New Administrator Guide
Get started managing training in Foundry
Welcome to Foundry. As a new administrator at your organization, you’re responsible for successfully launching and managing the training your organization has licensed.
We know stepping into this role—especially mid‑implementation—can feel overwhelming. This guide is designed to help you understand how your account is set up, what decisions you’ll need to make, and where to start.
Foundry allows you to customize both the learner experience and the administrative experience. Before creating or managing assignments, it’s important to become familiar with how your account and courses are configured.
We recommend reviewing this guide in full to understand your configuration options and help you ask the right questions internally about how training is managed at your organization.
What you’ll find in this guide
- Transition guidance
- Planning resources
- Creating a training plan
- Administrator tools and configurations
Transition guidance
Transitioning into a new role can be challenging when training is already in progress. Use the steps below to build context and understand how Foundry is being used at your organization.
Understand your content
Before creating or managing assignments, confirm:
- Which courses your organization has access to
- What topics each course covers
- The learning objectives of each course
Reviewing this information helps ensure assignments align with organizational goals and compliance requirements.
Planning resources
Once you’re familiar with the platform, the next step is understanding your role in managing training.
Determine your role
Many organizations license multiple Foundry courses and distribute responsibilities across teams or departments. Foundry recommends forming a training launch team to coordinate planning, configuration, and reporting.
Common roles include:
-
Executive Lead
A decision‑maker responsible for setting strategic priorities and approving the training initiative. -
Project Lead
Oversees training implementation, coordinates timelines, and tracks overall progress across courses. -
Course Implementer
Configures courses, creates assignments, monitors progress, and reviews reports for specific courses or subject areas. -
Information Technology (IT)
Supports technical integrations such as SSO or SCORM and assists with testing and maintenance.
After reviewing these roles, work with your organization to clarify:
- Who fills each role
- Which responsibilities you own
- Any internal processes you should follow
Create a training plan
A clear training plan helps ensure the right learners receive the right courses at the right time. Building a plan typically involves three steps.
1. Identify the population
Determine which learners should receive training. Consider factors such as role, location, or regulatory requirements.
2. Determine the content
Review your contract and course catalog to confirm:
- Which courses are available
- Which courses meet your organization’s requirements
3. Develop a timeline
Decide how often training should be delivered. For example:
- Annual training for all employees
- Training assigned at hire
- Targeted or supplemental training
Questions to ask while planning
- Who has already completed training this year?
- Are there state‑specific training requirements?
- Does my organization have internal training standards?
- Which courses do we have access to?
Administrator tools and configurations
Foundry accounts can be configured to match your organization’s structure and training strategy.
Key configuration areas include:
Each course may also have its own configurable options. If a previous administrator configured the account, review those settings to ensure they are accurate and up to date.
Questions to review
- How are categories and labels set up?
- Do we have all the labels needed to segment learners correctly?
- Are any integrations or automations enabled?
- Which assignments are currently active?
- What training has already been assigned in the past?