About the Training Module

The Magentrix Training Module, also referred to as the Learning Management System (LMS), enables administrators to create comprehensive course catalogs with lessons, quizzes, and learning paths for users to access training materials on demand. This powerful learning management system allows organizations to structure educational content into organized courses and sequential learning paths, providing tailored training experiences that guide partners, customers, and employees through essential learning objectives, skill development requirements, and certification processes with tracking and accountability features. The Training Module transforms traditional static training materials into dynamic, interactive learning experiences that adapt to different user types and organizational needs while providing detailed progress tracking, compliance management, and automated notifications to ensure consistent completion and engagement across user communities.

Core Functionality

Course Architecture and Structure

Multi-Chapter Organization: Courses are structured into chapters that represent distinct topics or learning modules within the overall course experience. Each chapter contains lessons and quizzes that users complete to progress through the training material. Flexible Content Types: Courses support diverse content delivery methods including text lessons, file uploads (xAPI), embedded content, YouTube/Vimeo videos, and interactive quizzes that accommodate different learning styles and content requirements. Sequential or Non-Sequential Progression: Administrators can configure courses to require sequential completion where learners must complete lessons in order, or allow non-sequential access for flexible self-paced learning experiences.

Learning Paths

Course Collections: Learning Paths enable administrators to group related courses into structured sequences, creating comprehensive training programs that guide learners through progressive skill development and certification requirements. Progressive Learning: Learning paths support logical progression from foundational to advanced content, ensuring learners develop necessary prerequisite knowledge before advancing to complex topics. Completion Tracking: System-level tracking monitors learner progress across all courses within learning paths, providing visibility into program completion status and identifying learners requiring additional support.

Assessment and Quiz Management

Diverse Question Types: Quizzes support multiple-choice (single and multiple answer), keyword, free text, file upload, and info page question types that enable comprehensive knowledge assessment across different learning objectives. Question Grouping: Question groups with configurable display methods (show all, random order, question pools) provide assessment flexibility and prevent answer memorization in repeated quiz attempts. Marking and Scoring: Automated scoring for multiple-choice and keyword questions, with administrator marking requirements for free text and file upload responses, ensures appropriate assessment rigor for different question types.

User Management and Assignment

Flexible Assignment Options: Administrators can assign courses and learning paths to individual users, user groups, or security roles, enabling targeted training deployment across different organizational segments. Self-Registration: Optional self-registration settings allow learners to enroll in courses independently without administrator approval, supporting autonomous learning initiatives while maintaining administrative oversight capabilities. Request Workflow: Course request functionality enables learners to express interest in training opportunities with administrator approval workflows that ensure appropriate access control and resource allocation.

Progress Tracking and Reporting

Dashboard Analytics: Interactive dashboard charts display course completion trends, assignment statistics, and course request volumes, providing administrators with at-a-glance insights into training activity and engagement levels. Detailed Reports: Comprehensive reports cover courses, course assignments, lessons, quizzes, quiz content, quiz questions, and quiz results, enabling deep analysis of training effectiveness and learner performance patterns. Activity Logging: Chronological activity feeds track all training-related actions including course completions, certificate downloads, content updates, and assignment notifications, supporting audit requirements and troubleshooting needs.

Compliance Management

Compliance Duration Settings: Configurable compliance periods define how long course completions remain valid, with options including forever, specific day counts, or custom timeframes that align with regulatory and organizational requirements. Automatic Retake: System-automated course reassignment before compliance expiration ensures learners maintain current certifications and knowledge levels without manual administrator intervention. Failure Reassignment: Optional automatic reassignment upon course failure ensures learners have opportunities to achieve required competencies while maintaining training program integrity.

Certificate Management

Customizable Templates: Administrators upload Word document certificate templates with merge fields that automatically populate with learner information, course details, and completion dates for professional credential documentation. Badge Integration: Certificate badges support LinkedIn profile integration, enabling learners to showcase completed credentials on professional networks with verification links to organizational certification pages. Automated Distribution: System-generated completion emails include certificate download links, ensuring immediate credential access while reducing administrative overhead for certificate distribution.

Training Module Interface Components

Dashboard

The Dashboard serves as the central command center where administrators monitor training activity and access essential LMS management functions. Key components include: Activity Report Chart: Interactive visualization displays course completion data, assignment statistics, and course request volumes with filtering options for last 30 days analysis. Top 5 Courses Widget: Displays the most active or frequently completed courses with filtering between completed and in-progress status for engagement insights. Marking Required Widget: Lists pending quizzes awaiting administrator review and marking, enabling efficient assessment workflow management. New Requests Widget: Shows pending learner course requests requiring administrator approval or rejection actions. Quick Links: One-click access to Create Course, Assign Users, View Reports, and Learner View functions that streamline common administrative tasks. Recent Activity Feed: Chronological log of training-related actions including completions, downloads, updates, and notifications that provide real-time visibility into system activity.

Courses Tab

The Courses tab provides comprehensive course management capabilities including course creation, content development, user assignment, and settings configuration. Administrators manage all course-related activities through this centralized interface.

Learning Paths Tab

The Learning Paths tab enables administrators to create and manage multi-course learning programs, including course sequencing, learner assignment, completion tracking, and program-level certificate configuration.

Users Tab

The Users tab offers overview access to all learners assigned to courses or learning paths, with filtering capabilities by assignment status, search functionality, and individual user progress monitoring tools.

Reports Tab

The Reports tab delivers comprehensive analytics through dashboard visualizations and detailed reports covering courses, assignments, lessons, quizzes, and learner performance metrics that support data-driven training program optimization.

Settings Tab

The Settings tab provides configuration options for general LMS preferences including course default images, category management, notification settings, banner customization, and security role permission assignment.

Learner View

The Learner View button switches administrators to the learner interface for course preview, user experience testing, and navigation validation before broad course deployment.

Integration Features

Security and Access Control

Role-Based Access: Training Module integrates with Magentrix security role permissions to ensure appropriate access control for course creation, management, and learner assignment capabilities. Permission-Based Functionality: Module permissions respect underlying access levels (None, Learner, Team Leader, Training Manager) ensuring users can only perform actions appropriate to their assigned roles. Account-Based Filtering: Partner and customer users automatically see course content appropriate to their account associations, organizational boundaries, and sharing configuration settings.

Module Integration

LinkedIn Integration: Certificate badge functionality connects with LinkedIn profiles, enabling learners to showcase completed credentials on professional networks with verification links. Reports and Dashboards Module: Training data integrates with comprehensive reporting systems for cross-module analytics and organization-wide learning insights. Social Collaboration: Integrated discussion capabilities enable learners and administrators to collaborate on course content, provide feedback, and improve training quality through shared communication. Notification Systems: Email notification integration ensures training-related communications align with organizational communication standards including course assignments, completion confirmations, and due date reminders.

Common Use Cases

Partner Onboarding and Enablement

Comprehensive Partner Activation: Multi-course learning paths guide new partners through product training, certification processes, sales methodology education, and platform orientation to ensure successful partnership activation. Ongoing Partner Development: Continuous education courses provide structured paths for advanced product knowledge, competitive positioning, sales skill development, and business growth activities that support long-term partnership success.

Customer Education and Adoption

Product Training Programs: Structured courses educate customers on product features, best practices, and use case implementations that accelerate product adoption and maximize value realization. Self-Service Learning: On-demand course availability enables customers to access training resources at their convenience, reducing support burden while empowering customer success through knowledge acquisition.

Employee Training and Development

Role-Specific Training: Targeted course assignments ensure employees receive training appropriate to their responsibilities, with learning paths supporting career development and skill progression. Compliance Training: Automated compliance management with expiration tracking and automatic retake ensures employees maintain required certifications and regulatory knowledge without manual tracking overhead.

Certification Programs

Structured Certification Paths: Learning paths combine multiple courses with assessment requirements to create comprehensive certification programs with professional credential recognition. Certificate Verification: Downloadable certificates with LinkedIn integration provide verifiable credentials that enhance professional credibility and support partnership tier requirements.

Best Practices and Recommendations

Content Development

Clear Learning Objectives: Define specific, measurable learning outcomes for each course and lesson to ensure focused content development and effective learner assessment. Varied Content Types: Combine text, video, file-based, and interactive content to accommodate different learning styles and maintain learner engagement throughout courses. Chunked Information: Break complex topics into manageable lessons and chapters that support knowledge retention and provide natural progress checkpoints.

Assessment Strategy

Aligned Assessments: Ensure quiz questions directly assess stated learning objectives with appropriate difficulty levels and question types for content complexity. Balanced Question Groups: Use question pools and randomization to create fair assessments while preventing answer memorization across multiple attempts. Meaningful Feedback: Provide answer explanations and instructor comments that support learning rather than simply indicating correct or incorrect responses.

User Experience

Intuitive Navigation: Organize courses with logical chapter and lesson structures that guide learners through progressive knowledge development. Clear Requirements: Communicate completion requirements, due dates, and compliance expectations clearly to set appropriate learner expectations. Progress Visibility: Ensure learners can easily track their progress through courses and learning paths to maintain motivation and completion momentum.

Implementation and Management

Pilot Testing: Test courses with small user groups before broad deployment to identify content issues, technical problems, and user experience improvements based on real-world feedback. Regular Review: Monitor course completion rates, quiz performance, and user feedback to identify optimization opportunities and ensure continued alignment with training objectives. Maintenance Planning: Plan for course updates and modifications to accommodate product changes, new features, policy updates, and evolving business requirements over time.

Licensing and Availability

The Training Module is available through a feature license. Additional training licenses are required for: Employee Users: Internal staff and team members accessing training content Community Users: External partners, customers, and other community portal users Organizations should plan license allocation based on anticipated learner populations and training program scope to ensure adequate access for all target audiences.

Module Visibility

For the Training Module to be visible to users, it must be configured to appear in Tabs and Apps settings. Administrators should verify module visibility configuration and security role permissions to ensure appropriate user access before deploying training programs.

Video: about the Training module

See more:

• Setting up Modules
• About the Reports and Dashboards Module

Training Module Checklist >>