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Help Center › Admin screens, field by field › Training course builder and Assign dialog
Training course builder and Assign dialog
Every box in the course builder (about the course, steps, quizzes, publishing) and the Assign dialog.
On this page
Contractor Hub → Training → Courses → New course (or Open a course, or Use as a draft on a starter template). Assign is on published courses. Employees take courses in My work.
You build a course from sections and steps, publish it as a version, then assign it to people with a due date. Starter templates are drafts to check before use. People who already started an older version keep it.
Before you start
- Employees need to be added and linked first (Field work → Team).
Fields
About this course (arrow)
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Title (title) |
Course name (max 140). | ||
Category (category) |
Max 40 characters. | Safety, Equipment, Customer service… | |
Difficulty (difficulty) |
Pick one. Choices: Beginner; Intermediate; Advanced. | ||
Time it takes (minutes) (est_minutes) |
Used for the safety-hours report; the time you expect, not measured. | Max 1440. | 0 |
Order of steps (order_mode) |
Whether steps can be taken in any order. | Pick one. Choices: Any order; One after another. | |
Language (language) |
Short code. | en, es… | |
Is this a translation of another course? (translation_of) |
Links a translation; employees who choose that language are offered it. | No – this is the original | |
Description (description) |
Max 600 characters. | ||
What people will be able to do (one per line) (objectives) |
|||
Skills it proves (comma-separated) (skills) |
Shown in the skills list for everyone who finishes it. | ||
Must finish first (prerequisites) |
Other published courses to finish first. | ||
Certificate expires after (days) (renew_days) |
0 = never. When it expires the course is assigned again if automatic renewal is on. | Max 3650. | 0 |
Certificate title (cert_title) |
Wording on the certificate. | Course title | |
Give a certificate when finished (certificate) |
Off | ||
A manager approves each certificate first (cert_approval) |
Off | ||
Required training (required) |
Marks the course as required. | Off |
Sections and steps
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Section title (modules[].title) |
Name of a section. + Add a section adds one; Remove empty section works only on an empty one. | ||
Kind of step to add (type) |
Type of the next step. | Pick one. Choices: Reading; Video; Audio; Picture; PDF; Other file; Link; Checklist; Quiz; Survey; Practical task; Acknowledgment. | Reading |
Step title (title) |
Max 140. | ||
Text / Words shown above the step (body) |
Bold, bullet, numbered, heading and link buttons; https links only. | ||
File (upload or choose) (media_id) |
Video, audio, picture, PDF, other file. Choose from files already uploaded. | ||
Link (https) (url) |
For Link steps. | https://… | |
Length (seconds) (duration) |
Video/audio length; filled on upload. | ||
Share that must be watched (%) (min_pct) |
Percent of a video/audio to count as done. | 90 | |
Captions (captions_id) |
Captions for video. | ||
Written transcript (recommended) (transcript) |
|||
Items to tick (items) |
For Checklist steps; add or remove items. | ||
Wording the employee agrees to (wording) |
Max 300; kept with the date. A record of reading, not a legal signature. | I have read and understood this. | |
What the employee should do (instructions) |
Practical task text. | ||
They must attach a picture of their work (needs_photo) |
On | ||
Minutes (est_minutes) |
Time for this step (max 240). | 0 | |
Optional (not needed to finish) (optional) |
Off | ||
| Move up / Move down / Remove step |
Quiz and survey steps
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Pass mark (%) (pass_score) |
Quiz only. | 80 | |
Tries allowed (0 = no limit) (attempts_max) |
0 | ||
Time limit (minutes, 0 = none) (time_limit) |
0 | ||
After a wrong try (retake) |
Pick one. Choices: Can try again at once; Must wait first; Must review the course first. | Can try again at once | |
Hours to wait (wait_hours) |
Used with “Must wait first”. | 0 | |
Show after answering (reveal) |
Pick one. Choices: Right or wrong, with the explanation; Also the right answer. | Right or wrong, with the explanation | |
Mix up the order of questions and answers for each try (shuffle) |
Off | ||
Kind of question (type) |
Pick one. Choices: One right answer; Several right answers; True or false; Put in order; Match pairs; Written answer (a person grades it). | One right answer | |
Question (prompt) |
Max 400. | ||
Choices (mark the right one/ones) (options) |
Min 2 choices. | ||
The statement is true (correct) |
True or false questions. | ||
Steps in the RIGHT order (options) |
People see them mixed up. | ||
Pairs (left and right) (pairs) |
Min 2 pairs; right side is mixed up. | ||
What a good answer covers (sample) |
Only the person grading sees it. | ||
Explanation shown afterwards (explanation) |
Max 600. | ||
Points (weight) |
1 |
Top buttons and publishing
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Save draft | |||
| Preview as an employee | |||
| Publish / Publish a new version | Opens a dialog. For a new version you can tick “Ask people who finished an earlier version to take it again”. | ||
| Versions / Duplicate / Archive / Restore |
Assign dialog
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
People (tick boxes) (emps) |
Who gets the course; Everyone selects all. People who already have it are skipped. | ||
Days to finish (due_days) |
Due date after the start. | 14 | |
Start on (optional) (start_on) |
Today | ||
Required (required) |
The course setting | ||
| Assign | Needs at least one person. |
Steps
- Press New course (or Use as a draft on a starter template).
- Fill About this course.
- Name the section, pick a step kind and press + Add a step; fill the step.
- Add quizzes with their settings and questions.
- Press Save draft, then Preview as an employee.
- Press Publish.
- Press Assign, tick people, set Days to finish and press Assign.
If something goes wrong
- “Pick at least one person.” in Assign.
- A video from another website cannot be tracked; upload the file.
- Saving shows “Changes not published” until you publish again.