This glossary covers the core terminology you'll see across the Opus dashboard and mobile app.

Access allows you to control who can see what in Opus. Admins and Managers can designate Access rules per Module or Course so that Trainees can view and self-serve that content in their library. Trainees are not notified when they're given access to content. Learn more about access here.

Admins are top-level stakeholders in Opus and can manage across all locations. They have full permissions across the Opus Dashboard and Opus Training mobile app. Learn more about Admins here.

Assignments are any Module or Course that a Trainee has to complete in Opus. Admins and Managers are able to assign content (Courses, Modules, files, Check-ins) to your team. Trainees are notified of a new Assignment in the mobile app once assigned. Learn more about assigning Courses and Modules here.

Audits are structured walkthroughs used to check a Location against a standard, run on a schedule rather than assigned to an individual. When a step in an Audit is flagged, Opus automatically creates a follow-up Task so the right person can resolve it before it's signed off. Learn more about Audits here.

Automations save time assigning content in mass by creating assignment rules with start and end times. When someone on your team matches the rules set forth by an Automation, they will immediately be assigned that content. Once the Automation is over (or removed), any incomplete Assignments will be removed from the impacted Trainees. Automations can also be set to Auto reassign on a recurring basis, which is how most refresher trainings are set up. Learn more about Automations here.

Certificates are awarded automatically when a Trainee passes a Course, Module, or premium compliance content purchased from the Marketplace, if certificate awarding is turned on for that content. A new attempt that passes earns its own certificate; earlier attempts stay on the Trainee's record. Learn more about certificates here.

Check-ins let a Manager or Admin test and grade a Trainee in person, once they've completed a Course; passing awards a badge of certification in Opus. Self-Directed Check-ins are the exception: a Trainee completes these on their own with no facilitator and no pass/fail grade. Learn more about Check-ins here.

Checklists are recurring lists of steps a Trainee completes on a schedule tied to a Location — like "every closing shift" — rather than a one-time Assignment. Learn more about Checklists here.

Modules, Courses, Check-ins, and Resources are the core content types you build directly in your Library. Learn more about your library here. Opus also includes other feature areas with their own dedicated sections — see Checklists, Audits, and Paths below.

Courses are individual lessons that train your team on one specific topic. Courses are assignable by Admins and Managers and can be graded for accuracy and completion. Courses also allow for award certification once completed. Learn more about Courses here.

These are ways to group Locations together beyond a single address, used to target Assignments and roll up reporting across a group rather than location-by-location. Learn more about organizing Locations here.

Your team refers to everyone your business manages in Opus, across all user types (Admins, Managers, and Trainees). Use this term for any generic reference to the people at your business — Opus works with franchise businesses whose frontline workers may not all be direct employees of the Admin or Manager reading a given article.

Guest Feedback is a signal built from customer feedback data — guest surveys, reviews, or a connected feedback platform — that's synced into Opus. It's used to surface training Recommendations tied to real guest sentiment at a Location. Learn more about Guest Feedback here.

Knowledge Checks are daily quiz questions pulled at random from a Trainee's completed Courses, meant to reinforce retention rather than test new material. Each question is one-time only: once submitted, it can't be retaken, though the same question can be selected again after at least 10 days. Learn more about Knowledge Checks here.

Locations are the names and physical addresses of your business. Everyone in Opus must be tied to a location. Having your team tied to individual locations allows you to automatically assign content to Trainees depending on which location they work at. Locations can then be grouped into Regions, Brands, or Franchises. Learn more about locations here.

Managers in Opus have access to both the Opus Dashboard and the Opus Training mobile app and are assigned to specific locations. Managers can edit and assign content to Trainees, send messages, and have limited permissions compared to Admins. Learn more about Managers here.

Modules are a series of content (Courses, Check-ins, documents) that map out to a larger training journey in Opus. Modules are usually created to be completed over the duration of a training period and cover a variety of topics. A popular use case for a Module in Opus is New Hire Onboarding. Learn more about Modules here.

Paths sequence a chain of Modules to be assigned one after another as each is completed, used for ongoing or role-based training programs. Learn more about Paths here.

Recommendations are suggested training actions generated from your business's data — like Guest Feedback or performance trends — which Admins and Managers can review, assign, and track directly. Learn more about Recommendations here.

Any company assets (PDFs, images, videos) that are uploaded into Opus and shared with your team. Learn more about resources here.

Roles — or job titles — are essential within Opus. Roles allow you to segment your team by their job title, automatically assigning any training as soon as they sign up. Your team can be tied to multiple roles. Learn more about roles here.

Tasks are individual to-do items assigned to a specific person to resolve — either created automatically from a flagged Audit issue, or from a Checklist submission. Learn more about Tasks here.

Trainees only have access to the Opus Training mobile app. Trainees must be assigned to a location(s) and given a role(s). Learn more about Trainees here.