Creating Training Documents & Modules
Training documents and modules in BlueDocs empower organizations to deliver structured, engaging learning experiences for employees across departments. Whether you're building a simple standalone training document or a multi-section module with progress tracking, BlueDocs provides the tools to educate and upskill your team efficiently.
This guide walks you through creating both training document types and configuring them for success.
BlueDocs supports two primary formats for training content:
Training Documents
These are standalone documents that convey educational information, how-tos, or procedural learning. They can be assigned to users individually and marked complete upon reading.
Training Modules
Designed as structured, multi-part learning journeys, training modules support progress tracking per section. They allow for progressive engagement, making them ideal for onboarding or more complex educational paths.
Begin by selecting “Training Hub” from the main sidebar navigation. Here, you’ll find tabs for Assigned, Available, and Completed training. To create a new item, click the “Create Training” button in the top-right corner.
From the document type selector, choose Training Document. This sets up a standard training doc ready for content input.
Title: Choose a clear, descriptive title that makes the topic obvious.
Category: Assign a predefined category, or create a new one to help with content organization.
Status:
Draft: Use while creating or reviewing.
Published: Makes the document available for assignment or consumption.
Archived: Retains historical content without cluttering active training.
The editor supports a wide range of formatting tools:
Headings (H1, H2, H3) for content structure
Images and diagrams for visual explanation
Code Blocks with syntax highlighting for technical training
Tables for comparison or form-like layout
Bullet/Numbered Lists for steps and summaries
Links to external resources or other BlueDocs content
Cover Image: Add a banner or image that visually supports the content.
Folder Placement: Store the document in a logical folder based on team, topic, or learning path.
Version Management: BlueDocs automatically handles versioning whenever changes are saved.
In the Training Hub, click “Create Training” and choose Training Module. This sets up a multi-section training experience with built-in progress tracking.
Modules and sub-sections are created using headings:
H2 headings become module titles
H3 headings define sub-sections within those modules
Each module can be independently marked as complete by learners.
Each section of your training module should:
Begin with objectives
Provide clear, instructional content
Offer real-world examples
Include interactive checklists or callouts
End with summary takeaways or assessments
Use checklists for learning actions
Add code blocks where technical concepts apply
Insert images and diagrams for visual learning
Use tables to simplify complex data
Editors can:
Modify modules inline using the pencil icon
Drag-and-drop to reorder modules
Add or remove content easily within each section
Per-Module Tracking: Users check off each module as completed
Overall Progress Bar: Visual indicator of progress at the top
Assignment Sync: Completion is monitored in assignment reports
Training content should be stored in well-structured folders such as:
Training/Onboarding
Training/Compliance
Training/Technical Skills
Use nested folders for complex curriculums.
Categories make filtering and search easier:
Skill Development
Leadership Training
Product Knowledge
Compliance Essentials
Maintain consistency in naming and hierarchy across your content library.
Create the document or module
Publish the training
Assign to users via Assignment Management
Track progress and completions
Review engagement reports and update as needed
Assignments can be tied to specific roles, departments, or onboarding sequences.
Break large topics into digestible chunks
Be concise and use plain language
Use consistent formatting and structure
Add visual aids to support reading comprehension
Ensure a logical progression from basic to advanced concepts
Limit module length to reduce fatigue
Include assessments or quizzes if applicable
Align learning objectives with practical outcomes
Maintain update logs and notes
Notify learners of significant updates
Archive outdated content
Schedule periodic reviews (e.g., every 6 months)
Collaborate with SMEs by enabling edit access
Use draft status for peer review before publishing
Apply approval workflows for quality assurance
Leverage commenting for iterative improvements
Training content can also be shared externally (if permitted), and visibility can be limited by permissions and departments.
Before publishing your training content, make sure to:
[ ] Choose correct document type (Document or Module)
[ ] Add title and assign category
[ ] Place in appropriate folder
[ ] Use structured headings (H2 for modules)
[ ] Add content, images, and formatting
[ ] Set status to Published
[ ] Assign to users if applicable
[ ] Monitor completion and gather feedback
[ ] Schedule periodic reviews
Training documents and modules are essential for onboarding, upskilling, and continuous learning. BlueDocs makes it easy to create professional, trackable content that supports both structured programs and standalone sessions. By leveraging templates, folder systems, and approval workflows, you can build a robust internal training infrastructure that scales with your team.
This guide walks you through creating both training document types and configuring them for success.
🧠 Understanding Training Content Types
BlueDocs supports two primary formats for training content:
Training Documents
These are standalone documents that convey educational information, how-tos, or procedural learning. They can be assigned to users individually and marked complete upon reading.
Training Modules
Designed as structured, multi-part learning journeys, training modules support progress tracking per section. They allow for progressive engagement, making them ideal for onboarding or more complex educational paths.
📝 Creating Training Documents
Step 1: Navigate to the Training Hub
Begin by selecting “Training Hub” from the main sidebar navigation. Here, you’ll find tabs for Assigned, Available, and Completed training. To create a new item, click the “Create Training” button in the top-right corner.
Step 2: Select “Training Document” as the Type
From the document type selector, choose Training Document. This sets up a standard training doc ready for content input.
Step 3: Add Basic Document Info
Title: Choose a clear, descriptive title that makes the topic obvious.
Category: Assign a predefined category, or create a new one to help with content organization.
Status:
Draft: Use while creating or reviewing.
Published: Makes the document available for assignment or consumption.
Archived: Retains historical content without cluttering active training.
Step 4: Add Content with the Rich Text Editor
The editor supports a wide range of formatting tools:
Headings (H1, H2, H3) for content structure
Images and diagrams for visual explanation
Code Blocks with syntax highlighting for technical training
Tables for comparison or form-like layout
Bullet/Numbered Lists for steps and summaries
Links to external resources or other BlueDocs content
Step 5: Configure Document Settings
Cover Image: Add a banner or image that visually supports the content.
Folder Placement: Store the document in a logical folder based on team, topic, or learning path.
Version Management: BlueDocs automatically handles versioning whenever changes are saved.
🎓 Creating Training Modules
Step 1: Select “Training Module” as the Type
In the Training Hub, click “Create Training” and choose Training Module. This sets up a multi-section training experience with built-in progress tracking.
Step 2: Structure Modules Using Headings
Modules and sub-sections are created using headings:
H2 headings become module titles
H3 headings define sub-sections within those modules
Each module can be independently marked as complete by learners.
Example Module Breakdown:
# Course: Introduction to Project Management
## Module 1: Planning Fundamentals
Content, objectives, and examples...
## Module 2: Risk Assessment
Guidance on risk identification and mitigation...
## Module 3: Communication Techniques
Tips for improving internal and external team communication...Step 3: Write Engaging Educational Content
Each section of your training module should:
Begin with objectives
Provide clear, instructional content
Offer real-world examples
Include interactive checklists or callouts
End with summary takeaways or assessments
Step 4: Add Interactive and Visual Elements
Use checklists for learning actions
Add code blocks where technical concepts apply
Insert images and diagrams for visual learning
Use tables to simplify complex data
🧩 Managing Module Content
Editing and Organization
Editors can:
Modify modules inline using the pencil icon
Drag-and-drop to reorder modules
Add or remove content easily within each section
Tracking Progress
Per-Module Tracking: Users check off each module as completed
Overall Progress Bar: Visual indicator of progress at the top
Assignment Sync: Completion is monitored in assignment reports
🗂 Organizing Training Materials
Using Folders
Training content should be stored in well-structured folders such as:
Training/Onboarding
Training/Compliance
Training/Technical Skills
Use nested folders for complex curriculums.
Categorizing Training
Categories make filtering and search easier:
Skill Development
Leadership Training
Product Knowledge
Compliance Essentials
Maintain consistency in naming and hierarchy across your content library.
🧭 Assigning and Managing Training
Assignment Flow
Create the document or module
Publish the training
Assign to users via Assignment Management
Track progress and completions
Review engagement reports and update as needed
Assignments can be tied to specific roles, departments, or onboarding sequences.
🧠 Best Practices for Training Content
Content Design
Break large topics into digestible chunks
Be concise and use plain language
Use consistent formatting and structure
Add visual aids to support reading comprehension
Structuring Modules
Ensure a logical progression from basic to advanced concepts
Limit module length to reduce fatigue
Include assessments or quizzes if applicable
Align learning objectives with practical outcomes
Version Management
Maintain update logs and notes
Notify learners of significant updates
Archive outdated content
Schedule periodic reviews (e.g., every 6 months)
🧑🤝🧑 Collaboration and Sharing
Collaborate with SMEs by enabling edit access
Use draft status for peer review before publishing
Apply approval workflows for quality assurance
Leverage commenting for iterative improvements
Training content can also be shared externally (if permitted), and visibility can be limited by permissions and departments.
🛠 Troubleshooting Tips
| Issue | Solution |
|---|---|
| Module progress not tracking | Ensure proper heading structure (H2/H3) and correct document type |
| Training not showing in assignments | Confirm it's published and assigned correctly |
| Content not displaying properly | Check formatting and supported elements (especially code blocks, images) |
| Cannot edit module | Verify edit permissions or browser compatibility |
✅ Quick Creation Checklist
Before publishing your training content, make sure to:
[ ] Choose correct document type (Document or Module)
[ ] Add title and assign category
[ ] Place in appropriate folder
[ ] Use structured headings (H2 for modules)
[ ] Add content, images, and formatting
[ ] Set status to Published
[ ] Assign to users if applicable
[ ] Monitor completion and gather feedback
[ ] Schedule periodic reviews
📈 Final Thoughts
Training documents and modules are essential for onboarding, upskilling, and continuous learning. BlueDocs makes it easy to create professional, trackable content that supports both structured programs and standalone sessions. By leveraging templates, folder systems, and approval workflows, you can build a robust internal training infrastructure that scales with your team.
Updated on: 02/06/2025
Thank you!