This video shows how to create a new lesson in Governance so that learning points can be recorded, assigned to the right people and followed up.
From the left-hand menu, go to Governance, select Lessons, then click New Lesson. You will see five tabs: Details, Checklist, Notes, Attachments and Custom Data.
In the Details tab, enter key information such as Title, Description, Next Review Date and Status. Title, Owner and Status are mandatory.
The Number field orders lessons sequentially. It accepts numeric values of up to five digits, including decimals, and is visible across the organisation.
For longer text, use the Full Screen option in the Description field.
Note: You are logged out after 45 minutes of inactivity, with a reminder at 30 minutes. Typing alone does not count as activity – only actions such as Save or Cancel do.
Assign roles: Owner, Member, Notified User and Attachment Reviewer.
Owners can edit and delete; other roles can edit but not delete.
A user cannot be both Owner and Member. You can add multiple members, and extra users are grouped for easy viewing.
To notify someone, type @ in the Description or Notes field and select their name. Mentions trigger notifications and emails, unless the user has disabled them.
Optionally link the lesson to a Project or Project Group. Selecting a project assigns its group automatically, and permissions from these parent items are inherited.
Set a Next Review Date (type it or use the date picker; Clear removes it), choose a priority from Critical to No Selection, and set the status to Open or Closed.
Note: Closed lessons are removed from the log automatically.
Use the Checklist and Custom Data tabs in the same way: type an item and click Add. You can reorder, edit, delete, close (strikes through the text) or reopen items. Duplicates are not allowed.
Use the Notes tab for updates – click Add Another for multiple notes; each records the user, date and time. Upload up to five files or images at once in the Attachments tab.
Click Save to create the lesson or Cancel to discard changes (unsaved changes prompt a confirmation). If you added notified users, a permission warning appears – click OK to grant access and send notifications. The lesson is added to the log with a unique reference number.
You can create tasks linked to the lesson; associated users get access automatically. The Tasks column shows the number of active tasks – click it to see tasks by status (Not Started, In Progress, On Hold, Quality Assurance, Closed).
Tip: Closed tasks are not counted but can be viewed using filters or View All. Use your browser's Back button to return.