Training Module Checklist
Essential Training Module Tasks for Administrators To deploy courses and learning paths for partners, customers, and employees, the Training Module must be properly configured with comprehensive course content management, user assignment capabilities, and progress tracking systems. The Training Module provides structured learning experiences that guide users through essential training processes while maintaining accountability and progress visibility across organizational communities.
Foundation Setup
☐ Understanding the Training Module: Familiarize yourself with comprehensive learning management capabilities including multi-chapter course structure, diverse content types (text lessons, file uploads, embedded content, videos, quizzes), learning path organization, progress tracking analytics, and automated notification systems. Understand how courses integrate with existing Magentrix modules and support compliance management, certificate distribution, and LinkedIn credential integration.
☐ Configuring Training Module Settings: Configure foundational Training module settings including course default images, course category management, notification email addresses, course assignment notifications, due date reminder schedules, and learner view options. Enable features including course browsing, course history access, language filtering, and LinkedIn certification integration. Establish communication framework that supports administrative oversight and learner engagement throughout training progression.
☐ Managing Banner Settings: Configure training homepage banner including Show Banner toggle, custom banner images (recommended 1920x400 pixels), banner headings and messages with multi-language support, text color customization, and call-to-action button configuration. Set up visual branding elements that align with organizational identity while maintaining professional presentation and learner engagement.
☐ Configuring Training Module Permissions: Configure security role permissions directly within the Training module including access levels for external community users (None, Learner, Team Leader) and internal employee users (None, Learner, Team Leader, Training Manager). Set up Manage Courses permissions with appropriate scope (Private, Team, User & Direct Subordinates, User & All Subordinates, Team & Direct Subordinates, Team & All Subordinates, All) and Manage Course Assignments permissions to control who can approve requests, mark completions, and assign users to training.
Course Creation and Management
☐ Creating Courses: Master comprehensive course creation process including required fields (Name, Description, Status), course information settings, access configuration, and display preferences. Configure course settings including self-registration options, language selection, pricing, survey linkage, and category assignment. Set up due date requirements, compliance settings with automatic retake scheduling, and failure reassignment options to ensure learner accountability and certification maintenance.
☐ Creating Course Content Structure: Configure detailed course structure including chapter creation with names, descriptions, and language settings. Master chapter content organization through drag-and-drop reordering, chapter importing from existing courses with link or clone options, and chapter management including edit and remove capabilities. Understand chapter action menu for adding diverse content types to support varied learning approaches.
☐ Creating Lessons: Master the six available lesson types including Text (rich text editor content), Upload (files including images, documents, presentations, media), Embed (external HTML content), YouTube/Vimeo (video lessons), Quiz (assessments), and Import (reusing lessons from other courses). Configure lesson settings including names, descriptions, language selection, and content specifications. Understand lesson editing and removal workflows for ongoing content maintenance and quality improvement.
☐ Creating Quizzes: Configure comprehensive quiz structure including quiz settings (passmark percentage, language, attempt limits, time limits, result display options), pass requirements, and review capabilities before final submission. Master question group creation with display methods (show all questions, random order, question pools), question group naming, and visibility settings. Create diverse question types including multiple-choice (single and multiple answer), keyword, free text, file upload, and info pages with appropriate marking values, answer explanations, and configuration options.
☐ Managing Course Details: Configure course information updates, estimated duration, reference codes, manager assignments, and status changes between Draft and Published. Set up course review permissions, self-registration options, module ordering preferences, and sidebar display settings. Manage compliance recalculation for enrolled learners when rule changes occur.
☐ Adding Course Certificates: Upload Word document certificate templates (maximum 100MB) with merge fields for course, course assignment, and user data including CourseName, Category, CompletionDate, StudentName, Email, and other available fields. Upload certificate badges (1:1 aspect ratio, minimum 340px x 340px) for LinkedIn profile integration. Understand automated certificate distribution through completion emails and learner download access.
☐ Adding Course Pictures: Upload course images in PNG, JPG, or GIF format (maximum 4MB, recommended 280x205 pixels) that represent courses in listings and learner views. Manage course picture uploads and removals to maintain visual consistency and course identification.
☐ Managing Course References: Attach supplementary resources including files, notes, snippets, and bookmarks that provide additional learning materials. Create notes for written instructions, snippets for reusable text or code with extension selection, and bookmarks for external resource links. Organize reference materials to support course content and learner success.
☐ Cloning and Sharing Courses: Master course cloning with link or clone content options to efficiently replicate successful courses while maintaining or establishing content independence. Configure sharing options including owner-only visibility, all-user access, or group-specific visibility to control course availability across organizational segments. Understand sharing permission implications for course access and management.
Learning Path Configuration
☐ Creating Learning Paths: Master learning path creation including required fields (Name, Description, Reference Code, Status), learning path settings for self-registration and language selection, and display settings for category assignment. Configure pricing for paid learning paths, request URLs for access management, and survey linkage for completion feedback. Understand Draft versus Published status implications for learner visibility.
☐ Managing Learning Path Contents: Add published courses to learning paths through search and selection interfaces, reorder courses using drag-and-drop capabilities, and remove courses as program requirements evolve. Preview courses within learning path context to verify appropriate sequencing and content flow for progressive learning.
☐ Configuring Learning Path Settings: Configure general information updates including names, descriptions, reference codes, and manager assignments. Set up learning path settings for self-registration, language, pricing, and survey linkage. Adjust display settings including category assignments to organize learning paths for learner browsing.
☐ Adding Learning Path Certificates and Pictures: Upload Word document certificate templates and certificate badges (1:1 aspect ratio, minimum 340px x 340px) for learning path completion recognition. Upload learning path pictures to visually represent course collections in learner views and dashboards. Maintain visual branding consistency across learning path program offerings.
☐ Cloning and Sharing Learning Paths: Clone learning paths to replicate successful programs while establishing independent configuration options. Configure sharing options to control learning path visibility and access across user communities, security roles, and organizational segments.
User Management and Assignment
☐ Assigning Users to Courses: Configure user assignment processes including individual user assignment, user group targeting, and security role-based deployment. Understand course assignment workflow including automatic assignment notifications, licensing considerations (maximum 10,000 assignments at once), and employee versus community license tracking. Master assignment methods through course-specific interfaces, learning path interfaces, and centralized user management tabs.
☐ Assigning Users to Learning Paths: Assign users, user groups, or security roles to multi-course learning programs with automatic enrollment in all constituent courses. Monitor license availability for employee training licenses and community licenses. Understand learning path assignment implications for progress tracking across multiple courses.
☐ Managing Course Requests: Process learner course requests through Dashboard widgets, Course page request tabs, Learning Path request tabs, or User page request interfaces. Approve or delete requests based on organizational policies, resource availability, and learner qualifications. Maintain request workflow efficiency to support learner autonomy while ensuring appropriate training access.
☐ Extending Due Dates: Modify course and learning path due dates through course-specific interfaces, learning path interfaces, or user-specific management tabs. Select new due dates and update assignments to accommodate learner scheduling needs, extenuating circumstances, or program adjustments while maintaining training program integrity.
☐ Removing Users from Courses and Learning Paths: Delete user assignments through appropriate user state tabs (Assigned, Pending, Completed, Incomplete) when learners no longer require training access or when organizational changes necessitate assignment removal. Understand removal implications for progress tracking and reporting.
☐ Marking Quizzes: Process pending quizzes requiring manual marking through Dashboard Marking Required widget, Course Users tab pending filters, or User page pending course filters. Review free text responses and file upload submissions, enter marks for each question, provide instructor comments, and request file reuploads when necessary. Understand marking workflow for maintaining assessment rigor and learner feedback quality.
Progress Tracking and Reporting
☐ Using the Training Dashboard: Monitor training activity through Activity Report chart with filtering options (Completed, Assigned, New Requests), Top 5 Courses widget with completion and in-progress filters, Marking Required widget for pending assessment reviews, and New Requests widget for approval workflows. Utilize Quick Links for Create Course, Assign Users, View Reports, and Learner View access. Review Recent Activity Feed for chronological training action logs.
☐ Viewing Training Activity Logs: Access detailed chronological activity feeds through Dashboard Activities tab displaying user actions, course activities, certificate downloads, content updates, and system notifications. Filter and search activities to identify specific events, troubleshoot issues, and maintain audit trails for compliance and administrative oversight.
☐ Using Training Reports: Access comprehensive analytics through Reports tab including overview dashboard charts for license usage, course publication status, and completion trends. Generate detailed reports including Courses Detail Report, Course Assignments Detail Report, Lessons Detail Report, Quizzes Detail Report, Quiz Content Report, Quiz Question Report, and Quiz Results Report. Export report data for external analysis and stakeholder communication.
☐ Viewing All Training Users: Monitor all learners assigned to courses or learning paths through Users tab with filtering by assignment status (Assigned, Requests, Pending, Completed, Incomplete). Search users by name or characteristics, review user information columns including start dates, progress percentages, and status indicators. Access individual user progress details through user-specific interfaces.
Compliance and Certificate Management
☐ Configuring Compliance Settings: Set up compliance duration (Forever, specific day counts, or custom timeframes) defining how long course completions remain valid. Configure automatic retake scheduling specifying days before compliance expiration when learners receive reassignments. Enable failure reassignment to automatically reassign courses immediately upon learner failure. Apply compliance settings to all users including pre-existing learners when updating compliance rules.
☐ Recalculating Course Compliance: Execute compliance recalculation to recompute compliance timelines for enrolled learners when compliance rules change. Understand recalculation implications for learner notifications, due dates, and assignment status updates. Maintain compliance program integrity while accommodating policy adjustments.
☐ Managing Certificates: Upload and maintain certificate templates with proper merge field syntax for automated personalization. Upload certificate badges meeting dimension and aspect ratio requirements for professional credential presentation. Verify certificate distribution through completion email automation and learner download access. Support LinkedIn integration for professional credential verification.
Content Quality and Collaboration
☐ Using Social Collaboration: Enable course-specific discussions through social collaboration inbox features allowing administrators and learners to comment on courses, provide feedback, and collaborate on content improvements. Tag users with @ mentions for direct communication. Review collaboration threads to identify content enhancement opportunities and address learner questions.
Ongoing Management
Monitor course completion rates and learner engagement patterns to identify optimization opportunities and training effectiveness metrics. Regular review of course content, quiz performance, and learner feedback based on completion analytics and assessment results to ensure continued alignment with training objectives. Content quality analysis to optimize learner engagement, update outdated materials, and ensure continued alignment with business objectives and product changes. Periodic assessment of user assignment strategies, compliance settings, and certificate templates for maximum training program effectiveness and professional credential recognition.
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