Navigating the Backoffice
Learn where to find the main Learn Module areas in the backoffice and what you can manage from each one. This overview helps you move between content, categories, training, curricula, and reports.
What is the structure of the backoffice?
The backoffice is organised into two main areas for learning and training:
Content - where you create and manage the building blocks (pages, resources, quizzes, forms).
Learning & Missions - where you orchestrate learning journeys and formal training (Missions, Training Programs, Curricula, Certificates, global settings).
What can I access from the Learn Module backoffice?
The Learn Module backoffice brings together the main areas you need to manage learning content and training. From here, you can work with Learn Content, Learn Categories, Training Programs, Curricula, the dashboard, and several content-specific areas such as quizzes, PDFs, videos, tasklists, forms, and role plays.
You can also review user progress, exports, pending approvals, and report data from the same module. The exact options you see depend on your permissions and on which features are enabled in your company.
How do I move between the main Learn areas?
The Learn Module is organized into separate pages for different tasks. For example, you can open Learn Content to manage content items, Learn Categories to organize them, Training Programs and Curricula to manage learning assignments, and Dashboard to review summary reports.
Some pages also include tabs or section panels so you can switch between related information without leaving the page. For example, a content item may have separate areas for details, performance, settings, learning path, and custom fields.
How do I manage content?
Use Content when you are creating, organising, or publishing resources that users will consume.
What are content categories?
Where you define and manage categories used to organise content into themes for browsing and discovery.
Typical actions:
Create and edit categories
Maintain a clear taxonomy (consistent naming and structure)
What is the content library?
Where you create and manage content items.
Typical actions:
Create content pages (micro-learning or informational)
Add learning blocks (text, video, slides, PDF, embeds, quizzes, forms - depending on configuration)
Edit, duplicate/clone, and publish content
Control basic visibility behaviour (when applicable)
How do I set up the content menu?
Where you define how content is surfaced to users through navigation.
Typical actions:
Create navigation menus
Decide visibility and ordering
Curate what users see first (featured areas, if applicable)
How do I create forms and surveys?
Where you build forms and surveys used across the platform.
Typical actions:
Create forms for feedback, evaluations, surveys, data collection, and workflows
Reuse forms as evaluation steps inside Training Programs and Curricula (when configured)
How do I manage learning and missions?
Use Learning & Missions when you are building learning journeys or managing formal training experiences and their rules.
What is the dashboard?
A high-level overview of learning and training activity. What you see depends on your permissions and configuration.
How do I create training programs?
Where you build formal training programs using multiple Content items, enhanced with training management features.
Typical actions:
Create and publish Training Programs
Define target audience
Configure scheduling (start date and due date rules)
Define assignment and registration behaviour
Configure evaluation stages (Initial Assessment, Knowledge Test, Validation)
What are curricula?
Where you group multiple Training Programs into structured pathways.
Typical actions:
Create and publish Curricula
Add Training Programs as items and reorder them
Mark items as required
Enforce sequential completion (if enabled)
Configure evaluation stages (same three-stage model)
How do I manage certificates?
Where you manage certificates and the rules for awarding them (based on completion conditions, depending on your setup).
How do I create missions?
Where you create guided learning journeys built from steps (goals) and milestones.
Typical actions:
Build Missions as structured paths
Add goals (for example: complete content, quizzes, forms, or other actions)
Define the progression logic and milestones
What are the global settings?
Where you configure global settings that affect learning journeys and training behaviour (availability depends on configuration).
Quick “where do I go?” answers
Create a content page or resource → Content → Content Library
Organise content into themes → Content → Content Categories
Build a navigation menu → Content → Content Menu
Create a form or survey → Content → Forms & Surveys
Create a formal training program → Learning & Missions → Training Programs
Build a pathway of programs → Learning & Missions → Curricula
Create a guided journey with goals and milestones → Learning & Missions → Missions
Manage certificates → Learning & Missions → Certificates
Configure global learning/training behaviour → Learning & Missions → Settings