Modules - An Updated Experience - May 2020

by Cody Kirby



Having an updated experience results in intuitive navigation for both admins and learners. 

So what’s new?

Have you heard of gates? Have you wanted to use the gate functionality to help your users focus on one piece of content at a time, but also be able to see what other pieces of training are next? How about having consistent and predictable outcomes with module auto-complete? Or even clarity for your users around the next steps and forward progress when completing a module? 

Yes, us too! Spoiler alert- that functionality is here! Let’s dive into the new and improved functionality of X of N, how the learner tool has become more user friendly than ever before, and how auto-complete can really give your learners time back in their day.

Deep Dive

X of N Functionality.


Within the feature of gates, lives the X of N function. The purpose of the X of N is to allow the admin to self-select which content they want their users to complete in order to unlock the next portion of a module. To access Gate(s) simply create a module within the modules tab, click the plus button after giving the module a tile, the plus button will bring up all of our interactive and easily-consumable media types, along with some other functionalities.  Click the gate pill and that will bring up a singular gate. To activate the gate you will need to add content above the gate. Probably the easiest gate you have ever used, right?


Settings - the Nitty- Gritty 



Once the gate is activated, you will be able to click the settings button and the X of N settings boxes will appear. The X of N settings is the only setting within a Gate. Since this is the case, the admin will need to add all training modules they wish to use so the boxes will appear. The X of N boxes that appear will indicate to the admin(s) the number of required content to add before a Gate can expand the settings. Once expanded it will give the admin more control over how users will see the training content and be able to proceed to the next piece of content. 


Pro Tip: X of N does not work in reference modules, as gates do not work within reference modules. Non-required content can be behind a Gate, but cannot be used to trigger X of N. 

The Learner View

Settings are cool, right? It’s okay if you nodded your head no, but one thing you might think that is really cool is your learner’s experience when they interact with the gate functionality. When a user is going through the module for the first time and they pass through a Gate using the X of N, any of the previously flagged required content that the user chose not to complete would have tags that read “non-required”


Visuals such as a lock or unlock symbol have been added to Gates. These symbols show users what sections are unlocked based on the content they have completed and what sections are locked due to content still needing to be completed. The locked Gate will also let the user know how many more sections the user has left to complete before they have completed the course or module. You no longer have to keep your users on their toes with guessing how much training material is next or if they will have enough time to finish before the end of their shift. We told you this was the coolest part!


Completed … Pending ... Approval

We know that you may use some of our interactive media types such as Homework, Observation Checklists, or Events that either require manager approval, observation, or attending an event. If using one of these features and a user completes content pre-gate those items would be tagged with a “Pending.” These pieces would be tagged with the “Pending” until the manager approves content or the user attends the event. 


Auto-Completion… Yes, that is correct - not even the click of a button needed!

Have you ever wanted the ability to set up a module to have auto-complete settings so your learner doesn’t have to scroll up and mark complete? Well, have no fear auto-complete is here! 

Where are the Settings?

To set up the auto-complete settings you will need to have access to the admin tool with modules access or be the super admin of the site. Once in the admin tool, navigate to the Modules tab and click on the module you are wanting or create a new module. Once in the module scroll down three-quarters of the way and you will find “Settings” on the right-hand side. 


To edit the settings of this module click edit settings. Once in the settings, you will now see revised settings. There is now an area that provides On/Off control for module auto-complete. If unsure what Module Auto-Complete means, click the question mark and there will be a short explanation.


Pro Tip: The module type must be set to Standard in order for the Module Auto-Complete controls to be active. If the module is set to Reference then the Module Auto-Complete is inactive. 

What the Learners See….

Either when the admin uses the preview module button from the admin tool or a user is navigating through the course, the status bar completion view will be consistent. When auto-complete is turned on the user will now see a status bar view of “Auto-Completion On” in the right-hand corner. This will take the place of the “mark done” button in a standard module. 


Once the user completes the last piece of required media within the module a completion box will appear. The user will also have the ability to decide to “Stay Here” which stays on the current module selection or continue which will take them back to the course to move on in their training. 


What happens if there is an observation checklist, event, or homework piece that requires approval or event attendance for the module to be completed? Great question, we knew you would ask! If the user has completed the last piece of required media within the module and there are some “pending” flags throughout the module the auto-completion box will still appear however, it will show “Completion Pending”. The box will provide an explanation for the users letting them know there is specific action required within the module for it to auto-complete. Once the piece of media has been observed, attended, or approved the module will automatically complete. 


Auto-Complete Triggers

There are few things that trigger the completion of the module and a few things that don’t. Luckily for you, we found out the things that do and provided you a list below. 


Video - play completion (with uploaded Video only) triggers auto-completion

File Attachment - click (has to be a multipage doc, like a PDF) triggers auto-completion

Link - click triggers auto-completion

Events - when Admin marks “Attended” in the Event’s Manage Roster page, the item is marked complete, that will cause the module to auto-complete

Homework (no approval required) - add response on a new page, then click “Return to Module”. Upon return to the module, this triggers auto-completion

Homework  (approval required) - add response on a new page, then click “Return to Module”. Upon return to the module, the item is tagged as Pending. When manager approves the submission, the item is changed to completed, this triggers the auto-completion

Test - add response on a new page and Submit, if Passed, then click “Return to Module”. Upon return to the module, this triggers auto-completion

Observation Checklist  - admin observes and confirms the answer, then the user must click “Return to Module”. Upon return to the module, this triggers auto-completion

SCORM - opens SCORM in a new window, once a user completes SCORM, they click back on the learner window. Upon return to the module, this triggers auto-completion

Course with multiple modules  - once you complete the last module in the course, upon clicking “Return to Module”, this would trigger auto-completion


If you have any questions regarding these new cool features or how they work, please reach out to your CX rep for more information!


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