1. Alchemy Systems Help Center
2. Alchemy Playbook
3. Administration in Playbook

How to Build a Playbook Course in Playbook

There are two ways to build a Playbook course: in Manager and in Playbook. This article discusses how to build a course in Playbook.

For information on how to build a course in Manager, see Playbook: Manager> How to Build a Playbook Course in Manager .

Note: Any admin (Copper and above) with Playbook access can build a course in Playbook. If the admin does not have Silver Admin access or higher in Manager, the final course draft must be approved by an admin with a higher access level.

Step 1 | Starting Your Course

1. From the Home page in Playbook, select Create & edit course. Then click on Create new course.
   
2. Enter a Course title, select the Course language, then click NEXT
   

Step 2 | Add Content to Your Course

Content that is directly saved onto the device can be added to the Playbook Course. The method for incorporating various content types—texts, videos, photos, questions, and documents—is streamlined for ease in Playbook. Here's how you can add and format your course content:

Choosing Content Types

Here are the types of content you can add to your Playbook course:

Any uploaded media must be 500mb or below Video (MP4, AVI, WEBM, .MOV, MPEG, .mkv, .flv, WMV) Photo (.JPG, PNG, GIF, SVG, BMP) Text (does not allow photos) Question (2-4 answer choices) Document (PDF, Word, Excel)

Formatting Text Across Content Types

Enhance your course with text to provide context or instructions. Title your text, input your content, and use features like bullet points, numbered lists, and hyperlinks for organization.

1. Give your text a title
2. Add content in the text box
   
3. Format your text with bullet points or a number sequence:
   
4. Add a hyperlink
   • The Link Title is how the link will be displayed; the Link Target is the full weblink
   • To remove the link, highlight the link text and click on the Unlink icon
     
5. When you are finished editing your text, click NEXT. 

Adding Videos and Photos

Adding video and photo content to your Playbook courses is a great way to show how to complete job-specific tasks. They can be taken directly from a smartphone within the Playbook app, carried horizontally or vertically. Or, if you prefer to create content prior to adding a course, you can upload a photo or video.

Select ADD VIDEO or ADD PHOTO from the course options page Choose whether to add from the library or take a photo/video in Playbook Give the content a title and additional details if applicable Click NEXT

Add Questions

Select ADD QUESTION from the course options page Type the question, then the answer options Optional: Add photo by selecting the ADD PHOTO icon. This will update all other languages for the course. Each language can have a different photo.  Select the correct answer Click NEXT

Add Photo to Question

Select ADD QUESTION from the course options page Type the question, then the answer options Select ADD PHOTO to select desired image.   The initial addition of the photo will update all other languages for the course. When a photo is replaced, it will need to be replaced in all course languages individually. Each language can have a different photo.  Select the correct answer Click NEXT

Add a Document

Adding a document to your Playbook content is a great way to include company SOPs or other documentation to your training courses. 

Select ADD DOCUMENT from the course options page Click + ADD DOCUMENT to browse your computer for a document Select the document you wish to upload from your computer. Please note, for your security, all uploads are scanned to ensure they are free of viruses and safe to include in your course. Click NEXT after the upload completes. If any issues are detected during the scan, you will be notified immediately to take appropriate action.

Rearrange Content and Save

Once you are satisfied with all of the added content, you can rearrange it to fit the course needs. For example, if you decide that a particular question should actually be asked after a specific video, you can move it.

1. Click and hold the six-dot icon to the left of your content block title, drag and drop your content block
2. Once the content is in the correct order, click SAVE AND CLOSE
   
   

Step 3 | Publish or Save Content

If you have the admin rights in Manager (Silver or higher), you will have access to publish a course directly from Playbook. Upon completing the above step, you will have a choice to either:

1. PUBLISH
2. SAVE DRAFT
   • If you choose to save, the draft will be saved and can be published in Playbook or Manager at a later date. The draft will be available for others to edit.
     

If you decide to PUBLISH, complete the following:

1. Select where the course is available
   
2. Select which worksites can access the course
   • You will only see the worksites that you supervise
     
3. Choose a category (it will default to the Playbook category)
   
4. Click PUBLISH

View the course in Playbook

1. Sync the Playbook app with Manager
2. Navigate to Courses in Playbook
3. From here, find and select your course
4. It will give you the option to Train User or Quick Reference
   • If you select Train user, it will take you to the Choose user page where you will select the user who will take the course for credit
   • Quick Reference view of a course will not create a transcript, and will not be recorded in Manager

For information on assigning users to courses in Playbook, visit How to Build and Assign Job Qualifications

To learn more about publishing options, see how to Publish a Playbook Course.