Refresher training keeps your team sharp when a menu, process, or standard changes, or when performance slips. Build a short refresher, deliver it to the team members who need it, and follow up until the skill sticks.
✅ Before you start: Admins, and Managers whose Role has the Create Content permission, build training in the Opus dashboard.
Your team completes it in the Opus Training app.
Table of Contents:
Know When a Refresher Is Needed
Most refreshers fall into one of two kinds. Just-in-Time refreshers get ahead of a change, and corrective refreshers close a gap you've already spotted.
Just-in-Time Refreshers
Send a quick, targeted refresher right before or as a change takes effect:
New items: product launches, menu updates, or a shift in product mix.
Limited-time offers: seasonal promotions and limited-time items.
Process changes: new equipment, systems, or steps in a routine.
Policy updates: new compliance requirements.
Corrective Refreshers
Send a focused refresher when a standard isn't being met:
Quality: rising error rates or inconsistent results between Locations.
Safety: procedures that need reinforcing.
Guest experience: patterns in customer feedback.
Skills: a Check-in that many team members fail on the first try.
⚠️ Important: When assigning corrective action training, set clear completion requirements to create accountability:
100% pass rate on Knowledge Checks
Manager validation through Check-ins
Documented demonstration of improved performance
Build the Refresher
Keep each refresher short and about one change or one skill, so your team can finish it between tasks.
Short Course: cover the change in a few screens, with photos or a short video from your own Locations.
Quiz questions with a passing grade: set a Passing grade in the Course settings. A Trainee who scores below it retakes the Course until they pass.
Check-in with a passing requirement: for hands-on skills, add a Check-in so an Admin or Manager sees the task done in person and marks it pass or try again.
Module: bundle the Course and Check-in in a Module when they belong together, so you can assign them as one.
🎯 Example: A new sandwich launches next week. Build a three-screen Course on the build with two quiz questions, then a Check-in where a Manager watches each team member make one.
➡️ Learn more:
How to Build Effective Training in Opus: how to plan a Module around one learning outcome.
How to Add Passing Requirements to a Check-in: set what a Trainee must do to pass, and coaching tips for failed attempts.
Deliver the Refresher
Choose how the refresher reaches your team based on how often it's needed:
Assign once: for a one-time change, assign the Course or Module to the Locations, Roles, or team members it affects.
Automation with Auto reassign: for refreshers your team repeats regularly, create an Automation and turn on Auto reassign. Opus reassigns the training on the interval you set, such as every 12 months after completion.
Knowledge Checks: for ongoing practice, turn on Knowledge Checks. Trainees get a daily quiz question drawn from Courses they've already completed.
💡 Keep refreshers ready to go: Publish a few short refresher Courses in your Library, so Managers can assign one as soon as they spot a gap.
➡️ Learn more:
How to Assign Courses and Modules in Opus: manual assignments, Automations, and Auto reassign.
How to Set Up and Manage Knowledge Checks: turning them on, choosing Courses, streaks, and reporting.
Track Results and Follow Up
Open the Course, Module, or Check-in and go to its Reporting tab to see who has completed the refresher and how they scored.
Failed graded Course: Opus starts a new attempt for the Trainee right away.
Failed Check-in: Opus reassigns the Check-in, and the facilitator sees the Suggested Next Steps for coaching.
Still struggling: reassign the whole Module, or only the Courses inside it that need a second pass.
💡 Check again later: A few weeks after the refresher, run the Check-in again or review Knowledge Check results to confirm the skill stuck.
➡️ Learn more:
How to Retake a Course, Module, or Quiz: when Trainees retake on their own and how to reassign.
FAQ
How often should refresher training happen?
Plan regular refreshers monthly or quarterly, and send one right away for urgent changes. An Automation with Auto reassign handles the recurring ones for you.
Should I use quiz questions or a Check-in?
Use quiz questions to confirm your team knows the change, and a Check-in when an Admin or Manager needs to see the skill done in person. Many refreshers use both.
Does reassigning a refresher erase earlier results?
No. Earlier completed attempts stay on the team member's record, and the reassigned training appears as a new assignment.