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A module is training on one subject. It is made of steps, and each step is one short lesson, usually a video with written instructions. You can keep the steps in one list or group them into sections, such as Getting started. A new module starts as a draft that only your team can see, and you publish it when it is ready.

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Before you start

If a module is only for some of your customers, check that their accounts exist first. Accounts are managed in Studio settings under Accounts.

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Create a module

The New module form, with Module title, Product, Track and the four Scope options.
1

Start a module

Select Modules, then New module.
2

Name it

Enter the Module title.
3

Choose the product

Choose a Product if the module is about one of your products.
4

Label the content

Choose a Track, such as Product content or Client content. This Track labels the kind of content and is not the same as a Lexis track.
5

Choose who can see it

Under Scope, choose Global, Internal, Internal + Partners or Account-specific.
6

Pick the accounts

If you chose Account-specific, select Add account… and pick each account.
7

Create it

Select Create module.
Scope starts at your workspace’s Default organisation access, which Tenant Owners and Workspace Admins set in Settings under Defaults. See who each scope is for. The module appears in the list on the left as a draft and opens. Next, add a step.

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Add a step

A new step, with Upload video above the tabs and Title, Completion, Minutes and Description on Basic Info.
Every step needs a video, so have the file ready before you start.
1

Open the module

Select the module in the list. Its steps are under Sections & Steps.
2

Open the section

If the module has sections, open the section first.
3

Start a step

Select Add step. In a module with sections, it is the Add step inside the section.
4

Add the video

Select Upload video and choose your file.
5

Name it

On Basic Info, enter a Title.
6

Describe it

Enter a Description of what the learner will learn.
7

Set the time

Set Minutes to how long the step takes.
8

Choose how it is completed

Under Completion, choose whether the learner marks the step complete, the step completes when the video ends, or the learner ticks off a checklist.
The form now has the video and the step’s basics. Next, add instructions, notes and screenshots.

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Add instructions, notes and screenshots

The Instructions tab of a new step, with one instruction, + Add instruction, and Create step.
Carry on in the same form. Each part has its own tab.
1

Add instructions

On Instructions, select + Add instruction for each thing the learner should do.
2

Add a note or a warning

On Notes & Warnings, fill in Note (blue info) or Warning (amber) if the learner needs one.
3

Add screenshots

On Screenshots, select Add and choose each image.
4

Save

Select Create step.
The step appears in the module, and the video uploads. To watch a step’s video without opening the step, select the play button next to it. To change a step later:
1

Open the step

Select the arrow at the end of the step’s row.
2

Change it

Make your changes on any tab.
3

Save

Select Save step.
Drag the handle next to a step to change the order. Next, set the video’s language so Lexis can write a transcript and you can dub it.

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Organise steps into sections

Sections & Steps after selecting Sections, with the steps, the Section 1 box and Create section.
A module with only a few steps can keep them in one list. For a longer module, group them into sections.
1

Switch to sections

Under Sections & Steps, select Sections.
2

Name the first section

Type a section title, such as Getting started.
3

Create it

Select Create section. The steps you already have move into it.
To add another section:
1

Start a section

Select Add section.
2

Name it

Type the section’s title.
3

Create it

Select Create.
Drag a section’s handle to change the order, and double-click a title to rename it. Next, publish the module.

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Publish a module

At the top of the module, select Published. Learners the module is open to can now see it and start it. Select Draft to take it back out of their view while you work on it. Next, choose who can see it.

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Choose who can see a module

Module Settings on the Access tab, with the four Organisation Access options.
1

Open the settings

At the top of the module, select Module Settings.
2

Choose the scope

On Access, under Organisation Access, select Global, Internal, Internal + Partners or Account-specific.
3

Pick the accounts

If you chose Account-specific, select Add account… and pick each account.
The change is saved straight away, and the line under the scopes says who can now see the module. To change the module’s product or content label later, use the Placement tab. Next, give the module its own certificate settings if it needs them, or invite your learners.

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Troubleshooting

Add at least one step, then select Published again.
Enter a Module title. For an Account-specific module, also add at least one account.
This happens when you delete its last step. Add a step, then publish it again.
Upload the step’s video first. Create step stays greyed out until a video is attached.
Upload video takes MP4, WebM and MOV files. Save the video in one of these formats, then upload it again.
A section can only be deleted when it is empty. Move its steps to another section, or delete them, first.