Intro and Finish elements are added to a module automatically. These elements cannot be removed, as they provide the technical functions needed to start and finish the module. In a submodule structure, these elements are located in the beginning and end of the main module.

In the Intro element, write a brief welcome and an introduction that includes

• The aim of the module (Why should this module be completed and how does completing this module help the trainee in his/her daily work?
• The duration of the module (Approximately, how many minutes does it take to complete the module?)
• Are the trainees required to retake the module after a certain time period?
• Other general instructions, such as
  • Information about the strucure of the module (e.g. “The course consists of infos and exercises that test your knowledge on module topics.”)
  • A mention of the final test or quiz testing the gained knowledge on given topics (if applicable).

In the Finish element, you may thank or congratulate the trainee for completing the module and inform them on the possible following steps in the training process. You may also share relevant sources of information or contact information for further information on the topics discussed in the module.

Info Full Background is an element used for different text and image pages. Commonly, there are two or three info boxes that change size according to the length of the content.

Please note that if you leave a title or text field empty, they will not be visible in the training.

From the orange gear icon at the top left corner in Edit Element Contents view, you can also

• change the position of the text boxes (up, down, middle)
• choose the colors for text boxes from your organization’s brand colours
• choose to use a background color for the entire page
• hide the boxes entirely and use the photo as a background for text as well.

You may also use the element only as a photo without any text (e.g. graphs). You can use a full background image, or place a smaller image in just a part of the page.

Tip: It is recommended to keep the texts as concise as possible. If you end up using several info elements in a row, consider using a task element in between or, for example, a Hotspot element to make the module more interesting and reduce repetition.

Info Half Background is an element used for different text and image pages. You may use the element as half page images and half page text areas. There are two text areas in the element that change size according to the length of the content.

Please note that if you leave a title or text field empty, they will not be visible in the training.

From the gear icon toolbar located at the top left corner of Edit Module Contents view, you may change the position of the text boxes (up, down, middle) and also choose to use the element as either

• two half-page text areas with background colors according to your organization’s brand colors
• remove the text backgrounds altogether and use photos as text backrounds
• use a photo on one side and text on the other
• use photos without any text on both sides

Tip! It is recommended to keep the texts as concise as possible. If you end up using several info elements in a row, consider using a task element in between or, for example, a Hotspot element to make the module more interesting and reduce repetition.

Info Click Titles is an element in which you can divide a longer text or subject area as a main header, lead text and several subheaders that provide additional information on the topic (or subtopics) when clicked. Dividing a complex or broad topic into a main chapter and sub-chapters will make it easier for the trainee to grasp. You can also choose which subheaders are mandatory and must be clicked open before continuing.

When activated, every clickable subheader has a field for a subtopic title, body text, and an information box that can be utilized to structure the body text, e.g., by providing additional information on the subtopic.

The trainee reads the main info on the left side of the element, then s/he clicks the subheader buttons and reads the additional information of each chapter on the right side of the element.

Editing Instructions

• Write the main title and the main topic in the left text area of the element.
• If the left side of the element does not have a solid colour background automatically installed, add a background image by clicking the Change image icon from the top right corner on the left half of the element.
• Add a background image on the right side of the element that supports the topic addressed in the element.
• Click the Element Settings option from the gear icon at the top of the Edit Element Contents view. In the window, add the needed subheaders.
  • New subheader buttons will appear on the left side of the element. Enter a title for each subheader.
• Click the uppermost subheader button. A small Mandatory icon appears on the right side of the subheader button.
  • If you select the Mandatory icon, the subheader button will become mandatory (the trainee must click it open before proceeding from the element).
• Add the subheader title on the right side of the element and provide additional information on the topic in the body text field below.
• You can also use the button below to add information the user isn’t required to read before continuing. Use this button to structure the content, e.g.,” Read more” or ”Did you know?”
  • After the trainee clicks the button, the text appears below the button. Use this text box to provide additional information related to the topic.
  • If there is no text in the button or its text area, neither will be visible.
  • Removing the text from the button and its text field can free up more space for a longer body text. In this case, the button and its text field will not be visible, making more space for body text available.
• Repeat these steps for each subheader button.

Info Click Titles Images

Info Click Titles Images is an element in which you can divide a longer text or subject area as a main header, lead text and several subheaders that provide additional information on the topic (or subtopics) when clicked. Dividing a complex or broad topic into a main chapter and sub-chapters will make it easier for the trainee to grasp. You can also choose which subheaders are mandatory and must be clicked open before continuing.

When clicked, every subheader opens a field for a subtopic title and a body text on the right side of the element.

In addition, you may choose one of the following to appear under the subtopic:

• An editable button and an information box under the body text are needed. The information box can be utilized to structure the body text, e.g., by providing additional information on the subtopic. The button in this could be “Did you know?” or “Read more about the subject.” Leaving the button and its text field empty will not be visible to the trainees.
• An image field is needed for an image that supports the information provided in the subtopic body text.

The trainee first reads the main info on the left side of the element, then clicks the subheader buttons one by one and studies the additional information appearing on the right side of the element. 

Editing Instructions 

• In the left half text area of the element, write the main title and the main topic or lead text.
• If the left side of the element does not have a solid colour background automatically installed, add a background image by clicking the Change image icon from the top right corner on the left half of the element.
• Add a background image on the right half of the element that supports the topic addressed in the element.
• Click the Element settings option from the gear icon at the top of the Edit Element Contents view. In the window, add the needed subheaders. New subheader buttons will appear on the left side of the element. Enter a title for each subheader.
• Click the uppermost subheader button. Two small icons, Mandatory and Image, appear on the right side of the subheader button. 
• If you select:
  • The Mandatory icon, the subheader button will become mandatory (it has to be clicked open by the trainee before proceeding from the element) 
  • The Image icon opens an image field below the text box area on the right side of the element. Use the image field to add an image supporting the text’s message above. Please note: when selecting the Image icon option, the button under the subtopic body text and its text area will be hidden.
• Add the subheader title on the right side of the element and provide additional information on the topic in the body text field below.
  • If you didn’t select the Image option, you can also use the button below to add information the user isn’t required to read before continuing. Use this button to structure the content, e.g.,” Read more” or ”Did you know?”  
    • After the trainee clicks the button, the text appears below the button. Use this text box to provide additional information related to the topic.
    • If there is no text in the button or its text area, neither will be visible.
  • Removing the text from the button and its text field can free up more space for a longer body text. In this case, the button and its text field will not be visible, making more space for body text.
• Repeat these steps for each subheader button.

Click & Scroll

The Click & Scroll element enhances the Click Title images element. It allows you to add texts and images with up to 20 clickable subheading buttons on the left side of the element and longer texts and images on the right side.

Note!

• Both sides of the element are scrollable.
• If the element contains so much content that a scroll bar appears on the right side of the subheader body text, the course participant must scroll down to ensure they have seen all the content. Only then will the move forward button appear on the subheader.

On the right side of each subheading button, there are two icons:

• Mandatory: If you wish users to click and check the content of the subheading before continuing, activate the icon on the left side. Please note that if a subheading is marked as mandatory, it will only be considered complete once the user scrolls to the end of the text.
• Image: To add an image at the bottom of the subheading, activate the icon on the right side.

Editing instructions.

The instructions for editing the element are identical to the Info Click titles Images element.

Hotspot is one of the most versatile elements. You can add clickable fields (items) on top of a background image, and choose what the user sees after they click it: a text, an image, a video, a true/false task or a combination of the previously mentioned options.

Common uses include:

• Clickable icons or headers
• Map with marked areas for further information
• History timeline with clickable years
• Mosaic image – a combination of clickable images of different topics
• Screenshot of a software or a bill where the trainee is taught to interpret it by clicking marked areas in the photo.
• Photo of an industrial workspace where the user is asked to identify hazards

From every clickable field/item opens a window. From the icon menu on the left side of the window, you can select the following content options:

• Text (title and/or body text)
• Photo
• Video
• True/False task
• Or a combination of the above options

In addition, you can select whether it is mandatory to click open a hotspot field/item before proceeding from the element.

How Can I Add a Photo to a Hotspot Item?

A photo can be added to hotspot items similarly as to any other element with a photo field. Read more about adding photos here.

How Can I Add a Video to a Hotspot Item?

Videos can be added to hotspot items similarly as to the Video element. Read more about adding videos here.

How Can I Change a Hotspot Item as a True/False Task?

True/False function can be used similarly to the True/False -element. You can change the correct answer from the gear icon on top of Edit Element Contents view.

The hotspot is one of the most versatile elements. This version, “HotSpot 3,” is similar to the Hotspot element, with a couple of new features added.

Each hotspot opens a window containing text, image, video, a true/false option, or a combination of the options mentioned above. When all windows have been clicked, the ”Move forward” button appears on the right, and the trainee can move to the next element.

You can find more information about the Hotspot element in Chapter: 7.6 Hotspot

Editing Instructions

Start by adding a background image to the element. Then click Element Settings from the gear icon at the top of the element editing window. Add the required number of clickable items (hotspots).

Next, edit one clickable hotspot at a time:

1. Choose a color
2. Edit the title
3. Edit the shape and position by dragging it to the right place.
4. Edit its content according to 6 HotSpot instructions.

Move the mouse to the left of the hotspot. You can choose its colour.

Click the gear icon at the upper left corner of the element view.

The Settings window opens. In this window, you can select the following options:

• Visual options: Hotspot visible, Show checkmarks after clicking, hotspot title visible.
• Mandatory options: Select all / Select none

Hotspot Mouseover is an interactive info element. The element allows you to place multiple hotspots wherever you wish on top of the background image.

In this element, the trainee first reads the task instructions and/or other relevant information from an introduction box and then hovers the cursor over the hotspot items for further information about the element topic. A text box with additional information will pop-up near each item. Hotspot items can be moved around and placed on top of a mere background image. Alternatively, the hotspot items can be placed on top of boxes with header texts that have been added in the background image beforehand.

Editing Instructions

• If you wish to show an introduction at the beginning of this task, write the introduction and task instructions in the Introduction box.
  • You can also leave the box empty. In this case, the box will not appear to the trainee.
• Add the background image by clicking the Change Image icon at the right side of the window.
• Click the Element settings option from the gear icon at the top of the Edit Element Contents window.
• • In the window, add the needed items.
  • Drag the hotspot(s) from the top left of the element and place it/them anywhere on the background image.
  • You can adjust the size of the hotspot by grabbing it from its edges. 
• Finally, you can add a title and body text for each hotspot by clicking on the item.
• Write a detailed explanation on each element subject in the hotspot text boxes.

Hotspot Multichoice is a multiple-choice task element. With this element, the trainee first reads the information related to the exercise from an introduction pop-up window and then the question and additional information from the infoboxes.

The trainee answers by clicking the options (hotspots) that s/he thinks are correct.

After the options are selected, the trainee clicks the move forward arrow at the right side of the element. A correct icon is displayed on the correct hotspot(s). If an explanation has been added in edit mode, a small pop-up window that contains the explanation of why the hotspot is correct or incorrect appears near the hotspot.

If an explanation has been added, the trainee may receive a summary box at the end of the exercise summarizing the question result. If the box is left empty in Edit mode, the trainee just receives the move forward button.

Editing Instructions

• Write the introduction and the summary of the task in the Introduction and Summary boxes if you wish to show an introduction at the beginning and a summary at its end. You can also leave the boxes empty. In this case, the boxes will not appear to the trainee.
• The Hotspot Multichoice element allows you to place the multiple-choice options on top of the background image wherever you wish.
• Write the question or the scenario for the task in the text boxes. You can remove the text if you only want to show the background image. The text boxes will not be displayed to the trainee if there is no content. Please note that for editing purposes, you will still see empty boxes with the text “- click to insert text -“. If you want to hide the boxes in Edit mode, click the Hide Infos round icon on the top right.
• Add the background image by clicking the Change Image icon from the top right corner of the background image.
• Click the Element settings option from the gear icon at the top. In the pop-up window, add the needed items and set the options as correct or incorrect.
• Drag the hotspot from the element’s centre and place it where it is needed.
  • You can adjust the hotspot size and roundness from its edges.
  • Change the shape using the handle on the right side of the hotspot item.
• Add an answer text for each option separately by clicking on the hotspot. Write a detailed explanation of why the option is correct or incorrect in each hotspot.
  • If you leave this text box empty, the trainees will not see it when they check their answers.
• Click the orange tool icon at the top left of the window. The Settings Bar will appear, allowing you to adjust the position and colour of the text boxes.
• The Hide hotspot option is available under the bar on the left.
• You can find the Intro/Summary round icon on the top right of the element.
• To make editing the element easier, you can hide the infoboxes while editing by clicking the Hide/Show Info round icon on the top right.

Multichoice element is a multiple choice task where you can ask a question or provide a statement and give it two or more answer options from the gear icon on top of the Edit Element Contents view. Answer options can be added, removed, rearranged and marked as correct or incorrect. If the Shuffle function is switched on, options will be mixed every time the element opens in Preview or Published mode.

Common uses for the element:

• Options or statements where one or more options are correct.
• Real-life situation – What should you do next? How do you react?
• A person (e.g., a customer or colleague) asks: What do you answer?
• An employee describes their work – Which of our business units are they describing? (For example, in a sales course, the descriptions say how they support sales in their business unit.)

In the answer text, it’s recommended that you explain to the user why those specific options were correct or incorrect and add additional information on the chosen topic.

Note! The points of the multichoice element must be set manually in the Edit Points window. For example, if there are 3 options and 2 of them are correct, the number of points in the Edit Points window for the element should be 2.

Click the orange gear icon on the Edit Module view to access the Edit Points option.

NEW! Element Multichoice 2.0 – Switch page layout feature
If you want longer question-and-answer texts, click on the tool icon on the top left corner to switch the element layout to two pages.

This is an upgraded version of the Multichoice element. You can choose the critical statements the trainee must answer correctly in this element. If, for example, the trainee has answered correctly in all but one of the critical questions, she will get an error message in the Pass/Fail element and will have to repeat the test.

Common uses for the element:

• Real-life situation – what should we do next?
• Someone asks a question: how should you respond?
• An employee describes their work – which business unit are they describing?

Editing Instructions

• Select the number of items from the element “Element Settings…” on top of the element behind the orange gear icon.
• Fill in the statements and choose their values (correct/incorrect).
• Fill in the info boxes on the left.
• Click the Exclamation point- button. The “Settings for this element” pop-up window opens. All statements are listed in the pop-up window.
• Choose which statements, if any, should be categorized as “critical”. If the trainee answers the critical question incorrectly, he/she will fail the test and have to repeat it. For this reason, the Multichoice critical element should be followed by the Pass/Fail element since it is this element that informs the trainee if they have passed the training or not.

Note! Please also remember to assign the percentage of points needed to pass the training. You can do this in the module’s “Edit Points …” tool.

The Multichoice More Text element is a multiple choice task with more space for answer options and a longer answer text than the regular Multichoice element. In this element, you may ask a question or provide a statement and give it two or more answer options from the gear icon on the Edit Element Contents view. Answer options can be added, removed, rearranged and marked as correct or incorrect. If the Shuffle function is switched on, options will be mixed every time the element opens in Preview or Published mode.

Common uses for the element:

• Options or statements where one or more options are correct.
• Real-life situation – What should you do next? How do you react?
• A person (e.g., a customer or colleague) asks: What do you answer?
• An employee describes their work – Which of our business units are they describing? (For example, in a sales course, the descriptions say how they support sales in their business unit.)

In the answer text, it’s recommended that you tell the course participant why those specific options were correct or incorrect and add some additional information on the chosen topic.

Note! Multichoice More Text element’s points must be set manually in the Edit Points window. For example, if there are 3 options and 2 of them are correct, the number of points in the Edit Points window for the element should be 2.

Click the orange gear icon at the top of the Edit Module view to access the Edit Points option.

In the True/False element, you ask a question or provide a statement which can be set as correct or incorrect from the gear icon in the Edit Module Contents view.

Common uses for the element:

• True or False statements
• Yes or No questions
• Do / Don’t statements

Tip! These tasks are among the easiest to create because you don’t have to create incorrect options. When you have longer info paragraphs, see if you can create a statement from the beginning and use the rest of the paragraph as an answer text.

In the Checkbox element, the trainee is presented with several statements or questions at once, and the trainee chooses the correct option from two options (e.g. Yes/No, True/False, Do/Don’t). Each statement/question has its own answer text so you can fit a lot of content in the element.

One of the most common uses is the final test of a course. In the Checkbox element, you can use a larger pool of questions and randomly show only a few (Shuffle option).

From the gear icon in Edit Module Contents view, you may set the task questions or statements as correct or incorrect, add and delete them and change their order.

“Answer Mode” Options

To activate the Answer Mode option, click the gear icon on the left side of the window.

Option 1. The Answer Mode is switched off

• Click each item tick box. An answer text pop-up window will appear.
• Edit its content.
• Write additional information about the topic in the statement here. Note that the content will be the same regardless of the given answer (e.g. True/False).

Option 2: The Answer Mode is switched on

• Switch on the Answer Mode by clicking the blue button on the Setting Bar.
• When you click on the item tick box, the Answer text pop-up window will open. At the top of the pop-up window, the RIGHT and WRONG options will appear. Type the answers for the different options.

NOTE! If the Answer text pop-up window is left empty, no pop-up window will be displayed after the employee has ticked the answer box.

This is an upgraded version of the Checkbox element. In this element you can choose the critical statements that the trainee must answer correctly. For example, if the trainee has responded correctly, with the exception of one critical answer, s/he will be notified in the Pass / Fail element and will need to repeat the test.

Editing Instructions

• Select the number of items from “Element Settings…” on top of the element behind the gear icon.
• Fill in the questions / statements and choose their values (e.g. yes/no, true/false).
• Fill in the info box on the left and click the “answer mode” tool if needed (for more info, please check the information under the CheckBox element).
• Click the Exclamation point- button. “Settings for this element” pop-up window opens. All questions/statements are listed in the pop-up window. 
• Choose which of the questions, if any, should be categorized as “critical”. This means that if the trainee answers the critical question incorrectly, s/he fails the test and needs to repeat it. For this reason, the Checkbox critical element should be followed by the Pass/Fail element, since it is this element that informs the trainee if s/he has passed the training or not.

Note! Please, remember also to assign the percentage of points needed for passing the training. You can do this in the module’s “Edit Points…” tool.

The Two-Sided Checkbox is an exercise element that is commonly used in tests with the Pass / Fail element.

The employee must choose the correct statement from two options. A text box with additional information is displayed after each selection. 

Editing Instructions

• Write the introduction and task instructions in the Introduction box, if you wish to show an introduction at the beginning of this task.
  • You can also leave the box empty. In this case, the box will not appear to the employee.
• Add the background image by clicking the Change Image icon from the top right corner of the element.
• Click the Element settings option from the gear icon at the top of the element.
  • In the pop-up window, add the needed items and choose the correct option.
• Edit the statements.

“Answer Mode” Options

If you want to activate the Answer Mode option, click the gear icon on the left side of the window.

Option 1. The Answer Mode is switched off

• Click each item tick box. An answer text pop-up window will appear. 
• Edit its content.
• Write here additional information about the topic in the statement. Note, that the content will be the same regardless of the given answer (e.g. Left/Right).

Option 2: The Answer Mode is switched on

• Switch on the Answer Mode by clicking the blue button on the Setting Bar. 
• Click on the item tick box, and the Answer text pop-up window will be opened. On top of the pop-up window, the RIGHT and WRONG options will appear. Type the answers for the different options.

NOTE! If the Answer text pop-up window is left empty, no pop-up window will be displayed after the employee has ticked the answer box.

This is an exercise element. The Slider Bars Task element can be used for tasks where the user is asked the correct number between a minimum and a maximum. 

Some common uses:

• Business gifts: How many euros is acceptable in different situations.
• How many euros can you use to buy something without a manager’s permission?
• How many percent something is?
• A calculation where the user should know the correct answer.

In the bar are available the min and max number. The trainee first reads the first question and then moves the slider bar accordingly. The correct answer will be displayed on the bar and a pop-up window with additional information will appear. All the bars will appear on the screen, one at a time.

The selected numbers will be stored in the statistics.

Editing Instructions

Add the background image by clicking the Change image icon from the top right corner  of the element.

Click the Element settings option from the gear icon at the top. In the pop-up window add the needed bars. New bars will appear on the element. Enter a title at the bottom of each bar. Assign the correct, minimum and maximum number for each bar by clicking the box on the top right side of each bar.

Write now the question and ask the user to move the bars accordingly. Some common uses are: business gift limits, purchasing limits, percentage of people or business, amount of yearly work accidents.

Note! To take mobile users into account make sure the scale of the bar fits the answer, for example if the correct answer is 5, make the max value 20 rather than 100.

Click  the ”info” button at the left bottom of each bar. A pop-up window will be opened. Write the answer text for the bar here. Let the user know what the correct amount is and why. This element allows you to add a lot of further information. This content is shown after the user has moved the slider bar.

Note! You don’t always have to teach the user the correct answer. You can motivate a user to read a longer answer text by first asking something they don’t know yet. In this case, make sure to tell them that this isn’t a test about their knowledge.

The Slider Bar Single element can be used e.g. in a survey. It allows the user to evaluate several different, possibly interconnected topics. There are no correct answers – the idea here is to gather opinions and evaluations.

A pop-up window with a question is displayed. The user slides the bar to answer to the given question. All the bars will appear on the screen, one at a time.

The selected values  will be stored in the statistics.

Tip! If your course deals with a topic where you know there will be some resistance to change, it is recommended to begin with a positive mindset. Ask the trainee to evaluate how much they think the features of a specific change will benefit them in their daily work. As you are introducing the change, the trainee is already considering the positives.

Editing Instructions

Add the background image by clicking the Change image icon from the top right corner of the element.

Click Element settings option from the gear icon at the top. In the pop-up window add the needed bars. New bars will appear on the element. Enter a title at the bottom of each bar.

Write now the question / scenario and ask the user to slide the bars accordingly. 

Click  the ”info” botton at the left bottom of each bar. A pop-up window will be opened. Write the text for the bar here. This element allows you to add a lot of information. This content is shown before the user will move the slider bar.
Add the Header Title, if needed.

Bars Survey element

The Bars Survey element is like the Bars Slider Single. It allows the course participant to assess various topics.

Depending on the element’s settings, the facilitator can determine whether to show the course participant the average of other participants’ answers at the end of the exercise.

In the Slider Icons element, the trainee evaluates several topics with a slider. Each slider includes a box with additional information after the evaluation has been made. If you leave an additional information box empty, it will not appear when viewing the module in Preview or Published mode.

Some common uses:

• How familiar are you with the following terminology?
• How often do you come across the following in your own work?

When you first ask about the trainee’s knowledge on a topic or how close to their daily life the topic is, they’re more likely to read the additional information that comes after.

Editing Instructions

• Add the background image by clicking the Change image option from the right-hand side of the element. 
• Write an intro and instructions for the trainee on the top of the window. 
• Choose Element Settings option from the gear icon at the top 
• Add and edit the required items (the text will appear on the left side of the window). 

You can edit all texts and add also additional information in the info boxes by clicking the forward icon at the right side of each bar.

The Slider Write Text element is similar to the Feedback element when it comes to trainees evaluating topics on a scale from 1 to 5. The main difference is that if the user places the slider under a specific point, they can write additional information on that topic.

The most common use is as an ability or knowledge mapping in the end of a course to inquire if the trainee feels he/she has the required knowledge about the topics, or if the trainee feels he/she needs further information.

You can also gather interesting data by using the same question and topics after a certain time period. For example, to see how well the trainees think a strategy topic has been implemented in Q1 compared to Q3.

In Fourfold element, you can ask the user to consider and evaluate topics from a specific point of view. The trainee will have to drag the numbers on the right to the fourfold field on the left side of the element based on his/her opinion on the statements. For example, to identify ideas that are easy to implement yet have a big impact, or to see if users think some goals are unobtainable.

Common topics are:

• Strategy implementation,
• Development ideas,
• Personal development,
• Risk assessment,
• Task prioritisation,
• Preparedness for different situations.

You can also change the background of the fourfold field to fit the topic, for example a risk assessment matrix or a graph.

Editing Instructions

1. First add the background image.
2. Then write an intro and instructions for the fourfold exercise.
3. Choose Element Settings option from the gear icon at the top of the window and add the required items.
4. You can edit all of the element’s text fields, fourfold table axel headers (X&Y) and also add additional information about the table and its contents by clicking the info icon at the bottom left corner of the fourfold table area.
5. Move all the numbered items on top of the fourfold. A text box will appear.
6. Add some extra information or a summary about the task in the text box. The text box will appear to the trainees after they have moved all the numbered items on top of the fourfold table. If you leave the text box empty, it will not appear.

It is recommended to include a Feedback element at the end of each course. Most users fill in the numbered feedback from 1 to 5, and about 1% write open feedback.

Most often the questions are related to the user’s experience of this specific course and its content. This allows the next versions of the course, and any other courses you create, to serve the future trainees better.

View the module statistics every now and then to browse the feedback. In the open feedback, trainees can for example inform you of a mistake in the content, a need for a language or a localised version, or even new ideas for the course.

Editing Instructions

• Add the background image by clicking the Change image option from the right-hand side of the element.
• Write the instructions for giving feedback.
• Choose Element Settings option from the gear icon at the top of the window and add/edit feedback statements.

Feedback Open Text is a feedback element. In this element, you can ask from one to three questions, which the trainee may answer.

Editing Instructions

• Click the Element settings option from the gear icon at the top of Edit Element Contents view. In the window, add and edit your questions (max. three questions). Now the boxes will appear on the right side of the element.
• Write the title and any additional information about the survey in the text box on the left side of the element. In case you only want to show the background image, you can remove the text. If there is no content, the text box will not be displayed to the trainee. Please note that for editing purposes, you will still see the empty box with the text “- click to insert text -“. 
• Add a background image by clicking the Change image icon from the top right corner of the image field.

In the Commitment element, the trainee must give his/her commitment by ticking the box to proceed and finish the training.

The element can be used for example to ask the trainee to commit to following instructions or guidelines presented in the training and to commit to asking help from a superior if anything is unclear. Just like everything else, commitment data is saved to the course statistics.

Editing Instructions

Add the background image and edit the commitment text.

You can embed a video directly into the Video element by copying the embed code from a streaming service (e.g., Vimeo, YouTube, Dream Broker).

NOTE! Builder does not support embedding YouTube playlists; it only embeds individual videos.

You can include an introduction text to the pop-up window at the beginning of a video, where you can direct the trainee to focus on specific topics. One great way to get people to pay attention to a video is to add a task element after the video and tell the users in the introduction that they will be asked a question about the video topics afterwards.

Keep the videos as short as possible. If a video is longer than 1 to 2 minutes, consider cutting it into two or more parts and adding tasks in between.

In the upgraded version of the Video element, the trainee can see the move forward button several seconds after the video has started or at the end of the video. You can define when the move forward button is shown to the trainee.

You can specify a setting to automatically show the move forward button or after a delay. After embedding the video in the Video element, the forward button setting changes as follows:

• The forward button automatically appears when a video ends up on supported video playback services such as Youtube and Vimeo, embedded videos, and Builder uploaded videos.
• For other videos, such as Microsoft Stream or DreamBroker, the default setting is to show the button with a default delay of 10 seconds.

We recommend our customers upload embedded videos from Vimeo. Apprix has a business account where we can upload our customers’ videos in a way that allows them to be viewed only via a hidden link. For more information, please contact helpdesk@apprix.fi. If your company does not have a Vimeo account and you would like to upload a video to your module, please follow these steps:

1. Deliver the video(s) to Apprix, preferably in MP4 format.
2. We will upload the videos hidden into the Apprix account in Vimeo and the module using the Vimeo embed code.

If your company has a Vimeo account, you can submit the video embed code to Apprix or copy it directly into the video element field.

1. Choose the element Video and click to open it.
2. Click the screen Add your video here. Pop-up window Change Video/Audio will appear.
3. Choose the Paste video embed code/iframe tab.
4. Open the video from YouTube and choose the arrow button Share underneath it.
5. Choose Embed option
6. Copy the code

Choose the Video element tab Paste video embed code/iframe, if not done before, and paste the embed code.

Tips for YouTube

Option Show player controls allows users to control video playback, volume, and settings. Untick Show player controls, if you do not want to allow users to control video playback, volume, and settings.

Privacy-Enhanced Mode is a new option that YouTube added to the embed preferences that improves privacy when embedding videos on third-party sites.

Note! With the changes to YouTube’s embed settings in Autumn 2018, video suggestions at the end of the video can no longer be blocked.

1. Choose the element Video and click to open it.
2. Click the screen Add your video here. Pop-up window Change Video/Audio will appear.
3. Choose the File tab and click Browse/Upload Files.
4. The Browse Media Library pop-up window is displayed. If you want to save the video file into the library, first click Show uploaded file in library.
5. Click Upload new video file… and give a name to the video file. Then, upload it from your file.

Almost all the latest browsers support MP4 video format. For more information about MP4 videos, please check the following link:

https://caniuse.com/#feat=mpeg4

The maximum size for uploaded videos is 100MB.

If you don’t use a video service that optimises your videos for you but want to upload them directly as files to Builder, you should optimise the video files for web use yourself first. Here’s how to do it with Handbrake, a free open-source program.

You can download the software from: https://handbrake.fr/

Instructions for use:

File

1. Start the program and select the video file from the “Open” button or drag the video file onto the program
2. Put the name and location of the new file you want in the “Save as” field.

1. • Note: Use the .mp4 file extension instead of .m4v

Summary Tab

1. Tick “Web optimised” to allow the video file to load for the user in sections

Dimensions Tab

1. Select either 1080p or 720p from the Resolution Limit drop-down menu (the latter if the video is more than a minute long)

1. •  Note: “Width” must be an even number.

1. Select “Quality: Constant Quality” between 23-30 RF (see below* for further guidance).
2. Select “Framerate: Same as source (variable framerate)”.

When everything is ready, press the top button: Start Encode!

*Note! The quality/file size can be changed using the Constant Quality slider in the Video tab:

• The numbers are “backwards”, so 23 is good quality, and 30 is bad.

• Below 20 is unsuitable for web use, and above 30 is already too poor.
• Even small changes can make a big difference if needed (and logarithmically, i.e. 20-21 makes a more significant difference than 29-30),
  • In 720p video, between 20 and 23, there can be a 1/3 difference in file size, so it’s worth a few passes to experiment, especially with long videos (if you can’t split the video into several smaller videos or if you know that your target audience needs a very light video file size).

Almost all modern browsers support MP4 video format. You can also upload a webm or Ogg video file alongside an MP4 file to support other browsers like Opera Mini.
To upload multiple video files with different formats simultaneously, please click the “Upload new video files…” button, which opens a file picker window (File Explorer on Windows, Finder on macOS). Select multiple files, e.g. MP4 + webm files, to upload while holding the CTRL key on Windows or CMD key on macOS and confirm the selected files. The maximum size for each uploaded file is 100MB.

Note! Be sure always to add the MP4 format. You cannot add webm or ogg video files without the MP4 format.

The Transition element can be used as a transition from one topic to another. An element with slight visual differences helps the trainee to categorize the contents under different topics in their mind.

In addition to the topic header, you can also add a brief description on what the next topic is going to entail.

Tip! You can also list all the topics like in a contents page, and highlight the topic the user is going to next. This is a great way to tell the trainee where they are in the course. If you do this, add the topic list to each transition only after you have finalized the course structure to avoid unnecessary work.

The Dialogue element allows you to create different kinds of real-life situations. For example, use a photo of two people talking or a person on the phone, and create a dialogue by adding speech bubbles.

This works best when combined with a task afterwards, for example a dialogue with a scenario (e.g. a problematic situation, a sales conversation), and a Multichoice element afterwards to ask the trainee what should be said or done next.

You can also use the element to place text boxes more freely on top of a background image.

Editing Instructions

You can start by adding the background image of the Dialogue element. Click then the Element settings option from the gear icon at the top in Edit Element Contents view. Add all needed dialogues and drag them in the desired order.

Now edit one speech bubble at a time:

1. Select the colour.
2. Choose the tail position.
3. Edit the dialogue content (if haven’t already from the gear icon).
4. Choose the shape of the dialogue.
5. Choose the shape of the tail.

From the tool icon at the top left, you can set the Dialogue settings. You can choose between showing dialogues one by one or all at once.

Diploma

The Diploma element allows the trainee to download, open in a new browser tab or send a printable diploma or certificate to his/her email.

Diploma & Send Form

How does the Diploma & Send Form element differ from the Diploma element?

In this element, it is possible to define the email addresses to which an email will be sent whenever a trainee arrives at the Diploma & Send Form. The email contains basic information about the trainee, the module and the data collected by the Login element.

Editing Instructions

• Click the gear icon in the upper left corner of the element view.
• The Settings pop-up window opens. In this window, you can define 1–3 email addresses to which an email message will be sent whenever a trainee arrives at the Diploma & Send Form element.

On the right is an example of an email with basic information about the course author, the course module and the data collected by the form in the Login element that has been added to the module.

When the trainee arrives in this element, they can do the following:

• If the element is placed at the end of the main module, before the Finish element, the trainee can
  • Move forward to the end of the module, by using the move forward button.
  • Select “Open a new tab” button. In this case a new tab is opened. The new tab contains the diploma. The diploma can be saved or printed. Note, that in the first tab the trainee is moved automatically from the Diploma to the Finish element.
  • Insert the email address and press the “Send via email” button. The trainee will be then moved automatically to the Finish element.

• If the element is placed at the end of the submodule, the trainee can
  • Move forward, by using the move forward button. In this case the trainee will be moved to the Submenu buttons element, in the main module.
  • Select “Open a new tab” button. In this case a new tab is opened. The new tab contains the diploma. The diploma can be saved or printed. Note, that in the other tab the trainee is moved from the Diploma element to the main module Submenu buttons – element.
  • Insert the email address and press the “Send via email” button. The user will be then moved automatically to the main module Submenu buttons – element.

Editing Instructions

This element should be placed:

• in the main module before the Finish element
• in the submodule at the end of the submodule.

Edit the text boxes, if needed.

Login elements are always customized for the individual needs of each client. Some Login elements may include integrations, but most often they only gather additional information about the trainees for statistics purposes. User authentication and course access are usually defined separately in the module’s settings (e.g. SSO, IP guard, Email registration).

Pass/Fail

With the Pass/Fail element, you can inform the trainee that they have not passed the training test and indicate the next step. Generally, this element is added to the module after the test exercise elements at the end of the module (e.g. Check Box, Multichoice, Multichoice More Text, True/False) before course summary elements, such as Feedback, Commitment, Slider Write Text).

If a module has a test at the end and other module points need not be counted, remove points from all other elements except elements included in the test from the Edit Points… tool. In this manner, only test points matter regarding passing the course. In a submodule structure with a test at the end, the elements included in the test and the Pass/Fail element are usually placed after the Submenu Buttons element in the main module.

Note! The Pass/Fail element should not be added as the last element before the Finish element, as it will not work correctly.

As an additional feature, the Pass/Fail element can be customized to work so that it can be added at the end of each submodule. With this approach, the submodules are the test areas that must be passed to continue the course. In this case, there is no test at the end of a submodule structure (in the main module), and all submodule points need to be considered for passing a submodule. Place the Pass/Fail element at the very end of every submodule. The trainee will only be redirected to the submodule menu (Submenu Buttons) when they successfully pass the submodule. If not, the trainee will be redirected back to the beginning of the submodule until they get enough points to pass the submodule. 

After the trainee has used all of their retries, they fail the course module and must start the course from the beginning. The trainee’s final test performance will be stored in the user data. To filter out failed course attempts, this data can be collected using an authentication method (for example, Login element, Email Registration, Tax number check).

Note!

The module statistics are not stored in Preview mode, so the Pass/Fail and Failure elements do not work there. Points are only calculated in Published mode. Why does Builder work like this? The statistics should record the student’s performance, not the module’s testing data.

Editing Instructions

1. Open the Pass/Fail element in the Edit Element Contents view.
2. You can start by adding the element’s background image.
3. Then click the gear icon at the top left, which opens the settings menu.
4. The Pass/Fail settings pop-up window will open. From here, you can choose the following options:
   • from which element the trainee will restart the test
   • the number of retries allowed.
5. To select the element where the trainee will be redirected to retry the training exercises, click one element with a light grey background; the arrow should move next to it.
6. The maximum retry count can be changed from the dropdown menu in the orange area.
   • If the maximum retry count is set to 0, the trainee will have to restart the course after failing to get enough points from the module’s exercises.
   • If the maximum retry count is larger than 0, the trainee will be moved from the Pass/Fail element to the retry element 1-5 times before the trainee has to restart the whole course/module.
7. Click Done when ready.

In the Edit Element Contents view, you can change the content of the info boxes.

Note that these texts will be displayed to the trainee in case they fail the test:

• The top text is always displayed when the trainee fails the training (You did not get enough points to pass the training this time).
• The middle text appears when the trainee has one more attempt left (You can try the test one more time by clicking the button below. After that, you will be redirected to the beginning of the training).
• The bottom text appears when the trainee has to start the training from the beginning (You didn’t pass the final test on your two tries and will now have to start the training again. Click the button below to restart the training).

Note! You cannot edit the x/x points since these are the trainee’s test points and the max points that come automatically from Builder after finishing the test.

Note!

• From the gear icon on top of the Edit Module view, click Edit Points to check and set the correct…
  • number of test points
  • and percentage of points required to pass the exam.
• If Hotspot elements have been added to the module and contain one or more True/False items, the points for these items can be found in the Edit Points window.
  • Please note that the Pass/Fail element does not calculate or recognise these points.
  • This means that if the Pass/Fail element is used in a module, for the Pass/Fail element to calculate the module points correctly, you need to assign zero points (0) to Hotspot element(s) in the Edit Points window since the Edit Points feature counts the number of Hotspot element’s items. Still, Builder does not use them when calculating the final points in the Pass/Fail element.
• If you duplicate, add or remove items from a module/submodule containing the Pass/Fail element; please double-check the element from which the new retry should start from the Pass/Fail element’s settings (gear icon on the top left corner of the element view).

Pass/Fail Always

How does the Pass/Fail Always element differ from the Pass/Fail element?

The Pass / Fail Always element appears also after a successful test (when a trainee gets enough points to pass the test). In the element, the trainee sees the number of incorrect and correct answers as x points out of points.

Editing Instructions

• Click the gear icon on the upper left corner to access the settings as in the Pass/Fail element (see instructions above for the Pass/Fail element).
• Edit the text that is displayed when the trainee has not passed the test and the text that is displayed when the trainee has passed the test.

The Submenu Buttons element is a contents menu page located in the main module from where the trainee can access submodules. The element is usually added right after module instructions (usually Intro and Login elements). When a submodule has been finished, the trainee returns to this element. When all submodules have been finished, the trainee can continue the main module and proceed to finish the training.

Read more about the benefits of using submodules and when it is recommended to create a submodule structure here.

The Landing Page aims to centralise a collection of e-learning courses. This element allows you to organise several e-learning courses by topic and language. It doesn’t track which courses users have completed; it just lists the e-learning courses that are available.

By default, a landing page module contains only the Intro and Finish elements and the Landing page element between them. The trainee cannot continue to the finish element because s/he is supposed to attend one of the courses listed on the landing page instead. The trainees do not need to finish this module.

Every time the trainee selects a course, a new tab in the browser is opened. Please note that if statistical data needs to be collected from the courses, the e-learning course should contain the Login element or an authentication method (e.g., Email Registration) should be activated. In other words, statistical data cannot be collected from the Landing page module, as it is collected directly from the e-learning courses linked to the Landing page.

Editing Instructions

1. Start by adding the Landing page image or a company logo.
2. Write about how the landing page works in the introduction box and its purpose.
3. Click the gear icon. The Landing Page Settings pop-up window is displayed.
4. From the Landing page settings pop-up window, you can select the number of columns (max 5). The columns represent the training category types, e.g. Personnel, HSEQ, Contractors, etc
5. Once you have selected the number of columns, the Columns header and Colour options will appear on the pop-up window. Edit the header title and choose the colours. Press the Save button. Now, the columns that you have selected are displayed in the Landing page window.
6. You can add buttons to columns by clicking the Add button. After you have clicked the + Add button, the box Header here appears under the image. Click the Header here box. The Button settings pop-up window will open.
7. Write the course header (course name), e.g. “Code of Conduct.
8. Tick/untick the Disable button. This will disable the course button for the users.
9. You can add the text displayed here once the user hovers over the box. For example, if the course is not yet available, in the Mouseover text box you could write the text “Not yet available” or “Available on (date here)”
10. Add language abbreviation, e.g. EN (English), FI (Finnish), EE (Estonian), etc.
11. Add the course link you get from Builder. If needed, you can also add any other training or document links.
12. You can add another link using the same course button. For example, if you have multiple language versions of the course, you can add them all under the same course button (for example: “FI”, “EN”, “EE”.
13. Save all your changes by pressing the Save button.
14. You can delete the whole button (course) by pressing the Delete button.
15. If you don’t want to save your changes, you can close the pop-up by pressing Cancel.

Please note the following:

Course languages

In the example, the course is available in EN (English) and FI (Finnish).

As displayed in the video clip on the right, a pop-up window opens when the user clicks the course button. The trainee can now choose his/her preferred language version of the course from the list. The course will open in a new tab.

Disabled courses

Suppose you want to inform trainees that a course will be available soon. You can add the course to the Landing Page, tick the Disable button, and write the needed information in the Mouseover text field, e.g., “The course will be available by the end of March 202x.”

When the trainee hovers with the mouse over the course, the Mouseover text, e.g. “The course will be available by the end of March 202x“, is displayed, no pop-up window with the list of languages will open, and the course background colour is faded.

The Dynamic Landing Page element is an enhanced version of the Landing Page.

Note! In the Dynamic Landing Page, the facilitator can also choose whether another course must be completed before the one they are editing.

This element can be customised. Please do not hesitate to contact your account manager for additional information.

Editing Instructions

The default editing instructions for the Dynamic Landing Page element are the same as in the Landing Page element, with the following addition:

If another course must be completed before the selected one, choose the column and button of the course that should be completed first. Notify the user in the mouse-over text field that the other course must be completed before this one.

For further information about this element, please click this link.

Drag and Drop is a task element. In this exercise, the course participant associates the cards in the deck of cards on the left with the correct card/answer on the right. If the answer is incorrect, the card is placed back in the deck on the left and an error message is shown. If the answer is correct, the card remains where it was inserted, and the next card will be revealed.

When all the cards have been successfully inserted, a message box with further information about the exercise is shown to the participant at the left side of the window.

Editing Instructions

• Use the Introduction text box to provide a detailed introduction to this exercise. If this is unnecessary, clear the text, and the participant will go directly to the exercise.
• You can add, edit, and, if necessary, remove the items by clicking the gear icon at the top of the window and choosing the Element Settings option.
• In the Element Settings, choose the Shuffle items option “Yes” from the pop-up window, if you wish to shuffle the items in Preview/Published mode. Please note that the cards are placed in chronological order in Edit mode.
• First, edit the topic titles. Then, hover the mouse over the right side of each topic box to reveal the Change image icon. Click on the icon and select an image from the Image Library.
• Edit each card’s content on the left side and move it to its correct place.
• If you move one card to the wrong place, an error message will appear at the bottom of the page. Edit it if needed.
• To add the element’s background image, move the cursor to the window’s top right corner and click the lowest icon, Change image.
• When all the cards are dragged and dropped successfully, a new box will appear on the left side of the window. Write here any additional information about the task (e.g. All correct! …. )

Switch is a task element. In this element, the trainee has to answer questions or statements by choosing one of the three available options, e.g. “Never“-“Sometimes“-“Always“. After the trainee has answered all the questions/statements, s/he clicks the move forward arrow button on the right side of the page. The correct answer will appear for each question including a message containing further information about the question topic. The trainee can check the details of the questions again by pressing the “i” icon.

Editing Instructions

• In the introduction box, write the exercise instructions and their purpose. If you leave the box empty, it will not be visible to the trainee. 
• Add a background image by clicking the Change image icon on the right side of the element. 
• Click the Element settings option from the gear icon at the top of Edit Element Contents view. The Element Settings window will be opened.
  • Add all the needed items. Edit the questions/statements for the exercise.
  • Add the option texts on top of the switches, e.g. “Never”-“Sometimes”-“Always”
  • Set the correct options.
• It is also possible to add an image below each switch option text.
• In the Info icon next to each text box, write any additional information related to the topic. This text content is shown after the trainee has provided their answers. 
• Click the orange tool icon on the top left of the element window. The Settings Bar, which allows you to change the color of the text and answer boxes, will be displayed. Change the colors according to your preference.

Survey Multichoice is a survey element. In this element, you may ask questions which the trainees must answer by choosing from the available options. Once the options(s) have been selected, the trainee clicks the move forward arrow button on the right side of the element. An info message/summary will be displayed. In this message, you may thank the trainee for providing feedback or/and give additional information about the topic.

Editing Instructions

• Write the title and question/scenario for the survey in the text box on the left side of the window. In case you only want to show the background image, you can remove the text. If there is no content, the text box will not be displayed to the trainee. Please note that for editing purposes, you will still see empty text boxes with the text “- click to insert text -“. 
• Click the Question mark icon on the top right of the window. A text box is opened.
  • In the text box you may thank the trainee for providing feedback or give additional information about the task.
  • You can also leave the box empty. In this case, the box will not appear to the trainee.
• Add the background image by clicking the Change image icon from the top right corner of the background image field. 
• Click Element settings option from the gear icon at the top of Edit Element Contents view. In the window, add and edit your survey questions. New option boxes will appear on the right side of the element.
• Click the gear icon on the top left of the element. The Option settings window is opened.
  • In this window, you may set the minimum number of options the trainee has to select.
• Click the Question mark icon on the top right of the window. A text box is opened. In the text box, you may thank the trainee for providing feedback or give additional information about the task.
  • You can also leave the box empty. In this case, the box will not be visible to the trainee.

Survey Table is a survey element. In this element, you may ask several questions which the trainee must answer by choosing from two available options. At the beginning, an info message is displayed explaining the task instructions and giving additional information about the topic. 

Once the options have been chosen, the trainee then clicks the move forward arrow button on the right side of the element. A new view is opened. In this new view, the differences between the options in the first and second columns are explained. Also additional information about the topic is given.

The survey result (number of options chosen from the first and second column) is revealed and additional information is displayed below the results.

Editing Instructions

• Add a background image by clicking the Change image icon from the top right corner of the background image. 
• Click the Question mark icon on the top right of the element view. A text box is opened. Write the title and the scenario for the survey in the text box.
  • In case you only want to show the background image, you can remove the text. If there is no content, the text box will not be displayed to the trainee. Please note that for editing purposes, you will still see an empty text box with the text “- click to insert text -“. 
• Click the Element settings option from the gear icon at the top of Edit Element Contents view.
  • In the window, add and edit your survey questions. New option boxes will appear on the right side of the element.
• Write the titles of the questions and options in the Column fields. 
• Write the questions and their options texts (e.g. Option A, Option B). Write the answers too, if  needed.
• Click the forward button on the right side of the survey table. A new element view is opened.
  • In the new view, the results of their selections are shown to the trainee.
• Write any additional information about the survey results in the upper text box.
  • In case you only want to show the background image, you can remove the text. If there is no content, the text box will not be displayed to the trainee. Please note that for editing purposes, you will still see an empty text box with the text “- click to insert text -“.
• The results of the survey will be listed in the text box in the middle.
• Write any additional information in the lower text box.
  • If you leave the box empty, it will not be visible to the trainees.

This is an exercise element. In this element the trainee has to select the correct order of the listed steps by clicking on the text boxes at the left side of the element.

An exercise example could be: 

What should you do in the event of a fire? 

In the event of a fire, the following steps should be taken to ensure the safety of all building occupants. 

Select the steps in the correct order.

For example in this case the order should be ”Save ”, ”Alert”, ”Estinguish”, “Limit”, “Call” and “Guide”.

In case that the trainee chooses the wrong item an error message is shown.

After the trainee has chosen correctly all the steps, the move forward button will appear at the right side of the window.

Editing Instructions

A pop-up window with some instructions is first displayed in the element. If needed, you can add here additional information about this task. In case that it is not needed, you can remove its content. In this case the pop-up window will not be displayed in Preview nor Published mode.

Add, remove and edit the items by clicking the gear icon at the top and by choosing “Element Settings“.
Once you add an item in the Element settings two boxes will appear in the element: one on the left side (see: ”1 task” button) and the text box at the right side (see: ”1 answer” – ”Here you can write an answer text”) of the element. 

Name each task, e.g. ”Save ” on the left and on the right give an extended description of the same task.
Give instructions for the exercise in the upper left box. 

E.g.: What should you do in the event of a fire? 

In the event of a fire, the following steps should be taken to ensure the safety of all building occupants. 

Select the steps in the correct order.

Choose option ”Shuffle items” ”YES”, if you wish that the items are shuffled.

Edit, if needed the ”Wrong order message”.

Add the background image by choosing the “Change image” option from the right-hand side toolbar.
Add the Header title, if needed.

Order Expand element is similar to the Order-element, with the addition of a couple of new features. In this element you can use up to 8 items (in the Order element max 6 items) and in the text boxes you can add a long text that grows or shrinks when you click on it.

In this element, the employee can add their valid certificates of qualification (e.g. Occupational Safety Card, Electrical Safety Certificate, Fire Work License)  from a list of qualifications the employer requests. 

The employee clicks the plus icon on the left to add a card/qualification. A drop-down menu opens as a modal from which predefined qualifications can be selected. After the card selection, the employee fills in the card number and validity period (month and year). 

Note! The card number is a free text field (letters can be entered, if necessary)

Clicking the trash button deletes the selected card. Once all cards and related information have been entered, the employee can click the forward button.

Note! The employee can select only one qualification at a time, so the content of the drop-down menu is reduced depending on whether the options have already been selected.

The last item in the drop-down menu is “Something else, what?” a text field where the employee can enter a specific qualification not listed in the menu.

Note! Each qualification has a “mandatory” or “optional” option. If the qualification is “mandatory,” then the Builder will display it directly in the element, and the employee will not be able to delete it by pressing the trash button since the trash icon is not available in case the item is mandatory.

Editing Instructions

• Fill in the fields and give the needed instructions to the employee. 

E.g.: 

Fill out your qualifications

To be able to work in this area, you must have at least a valid occupational safety card.
Fill out the card number and their validity period below. When ready, press the Move forward arrow to proceed.

• Choose the Element Settings option from the gear icon at the top 
• Add and edit the required items (the text will appear on the left side of the window). 

E.g.: 

• • Occupational Safety Card  
  • Electrical safety certificate
  • Firework license 
• Update the content of the item ”Jokin muu, mikä?” (”Something else, what?” ), if needed.
• Select from the item’s tool icon the option ”Mandatory” if needed.

NOTE! Suppose the card/qualification is “mandatory.” In that case, the item is displayed directly in the element, and the employee cannot delete it by pressing the trash button.

• Click on the Move forward arrow. A message box is displayed. This box shows the employee if one or more certificates have expired after clicking the “FORWARD” button.
• Write the instructions for the employee in case one or more certificates have expired.

Note!

The data entered in the Competence element is not saved in the statistics if the module does not use a user authentication method, for example, a Login element, Email Registration, SSO, or Tax Number Check.

Competence 2

Competence 2 is an enhancement of the Competence element.

A wrench icon is at the top left of the Competence 2 element.  Click it. The Competence options window will be opened. Here, you can select the following options for all rows:

• Card number column
• All cards at once
• “Other, what?” as the last row.

With the Upload element, an employee can upload their own photo for an ID card to the Apprix server.

Clicking the “1 Select Image” icon opens the file directory on the computer/laptop where the employee can download the photo. If the employee is using a mobile phone or tablet, they have the following options: “Take a picture or video”, “Picture library” and “Browse”.

Note! The picture must be in JPG / JPEG, PNG, GIF, or SVG format, and the file size can be up to 1MB.

When the image is successfully downloaded, it will appear above the “1 Select Image” icon. Now the employee can click the “2 Send Selected Image” icon. If the file format is incorrect, an error message will be displayed.

If an employee does not want/ can’t upload their photo, they can click the “I will not send my image in advance” checkbox.

When the employee has successfully submitted the image or has decided not to submit it, they click the Forward button on the right to continue.

NOTE! If the employee has not submitted the photo, the access manager can take a photo of him or her on site.

Editing Instructions

Add the background image and edit any fields as needed.

Hotspot 360° element is very similar to Hotspot 2, but it uses as a background image an equirectangular 360° image instead of a two-dimensional one.

This element can be used when it is needed that the trainee focuses on certain topics available in the clickable hotspots on top of the equirectangular 360° background image. The clickable hotspots may contain text, image, true/false questions and/or video files.

The trainee can jump between hotspots by clicking the move forward button on the right side of the window. In Published mode, once all mandatory hotspots have been selected, the move forward button will move the trainee to the next page of the training.

Editing Instructions

• Add the equirectangular 360° background image by moving the mouse and choosing “Change image” from the right-hand side toolbar.

Image requirements:

• Equirectangular 360° image
• Please, note that 360° images will not be optimized automatically, so it is recommended to do it manually before uploading the image: the size should be around 6000×3000 to 8000×4000 pixels to achieve great quality with an average internet speed.
• Drag the clickable hotspot to the correct place on top of the image.

Note! You can change the color and icon of the hotspot from the paintbrush icon, and adjust its position by clicking the move icon.

• Add hotspots by choosing from the gear icon on top the option “Element Settings…”.
• Click each hotspot to edit its content. The clickable hotspot may contain text, image, true/false question, video file and mandatory/not mandatory option.
• Select from the tool icons on the left the general settings for each hotspot in the element.

The module settings menu in the Edit Module window is designed to make it easy for you to check which settings are on or off and which authentication method is in use in the module.

How does that settings menu work?

• The menu opens by clicking on the gear icon and closes when you click outside the menu or the gear icon again
• “Edit tags…”, “Edit points…”, “Change template…” options are at the top, and “About this module…” at the bottom. In between you can find all other customer-specific features.
• “Hide this module”, an upcoming new feature, and “Audit module” are the only modules that can be activated/deactivated directly in the menu by clicking them.

Customer Specific Features

Customer-specific features are activated in the settings menu.

Here is a possible content of the settings menu:

• Edit Tags
• Edit Points
• Change template
• Change module editor…
• User Authentication
• Audit Module
• Nagging ( previously “Participants and Reminders”)
• Expiration Settings
• Start new / Browse…
• About this module

In the User Authentication settings you can choose the module’s authentication method.

Below a list of possible authentication methods:

No user authentication

• Allows the trainee to enter in the course without logging in with any of Builder’s login methods.
• Anyone with the link can access the module.
• Most often used when the module contains a login element inside it, or when the module can be done anonymously and does not contain sensitive information.

Email registration (previously “Personal passwords”)

• Allows the trainee to register to Builder and create a username and password.
• The same username and password can be used for all modules (with Email registration option switched on) after registration.
• Requires the trainee to use a valid and unique email address (or phone, if enabled).
• Most often used for external trainees and blue collar employees.

MyCourses LMS Sign-On

• Allows access to the module from Apprix MyCourses LMS.
• Requires the trainee to log in to MyCourses first with the allowed login methods configured for your organization.
• Used when the module is placed inside MyCourses as a course’s language module.

Sympa ID check

• Users must enter their Sympa ID, Local ID, first name and last name.
• IDs must be found in the system, and names must match the IDs’ information.

Flexim tag reader

• Trainees can log in using their Flexim tag on a tag reader.
• If a Flexim tag reader isn’t available, trainees can choose to log in using their employee ID, first name and last name.
• If using employee ID, it must be found in the system and the names must match the ID’s information.

Single Sign-On (SSO)

• Allow trainees to automatically log in with their company credentials.
• Requires the participants to have credentials in your internal system (e.g. Active Directory, Google Workspace).
• Most often used for internal (white collar) employees.

Tax number check (vero.fi)

• Trainees enter their tax number, first name, last name and birth date.
• Tax number must be found in the Finnish public tax number register. Please note that not all Finnish tax numbers are in the register – they must be added to the public register by the person or their employer.
• The first name, last name and birthdate must match the tax number’s information. Middle names are allowed instead of first names, and three typos are also allowed in the names.
• Used when the company requires workers’ tax numbers in the public register.

IP Guard

• Allows access only if the trainee is entering from a specific IP range.
• Most often used when a VPN is in use in your organization, to allow access only if trainees are logged in to the VPN first.
• In some cases also used to restrict access only to a specific location, e.g. a factory or office building. Please refer to your Builder instructions if this is the case.
• In some cases also used to identify whether or not to direct the user to Single Sign-On. Please refer to your Builder instructions if this is the case.

If no account exists when the registration form opens, the course participant can enter their details (first name, surname and password) and click the Register button.

3) The course participant is registered and remembers their password.

The course participant enters an email address on the registration form and then clicks on the Next button. A new window opens. Here, the participant enters a password and clicks the Continue button. The course can now start.

An Audit Module (Audit Trail) is a chronological set of records that provide documentary evidence of the activities occurred at any time in a module.

You can activate the Audit Module option by clicking the module’s gear icon and by selecting Audit Module. If you need to disable the Audit trail, please select the option Set

• If you wish to activate Audit Module: Click the module’s gear icon in Edit Module view and by selecting Audit Module.
• If you need to disable Audit Trail: please select the option Module Audit Off from the module’s gear icon again. When Audit Module is switched off, a pop up window informing this will appear.
• To view the recorded history of a module, please select About this module from the module’s gear icon in Edit Module view or from the Last modified… link on top of modules in Menu view.
  • If the Audit Module option is switched on, the About Module pop-up window is displayed
  • If the Audit Module is switched off, a pop-up window is displayed informing that the module auditing has not been enabled.
• Please note that it is possible also to export the collected data in PDF, CSV, and Excel format.

In the picture on the right side, you can see that the updates done to module’s texts and images are collected in the Module Change History.

User’s Permissions Settings

There are three types of user’s permissions:

• In this case, the user will be able to activate or deactivate all modules Audit Module / Set Module Audit Off parameters

• Also in this case, the user will be able to activate or deactivate all modules Audit Module / Set Module Audit Off parameters.

• In this case, the user is the owner of Module ABCD New. The user will be able to activate or deactivate only his/her module’s Audit Module / Set Module Audit Off parameters.

On the right side, you can see an example of the Module ABCDE change history.

1. row: the module has been created by user Apprix Test2
2. row: the Audit Trail functionality has been activated by the same user
3. row: the hotspot element has been added to the module
4. row: the info full background element has been added to the module
5. row: the info full background element has changed the position (from 1 to 2)
6. row: the hotspot element has changed the position (from 1 to 3)
7. row: the Finish element has changed the position (from 2 to 4).

Tracked information

Below is a detailed list of what kind of information is tracked when Audit Trail is active:

• Element’s edited content (e.g. text, pictures, videos)
• Added, deleted and arranged elements
• Renamed element’s and/or module’s title
• Disabled/enabled personal password
• Published/unpublished modules
• Duplicated modules

Please, remember to reload Builder’s page so that the Administrate -> Client -> Features -> Audit / Full on Publishing (to display archived files also incremental to be on) setting is enabled.

With the Nagging feature (previously called “Participants and reminders“), you are able to invite trainees to take an online course as well as remind them of any training that they should have already completed. From the functionalities below, you can use all or select the one that best suits your needs. The function always requires at least the email address of a trainee to identify the user and to send the reminder message(s).

The function can be used to:

• create a list of trainees who must complete a specific online course
• send a mass mailing request
• monitor trainees that have / do not have completed a specific online course
• activate reminder messages for the missed online course
• export the data (in Excel / PDF format)

How to Use Nagging Feature

Setting a reminder for a module (online course)

Once the feature has been implemented, the setting can be found by clicking the gear menu icon on top of Edit Module view and by choosing Nagging…

Adding people to the Nagging list

You can add trainees to be invited / followed individually to the desired online course or, for example, copy a list of them from an Excel file.

Sending invitations to participate to the online course

You can send an invitation to the trainees to participate in the online course by mass mailing. The invitation message is editable. Invitations can also be sent individually by picking the desired people from the list of participants.

Set Reminder Settings

The function checks at set intervals whether the trainee marked / invited to complete the online course has their performance information (course completion date) in the Participants & Reminders list. If no information about the completion of the online course is available, sending a reminder message to those trainees can be automated. The reminder message is editable.

Pause/Unpause feature

The Pause / Unpause feature allows you to select a list of email addresses to which you want to pause reminders.

Select the email addresses whose reminders you want to pause. Click the Pause / Unpause button. Builder will prompt an info message and a pause icon will appear on each selected line. To reactivate sending reminders, select the desired lines and click the Pause / Unpause button again.

Nagging + Expiration features

If the Nagging and Expiration features are enabled at the same time:

• The Nagging feature can be used to remind the employee of an incomplete online course or to invite them to take the course.
• When the Expiration feature is enabled, the course performance expires after a specified time.
• If Expiration reminders are also enabled, a reminder will be sent to those who have a course that is about to expire.
• When the performance expires, Nagging reminders can be sent to the employee again.

This feature informs, for example, an organization's staff and subcontractors that a course must be completed again after a certain period (e.g., Safety training once a year).

Expiration settings can only be enabled if trainees' information (e.g. email address, phone number, ID) are available. This information can be collected with the SSO, Email Registration or Tax Number Check identification methods.

Note!

The Expiration textbox is shown at the beginning of the course. Once the user has been authenticated (e.g. using one of the following authentication methods: Email Registration, SSO, Tax number Check), it contains a list of the user's previous course completions.

The Expiration feature has limited functionality with the Login element because the user is only identified in the Login element. Therefore, it is not possible to display a list of the user's course completions at the beginning of the course. However, the user will be reminded of an expiring course when the Reminder feature of the Expiration tool is enabled, and the course is authenticated with the Login element.

Expiration and Reminder Settings Window

From the gear icon at the top of the Edit Module view, choose "Expiration & Reminder".

Once the "Expiration & Reminder" option is selected, the Expiration and reminder settings window is opened.

From the left half of the window, you may enable the Expiration message. The Expiration message appears at the beginning of the course in the Intro element to remind the trainee about how long the course completion is valid for. The user can also enable the email Reminder feature from the tick box on the right half of the window if the Expiration & Reminder tick box is also activated.

Note! When the Remind user tick box is deselected, the settings will not be visible.

Expiration Settings (Left Half of the Window)

In the Expiration settings on the left side of the settings window, you may edit the content of the text boxes and set how long the course completion is valid for in days, weeks, or months. The content of the textboxes will be shown to the trainee at the beginning of the course, in the Intro element. If the trainee has already completed the course the lower textbox will be included in the message.

Earlier course completion dates are shown as in format "yyyy-mm-dd". If the training item is not valid anymore the date will be crossed out. The format of the text can be edited in the textboxes.

Reminder Message Before Course Expires Settings (Right Half of the Window)

If you need to send a reminder message to the trainees before their earlier course expires, this feature can be enabled by clicking the Reminder tick box at the top left of the settings window. The reminder can be set in days, weeks, or months. The time is calculated in days from the moment when the trainee's course validity period will expire.

E.g. The course was successfully completed on 16.09.2020, trainee's course validity period is set to 12 months and the reminder is set to be sent 1 month before the expiration date. The trainee will receive the reminder message on 16.08.2021.

The upper text box is for the email subject, the middle text box is for the email content. Tags (module name, module link, expiration day and company name) can also be used in the email message and these will be replaced with the corresponding content in the email. The format of the text can be edited in the text boxes. At the bottom, there is a field that can be used for sending test emails.

Note! Tags are inserted inside curly brackets

Available tags:

• module name =
• module link =
• expiration date =
• company name =

Note! In case the Reminder feature is integrated with company's HR system, reminders may be sent directly to the HR system. The trainees will receive the Reminder message via their internal communication channels.

How Does This Feature Work From a Trainee's Perspective?

When a trainee starts a course that has a validity period, a message will appear in the Intro element. The message contains the information entered in the feature settings (e.g. expiration time and reminder date).

• If the trainee:
  • has not yet started the course, the course will start from the beginning
  • did not complete the course, they can continue from where they left off earlier
  • has already completed the course, they may start a completely new course which will be valid until the expiration period has elapsed.
• If there are previously completed courses, their dates will be shown in the message.
• The trainee will get a reminder message before their earlier course completion expires.

Note!

• When a module is duplicated, the Expiration and reminder settings are also copied to the new module.
• Reminders can be turned on or off a module-by-module basis.

Start new / Browse functionality allows the end-user to complete or browse an already completed online course.

At the beginning of the course, by selecting the option “Browse course contents”, the end user can browse the course without entering any data in the statistics. By clicking the “Browse – click to skip” button the end-user can move forward in the course without doing the exercises or answering the questions.

Note! “Browse course content” option is displayed when the end-user has a completed and valid course. In this case, the end-user can also alternatively choose to start a new session by pressing the “START COURSE” button.

If the user:

• has not previously started the course, they will be able to complete the course without the “Browse course content” option, by choosing “START COURSE”-button
• has an incomplete session, they can continue the course by selecting the “CONTINUE” button
• has completed the course, they can start a new course by choosing the ”START COURSE”- option or they can browse the course content by choosing the “Browse course content” – option.
• has an incomplete session and a previously completed course, which has not expired, they can continue the incomplete session on the same statistics row by pressing the “CONTINUE” button or can browse the course by pressing the “Browse course content” button without entering any data in the statistics.

If the “Expiration settings” feature is used at the same time, a “Welcome” message will appear at the beginning of the training, stating when the course has been completed and whether it is still valid. If the course is no longer valid because it has expired, the “Browse course” option is not available and the completion info is overwritten.

How to use Start new / Browse feature

The Start new / Browse functionality requires end-user authentication before starting the online course (e.g., Consumer Login, SSO, Tax ID, or the end-user can enter via MyCourses).

When an identified end-user enters the module, they will be shown a modal on top of the Intro element. If the Expiration-functionality message is used, it is displayed at the same time.

Once enabled, Start new / Browse functionality can be found in the gear icon menu at the top of the Edit Module view. The functionality is activated on a module basis. Button texts can also be edited on a module basis.