Look up the terms you'll see across the Opus dashboard and the Opus Training app. Terms are grouped by what they help you do, and each group ends with links to the full guides.

Table of Contents:

Every team member in Opus is an Admin, Manager, or Trainee, which sets what they can do. Roles and Departments describe the work they do.

Everyone your business manages in Opus: Admins, Managers, and Trainees.

Admins manage Opus across your whole business, in the dashboard and the Opus Training app. They have every permission by default, including settings, billing, integrations, and Automations.

Managers oversee the Locations they manage, in the dashboard and the Opus Training app. By default, they can invite team members, create and assign content, facilitate Check-ins, view reporting, send messages, and edit or deactivate Trainees.

An Admin can turn these permissions on or off for each Manager Role.

Trainees complete their training and Checklists in the Opus Training app. They can also sign in to the dashboard to see Your assignments and their Library.

Trainees see only content that is assigned to them or shared with them through Library Access.

A Role is a team member's job title, like Line Cook or Shift Lead. Each Role is set as Admin, Manager, or Trainee, which decides its permissions.

Use Roles to target Assignments, Automations, and Library Access. A team member can have more than one Role. Find them under People > Roles.

A Department groups related Roles, like Kitchen or Front of House, so you can target them together. Find them under People > Departments.

A Location is a single physical site in your business. Trainees join a Location through its signup link or QR code.

Locations decide which training a team member gets and how reporting rolls up. Find them under People > Locations.

Brands, Regions, and Franchises group Locations so you can assign training and view reporting across many sites at once. A Brand also carries a logo and color that the Opus Training app shows.

Everything you build for your team lives in your Library, and each item has its own content page.

Your Library holds your Courses, Modules, Check-ins, and Resources. Find it under Training > Library, and organize it into Folders.

A Course is a short lesson on one topic. Courses can include graded questions, and you can turn on a certificate for completing one.

A Module bundles Courses, Check-ins, and Resources into one program you assign in a single step, like New Hire Onboarding.

A Check-in lets an Admin or Manager watch a Trainee perform a skill and mark it passed or failed. A failed Check-in is assigned again so the Trainee can retry. Passing awards a badge of certification in Opus.

A Self-Directed Check-in is one the Trainee completes on their own, with no facilitator. It completes when they submit it.

Resources are reference materials your team can find in their Library: documents, images, videos, and links. You can also write one directly in Opus as an Opus Doc.

A Knowledge Check is one daily question in the Opus Training app, drawn at random from Courses a Trainee has completed. A question they've answered doesn't come back for at least 10 days.

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.

Choose whether training is required or simply available, and how much of it runs on its own.

An Assignment is training a team member is required to complete: a Course, Module, Check-in, or Resource. Trainees get a notification in the Opus Training app when you assign something.

Library Access makes content available in a team member's Library without requiring it. Trainees aren't notified when they get Library Access.

An Automation assigns content, or gives Library Access to it, to everyone who matches its rules, like a Role or Location. Team members who match later get it too.

You can set start and end dates, and use Auto reassign to repeat training at a set interval, like an annual refresher. Admins manage them under Training > Automations. Once the Automation is over (or removed), any incomplete Assignments will be removed from the impacted Trainees.

A Path runs a training program across several Modules. It starts when a team member completes a trigger Module, then follows the steps you set, like assigning a Module, waiting a few days, or checking their Role. Build them under Training > Paths.

Checklists and Audits show you what's happening at your Locations, and Tasks make sure issues get fixed. Find all three under Operations.

A Checklist is a list of steps your team completes on a Schedule at a Location, like an opening or closing routine, in the Opus Training app.

An Audit is a scored inspection of a Location against your standards. Set a passing score, and add Triggers that flag an issue, create a follow-up Task, or send a message based on an answer.

A Task is a follow-up with an assignee, a due date, and any proof you require, like a photo. Tasks come from an Audit Trigger, or an Admin or Manager adds one to a Checklist or Audit submission.

Recommendations turn your business's data into suggested training for specific Locations: assign existing training, update content, or create new training. You accept, adjust, or dismiss each one.

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.

Checklists, Audits, and Tasks appear under Operations only when your business has them. To add them, message our team through chat or email support@opus.so.

Recommendations need to be turned on for your business, and the page needs the Manage Org Integrations permission, which Admins have. To turn it on, message our team through chat or email support@opus.so.

An Assignment is required, can have a due date, and notifies the Trainee. Library Access only makes content available to find in their Library.

An Audit is scored against a passing score and is usually run by a leader inspecting a Location. A Checklist is a routine your team completes on a Schedule, with no score.

Yes. Trainees can sign in to the dashboard to see Your assignments and their Library, but they can't manage content or team members.