Note: There are two ways to build a Playbook course: in Manager and in Playbook. This article discusses how to build a course in Manager.
Create Course
- Navigate to Activities and select Course Library
- Select the "+" button to create a new course
- Select Alchemy Playbook
- Give the course a title
- Then start adding content to your course
- To add more content, click ADD MORE
- Select SAVE AND CLOSE when completed
- Decide to PUBLISH or SAVE DRAFT
- If you decide to publish, you will be prompted to choose the worksite(s) where the course will be available in Playbook
- Choose a category (it will default to the Playbook category)
- Click PUBLISH
View the course in Playbook
- Sync the Playbook app with Manager
- Navigate to Courses in Playbook
- From here, find and select your course
- It will give 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 will allow you to review the course content. Quick Reference 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