Certify Heat Treat Operators Before They Load the Furnace
Build operator training in Steelhead Internal Courses, link it to treatments like batching or carburizing, and stop a load from moving into the furnace until the operator passes.
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Product
Certify Heat Treat Operators Before They Load the Furnace
Identity & metadata
Video title
Certify Heat Treat Operators Before They Load the Furnace
Date published
November 2, 2026
Duration
4:41
Video type
Feature walkthrough / Tutorial
Audience
Heat treat and furnace operations leaders; quality & training owners; shop owners evaluating Internal Courses
Video summary
In one sentence
Internal Courses in Steelhead lets you build operator training, tie it to treatments like batching
or carburizing, and stop a load from moving into the furnace until the operator has
passed.
or carburizing, and stop a load from moving into the furnace until the operator has
passed.
What this video covers
It opens on the work boards, where an operator moving a basket into furnace two
for a carburizing run is stopped until they pass Batching and Furnace Loading training. The
operator opens the course from the warning, passes the quiz, and moves the load.
It then builds that course from Manage Internal Courses: a name, a recertification interval or
Never expires, and linked treatments. Sections with Knowledge Check practice questions follow, then a quiz
with a required score, attempts, question types, points, and Explain answers after submission.
It closes with publishing and revisions, assigning the course with a due date, tracking progress
and attempts as audit proof, and adding internal course permissions in Access Profiles.
for a carburizing run is stopped until they pass Batching and Furnace Loading training. The
operator opens the course from the warning, passes the quiz, and moves the load.
It then builds that course from Manage Internal Courses: a name, a recertification interval or
Never expires, and linked treatments. Sections with Knowledge Check practice questions follow, then a quiz
with a required score, attempts, question types, points, and Explain answers after submission.
It closes with publishing and revisions, assigning the course with a due date, tracking progress
and attempts as audit proof, and adding internal course permissions in Access Profiles.
Problem it solves
Heat treat shops need proof that the operator loading a furnace is trained for that
process. When training lives on paper, in binders, or in a spreadsheet, nothing on the
floor stops an untrained operator from moving the load, and answering a Nadcap auditor or
a customer's assessment means digging for records.
process. When training lives on paper, in binders, or in a spreadsheet, nothing on the
floor stops an untrained operator from moving the load, and answering a Nadcap auditor or
a customer's assessment means digging for records.
Key capabilities shown
• Work board gating that stops a move until the operator passes the linked training
• Course access straight from the gating warning
• New Internal Course setup from the Courses tile and Manage Internal Courses
• Recertification intervals (such as every 12 months) or Never expires
• Treatment links (such as batching or carburizing) selected with Manage
• Course descriptions formatted with the toolbar and saved automatically
• Course sections with Knowledge Check practice questions
• Quizzes with a required score or No score required, and set attempts or Unlimited
• Multiple choice, multiple select, and file upload questions, with points per correct selection
• Explain answers after submission to give users context
• Publishing, revisions, and the option to discard a revision
• Assignments with users, due dates, notifications, and My Internal Courses
• Progress tracking for completed, active, and overdue assignments, pass dates, expirations, and attempts
• Internal course permissions in Access Profiles, with Create and Update for course builders
• Course access straight from the gating warning
• New Internal Course setup from the Courses tile and Manage Internal Courses
• Recertification intervals (such as every 12 months) or Never expires
• Treatment links (such as batching or carburizing) selected with Manage
• Course descriptions formatted with the toolbar and saved automatically
• Course sections with Knowledge Check practice questions
• Quizzes with a required score or No score required, and set attempts or Unlimited
• Multiple choice, multiple select, and file upload questions, with points per correct selection
• Explain answers after submission to give users context
• Publishing, revisions, and the option to discard a revision
• Assignments with users, due dates, notifications, and My Internal Courses
• Progress tracking for completed, active, and overdue assignments, pass dates, expirations, and attempts
• Internal course permissions in Access Profiles, with Create and Update for course builders
How the demo flows
• An operator moves a basket into furnace two for carburizing; Steelhead stops it
• The operator opens the course from the warning, passes the quiz, then moves it
• Courses tile → Manage Internal Courses → New Internal Course
• Name it Batching and Furnace Loading, set recertification, and link treatments with Manage
• Add a description, then Add section (Distortion Management) with a Knowledge Check
• Add a quiz: required score, attempts, question types, points, and Explain answers after submission
• Publish the course, then start a revision when a spec or furnace changes
• Assignments → New assignment: pick a published course, add users, set a due date
• Review progress, pass dates, expirations, and attempts for audit proof
• User Management → Access Profiles: add internal course permissions for trainers and supervisors
• Close: start with one training your team tracks on paper or in a spreadsheet
• The operator opens the course from the warning, passes the quiz, then moves it
• Courses tile → Manage Internal Courses → New Internal Course
• Name it Batching and Furnace Loading, set recertification, and link treatments with Manage
• Add a description, then Add section (Distortion Management) with a Knowledge Check
• Add a quiz: required score, attempts, question types, points, and Explain answers after submission
• Publish the course, then start a revision when a spec or furnace changes
• Assignments → New assignment: pick a published course, add users, set a due date
• Review progress, pass dates, expirations, and attempts for audit proof
• User Management → Access Profiles: add internal course permissions for trainers and supervisors
• Close: start with one training your team tracks on paper or in a spreadsheet
Full transcript
Speaker
Voice over / Host
Transcript
[00:07] [moves a basket into furnace two] …batching or carburizing until the operator moving it
has passed the applicable training. For example, if an operator is trying to move a
basket into furnace two for a carburizing run, Steelhead stops them if they haven't passed
the batching and furnace loading training. The warning lets the operator know, and they can
easily open the course from there.
[00:24] [reads course sections and takes the quiz] They read through the sections, they do
any knowledge checks. And after reading through everything and taking the quiz, once they pass
with the required score, then they can go back to the work boards and move
that load into the furnace. And now that you see how it works, let's look
at how this course was built.
[00:51] [opens the Courses tile] Opening up the Courses tile, click Manage Internal Courses and
click New Internal Course. Give it a name, like Batching and Furnace Loading, for example,
and choose how often employees need to recertify, say, every 12 months to match your
annual training review, or check Never expires for one-time training, such as new-hire plant safety
orientation.
[01:10] [clicks Manage and selects treatments] To gate part movement with this course, click Manage
and select any applicable treatments, like the batching or carburizing that we saw earlier.
[01:19] [adds a course description] Here, you can add a description of the course, like
which processes, specs, equipment, or internal procedures it covers.
[01:28] [formats with the toolbar] Format it using the toolbar, including headings, bulleted lists, links
to your internal procedures, and photos. And each change is automatically saved as you go.
[01:38] [clicks Add section] Now, to build out the course, click Add section, give it
a title, Distortion Management, and save. Fill out the content here and format using the
toolbar.
[01:48] [turns on Knowledge Check] Turn on Knowledge Check to drop in any practice questions,
like which of these cause distortion, so users can check themselves before the final quiz.
[01:56] [adds answer choices] Put in additional answer choices as needed. Select which answer is
the correct one or multiple correct answers, and you have a few configurations here, which
we'll get to shortly.
[02:07] [adds a quiz] Back to the main course page. Add a quiz, give it
a title, and set the score required for users to pass the course or check
No score required. Save.
[02:16] [sets quiz attempts] Here, you set the number of attempts allowed or check Unlimited,
then start to add questions. Again, format using the toolbar and let's add an image.
[02:26] [selects a question type] Choose from multiple choice, multiple select, or use file upload
when an answer requires something else, such as an annual eye exam for your inspectors.
You can also change the number of points granted per correct selection.
[02:45] [turns on Explain answers after submission] Add additional choices, select the correct answers, and
turn on Explain answers after submission to provide users with context after answering a question.
Add questions as needed.
[02:54] [publishes the course] Navigating back, publish the course when it's ready. After clicking Yes,
any operator who hasn't passed this course will now be gated, as you saw, from
moving loads into those treatments based on the configurations you set.
[03:06] [starts a revision] If you need to update the course at any time, like
when a spec revision or a new furnace changes your procedure, start a revision. Here,
you can view the published version, discard the revision, or make any changes and publish
again.
[03:23] [navigates to Assignments] Now, to assign this course to employees, navigate to Assignments, New
assignment. Select from published courses, add any users, such as your second-shift furnace operators, and
give them a due date.
[03:37] Once you assign, those users will get a notification. The course shows up under
My Internal Courses on their account, and as you saw, it'll also show up on
the work boards.
[03:47] [opens an employee's assignment] As a course admin, you can keep an eye on
progress, see who has completed active or overdue assignments, open anyone's assignment to see when
they passed, when they expire, and how they did on each attempt.
[04:03] When a Nadcap auditor or a customer's assessment asks for proof that your operators
are trained, it's all here. No digging through binders.
[04:10] [navigates to User Management, Access Profiles] One last thing, decide who gets to write
and run trainings. In User Management, Access Profiles, click the edit pencil and add the
internal course permissions to your trainers, quality managers, metallurgists, or shift supervisors. Course builders will
need both Create and Update. Start with one training your team tracks on paper, in
a spreadsheet, or in another system today, and easily create your first internal course in
Steelhead.
has passed the applicable training. For example, if an operator is trying to move a
basket into furnace two for a carburizing run, Steelhead stops them if they haven't passed
the batching and furnace loading training. The warning lets the operator know, and they can
easily open the course from there.
[00:24] [reads course sections and takes the quiz] They read through the sections, they do
any knowledge checks. And after reading through everything and taking the quiz, once they pass
with the required score, then they can go back to the work boards and move
that load into the furnace. And now that you see how it works, let's look
at how this course was built.
[00:51] [opens the Courses tile] Opening up the Courses tile, click Manage Internal Courses and
click New Internal Course. Give it a name, like Batching and Furnace Loading, for example,
and choose how often employees need to recertify, say, every 12 months to match your
annual training review, or check Never expires for one-time training, such as new-hire plant safety
orientation.
[01:10] [clicks Manage and selects treatments] To gate part movement with this course, click Manage
and select any applicable treatments, like the batching or carburizing that we saw earlier.
[01:19] [adds a course description] Here, you can add a description of the course, like
which processes, specs, equipment, or internal procedures it covers.
[01:28] [formats with the toolbar] Format it using the toolbar, including headings, bulleted lists, links
to your internal procedures, and photos. And each change is automatically saved as you go.
[01:38] [clicks Add section] Now, to build out the course, click Add section, give it
a title, Distortion Management, and save. Fill out the content here and format using the
toolbar.
[01:48] [turns on Knowledge Check] Turn on Knowledge Check to drop in any practice questions,
like which of these cause distortion, so users can check themselves before the final quiz.
[01:56] [adds answer choices] Put in additional answer choices as needed. Select which answer is
the correct one or multiple correct answers, and you have a few configurations here, which
we'll get to shortly.
[02:07] [adds a quiz] Back to the main course page. Add a quiz, give it
a title, and set the score required for users to pass the course or check
No score required. Save.
[02:16] [sets quiz attempts] Here, you set the number of attempts allowed or check Unlimited,
then start to add questions. Again, format using the toolbar and let's add an image.
[02:26] [selects a question type] Choose from multiple choice, multiple select, or use file upload
when an answer requires something else, such as an annual eye exam for your inspectors.
You can also change the number of points granted per correct selection.
[02:45] [turns on Explain answers after submission] Add additional choices, select the correct answers, and
turn on Explain answers after submission to provide users with context after answering a question.
Add questions as needed.
[02:54] [publishes the course] Navigating back, publish the course when it's ready. After clicking Yes,
any operator who hasn't passed this course will now be gated, as you saw, from
moving loads into those treatments based on the configurations you set.
[03:06] [starts a revision] If you need to update the course at any time, like
when a spec revision or a new furnace changes your procedure, start a revision. Here,
you can view the published version, discard the revision, or make any changes and publish
again.
[03:23] [navigates to Assignments] Now, to assign this course to employees, navigate to Assignments, New
assignment. Select from published courses, add any users, such as your second-shift furnace operators, and
give them a due date.
[03:37] Once you assign, those users will get a notification. The course shows up under
My Internal Courses on their account, and as you saw, it'll also show up on
the work boards.
[03:47] [opens an employee's assignment] As a course admin, you can keep an eye on
progress, see who has completed active or overdue assignments, open anyone's assignment to see when
they passed, when they expire, and how they did on each attempt.
[04:03] When a Nadcap auditor or a customer's assessment asks for proof that your operators
are trained, it's all here. No digging through binders.
[04:10] [navigates to User Management, Access Profiles] One last thing, decide who gets to write
and run trainings. In User Management, Access Profiles, click the edit pencil and add the
internal course permissions to your trainers, quality managers, metallurgists, or shift supervisors. Course builders will
need both Create and Update. Start with one training your team tracks on paper, in
a spreadsheet, or in another system today, and easily create your first internal course in
Steelhead.
Taxonomy tags
Steelhead product area
Quality & compliance; Production floor; Admin/Settings
Feature / module
Internal Courses; work boards; treatments; Access Profiles
Workflow category
Setup / configuration; Daily use
Topics covered
Heat treat operator certification; batching and furnace loading training; training-gated part movement; recertification; quizzes and
knowledge checks; course assignments and due dates; Nadcap and customer audit proof; course permissions
knowledge checks; course assignments and due dates; Nadcap and customer audit proof; course permissions