Knowby
Knowby for Compliance
Use the required form fields to make knowby steps mandatory to guarantee workplace compliance, whether it's for tasks, training, or health and safety protocols.
Use the required form fields to make knowby steps mandatory to guarantee workplace compliance, whether it's for tasks, training, or health and safety protocols.
1

If you want to track users' progress, go to the Steps tab while creating a knowby.

In the Form menu, click the "Add field" button and add a "Checkbox" field type, for example. Make it required and add a label. Once saved, the field will appear on the step as a mandatory one.

2

When the mandatory field is enabled for a step, users viewing the published knowby will see a checkbox field below the media and step description.

Once checked, and the user moves to the next step, the required step will be marked green in the bottom navigation panel.

This feature helps ensure that users have successfully undergone training or completed a task while following the knowby instructions.

3

On the other hand, if a user skips a step without answering the required form field, the system will mark it red in the bottom navigation panel, indicating the step was not completed.

Additionally, when trying to finish the knowby, the system will display a message: "Some steps are still incomplete":

  • Clicking the "View steps" button or the step field will take the user to the first incomplete step.

  • Clicking "Exit" will close the knowby, and it will be considered unfinished.

4

If all steps in a knowby have been completed, you can fully finish it when moving past the last step. You’ll see the "You’re all set!" screen, where you can rate the knowby and mark it as completed.

5

This completion is tracked in Knowby Details. To review it, open Details and click "Completions" to see a record of users who have completed the knowby along with their completion timestamps. This data is securely stored as a permanent record in the knowby.