BIM training: training paths and your progress

BIM training helps the firm bring people up to speed on how it models. BIM Managers build training paths: ordered lists of steps to read, watch, do, or check with the BIM Manager, each with an optional link and time estimate. They assign paths to people with a due date. Everyone sees the paths assigned to them under My training and ticks steps off as they go, and BIM Managers see each person's progress.

Where to find it

• Sidebar → Firm → BIM training (under the BIM heading).
• Jump to… (Ctrl K): type training.

Who can use it

• Everyone on staff sees My training and ticks off steps of the paths assigned to them.
• Building, editing and assigning paths and seeing everyone's progress: people who manage BIM settings. By default Business Owners, Admins and BIM Managers. Only they see the Paths section. IT Staff and Users see only My training.

The screenshot shows a Business Owner's view before any paths exist: My training is empty and the Paths section offers Start from a sample path and New path.

A tour of the page

My training

One card for each path assigned to you, showing:

• the path name and a badge such as 2 of 6 done (it becomes solid when you've finished all steps);
• Due and the date, if one was set;
• the steps in order, each with a checkbox, its title (a link if the step has one; outside links open in a new tab), and underneath its kind and estimated minutes (for example Do · 15 min).

If nothing is assigned to you, it says Nothing assigned to you yet.

Paths (training managers)

• Start from a sample path (shown only while there are no paths): adds a ready-made path called Revit at our firm, for Everyone who models, with six steps: read the project's BIM execution plan, load the template and title blocks from the standards library, find and load families from the family library, learn sheet and view naming, sync a model and check its health, and walk through a model with your BIM Manager. Edit it to fit the firm.
• New path: opens the path editor.
• One card per path, alphabetically, with its name; who it's for, the number of steps and the total time (about 100 min); an Edit button; each assigned person with a progress bar and done/total steps; and an assign form: a People list (hold Ctrl or Shift to pick several), a Due date and Assign.

The path editor

• Path name (required): up to 160 characters.
• Who it's for: up to 120 characters, for example New modellers.
• Description: up to 1,000 characters.
• Steps (1 to 60). Each step has a Kind (Read, Watch, Do or Check with your BIM Manager), the Step title (required, up to 200 characters), a Link (optional) and Minutes (0 to 600). Remove deletes a step; Add a step adds one at the end.
• Save path and Cancel.

How to…

Work through your training

1. Open Firm → BIM training.
2. Follow each step; click its title to open the linked page or video.
3. Tick the step's checkbox when it's done. Untick it if you ticked it by mistake. Your BIM Manager sees your progress straight away.

Build a path (training managers)

1. Click New path (or Start from a sample path and then Edit).
2. Enter the Path name, Who it's for and a Description.
3. Add steps. Links must start with https:// (or http://) for outside pages, or with / for a page in BIMeta Business, for example /bim/families.
4. Click Save path. You'll see Training path saved.

Assign a path

1. On the path's card, select one or more people in the People list.
2. Optionally pick a Due date.
3. Click Assign. You'll see Assigned to N people. The path appears under each person's My training.

Change a path

Click Edit, make changes and Save path. Rewording or reordering steps keeps everyone's ticks. Removing a step also removes everyone's tick for it, and new steps start unticked for everyone assigned.

Tips and good to know

• Assigning a path to someone who already has it changes nothing; their due date and progress stay as they were.
• Assigning doesn't send an email. Tell people their training is waiting, or link them to Firm → BIM training.
• Only active people can be assigned.
• Link steps to the firm's own pages, such as the Family library, Script library or Knowledge base articles, so training always points at current content.
• Saving and assigning paths is recorded in the audit log.

Troubleshooting

I get "Links start with https:// or point to a page in the portal (starting with /)."

Add https:// to the front of outside links, or start internal links with /.

Why can't I tick a step?

You can only tick steps of paths assigned to you. The step may also have been removed from the path since the page loaded; reload the page.

Why don't I see the Paths section?

Only people who manage BIM settings (by default Business Owners, Admins and BIM Managers) build and assign paths.