(v2.x) How to create a new, custom template:

Modified on Tue, 17 Sep at 11:43 AM

1)  Select Campaigns from the navigation menu, then select the New Training Campaign button:


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2)  Select the Create a new template link:


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3)  Select the tab for the type of module you would like to preview (Base Training Modules / Micro Training Modules / Training for Education Industry):


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4)  Select the modules that you would like to include in the new template by clicking on them:


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You can deselect modules by clicking on them a second time.


5)  Give your template a name that is meaningful to your administrators by entering it in the Template Name field:


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The template name will only be seen / used by administrators. The name should be meaningful to them. It may encompass a description of the content, when it should be assigned, the order, etc.

Examples: Q1 (Part I) Security Training, Annual Security Training (Part I)


6)  Scroll down the page and select the Save Template button below the list of modules:


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You will receive a confirmation that the template has been saved:


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If you wish to change the order of the modules, you can click and hold the six dots to the right of the module information and drag and drop the module to a different location in the order of modules:


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                Your new custom template is now available from the Select a template drop down menu:


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