Guide

Publish, preview, and share training modules

Review a module as a learner without creating a compliance record, then share or assign the published version.

Training administrators and module managers6 min readUpdated July 20, 2026
  • Preview opens the current saved draft in a learner-style view. Answers, playback progress, results, scores, and certificates are never saved.
  • Learner link opens the published version. A signed-in person with an assignment continues that assignment automatically.
  • Catalog modules may let an eligible signed-in person enroll from the learner link. Assigned-only modules tell an unassigned person to contact a training administrator.
  • Assignment creates the compliance record used for due dates, attempts, completion, results, and reporting.

Preview the learner experience

  1. Open Learning & compliance.
  2. Select Preview on a module card, or open the Module Builder and select Preview as learner.
  3. If the module has unsaved changes, save the draft first so the preview has a stable version to display.
  4. Interact with videos and questions to verify the experience. The preview banner remains visible and Submit is unavailable.
  5. Return to the builder to make corrections, then preview again.
  1. Publish the reviewed version. Draft modules do not have an active learner link.
  2. Select Learner link on the module card or Share in the Module Builder.
  3. Copy the tenant-domain URL. Custom-domain tenants use their active custom portal address.
  4. Send the link only to the intended audience. Guests are asked to sign in and then returned to the module.
  5. Use Assign & track when completion, a due date, or reporting is required.