Creating Modules

by Wisetail Technical Support

You are the proud owner of a killer LMS. Let’s hop right in and create a module! (What’s a module, you ask? Get a refresher.)

Make the Shell

In the admin tool, navigate to the “Modules” tab.

This will display your entire module library, along with sorting and filtering options. All the modules that you create will show up here.

Click on “Create Module” and give your module a title and a description!

Use language that’s intuitive and descriptive to your audience. The description will show up below the title in the learner library.

PRO TIP: If you leave the page before giving your module a title, it will auto-save as “Untitled.”

Add Some Content

Content comes in many different forms. Click on the plus sign (it lives underneath the module title and description) and you can add text, videos, documents, images, or SCORM, just to name a few. Beyond those, you can include content that requires the learner to perform an action, like taking a test or registering for an event.

You can read more about media and how to manage them in the media guide.

Notice that you can add a module as content inside another module, essentially creating a course. (Just click the module choice under the content (+) options). It might be helpful to see where else this module is used in your LMS. That’s over in the right column, ‘Used In.’


What You See Is What You Get

Keep in mind that when you’re creating a module it’s WYSIWYG (pronounced wi-zee-wig). If you don’t like the order in which you added your content, no problem. Just drag and drop it to the preferred position, using the horizontal bars in the lower right of the media’s box.

PRO TIP: Keep in mind the kind of device your audience is likely to use—laptop, mobile, tablet—and make sure your content looks good at the most relevant scale!

Add a thumbnail

Click on the three dots in the upper righthand corner of the large gray box that says “module” to add a custom thumbnail image. This image will show with the module title in the learner library. This isn’t just essential to helping your learners navigate the LMS and finding your content, it’s a great way to imbue the site with your brand.



Use the right-hand column to set up the particulars of how your module works

You can establish permissions for who has access, find reports for tracking learners’ progress, create tags for searchability, turn on the @work filter, add advocates, select settings, and more.

Preview your work from the learner’s view

Now that you’ve done the module-building work, preview your module via the dropdown that lives next to the blue “Activate” button in the upper right corner.

Once you have everything perfect… activate your module! Simply click that blue “Activate” button in the upper right corner (you can also inactivate a module at any time) and sit back, comforted by the knowledge that you just made a difference in the world. Or you can go build more modules.

PRO TIP: Permissions don’t apply to the super admin (i.e. you’re special!) Be sure to view the module from different learner perspectives, through test accounts — especially when you’re using media permissions


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