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How to Create and Manage Modules

Build, organize, copy, and publish Modules in the dashboard, including Sections, completion rules, settings, and the AI Module Builder.

Written by Ben Brunken

Bundle Courses, Check-ins, and Resources into a Module so you can assign a complete training program in one step.

Table of Contents:


What is a Module?

Modules are collections of Courses, Resources, and Check-ins that help your team master specific topics or reach clear learning objectives. They're especially useful when you routinely assign several Courses together.

Modules work well for many training needs, including Role-based training, product knowledge, compliance, and more.

šŸŽÆ Example: Instead of assigning five separate new hire Courses one by one, bundle them into a New Hire Module and assign it as a complete package.


Creating and Setting Up a Module

  1. Start your Module

    • In the Opus dashboard, go to Training > Library and select the Modules filter.

    • Click New Module.

    • Choose how to begin:

      • New module from scratch: Create an empty Module.

      • Import Articulate Rise 360: Import existing training content.

      • Create module with AI: Describe the Module in the prompt box and Opus drafts it.

  2. Optional: Use the AI Builder

    • Upload files like handbooks, role guides, or SOPs, or write a prompt with your key topics, target Roles, and training goals.

    • Review the AI-generated outline, adjust it as needed, and expand each Course or Check-in.

    • Generate your Module when it's ready.

  3. Add and organize content

    • On the Build tab, use the left side to add Courses, Resources, and Check-ins from your Library, or create new ones, with Add content.

    • Group content into Sections (by topic, day, or phase) and drag items to set the order.

  4. Set Module settings

    • From the right side of the Build tab, or Manage > Settings, configure:

      • Due date (a specific date or a number of days after assignment)

      • Complete in order (enforce step-by-step progress or allow free navigation)

      • Award certificates (award a certificate when the Module is completed)

  5. Use builder tools for efficiency

    • Click the Module title to edit the name and description.

    • Switch between the Build, Manage, and Reporting tabs.

    • Use keyboard shortcuts (Cmd/Ctrl + C, Cmd/Ctrl + V, Cmd/Ctrl + Z) or the Undo and Redo arrows.

    • Review translations in 100+ languages.

    • Use the … menu in the top right to open Settings, Export PDF, Duplicate module, or Archive.

  6. Publish and assign

    • When your content, Sections, and settings are ready, click Publish in the top right, then click Assign to assign the Module to your team.

    • For AI-built Modules, double-check objectives, assessments, and company policy wording before publishing.


Module Sections

Sections divide your Module into meaningful parts, like topics (for example, company values, customer service, or dress code) or training days (especially useful for new hires). You can also control when the next Section unlocks.


Completion Rules

Set the order in which team members complete the Module with Complete in order in Manage > Settings. Choose whether team members complete the Module:

  • Step-by-step (one Course at a time), or

  • By Section.


Module Permissions

Admins and Managers with the Create Content permission can build and edit Modules.

  • Admins have access to all content and can add any Course, Resource, or Check-in.

  • Managers only see content they create or that is shared with their Location.


Exporting a PDF of a Module

To export a Module as a PDF:

  1. Click the … menu in the top right.

  2. Select Export PDF.

  3. In the window that opens, download the PDF to your computer. PDF settings are controlled locally on your device.


AI Module Builder

AI Assist in Opus speeds up Module creation by generating outlines and suggesting Courses based on your input. Provide a clear learning goal and relevant context (like handbooks or role guides), and AI Assist creates a structured Module outline for you to review and customize.

Learn more about the AI Builder and how to write a good prompt for Opus AI Assist.

šŸ’” Save time. The AI Module Builder helps your training cover all the essential points with quality and consistency.


Module Statuses

You can see a Module's status in the Status column of the Library (with the Modules filter selected) and in the top left of the Module page.

  • Draft

    A Module that has never been published. Fully editable, but not assignable yet.

  • Published

    A Module that's ready for your team. It can be assigned and appears to assignees as the current version.

    Note: If any included Courses have their own publish requirements, the builder prompts you to complete those before publishing the Module.

  • Unpublished changes

    A previously published Module with edits that haven't been republished. Current assignees still see the last published version until you publish again to push updates.

Unpublishing a Module

You can't revert a published Module to a draft. To effectively unpublish it, use one or more of these steps, depending on your goal:

  • Remove Library Access: Go to Manage > Library Access and remove the segments, so team members can't find the Module in their Library.

  • Turn off Automations: Turn off any Automations that assign the Module. You'll find them in the Assignment Automation card under Manage > Assignments.

  • Remove assignments: Go to Manage > Assignments and unassign the Module from people.

  • Archive: If someone has started the Module, archiving it (… menu > Archive) is the only way to remove access.


FAQ

Can I edit a Module after assigning it?

Yes. You can update Courses, Resources, Check-ins, and Sections at any time. Changes apply to future assignments but don't retroactively update progress for team members already in progress.

What if the AI generates too many or too few Courses?

Use the outline editor to adjust the number of Courses and Check-ins before adding details. If it's way off, refine your prompt for better focus.

Can I reuse the same Course in multiple Modules?

Yes. A single Course can live in multiple Modules, so you can mix and match training content without duplicating it.

Can I add a SCORM course to a Module?

Yes, if SCORM is enabled for your business. In the Module builder, click Add content and choose a SCORM course from the SCORM tab. Team members complete SCORM courses in the dashboard, not in the Opus Training app. Learn more in How to Train on Desktop or Tablet.

Contact your CSM if you'd like this option enabled.

Who can see or edit my Modules?

It depends on your Role and permissions. Admins can access all Modules, while Managers can only see or edit content they created or that's been shared with their Location.

Why doesn't my Course show up when I add content to a Module?

The Add content list doesn't show Courses that are archived or already in the Module. Managers only see Courses they created, were given access to, or that were shared with them. Ask an Admin to share the Course with you.

What happens when I duplicate a Module?

You choose. Reuse courses, check-ins, and resources shares the same content, so editing a Course updates it in both Modules. Make a copy of all courses, check-ins and resources creates separate copies you can edit independently. Learn more in How to Duplicate a Module or Course.

How do I delete a Module?

Modules can't be deleted, including drafts. Archive the ones you don't need. Archiving a Module doesn't archive the Courses inside it. Learn more in How to Archive Content.

Can Trainees move on without passing the previous Course?

Not if Complete in order is on in the Module's settings. A Trainee who fails a Course has to pass the retake before the next step unlocks. If it's off, they can work through the Module in any order.

How long does a Module take to complete?

After team members start completing it, open the Module's Reporting tab to see the average time to complete it, and the time each step takes.

How do I remove a Module from someone?

Open the Module, go to Manage > Assignments, select the team member, and click Remove. You can also click the … menu on their row and select Remove. Learn more in How to Assign Courses and Modules in Opus.

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