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Follow the steps below to schedule security awareness training (SAT) that includes videos. Training recipients will automatically be sent notification emails regarding their SAT enrollment, which will include links to their assigned modules and the completion date.
You can schedule security awareness training from either the Security Awareness Training > Overview page or Security Awareness Training > SAT Campaigns. Select Schedule SAT.
As you create a SAT campaign, a Summary panel on the right automatically updates the information. The following information is shown:
Name: Name of the SAT campaign.
Dates: This includes the Send date, which is when users are enrolled and emails containing links to the campaign training modules are sent. The Completion date is the date training must be completed by users.
Reminders: The date on which users will be sent reminder emails.
Auto Enrollment: Indicates that any new users who join before the Completion date will be enrolled in the SAT campaign.
Modules: The training modules selected for the SAT campaign.
Users Enrolled: Indicates if all users have been enrolled in the campaign. If specific users are selected, then their names are listed.
You can select the collapse
icon to close the Summary panel. Click it again to open it.Enter the following details:
Name: The name of the security awareness training campaign. A default name is given, which you can overwrite using a maximum of 30 characters.
Send Date: Date when users are enrolled and emails containing links to the campaign training modules are sent.
Completion Date: Date by which training must be completed by users. Following the completion date, users will no longer be able to access the training.
Description (optional): Short summary of the training.
Depending on whether you selected to Schedule SAT from either the Overview or SAT Campaigns page, you can select either Back to Overview or Back to Campaigns at any stage during the scheduling process to return to that page. You'll be alerted by a confirmation message that you have unsaved changes.
Select Next.
Select up to 12 training modules from the list to send to your recipients by selecting the checkbox or clicking on the row. Each module shows a series of topics that are covered in the training. For example, Staying Safe From Identity Theft covers Social Engineering and Data Protection topics. You can use the search box
to search terms used in both the Module and Topics columns.If you've added customized training modules, then you'll see the topics Uploaded Video and Uploaded pdf attached to these.
There's also a quick way to select multiple modules. You can search for specific topics, for example, and then select the checkbox beside Module in the column header. In the example below, topics related to Human Firewall were searched.
The Modules list in the Summary panel will update as you select or deselect modules.
Select Next.
Here you can select the users you want to enroll in the SAT campaign. The default option is All users.
If you want to select specific users, choose Select users, and a list of your users will appear. Select the checkbox(es) for the corresponding user(s) or just click on the row(s). The Users Enrolled list in the Summary panel will update as you select or deselect users.
Check the Summary panel to ensure you're satisfied with the SAT campaign you're about to schedule. If you want to modify any of your selections, select Back.
Select Schedule SAT. The newly scheduled security awareness training will appear in your SAT Campaigns table in Security Awareness Training > SAT Campaigns.
See Managing SAT Campaigns for additional details.
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