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.
šÆ 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
ā Before you start: Admins, and Managers whose Role has the Create Content permission, can create Modules.
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.
(Optional) Use the AI Builder
Describe your key topics, target Roles, and training goals, then click Start building.
Opus creates the Module and builds it with you in the builder.
Add and organize content
On the Build tab, click Edit in the top right corner.
On the left side, click Add content to add Courses, Resources, and Check-ins from your Library, or to create new ones.
Group content into Sections (by topic, day, or phase) and drag items to set the order.
To give the canvas more room, click the collapse icon (Collapse outline) next to the Module's name. Click Expand outline to bring the outline back.
If a step's name is cut off in the outline, hover it to see the full name.
Set Module settings
Settings card (right side of the Overview tab): click a value to change it.
Order: the order team members complete the Module in.
Due: a specific date or a number of days after assignment.
Certificate: whether a certificate is awarded on completion. Appears after publishing.
QR code: lets team members scan to open the Module. Appears after publishing.
Tags
ā¦ menu > Settings (while you can edit the Module): the same options, named Due date, Complete in order, and Award certificates.
Use builder tools for efficiency
Click the Module's name on the Overview tab to rename it.
Switch between the Overview, Build, and Reporting tabs. Learn more in Content Pages Overview.
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 ā¦ menu in the top right corner for:
Settings
Export PDF
Duplicate module (needs the Create Content permission)
Archive (needs the Manage Library permission)
Publish and assign
While editing, click Publish, set the due date in the Publish module dialog, and click Publish.
Then click Assign to assign the Module to your team.
For AI-built Modules, double-check objectives, assessments, and business policy wording before publishing.
š” Publish first, then assign: Assign stays unavailable until the Module is published and has content. Publish only appears while you're editing.
Module Sections
Sections divide your Module into meaningful parts, like:
Topics: for example, business values, customer experience, or uniform policy.
Training days: especially useful for new hires.
You can also control when the next Section unlocks.
Completion Rules
Choose the order team members complete the Module in. Click the Order row in the Settings card on the Overview tab, or open the ā¦ menu in the top right corner, select Settings, and use Complete in order. The options are:
Any order: team members can move through the Module freely.
One step at a time: each step unlocks after the one before it is complete.
One section at a time: each Section unlocks after the one before it is complete.
For the two ordered options, turn on Skip check-ins to let team members go to the next step before their Check-in has been completed.
ā ļø Ordered completion removes Section delays: If your Sections unlock after a time delay, switching to an ordered option removes those delays. Opus asks you to confirm first.
Module Permissions
Admins, and Managers with the Create Content permission, can build and edit Modules. Managers need Create Content to edit a Module shared with all Managers.
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:
Click the ā¦ menu in the top right corner. It only shows if you can edit the Module.
Select Export PDF.
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). AI Assist creates a structured Module outline for you to review and customize.
ā”ļø Learn more:
How to Build Training Using AI Assist: how the AI Module Builder works, step by step
Getting Started: Writing Prompts for Opus AI: how to write a good prompt for AI Assist
Module Statuses
You can see a Module's status in two places:
The Status column of the Library (with the Modules filter selected).
Next to its type, under the Module's name on the Overview tab.
The statuses are:
Draft: a Module that has never been published. It's fully editable, but you can't assign it yet.
Published: a Module that's ready for your team. You can assign it, and assignees see it as the current version.
If any included Courses have their own publish requirements, the builder prompts you to complete those before publishing the Module.
Unpublished changes: a published Module with edits that haven't been republished. Current assignees see the last published version until you publish again.
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: On the Overview tab, click Edit in the Available in library row and delete the segments. Team members can then no longer find the Module in their Library.
Pause Automations: Click Manage in the Automations row, turn off Auto-assign new people, and click Save. Existing assignments stay.
Remove assignments: Go to Reporting > Assigned, select the team members, and click Remove.
Archive: If a team member has started the Module, archiving it (ā¦ menu > Archive) is the only way to remove access. Archiving needs the Manage Library permission.
ā ļø Archiving removes access for everyone: This includes team members partway through the Module. The Courses inside it stay unarchived.
FAQ
Can I edit a Module after assigning it?
Yes. Edit it and publish again. Team members who haven't finished get the new version the next time they open it. Learn more in How to Assign Courses and Modules in Opus.
What if the AI generates too many or too few Courses?
Ask Opus to add or remove Courses and Check-ins, or edit the Module yourself on the Build tab.
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 can open a SCORM Course from the Module in the Opus Training app, which launches it in their phone's web browser, or complete it in the dashboard. 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?
Admins can access all Modules. 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?
Click the ā¦ menu, select Duplicate module, and choose one of two options:
Duplicate module structure and reuse courses, check-ins, and resources: the copy shares the same content, so editing a Course updates it in both Modules.
Duplicate module structure and make a copy of all courses, check-ins and resources: creates separate copies you can edit independently.
Duplicating needs the Create Content permission. 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 (this needs the Manage Library permission).
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 the Module's Order is One step at a time. A Trainee who fails a Course has to pass the retake before the next step unlocks.
With One section at a time, they finish the current Section before the next one unlocks. With Any order, 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 and go to Reporting > Content. You'll see the average time to complete it, and the time each step takes.
How do I remove a Module from a team member?
Open the Module, go to Reporting > Assigned, select the team member, and click Remove.
You can also click the ā¦ menu on their row and select Remove. Learn more in How to Assign Courses and Modules in Opus.