LoreGraph product docs

Rollout Guides

Summary

Use rollout guides to turn one course into a controlled training program for SOPs, onboarding, compliance, or customer education.

Who this is for

Training managers
Workspace admins
Operations leads
Customer education teams

Before you start

Pick one rollout goal and one source document or source set.
Identify reviewers and pilot learners.
Decide how success will be measured.

Concepts

A rollout should start small, prove the content works, then expand to a larger audience.

SOP training focuses on clear steps and scenario checks.

Employee onboarding combines handbook, HR policies, role-specific guides, and first-week checklists.

Compliance training needs required quizzes, passing scores, completion tracking, and exports where supported.

Customer education may use product guides, how-to content, public or invite-only access, and certification where supported.

Steps

Choose one source document or training package.
Upload it and generate the course outline.
Review steps with a subject-matter owner.
Generate and review quiz questions.
Assign to a small pilot group.
Review analytics and learner feedback.
Improve content.
Roll out to the larger audience.

Settings reference

Setting	What it does	Recommended default
Pilot group	Reduces rollout risk.	Use a small representative audience first.
Passing score	Defines completion confidence.	Set higher for compliance and safety content.
Due date	Creates urgency where supported.	Use for required training.
Analytics review	Shows adoption and confusion points.	Review during and after pilot.

Example

For SOP training, upload one customer refund SOP, generate a draft, review every procedural step, pilot with three support agents, fix confusing sections, then assign to the whole support team.

Common mistakes

Rolling out to everyone before a pilot.
Skipping analytics review after the first group.
Using a generic quiz for a high-risk SOP.
Trying to convert an entire handbook into one massive first course.

Common rollout types

Rollout	Use case	Include
SOP training	Turn operational procedures into employee training.	Steps, scenarios, quiz, pilot analytics.
Employee onboarding	Train new hires.	Handbook, HR policies, role guides, checklist, final quiz.
Compliance training	Prove employees completed required training.	Policy upload, required quiz, passing score, completion tracking.
Customer education	Train customers or partners.	Product guide, how-to content, invite-only or public course, optional certification.