Creating Modules

by Wisetail Technical Support

Starting a Module

In the Admin Tool --> click Modules --> click Create Module.

Saving the Module

The system will automatically save the module as you make changes. This alleviates the possibility of losing work by neglecting to save regularly. However, it also means that mistakes are automatically saved, so be careful as you edit.

Adding Content

Content comes in many different forms. Click on the plus sign (it lives underneath the module title and description) and you can add text, videos, documents, images, or eLearning Content, just to name a few. Beyond those, you can include content that requires the learner to perform an action, like taking a test or registering for an event.



A module with a video in the Module Editor


WYSIWYG Editor  (What You See Is What You Get)

The Wisetail LMS has a WYSIWYG Editor. No coding is required to build out a great looking module. 

Module Thumbnail

Click on the three dots in the upper right hand corner of the large gray box that says “module” to add a custom thumbnail image. This image will show with the module title in the learner library.


The Settings Column

In the Settings Column you can establish permissions for who has access, find reports for tracking learners’ progress, create tags for searchability, turn on the @work filter, add advocates, select settings, and more.


Previewing The Module

Preview your module via the dropdown that lives next to the blue “Activate” button in the upper right corner:



Note that this will take you to a page that looks and behaves exactly like the the module will for end-users, aside from tests and the module itself will not be able to be completed.


Note that the preview URL ends with &preview=true. If this URL is is provided as a link to the module, users will be unable to complete the module.


Video Thumbnails

The video thumbnails are created from the 59th frame or 1 second, 29 frames every time. So if the title is on screen just prior to the two-second mark it will be the thumbnail.


Deep Dives

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


Duplicate Modules

Occasionally you may need duplicate Modules so you don't have to create Modules from start . The "Duplicate" feature is a very handy option which saves you time so you won't have to create Modules from start especially if the content is similar. This allows you to add or remove content and keep the same layout. 

To Duplicate a Module you will need to navigate to the Module pill. Find the Module you would like to make a copy of and without opening the Module click on the drop down arrow located to the right of the Module title. Select Duplicate and rename the new Module. You can then begin working on the new Module.


Please note: Creating too many copies of a Module can cause issues with the copy.






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