Best Practices: Pre-Launch Checklist

Before launching Trakstar Learn to your organization, take a few minutes to review the following checklist. Completing these steps helps ensure your learners have a smooth experience from day one and reduces the need for last-minute changes after launch.

Set Your Branding

Customize your organization's branding before inviting trainees.

Upload your company logo.
Review your branding settings to ensure everything is configured correctly.

Best Practice: If your logo already includes your company name, consider changing the Company Name field to something more generic, such as Training Portal.

When trainees access a course, your logo appears next to the Company Name. Using your company name in both places can cause it to appear twice.

Load Your Training Content

Create your training content before assigning courses.

Be sure to:

Create your modules.
Organize modules into courses.
Verify that each course contains the correct content.

Tip: Think of a module as a chapter in a book and a course as the complete book. Courses are what you assign to trainees.

Add Trainees and Assign Courses

Import or create your trainee accounts and organize them into groups before launching.

Groups make it easier to:

Organize trainees.
Assign training.
Filter reports.
Manage users over time.

After your trainees have been added, assign the appropriate courses.

If trainees are new to Trakstar Learn, consider sharing the Trakstar Academy for Trainees resources so they understand how to navigate the platform.

Add Managers

Add anyone who will oversee training before launch.

Managers can:

View trainee progress.
Run reports.
Monitor training completion.
Manage learners.

If your managers are unfamiliar with Learn, encourage them to complete the Trakstar Academy training so they understand their available tools and responsibilities.

Before assigning courses to your entire organization, ask a small group of managers or stakeholders to review them.

Have reviewers:

Enroll in the course.
Complete the training.
Verify that content displays correctly.
Provide feedback on the learner experience.

A fresh review often catches issues that are easy to overlook during course creation.

Customize Course Certificates

If you'll be issuing certificates upon course completion, configure them before launch.

Review:

Certificate template
Branding
Completion requirements
Certificate appearance

Confirm that certificates display the correct information before trainees begin completing courses.

(Optional) Create Catalogs for Self-Enrollment

If you want trainees to enroll in training on their own, create one or more catalogs.

Catalogs allow trainees to browse available courses and self-enroll without administrator assistance.

This is a great way to encourage continuous learning beyond required training.

You're Ready to Launch

Once you've completed the checklist above, you're ready to assign courses and begin training your learners.

If you have questions during your rollout, contact the Trakstar Learn Support team for assistance.