This article is all about creating and editing modules

Written by David Lamont
Updated over a week ago

Modules enable you to bundle multiple courses and quickly assign them.

What is a module?

A module is a collection of courses and/or files. Modules are useful if you have a set of courses that you plan to assign on a routine basis.

For example, let's say you create a set of 5 new hire training courses. Instead of assigning each course one by one to each new hire, save all 5 courses in a New Hire Module and assign it as a bundle.

You can also use modules for role-based training - all bartender related courses, or all barista related courses, for example.

Creating and editing a module

Here's how to create a module

  1. Click the blue "+" button on the top left

  2. Click “Module"

  3. Click “Edit” to begin building the module

  4. Begin adding courses by clicking “Add Content”

  5. Add any combination of courses, files and check-ins to the module

  6. Drag and drop to rearrange the content in the order you want

Once you have edited a module, these edits will only impact future assignee's. Employee's who have been assigned a past version will not receive the the edited version.

Module Sections

Once you have created a module, you can organize it in sections.

Sections are useful for dividing modules into topics (health and safety, professionalism and appearance, etc) or dividing it into days for new hire training

Here’s how to add and edit sections:

  1. Click “Add Section” underneath the title of the module.

  2. Type the name of the section

  3. Hover over the section break an click the dots to the left

  4. Drag the section break to where you want to divide the module

Module Settings

In the Module detail page, click “Edit” to change the Module Settings

  • Due Date - assign a due date, either a calendar date or a number of days from when the course is assigned. Trainees that miss their due date will receive notifications in the app.

  • Complete in order - decide whether employees need to complete the module in order of if they can take the courses out of order

    • Modules can be completed by step, section, or when a set number of days has passed. You also have the option of making check-ins a requirement to proceed in between steps or sections within a module.

  • Assignable by managers - decide whether managers are allowed to assign the module to trainees

Module Completion Rules

For Modules that do not need to be completed in order, you can select the number of days in between each section before the next the section unlocks. This ensures that employees do not speed through the module and help you control the pace of learning.

Module Permissions

Modules do not currently have permissions set. They are open to both admins and managers. Therefore, managers can add content to modules even though they cannot edit the content that they have created.

Module Reporting in the Dashboard

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