Just lately, certainly one of our customers requested us if it’s potential to create an internet coaching handbook in WordPress.
Coaching manuals are useful for onboarding new workers, sharing product data and directions, instructing clients methods to use your services and products, and extra. With the fitting instruments, you’ll be able to simply add coaching manuals to your web site.
On this article, we’ll present you methods to create an internet coaching handbook in WordPress.
Why Create an On-line Coaching Guide in WordPress?
Whereas some folks might imagine that coaching manuals are a factor of the previous, they’re nonetheless essential for finishing a process correctly.
The aim of an internet coaching handbook is to offer a set of directions and tips to carry out a process, job, or course of. Whether or not you’ve a distant group or an in-person firm, coaching manuals will help educate your workers and clients.
For instance, you should use coaching manuals for onboarding new workers. This documentation permits new workers members to study your organization, methods to carry out sure duties, and perceive completely different processes.
Apart from that, you’ll be able to create an internet coaching handbook for a selected mission or process. The handbook can have all of the steps documented and assist folks full the duty appropriately.
On-line coaching manuals may also be useful for purchasers. You possibly can educate customers on methods to correctly configure and use your merchandise in your on-line documentation.
That stated, let’s have a look at methods to create an internet coaching handbook in WordPress.
Setting Up a WordPress On-line Coaching Guide Plugin
One of the simplest ways to create an internet coaching handbook in WordPress is through the use of the HeroThemes suite of plugins. HeroThemes has the greatest WordPress information base plugin and theme that permits you to add coaching manuals with out enhancing code.
HeroThemes plugins are very straightforward to make use of and provide a number of options that will let you ship distinctive buyer assist. As an illustration, you’ll be able to add an in depth information base to your website, handle assist tickets and emails, and add FAQs to enhance response time.
First, you will have to go to the HeroThemes web site and join an account. You’ll need not less than the Heroic Information Base plugin to create an internet coaching handbook.
When you’ve created an account, the following step is to obtain the Heroic Information Base WordPress plugin. You’ll find it in your account dashboard beneath Downloads.
Subsequent, you will have to put in the plugin in your web site. In case you need assistance, then please see our information on methods to set up a WordPress plugin.
Upon activation, you will note the welcome display screen. Go forward and enter your license key and click on the ‘Activate’ button.
Subsequent, you will have to observe the onscreen setup wizard to configure the plugin.
As an illustration, it’ll ask you to put in pattern content material, classes, and tags. We advocate that you simply skip this step, because the plugin will routinely populate the information base part.
After that, you can too set up optionally available plugins like Heroic Blocks, Heroic Glossary, and Heroic Desk of Contents. For this tutorial, we’ll set up the extra plugins in order that we are able to create superior documentation.
Subsequent, you will note that the set up course of is full.
The plugin will even present fundamental directions on your information base part.
After that, you’ll be able to go to Heroic KB » Settings from the WordPress admin panel.
Within the ‘Dwelling & Common’ settings, you’ll be able to select the information base residence web page, edit the header textual content, select the variety of class columns to indicate, allow breadcrumbs, and extra.
In case you swap to the ‘Classes & Tags’ tab, then you can find extra settings.
As an illustration, there are alternatives to kind classes by date, title, remark depend, and extra. Different choices embrace sorting order, variety of articles, and displaying article excerpts.
Subsequent, you’ll be able to go to the ‘Sidebars’ tab.
Right here, you will note choices to vary the place of the sidebar within the coaching handbook. There may be additionally an choice to make the article sidebar sticky.
Lastly, you’ll be able to head to the ‘Model’ tab from the menu on the left.
The plugin enables you to edit the width of your coaching handbook, change the hyperlink colours, heading model, and extra.
When you’re accomplished, don’t overlook to save lots of your adjustments.
There are additionally extra settings supplied by the plugin that you would be able to discover and alter.
Now, the following step is so as to add content material and create an internet coaching handbook.
Creating Classes for Your On-line Coaching Guide
To begin, you’ll first must create classes on your on-line coaching handbook. This can will let you manage your documentation.
Merely head to Heroic KB » Article Classes from the WordPress dashboard.
Right here, you’ll be able to manage content material within the coaching handbook by creating completely different classes or enhancing the present ones.
For instance, if you wish to create a brand new class, then merely enter a reputation, determine on a slug, select a father or mother class if it’s a subcategory, and add the brand new article class.
For this tutorial, we added 5 new classes to the coaching handbook.
Subsequent, you’ll be able to head to Heroic KB » Class Ordering from the WordPress dashboard.
Merely use the drag-and-drop interface to change the order of the classes on your on-line coaching handbook.
When you’re accomplished, simply click on the ‘Save Order’ button on the backside.
Including Content material to Your On-line Coaching Guide
As soon as your classes are prepared, you’ll be able to add new articles for every part.
Word that by default, HeroThemes will add some content material to the information base part in your WordPress web site for those who put in pattern content material through the setup course of.
You possibly can view these articles by going to Heroic KB » All Articles from the WordPress dashboard.
Subsequent, you’ll be able to edit or take away these pages and add your personal to create a coaching handbook.
So as to add new content material to your on-line coaching handbook, merely click on the ‘Add New Article’ button on the prime.
This can take you to the WordPress content material editor, the place you’ll be able to add new textual content and customise it.
HeroThemes presents a desk of contents block. You should use it in your coaching handbook articles to assist customers simply navigate the publish.
Merely click on the ‘+’ button so as to add the Heroic Desk of Contents block. Subsequent, you’ll be able to edit every heading within the desk of contents and conceal completely different headings.
Apart from that, HeroThemes additionally presents Heroic Blocks that may add interactive content material to your on-line coaching handbook articles.
For instance, you’ll be able to add the Heroic Message block to show an essential discover, warning, or extra data.
You can even embrace an accordion/toggle block. This helps group associated content material collectively. Customers can click on to increase the part and examine extra data.
Extra blocks supplied by HeroThemes embrace tabs, lists, zoomable photos, and extra. Be at liberty to take your time experimenting with completely different blocks and creating your on-line coaching handbook.
You can even choose the class on your new article within the on-line coaching handbook.
Merely head to the Article Classes part from the Article settings menu on the fitting and select a class.
When you’ve added the content material, merely publish or replace your web page.
Subsequent, you’ll be able to go to Heroic KB » Article Ordering from the WordPress admin panel. Right here, you’ll be able to select an choice from the ‘Class’ dropdown menu after which edit the order of every article within the respective class.
When you’re accomplished, go forward and click on the ‘Save Order’ button.
Now, you’ll be able to go to your WordPress web site to view the net coaching handbook in motion.
For instance, now we have a number of classes within the coaching handbook, like Getting Began and Tutorials.
Clicking any of those classes will present the content material for the coaching handbook.
Additionally, you will need to make it possible for your coaching handbook is a part of your WordPress menu in order that readers can discover it simply. For particulars, you’ll be able to see our information on methods to add a navigation menu in WordPress.
Proscribing Entry to the On-line Coaching Guide
HeroThemes additionally presents an choice to prohibit entry to your on-line coaching handbook.
For instance, let’s say you’ve an worker onboarding handbook that incorporates delicate firm data. You possibly can prohibit its entry by solely permitting logged-in customers to view it.
To begin, merely go to Heroic KB » Settings from the WordPress dashboard. Beneath the ‘Dwelling & Common’ settings tab, scroll right down to the ‘Limit Entry’ part.
From right here, you’ll be able to click on the dropdown menu and choose the ‘Logged In’ choice.
Apart from that, HeroThemes additionally enables you to prohibit entry to sure classes within the coaching handbook.
Merely go to Heroic KB » Article Classes from the WordPress admin panel. After that, edit any class you’d like to limit.
Subsequent, you will have to scroll right down to the ‘Class Entry’ part.
From right here, click on the dropdown menu and choose the ‘Logged In’ choice.
As soon as you might be accomplished, click on the ‘Replace’ button.
Now, solely logged-in customers can view that particular class within the on-line coaching handbook.
We hope this text helped you learn to create an internet coaching handbook in WordPress. You might also need to see our final information to WordPress safety and the greatest WordPress LMS plugins.
In case you preferred this text, then please subscribe to our YouTube Channel for WordPress video tutorials. You can even discover us on Twitter and Fb.
The publish The way to Create an On-line Coaching Guide in WordPress (Simple Information) first appeared on WPBeginner.
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