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Quick Starts (3 common flows)

Three fast step-by-step checklists to help you get started: create Content, build a Training Program, and build a Curriculum. Use these flows as a practical entry point before reading the detailed guides.

Updated this week

Flow 1 - Create Content

  • Go to Content β†’ Content Library

  • Click Add Content (or the create button in your tenant)

  • Add Title and (optional) Short Description

  • Add content blocks (as needed)

    • Text, video, slides, PDF, embeds

    • Quizzes or Forms/Surveys (if you want interactions)

  • Assign Category (recommended for discoverability)

  • Set visibility/audience (if your tenant uses segmentation)

  • Save as Draft

  • When ready, set status to Published

Flow 2 - Create a Training Program

  • Go to Learning & Missions β†’ Training Programs

  • Click Add Training Program

  • General Information

    • Add name and (optional) short description/objectives

    • Select language tab (PT/EN/ES) if applicable

  • Learning Contents

    • Click Add Content

    • Add the required Content items and reorder them

  • Target Audience

    • Select Groups and/or Specific Users

  • Scheduling

    • Set Training Start Date

    • Define the Due Date Rule (fixed date or rule-based) and number of days (if applicable)

  • Settings & Notifications

    • Set Assignment Type (Mandatory or Recommended)

    • Set Registration Type (Automatic, Requires Approval, Optional)

  • Evaluation (optional)

    • Configure Initial Assessment, Knowledge Test, and/or Validation

    • Choose method (None / Form / Quiz), evaluator, and deadlines

  • Save as Draft

  • When ready, set status to Published

Flow 3 - Create a Curriculum

  • Go to Learning & Missions β†’ Curricula

  • Click Add Curriculum

  • General Information

    • Add name and (optional) short description

    • Select language tab (PT/EN/ES) if applicable

  • Curriculum Items

    • Click Add Curriculum Item

    • Add one or more Training Programs

    • Reorder items as needed

    • Mark items as Required when completion must be mandatory

  • Configurations

    • Enable Require Sequential Completion if users must complete items in order

  • Evaluation (optional)

    • Configure Initial Assessment, Knowledge Test, and/or Validation

  • Save as Draft

  • When ready, set status to Published

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