Guide

Build and quality-check a training module

Create learner content, verify it safely, and publish a controlled version for staff.

Training authors and compliance administrators8 min readUpdated July 20, 2026

Build a focused module

  1. Give the module a clear learner-facing title and summary.
  2. Add only the text, video, image, document, and quiz blocks needed for the learning objective.
  3. Configure optional completion, scoring, attempt, timing, feedback, and accessibility rules only when the training requires them.
  4. Save the draft. Saving does not publish, assign, or notify anyone.

Quality-check before publishing

  1. Select Preview as learner to open the saved draft in a new tab.
  2. Check content order, video playback and checkpoints, quiz choices, required answers, and completion instructions.
  3. Return to the builder, correct the draft, and repeat the preview until it is ready.
  4. Publish the version only after another appropriate reviewer has approved regulated or legal content.

Make the published version available

  • Use Assign & track for required training and reporting.
  • Use the learner link for direct navigation to the published module; normal tenant sign-in and access policy still apply.
  • Use catalog availability only when self-enrollment is appropriate.
  • Publish changes when a new reviewed version should replace the learner-facing version. Existing evidence remains tied to its recorded version.