Training creation

To access the training creation tool, click the Create training menu item on the left. Alternatively, you can click the Add Training button above the table of trainings. Before you start training creation, you must choose the type of training you want to create and the type of navigation. These settings affect the structure of the future training and cannot be changed later.

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Training types

There are two types of training you can choose from:

• Standard training: A linear learning path.
• Advanced training: An adaptive, branching learning path.

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Navigation types

There are two types of training navigation you can choose from:

• Free navigation: Learners can take modules of the training in any order.
• Locked navigation: Learners can only follow the sequence of modules determined during the training creation process. They cannot skip ahead or access modules out of order, thereby maintaining the structured learning path intended by the administrator.

Once you have chosen these parameters, you can click the Save and continue button to proceed with creating the training.

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Step 1. General settings

During Step 1, you can set general settings that affect who can view and access your training and how it is presented.

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Title

The name of the training, searchable and visible in the training catalog. The maximum length is 255 characters. It is a required field.

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Description

Here, you can put an overview of the training content for the learners. The text length is unlimited, while the editor tool provides flexible editing capabilities.

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Cover image

Here, you can set up a cover image that will be displayed in the training catalog and on the training homepage. You can either upload an image file of your choice, pick one from the image bank, or generate it using a built-in AI tool. To select an image, click on it, then confirm the choice by clicking the Select image button below.

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Domain

Here, you can associate the training with the relevant domains from the list. Domains are taxonomy categories used to filter trainings. You can associate the training with several domains by clicking the Add another item button and changing their order by dragging the line by the dots on the left.

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Duration

Here, you can set an estimated duration for completing the training.

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Visibility

Here, you can control who can access the training. It is a required field. Private (default setting) training remains hidden from all users unless explicitly assigned by an administrator or manager. This option is the default. Public training is available to all users, with optional restrictions based on whether a learner is authenticated on the platform. You can choose one of the following options:

• Restrict visibility to authenticated users only (default).
• Allow anonymous users to see and take the training (useful for demo purposes).
• Allow anonymous users to access only the presentation page, requiring authentication to access content.

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Language

Here, you can specify the language of the training for the system. This setting cannot be changed afterwards. The default language option is the default platform language.

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Hierarchy

Here, you can assign the training to specified learner areas (hierarchies). Only users within the selected hierarchy and its sub-levels will be able to access the training. If you leave this field empty, the training will remain available for all hierarchies.

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Training prerequisites

Here, you can define whether a learner must complete other trainings before they can begin this one. You can search for prerequisite trainings by name. Click Add training to add another prerequisite training. After selecting the prerequisite trainings, you must define the prerequisite condition rule that determines how the prerequisites are applied: There are three rule options:

• All conditions are met (AND rule), meaning a learner must pass all selected prerequisite trainings to be able to start this training.
• Any condition is met (OR rule), meaning a learner must pass at least one of the selected prerequisite trainings to be able to start this training.
• Custom condition logic, where you can set up a custom rule using AND and OR operators. Each selected training is automatically assigned an ordinal number, which you can use in the formula to define the logic.

When finished, click Save to keep the training as a draft, or click Save and continue to add modules, activities, and topics.

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Step 2. Adding modules, topics, and activities

After configuring the general settings of the training you are creating/editing, you can build the learning path.

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Managing modules within a training

To add a module, click the Add a new module button. You can create a new module from scratch or add an existing module. To add an existing module to the training, click Add existing module. The list of all the available modules will open. Select all the modules you need. You can search for them by title in the search box. You can also sort the list in ascending or descending order by the module’s ID. The order of modules in the training repeats the order of your selection; you can see all the selected modules and their order tagged above the list: To discard a single selected module, click X next to its tag. To discard all selections, click Clear all to the right of the tags. To confirm your selection, click Add modules. You will return to the training editing interface: To change the order of the modules, drag them by the dots next to the module title: To save the changes in the order of modules, click Save on a pop-up notification at the bottom-right: To the right of the title of a module, you can see three icons:

1. Preview: Clicking this icon opens the module in a learner interface for a preview.
2. Edit: Clicking this icon opens the module creation interface, where you can change the general settings and module content.
3. Delete: Clicking this icon removes the module from the training only. It does not delete the module from the system; you can still access it from the Manage modules dashboard.

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Managing activities within a module

After configuring the general settings of the module you are creating/editing, you can build its content by adding as many activities as needed. Click the Add activity in the module box. A window will open, allowing you to choose whether to create an activity from scratch or add an existing activity to the module. To add an existing activity to the module, click Add activity > Add existing activity. The list of all the available activities will open. Select all the activities you need. You can search for them by title in the search box. You can also sort the list in ascending or descending order by the activity’s ID, title, and type. The order of activities in the module repeats the order of your selection; you can see all the selected activities and their order tagged above the list: To discard a single selected activity, click X next to its tag. To discard all selections, click Clear all to the right of the tags. To confirm your selection, click Add activities. You will return to the training editing interface: To change the order of the activities, drag them by the dots next to the activity title: To save the changes in the order of activities, click Save on a pop-up notification at the bottom-right: To the right of the title of an activity, you can see three icons:

1. Preview: Clicking this icon opens the activity in a learner interface for a preview.
2. Edit: Clicking this icon opens the activity creation/editing interface, where you can change its settings and content.
3. Delete: Clicking this icon removes the activity from the module only. It does not delete the activity from the system; you can access this activity from the Manage activities dashboard.

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Grouping modules into topics

You can group several modules into a topic to help learners navigate the training. In the learner area, a topic is displayed as a dropdown list of modules, each with its own title. To add a topic to the training, click Add topic: A new window will pop up, where you can enter the title of the topic: After you save the topic title, you can add existing modules to it or create new ones within the topic. Click on the dropdown arrow next to the title to expand the field: Then drag the modules into the field using the dots, and arrange them in the desired order. You can also drag the topic itself to move it up or down the list of other modules. To create a new module within a topic, click Add new module button, then continue creating a new module: To remove the module from the topic but keep it in the training, simply drag it out of the topic box. To delete the module from both the topic and the training, click the Delete icon next to it: To save the new order of modules within the topic, click Save in the pop-up in the bottom right corner: To delete the topic itself, click the Delete icon next to it: Once you have finished arranging the topics, modules, and activities of the learning path, click Save to save the changes in the training draft, or click Save and continue to set the passing requirements and publish the training.

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Step 3. Passing requirements

Once you have finished arranging the modules and activities of the learning path, you can set the requirements for passing the training, link a certificate, and publish it or save it as a draft:

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Selecting mandatory modules

In the dropdown list under Select mandatory quiz modules, all the quiz modules used in the training are listed. Select the module learners must pass successfully to pass the training, and click Add selected. You can add multiple modules. After you have added the modules required for passing the training, click Save on a pop-up notification at the bottom-right: For each module, you can set the minimum score percentage required to pass the training. Click on Show activities to see the maximum possible score a learner can get for each. To remove the module from the passing requirements, click on the X tag next to it:

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Selecting mandatory live session buckets (Advanced training type only)

For the Advanced training, you can also set learning sessions that learners must attend to pass the training. In the dropdown list, all published live session buckets assigned to this training are listed. You can select any of them as required for passing the training. After choosing the bucket(s), click Save on a pop-up notification at the bottom-right: To remove a bucket, either unselect it from the list or click on the cross icon next to its title:

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Adding a certificate

You can assign a certificate to a training by enabling the Award certificate toggle. If enabled, learners who meet the passing requirements will receive a certificate upon finishing the training. You can choose a certificate template from the Certificate template dropdown list: You can also set the certificate to expire after a specified period by enabling the Set re-certification period toggle and choosing the validity period of a certificate from the Expire results after dropdown list: Click Save on a pop-up notification, bottom-right, to save the changes:

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Enabling learner feedback

You can allow learners to rate the training after completing it. To do that, enable the Enable learner feedback collection toggle: Click Add a question to also add a question that the learners can leave detailed answers to. This will open a separate form where you can input the question: You can add multiple questions, edit them, rearrange their display order, and delete.

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Publishing the training

After you have finished setting passing requirements, click Save as draft to save the training draft with all the current settings, or click Save and publish to publish the training.

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Editing

If you need to change an existing training, click Edit next to the corresponding line in the training dashboard table. The training editing interface will open. Training editing spans the same three steps as training creation.

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Step 1: General settings

Here, you can change the following settings: title, description, cover image, domains, duration, visibility, hierarchy level, and training prerequisites. Click the Save button to save the current changes without publishing them. The changes will be saved in the system, and the last update timestamp will be updated accordingly. However, the saved changes won’t affect the current published training version until you publish the edited version. Click Save and continue to move to Step 2.

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Step 2: Training content

During Step 2 of training editing, you can change the content of the training: add, remove, or edit modules, topics, and activities. Making changes to modules or activities, or to their order, will create a new revision draft. Once you have finished arranging the modules and activities of the learning path, click Save to save the changes in the training revision draft, or click Save and continue to set the passing requirements and publish the training.

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Step 3: Passing requirements and publishing

Once you have finished arranging the modules and activities of the learning path, you can set the requirements for passing the training, assign a certificate, and publish it or save it as a draft. After you’ve edited the passing requirements, click Save on the pop-up notification at the bottom right to save the changes: Then click Save as draft to save the training draft with all the current settings, or click Save and publish to publish the training.

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Editing a training revision

If you make changes to the training during Step 2 and Step 3 and save them without publishing the training, a revision draft is created. In the table of trainings at the Manage trainings dashboard, such trainings are marked with the Unpublished revision tag: Click Edit to edit the training, then follow the steps described earlier. Note that you will add changes to the revision draft, not the published training version: Once you publish the draft revision, it replaces the previously published version of the training in the training catalog. Learners who have already started the previous training version are notified of the new revision and can choose to either complete the previous version or start the newly published revision.