Operator Training and Certification Tracking for Manufacturers with Steelhead
Manufacturing training and operator certification software built into your ERP. Build courses with quizzes, assign them with due dates, and block uncertified operators from critical processes.
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Product
Operator Training and Certification Tracking for Manufacturers with Steelhead
Identity & metadata
Video title
Operator Training and Certification Tracking for Manufacturers with Steelhead
Date published
October 21, 2026
Duration
3:56
Video type
Feature walkthrough / Tutorial
Audience
Quality managers, trainers, supervisors, and admins who build, assign, and track operator training and certifications
in Steelhead
in Steelhead
Video summary
In one sentence
Steelhead Internal Courses is operator training and certification software built into your manufacturing ERP: you
build courses with sections, knowledge checks, and a scored final quiz, assign them with due
dates, and Steelhead blocks anyone who hasn't passed from moving parts into the treatments the
course covers.
build courses with sections, knowledge checks, and a scored final quiz, assign them with due
dates, and Steelhead blocks anyone who hasn't passed from moving parts into the treatments the
course covers.
What this video covers
It opens on the shop floor: an operator tries to rack parts, and Steelhead blocks
the move because they haven't passed the racking and loading parts training.
The operator opens the course from the warning, reads the sections, answers the knowledge checks,
passes the final quiz with the required score, and goes back to the Workboards to
move the parts.
The rest of the video builds a course from scratch: name and recertification period, required
treatments or treatment groups, sections with formatted content and photos, knowledge checks, and a final
quiz with a required score, attempt limits, and multiple choice, multiple select, or file upload
questions.
It closes with publishing and revisions, assigning the course with a due date, tracking progress
and attempt history for audits, and giving trainers the internal course permissions in Access Profiles.
the move because they haven't passed the racking and loading parts training.
The operator opens the course from the warning, reads the sections, answers the knowledge checks,
passes the final quiz with the required score, and goes back to the Workboards to
move the parts.
The rest of the video builds a course from scratch: name and recertification period, required
treatments or treatment groups, sections with formatted content and photos, knowledge checks, and a final
quiz with a required score, attempt limits, and multiple choice, multiple select, or file upload
questions.
It closes with publishing and revisions, assigning the course with a due date, tracking progress
and attempt history for audits, and giving trainers the internal course permissions in Access Profiles.
Problem it solves
Training records kept on paper or in a separate system don't stop an untrained operator
from running a process. When an auditor asks for proof of training, someone has to
dig it up. Internal Courses keeps the training, the quiz results, and the expiration dates
in Steelhead, and enforces them at the moment parts move.
from running a process. When an auditor asks for proof of training, someone has to
dig it up. Internal Courses keeps the training, the quiz results, and the expiration dates
in Steelhead, and enforces them at the moment parts move.
Key capabilities shown
• Block part moves into a treatment until the operator has passed the linked course
• Open the required course straight from the blocked-move warning
• Set a recertification period in months, or check Never expires for one-time training
• Gate individual treatments or whole treatment groups with Manage
• Build course sections with headings, bulleted lists, links, and photos
• Add knowledge checks so learners can check themselves before the final quiz
• Set a required passing score or No score required, plus attempts allowed or Unlimited
• Use multiple choice, multiple select, or file upload questions, such as a signed form or
eye exam
• Adjust points per correct selection and turn on Explain answers after submission
• Publish the course, then start a revision to update it without disrupting the published version
• Assign courses to users with a due date and send them a notification
• Track completed, active, and overdue assignments, pass dates, expirations, and every attempt
• Control who can build and run training with internal course permissions in Access Profiles
• Open the required course straight from the blocked-move warning
• Set a recertification period in months, or check Never expires for one-time training
• Gate individual treatments or whole treatment groups with Manage
• Build course sections with headings, bulleted lists, links, and photos
• Add knowledge checks so learners can check themselves before the final quiz
• Set a required passing score or No score required, plus attempts allowed or Unlimited
• Use multiple choice, multiple select, or file upload questions, such as a signed form or
eye exam
• Adjust points per correct selection and turn on Explain answers after submission
• Publish the course, then start a revision to update it without disrupting the published version
• Assign courses to users with a due date and send them a notification
• Track completed, active, and overdue assignments, pass dates, expirations, and every attempt
• Control who can build and run training with internal course permissions in Access Profiles
How the demo flows
• An operator tries to rack parts and Steelhead blocks the move
• The operator opens the course from the warning, completes it, and passes the quiz
• Back on the Workboards, the move goes through
• Courses → Manage Internal Courses → New Internal Course; set the recertification period
• Manage required treatments or treatment groups, then add a description
• Add Section, format the content, and turn on a Knowledge Check
• Add a quiz with a required score, attempts allowed, and questions
• Publish the course; start a revision when it needs an update
• Assignments → New Assignment: pick the course, add users, and set a due date
• Review progress and attempt history, then set permissions in User Management → Access Profiles
• The operator opens the course from the warning, completes it, and passes the quiz
• Back on the Workboards, the move goes through
• Courses → Manage Internal Courses → New Internal Course; set the recertification period
• Manage required treatments or treatment groups, then add a description
• Add Section, format the content, and turn on a Knowledge Check
• Add a quiz with a required score, attempts allowed, and questions
• Publish the course; start a revision when it needs an update
• Assignments → New Assignment: pick the course, add users, and set a due date
• Review progress and attempt history, then set permissions in User Management → Access Profiles
Proof of training for audits
Every assignment records when the user passed, when their certification expires, and how they did
on each quiz attempt. Course admins can see who has completed, active, or overdue assignments
in one place, so answering an auditor's request for training records doesn't mean searching binders
or another system.
on each quiz attempt. Course admins can see who has completed, active, or overdue assignments
in one place, so answering an auditor's request for training records doesn't mean searching binders
or another system.
Full transcript
Speaker
Steelhead product team
Transcript
[00:00] Certify your operators and enforce it on the floor.
[00:03] With user certification, Steelhead stops parts from moving into a treatment until the person moving
them has passed applicable training.
[00:09] [operator tries to rack parts] For example, if an operator is trying to rack parts, Steelhead stops them from moving
because the user hasn't passed the racking and loading parts training.
[00:18] [opens the course from the warning] The warning lets the operator know, and they can easily open the course from there.
[00:22] They read through the sections, do any knowledge checks, and after reading through everything and
taking the quiz, they pass with the required score.
[00:33] [returns to the Workboards] Then they can go back to the Workboards and move those parts.
[00:38] Now that you see how it works, let's look at the back end and building
a course.
[00:42] [opens Courses, then Manage Internal Courses] So opening up the Courses tile, click Manage Internal Courses and click New Internal Course.
Give it a name and choose how often employees need to recertify, or check Never
expires for one-time trainings.
[00:54] [clicks Manage] To gate part movement with this course, click Manage and select any applicable treatments or
treatment groups.
[01:02] Here, you can add a description of the course, and each change is automatically saved
as you go. Now to build out the course material, click Add Section, give it
a title and save. Fill out the content here and format it using the toolbar,
including headings, bulleted lists, links, and photos.
[01:22] [turns on Knowledge Check] Turn on Knowledge Check to drop in a practice question so users can check themselves
before the final quiz. Here, just add questions. Use the toolbar to format.
[01:32] Put in additional answer choices as needed. Select which answer is the correct one, and
you have a few configurations here, which we'll get to shortly.
[01:42] [returns to the course page and 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.
[01:50] Here you can set the number of attempts allowed or check Unlimited, then start to
add questions. Again, format using the toolbar.
[02:03] [opens the question type options] Choose from multiple choice, multiple select, or use file upload when an answer requires something
else, such as a signed form or an eye exam. You can also change the
number of points granted per correct selection.
[02:16] Add additional choices, select the correct answers. Turn on Explain answers after submission to provide
users with context after answering a question. And again, changes save as you go.
[02:28] [publishes the course] Navigating back, publish the course when it's ready. After clicking Yes, anyone who hasn't passed
this course will now be gated from moving parts based on the configurations you set.
[02:38] [starts a revision] If you need to update the course at any time, start a revision. Here you
can view the published version, discard the revision, or make any changes and publish again.
[02:51] [opens Assignments, then New Assignment] Now to assign this course to employees, navigate to Assignments, New Assignment, select from your
published courses, add any users, and give them a due date.
[03:02] 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
Workboards.
[03:11] 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. When an auditor asks for proof of training,
it's all here.
[03:27] Then one last thing, decide who gets to write and run trainings.
[03:31] [opens User Management, then Access Profiles] In User Management, Access Profiles, click the edit pencil and add the internal course permissions
to your trainers, quality leads, or supervisors. Course builders will need both create and update.
[03:45] Start with one training your team tracks on paper or with a third party today,
and easily create your first internal course in Steelhead.
[00:03] With user certification, Steelhead stops parts from moving into a treatment until the person moving
them has passed applicable training.
[00:09] [operator tries to rack parts] For example, if an operator is trying to rack parts, Steelhead stops them from moving
because the user hasn't passed the racking and loading parts training.
[00:18] [opens the course from the warning] The warning lets the operator know, and they can easily open the course from there.
[00:22] They read through the sections, do any knowledge checks, and after reading through everything and
taking the quiz, they pass with the required score.
[00:33] [returns to the Workboards] Then they can go back to the Workboards and move those parts.
[00:38] Now that you see how it works, let's look at the back end and building
a course.
[00:42] [opens Courses, then Manage Internal Courses] So opening up the Courses tile, click Manage Internal Courses and click New Internal Course.
Give it a name and choose how often employees need to recertify, or check Never
expires for one-time trainings.
[00:54] [clicks Manage] To gate part movement with this course, click Manage and select any applicable treatments or
treatment groups.
[01:02] Here, you can add a description of the course, and each change is automatically saved
as you go. Now to build out the course material, click Add Section, give it
a title and save. Fill out the content here and format it using the toolbar,
including headings, bulleted lists, links, and photos.
[01:22] [turns on Knowledge Check] Turn on Knowledge Check to drop in a practice question so users can check themselves
before the final quiz. Here, just add questions. Use the toolbar to format.
[01:32] Put in additional answer choices as needed. Select which answer is the correct one, and
you have a few configurations here, which we'll get to shortly.
[01:42] [returns to the course page and 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.
[01:50] Here you can set the number of attempts allowed or check Unlimited, then start to
add questions. Again, format using the toolbar.
[02:03] [opens the question type options] Choose from multiple choice, multiple select, or use file upload when an answer requires something
else, such as a signed form or an eye exam. You can also change the
number of points granted per correct selection.
[02:16] Add additional choices, select the correct answers. Turn on Explain answers after submission to provide
users with context after answering a question. And again, changes save as you go.
[02:28] [publishes the course] Navigating back, publish the course when it's ready. After clicking Yes, anyone who hasn't passed
this course will now be gated from moving parts based on the configurations you set.
[02:38] [starts a revision] If you need to update the course at any time, start a revision. Here you
can view the published version, discard the revision, or make any changes and publish again.
[02:51] [opens Assignments, then New Assignment] Now to assign this course to employees, navigate to Assignments, New Assignment, select from your
published courses, add any users, and give them a due date.
[03:02] 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
Workboards.
[03:11] 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. When an auditor asks for proof of training,
it's all here.
[03:27] Then one last thing, decide who gets to write and run trainings.
[03:31] [opens User Management, then Access Profiles] In User Management, Access Profiles, click the edit pencil and add the internal course permissions
to your trainers, quality leads, or supervisors. Course builders will need both create and update.
[03:45] Start with one training your team tracks on paper or with a third party today,
and easily create your first internal course in Steelhead.
Taxonomy tags
Steelhead product area
Quality; Training; Production floor
Feature / module
Internal Courses; My Internal Courses; Assignments; Required Treatments; Access Profiles
Workflow category
Training setup; operator certification; production enforcement; audit readiness
Topics covered
Operator certification; recertification periods; treatment gating; knowledge checks; quiz scoring; file upload questions; course revisions;
training assignments; proof of training
training assignments; proof of training