the most recent year and hit save.
Once training has been reset, you will receive a notification regarding the bulk action being completed, depending on how many records are selected to reset, this may take a bit of time, and a page refresh may be required for the change to take effect.
Once the changes are complete, new status will be reflected in selected personnel’s details page.
Frequently Asked Questions (FAQ)
I reset the security awareness training for every employee because I want them to take it annually. Is there a way to notify them via Secureframe?
Yes, Admins can turn on Email notifications in the Personnel settings and set those to daily to notify your users automatically.
Click here to learn how you can do this for individuals or the entire company.