Help Center

Welcome to the Readiness IQ Help Center, your quick reference guide for getting the most out of the platform. Here you’ll find straightforward answers and practical tips for everyday use, whether you’re a team member completing training or an admin managing your team’s progress. Each section is designed to help you solve problems fast, understand how Readiness IQ works, and stay confident navigating your training and policy requirements.

Getting Started & Signing In

Using your team invite link

Your team admin sends you an invite link when your company joins Readiness IQ. Click the link and you’ll see a short signup form. Use your company email address, this creates your personal training account within your team. Once you submit the form, you’ll get a verification email.

If you accidentally close the page before verifying, just click the same invite link again. It will still work until you’ve completed your first sign-in.

Verifying your email & signing in for the first time

Open the verification email and click the confirmation link. This tells Readiness IQ that your email is valid and connects you to your team. After you verify, you'll land on the sign-in screen. Enter your email and the password you created during signup.

If you don’t see the verification email, check your spam or junk folder. Verification must be completed before you can access any videos or policies.

Signing in after you're verified

After verification, go directly to the Readiness IQ sign-in page. Use the same company email and password you created earlier. If MFA is enabled for your account, you’ll be asked for your one-time code after entering your password. Once signed in, you’ll be taken to your Workspace, which shows your assigned videos, policies, and compliance related tasks.

Signing out

Click your profile avatar in the upper-right corner of the screen and choose Sign Out. Always sign out when using a shared or public device. You’ll also be signed out automatically after 30 minutes of inactivity.

Turning MFA on or off

Multi-Factor Authentication (MFA) adds a one-time code from an authenticator app each time you sign in. To turn it on, open Enable MFA from your profile menu and scan the QR code using your preferred authenticator (Google Authenticator, Authy, 1Password, etc.).

If you need to disable MFA, for example, when switching phones, use Disable MFA under the same menu. Re-enable it as soon as your new device is ready.

Changing your password

From your profile menu, select Change Password. Enter your current password once and then type a new one. Use a unique password that you don’t use anywhere else. If you’re signed in on multiple devices, you’ll stay signed in until you manually log out.

Forgot your password or lost access to MFA

If you forget your password, click Forgot Password on the sign-in screen and follow the email instructions to create a new one. You’ll sign in manually afterward, the system does not log you in automatically after a reset.

If you can’t access your authenticator app, contact your team admin. They can verify your identity and reset your MFA. For security reasons, Readiness IQ support can’t remove MFA without your team admin's verification.

How to Use Readiness IQ

Overview

The Workspace is your personal dashboard inside Readiness IQ. It shows all of your assigned training videos, policy acknowledgments, compliance tasks, and overall progress in one place. You can sign in at any time to see what you’ve completed and what’s next.

Workspace page and overall progress

On the Workspace page, you’ll see what activities are left complete. This is your hub to see all activities in one place.

Your admin may add or remove training videos during the year, so your list may change as new content becomes available.

Watching training videos

Each video appears as a card in the videotraining library. In the upper-right corner of the card, you’ll see a small circle that shows your status: gray means not started, yellow means in progress, and green means complete. The footer of the card also shows your exact percentage, such as “45% complete.” When you start a video, your progress is tracked automatically - there’s nothing to save manually.

Finishing a partially watched video

If you close a video before finishing, your progress is saved automatically. When you come back, you can pick up right where you left off. Once you reach 90% or more of the video, the circle turns green and the video is marked as complete. If your progress doesn’t update immediately, refresh the Workspace page; your completion data is synced every few seconds.

Taking a quiz

Some videos also include quizzes to reinforce the key concepts. You’ll see a “Take Quiz” button appear when you’ve watched the video. These are short 5 question multiple choice and true/false quizzes. You must pass the quiz with at least 80% to mark the video as complete. You can retake as many times as necessary.

Reading and acknowledging policies

Some teams require members to read and acknowledge company policies. These appear in a section below your videos or as a separate “Policies to Acknowledge” page. Click a policy to open it. Read the document carefully, then scroll to the bottom and check the acknowledgment box. Once checked, the policy is marked as complete and will count toward your overall progress. Acknowledgments are saved instantly and recorded as evidence for your team’s compliance records.

Role-based video training and policy acknowledgments

Your company may use role-based training to assign videos and policies to specific job roles. If your company has chosen a role-based trainingplan, and you have been assigned specific roles such as Engineering, Leadership, or Finance, you will see the role-based training videos and policies in the "Role-specific" training section. All other training will appear in the "All-team" section.

Monthly training summary emails

Each month, you’ll receive an automated summary email showing your total completion percentage, which videos and policies you’ve finished, and which ones remain. This helps you and your admin stay aligned on progress and deadlines. You don’t need to reply or confirm - the email is just for awareness. If you’re new to the team, you’ll get your first summary at the next monthly cycle.

Quick recap

You can always return to the Workspace to review finished videos, reread policies, or track your overall progress. The color indicators and remaining activity totals are designed to make it easy to see where you stand at a glance.

Contact & Support

When to contact your team admin

For access issues specific to your team, like resetting MFA when you’ve lost your authenticator, resending an invite link, or enabling a training item, reach out to your team admin first. They can verify your identity and resolve most account or assignment questions fastest.

When to contact Readiness IQ support

If something in the app isn’t working (pages won’t load, progress won’t update after refresh, policy previews look wrong, or you can’t sign in after following the steps), contact our support team at the following link.

Contact Us

Anonymous reporting

To report concerns about security, conduct, or ethics confidentially, use the Compliance Hotline available in the site header. Reports made in good faith are protected from retaliation. Compliance Hotline reporting can be easilyset to anonymous by using the toggle in the form.

What to include in a support request

The more detail you share, the faster we can help. Include a short description, the exact training video or policy title, what you tried already, and the page URL. Let us know your browser and whether you’re on a VPN.

After you contact us

We’ll review your note, may ask a clarifying question, and then follow up with next steps.

Team Admin Guide

Admin dashboard: team summary

The team summary shows your active headcount, recent activity, and high-level completion. It’s the quickest way to confirm whether members are signing in, watching videos, and acknowledging policies.

Features & training configuration

ReadinessIQ supports feature toggles so you can tailor the experience to your team. Based on the plan selected, you will see in the Configuration section of the Admin Setting page indicating which features are enabled for your team. You can have policy acknowledgments if you need users to review documents, and role-based training or role-based policy acknowledgment when different groups (for example, Technology vs All Team) need different content.

Team activity (last 30 days)

The activity line chart shows daily unique activity for the past 30 days. Spikes typically follow new assignments or reminders; plateaus suggest it’s time to nudge the team. Use it with the progress reports to understand who is active and which items are getting attention.

Reports & exports

The team progress reports reflect up to date video completion and policy acknowledgments for every member. You can sortin the table for quick reviews, then export the same data for audits or sharing. Exports are available as CSV for spreadsheets, XLSX for formatted workbooks, and PDF for a clean, printable summary.

Exports are timestamped with the date generated, so you can track progress over time. This is great for compliance evidence.

Members & roles

Use the members page to activate or deactivate accounts and assign roles. Roles determine which role-specific videos and policies a person will see. If a member changes teams or responsibilities, update their role to keep their assignments accurate. Deactivating a user preserves their historical records but removes their access.

Policies for your team (all-team vs role-specific)

Upload policies your team needs to read and acknowledge. Each policy includes a title and a short description so members know what they’re reviewing. You can assign a policy to everyone or to specific roles. Acknowledgments are recorded with a timestamp and member identity to create audit-ready evidence.

If you update a policy, members can revisit it and acknowledgments will reflect the current version.

Zip download: policy templates & checklists

Use the zip download to pull the latest ReadinessIQ policy templates and checklists in one file. This is useful when you want templates for drafting new policies or need checklists for audit prep.

Video settings (enable/disable, order)

Control which videos are visible to your team by toggling them on or off. Drag and drop to set the order they appear in the Workspace. Ordering affects how members discover content, so place the most important items near the top. If you’re using role-based training, confirm the right roles are attached to each video.

Policy settings (enable/disable, order, edit)

Enable or disable policies to control visibility, then drag and drop to set the reading order on the Policies page. You can edit the title and description to keep wording clear for members. For role-specific policies, verify the assigned roles match your expectations so members only see what applies to them.