Creating and configuring training modules is only available to Admins and Managers.
Access module creation
In the Simulations menu, open the Builder tab. You'll see the list of your modules (name, status, number of simulations, users). Click + New module.
Configure the module
In the Configuration tab:
- Module name and Description (choose the language).
- Access mode:
- sequential: the module is locked until the previous modules are completed
- persistent: the module is always accessible, regardless of progress
- Roleplay unlock mode:
- completion: the next roleplay unlocks when the previous one is completed
- score: a Minimum score (%) must be reached; you also set the Max attempts before bypass
- Delay between roleplays: number of days to wait between two roleplays (leave empty for no delay).
- Duration: No limit, Relative duration, or Deadline.
- Simulations: search and add the simulations that make up the module.
Assign users
Open the Users tab and check the people to assign the module to (filters by team, Select all option).
A module only appears for your reps if two conditions are met: simulations added to the module AND users assigned. If "the reps can't see" a module, check both.
Publish
Click Publish to make the module active, or Draft to keep it aside.
Edit or archive a module
From the module list (Simulations → Builder), click the ⋯ menu at the end of the row:
- Edit: reopens the panel (tabs Configuration, Users and Tracking).
- Archive: takes the module out of circulation without deleting it.
The Tracking tab shows each user's progress (validated / in progress / not started, average score).
