Creating Web Office Training Courses

Admin: Web Office Admin
Page: Content Management > Training Courses
URL: [CLIENTID].admin.directscale.com/#/Training
Permission: Training Courses

Create Training Courses to assist Associates in learning new skills and tracking their progress. Training can include various formats, including reading material, videos, event registration, and tips or tricks to help reach goals.

Add Training Courses in the Web Office Admin. The courses display to an Associate in the Web Office.

You will need to address three sections when adding content:

  • Courses - Acts as a top-level folder. To see Courses in action, navigate to: Web Office > Training > Training Courses. Your Courses will appear in interactive content blocks.
  • Steps - Acts as a sub-folder for a Task. Access a Step by clicking a Course in Web Office.
  • Tasks - The action to be completed by the Associate. A task can be a video they need to watch, a document to download, or any content you want them to see.

Adding a Course

  1. Click the + ADD NEW button and select Add Course.

    The Add Course pop-up window opens.

    Add Course pop-up window
  2. In the pop-up, assign the course a Name.

  3. Type a helpful Description of what your course will cover.

  4. Optionally, click the Prerequisite dropdown, and select any courses you would like the Associate to complete before unlocking and beginning the course.

  5. When finished, click SAVE to add your new course.

Your course appears in the Training List.

Important: a course will be unpublished until it contains a published task.

Adding a Step

  1. Click the + ADD NEW button and select Add Step.

    The Add Step pop-up window opens.

    Add Step pop-up window
  2. In the pop-up, assign a Name for the step.

  3. Click the Course dropdown, and select the course under which the step will be nested.

  4. When finished, click SAVE to add your new step.

Your step appears in the Training List.

Important: a course will be unpublished until it contains a published task.

Next, you want to add a Task.

Adding a Task

  1. Click the + ADD NEW button and select Add Task.

    The Add Task pop-up window opens.

    Add Task pop-up window
  2. In the pop-up, assign the task a Name.

  3. In the Description TinyMCE Editor, insert text and media will make up your task.

    TinyMCE Editor

    Want to embed a PDF? Learn how: Embedding a PDF

  4. Select the Course under which the task will be nested.

  5. Select the Step under which the task will be nested.

  6. Click the Published toggle to publish the task now after saving the configuration.

    Alternatively, you can publish the task from the Training Courses List by clicking the Publish icon.

  7. The rest of the settings are Multi-Faceted Configuration (MFC). Enter your specific configurations on who can view the banner.

  8. When finished, click SAVE to add your new task.

Your task appears in the Training List under the selected Step and Course.

Important: Now that you’ve published a task, the corresponding step and course will be visible in Web Office.

Viewing in Your Associate’s Web Office

Site: Web Office
Page: Training > Training Courses
URL: [CLIENTID].office2.directscale.com/app.html#/TrainingCourses

Training Courses Page

Your Courses will appear in interactive content blocks.

Training Courses page elements (Click to enlarge)
  1. Progress Meter - Displays the Associate’s progress as a percentage out of 100.
  2. Course Title - Displays the Course Name.
  3. Course Description - Displays the Course Description
  4. Open Course - Navigate to the Course’s page.
  5. Course Preview - Flip the card to see a preview of the course content.

Course Page

Course page elements (Click to enlarge)
  1. Course Selector - Select a different course.
  2. Step - Displays the Step Name. Click to view the Task(s).
  3. Task - Displays the Task Name.
  4. Task Content - View the Task content that you entered into the TinyMCE Editor.
  5. Progress Meter - Displays the Associate’s progress as a percentage out of 100.
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