A great training program falls apart if your team can't find the material when they need it. Your Resource Library solves that: it keeps every guide, policy, and SOP in one place, searchable from the same app your team already uses on shift.
Getting your materials into Opus is the foundation for everything else: before you assign any training, your Resources need to live here. A well-built Library means:
For Admins: every training Resource managed and organized in one place.
For Managers and Trainees: instant recall of any guide, Course, or Resource right in the Opus Training app.
Once it's set up with Tags and Library Access, anyone who opens Opus can quickly find the Modules, Courses, Resources, and Check-ins they need, in the dashboard or the app.
Table of Contents:
How to Set Up Your Resource Library
Building your Library takes three steps:
Upload your Resources into Opus
Organize them with Tags
Set up Library Access
Step 1: Upload Your Resources
Click the blue + New button at the top of the left navigation.
Select Resource > Upload Resource.
Click Browse files to choose a file from your device (or drag and drop it), or click Paste link to add a link.
Add a name and description.
Click Save in the bottom right.
These are the Resources we most often see in Opus:
Categories | Example Resource |
Policies | Employee handbook, dress code, and safety policies |
How-to Guides | Visual step-by-step instructions |
Training Guide | For Trainers or For Trainees |
User Guides | Point-of-sale or scheduling software |
Job Aids | Infographics, visual aids, etc. |
Newsletters | Weekly, Monthly, Quarterly newsletters |
š” Recommended file types: Opus supports many file types, but we recommend PDFs for documents, JPEGs for photos, and MP4s for video or audio. See the full list in Resources Overview.
Step 2: Organize with Tags
Tags help everyone find what they need fast. Pin them or make them Available in App so your team can filter their Library in the app. Common approaches:
Your business's own terms
Training categories
Role or Department (Sales, Operations, Customer Service)
Internal labels for Admins
Apply multiple Tags to one item, using terms your team already uses. Example: the "Point of Sale Basics" Module is tagged "Customer Service" and "Tools and Technology," so your team can find it under either Tag.
To create a Tag:
Go to Settings > Tags.
Click + New Tag in the top right.
Edit or delete a Tag from the ā¦ menu at the end of its row.
š” Available in App applies to the Tag: It controls whether the Tag itself shows in the app, not the content tagged with it. Learn more in Tags Overview.
Step 3: Set Up Library Access
Library Access lets your team self-serve training. With access, team members can even take Modules and Courses on their own. Use it to share anything helpful or relevant, and target who sees what based on how your business is set up in Opus.
To set up access:
Open the Resource and go to its Manage tab.
Click Add Access.
Select the groups who should have access, like Locations, Roles, or Departments, then save your changes.
The Resource must be published before you can share it. Learn more in Library Access Overview.
ā ļø Standalone Resources can't be assigned: Resources can be included in a Course and reviewed once that Course is completed. Standalone Resources can only be shared through Library Access.
Resource Library Best Practices
Picture a Trainee mid-shift: make Resources easy to reach in the app and name them with terms your team recognizes.
Design for different learning styles: mix images, video, and text.
Involve the teams who use them: confirm with your Managers that Resources will get used, and check engagement on the Reporting tab.
Use bulk actions: select many items in the Library to tag them and set Library Access at once.
FAQ
Where can Trainees find the Resource Library?
Trainees find their Library in the Opus Training app by tapping Library in the bottom navigation.
What's included in the Library? What file types are accepted?
You can upload most common file types into Opus. See the full list in Resources Overview.
Who can upload a Resource? Who can download?
Anyone with the Manage Library permission can upload Resources to Opus. Once someone has access to a Resource in their Library, they can download it to their personal device.
Can I limit access? If someone is assigned content, are they granted access at that time?
Yes. Library Access controls who can find each item. Assigned Courses and Modules are automatically added to a team member's Library once completed. When someone has access to a Module, Course, or Resource, they can choose to take that training. Resources can't be assigned; they can only be shared through Library Access.