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How to Manage Modules
How to Manage Modules

Learn how to manage Module assignments, automations, access, and settings.

Sara Delgado avatar
Written by Sara Delgado
Updated over 8 months ago

To manage and view the assignments, automations, access, and settings of your Module, click on the Module in your Library and toggle over to the "Manage" tab.

Under the "Manage" tab of the Module, you'll see three options:

  • Assignments

  • Library Access

  • Settings

Modules can assigned from your Library or the People Page. You can manually assign content or automatically assign content using an automation.

Manual Assignments

To manually assign content:

  1. Click the blue "+Assign" button

  2. Select who should receive the assignment

  3. Before confirming the assignment, the list will tell you if the user is in progress or has already completed the course.

Automations

Use Automations to bulk assign courses based on role(s), location(s), department(s), region(s), brand(s), or franchise(s).

To create an automation:

  1. Click the "New automation" button on your course or module overview page

  2. Select who you wish to target with the automation

  3. Set a start and end date for your automation (optional)

  4. Decide whether you want the assignment to go to future employees only or future and existing employees

  5. Click "Save"

Library Access

Library Access lets you control what team members can see in their library based on their region, brand, franchise, department, location, and role. Library Access is the simplest way to manage your organization’s content so that team members only see the content that’s relevant to them.

With Library Access, trainees can self-serve on courses in their library that is available to them but not yet assigned.

Library Access functions very similarly to Assignment:

  1. Click "Add Access"

  2. Select who should receive access

  3. Click "Select {X} Users"

To learn more about how Library Access works, click here.

Module Settings

On the "Settings" tab, you'll be able to adjust the following:

  • 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.

  • Award certificate - Click the toggle to decide whether trainees receive a certificate upon course completion.

  • Retry wrong answers - Click the toggle to decide whether trainees get one change or two chances to answer a question correctly

  • Passing accuracy percentage - Use the drop down to set a passing grade for the course. If a trainee fails the course, they'll be given the option to retake the course. There is no way to cap the number of attempts on a course.

  • Tags - Add tags to keep the Course organized in your Library.

  • QR Code Assignable - Click the toggle to generate a QR Code. Learn more about QR Code Assignment here.

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