Learning & Courses: Course Designer & Learning Content Library
Last updated: January 12, 2026
Building Courses with Progress Retail:
Learning Content Library
All content must be loaded into the Learning Content Library (as pictured above). Best practice would be to organize your content in folders by course
Uploading Content
Select the “NEW” dropdown, and select “Video” for single video upload, or "Multiple Videos” for bulk upload.
.MOV or .MP4 files are acceptable
Maximum single video file is 10GB
Single-Video Upload
In Single Video Upload, title your video as required, and ensure the destination folder is correct. The title will be the filename used when assigning the content to the course outline.
There is the option to attach downloadable content to the video, which will replicate in the Learning Room within the Downloads section in each course instance of the video chapter being used.
The video content that is uploaded, automatically transcribes for caption generation in English.
Following upload, the videos will process by our Content Delivery Network, converting them into multiple file formats to support learners that may have varying connection speeds. This process can take 5-30 mins per video, depending on their size. A video thumbnail will be present indicating the video has completed processing.
Caption Editor & Automated Translation
Access the Caption Editor: Once the video content is uploaded, select the video and click "Edit Captions".
Language Selection:
Use the dropdown menu to select your desired caption language:
Available Languages: English, Spanish, French
Once selected, click “Generate Captions” to begin the automated transcription process.
Captions will be generated in the language chosen.
After captions are generated in the language preferred, you may edit individual words or phrases directly within the caption editor.
Be sure to click Save after making changes to retain your updates.
Multi-Language Caption Generation with Multi-Upload: streamline your workflow when uploading multiple learning videos
Bulk Upload Support: In the Captions dropdown below the file list, select the language you want captions to be generated in (e.g., English, Spanish, French).
This language will automatically apply to all files in the upload batch.
Click Upload files to begin the upload and caption generation process.
You’ll be able to monitor progress and manage files in the library once complete.
Creating Quizzes
Return to the “NEW” dropdown, and select “Quiz”.
The quiz template pop-up will appear. Pre-filled entries will appear for Quiz Time & Required Passing Score. Please edit them as required.
Quiz can be timed by entering seconds. (Eg: 120 = 2 minutes).
A description for the quiz is required, and this will appear upon in the Learning Room & Preview functions. For example, inputting “Good Luck!”
Ensure destination folder is accurate.
After saving the quiz, return to the quiz file and select “Open Quiz Builder”.
The Quiz Builder will then load, providing you with the ability to create five different types of quiz questions.
Multiple Choice: Single Answer
Multiple Choice: Multiple Answer
Sequence
Matching Pairs
Short Answer
Select the type of quiz question desired.
Build out question and answer content as desired.
Define a point value desired for the question, in addition to penalty points should the question be answered incorrectly. The weighted question logic is calculated in relation to the overall quiz “Required Passing Score” set previously.
The option exists to designate an image for the quiz question.
The option exists to add a description to the quiz question which can serve as a prompt. (Eg: “Select the correct answer.” or “Select all the apply.”)
Determine whether the question is required for the overall quiz to be submitted, in addition to whether the answer choices should randomize upon each quiz load or refresh (Both Recommended).
Progress Retail offers multiple feedback types that can appear in real-time during a quiz session, or on the quiz scoring page. A brief definition is provided for each in the quiz builder. Refer below to the example of “Right/Wrong” real-time feedback. See below.
Upon saving the quiz question, you will return to the Quiz Builder. If the next question has the same format (especially True or False), it is recommended to clone the quiz question to retain all settings, and merely edit the question and answer components.
If the next question format is different, select the type of question from the “New Question” dropdown.
You can rearrange your quiz questions in any order by clicking and dragging the arrow icon on the left side of each question.
This helps you organize your content in the way that best supports your learning objectives
Designing the Course Outline
Select the Designer within the Learn Section.
Your tenant’s course list will appear, and you have the ability to drag and drop courses into the desired order which will be reflected on your users’ Learning Dashboard (filtered based on those users’ on their course permissions).
Select the “Add Course” button, and the popup will appear requiring a Course Title. Options exist to designate the course as a sequential course (“Pass the program sequentially”) or “Pass the program in any order” which enables users to complete chapters in any order they desire.
Select a course thumbnail banner image from your device.
Upon selecting Add, you will land on the Course Outline Builder.
Courses designed within Progress Retail have a defined course structure. It consists of:
Section: Think of this as an overall theme for a course.
Unit: Think of this as a group of concepts or related content within a Section.
Chapter: Think of this as individual lessons or quizzes that relate to a Unit.
You must begin by Adding a Section.
To add a unit select “New Unit”.
To add a chapter select “Add Chapter”, title it and select video or quiz from the Learning Content Library and select “Add”.
Repeat process as necessary to complete the course outline.
Page will automatically refresh and content will be added to the outline.
Editing the Course Outline
Feel free to rearrange the Sections, Units, & Chapters by selecting, dragging, and dropping the content groups to their relevant fields.
Feel free to add new sections, units, and chapters as necessary to the course outline. However:
If the course is already published, bear in mind that adding new chapters to the course outline can impact learning records among users that have already completed the course or course section.
Editing a pre-existing chapter by changing its source content, will not impact any learning records. It is best to only publish a course when you are confident in the course outline being finalized. Course chapter content can easily be replaced with no negative effect on learning records.
The same applies for editing pre-existing quizzes. Those changes are made live for all future learners with no impact to learning records.
Assigning the Course
From the Admin panel, select Roles.
Edit the intended Role(s) that should have access to the given Course(s).
Select the courses under "Default Rights for This Role”.
Select “Save Role & Update All Users”, all users will immediately gain access to the courses designated. This will be immediately reflected in Analytics as well.
Any edits made to these courses are live, and do not require separate or additional role assignments.
Visit Connect, and message the relevant roles that a new course has been added to their Learning Dashboard.
Course Due Dates
Course Due Dates are an integrated function between Progress Retail’s Learning, Task Management, & Analytics components.
At a high-level:
Course Due Dates are set within the Course Designer.
Course Due Dates trigger automated My Tasks within Tasks.
Course Completion & Course Status is synchronized across Analytics & My Tasks.
Overdue courses are indicated on Learn Dashboard.
Course Due Dates: Step 1
In the Course Designer, add or edit a course to designate the # of Days to Complete. (Image A)
As the tooltip indicates: “Set the days following the learner’s onboarding date when the course becomes due. If the learner changes role and new course(s) become available, the number of days is reset from the role change date. Set to 0 if no due date is required.”
Your designation will be reflected in the Course Designer list. (Image B)
Course Due Dates: Step 2
Course Due Date Task Automation will only trigger upon a course being initially assigned to a user. If you have pre-existing courses assigned to your learners, these courses must be removed from their course subscription and re-assigned. This will not affect any learning progress.
At a high-level:
Access Admin: Roles and edit the roles by temporarily removing the relevant courses that have due dates. Press Save & Update All Users.
Then re-assign the courses to the relevant role(s), and press Save & Update All Users.
Course Due Dates: Individual Learner & Manager Experience
The Learner will have available My Tasks demonstrating the course, due date, and status. My Tasks are a default permission available to every user, and does not require the user to have access to Task Permissions. This is fully integrated and synchronized with Analytics. There is nothing for the user to adjust. (Image A)
Any user with Analytics permissions can review course due date status at the Users Layer of Analytics. (Image B)
Overdue Course Indicator
If the learner has a course that becomes Overdue, an Overdue chip will appear on their learning dashboard.
Course Assignment Notifications & Reminders
Admins can now enable automated email notifications when courses are assigned and as they approach their due dates.
Due Dates Are Required for Notifications:
Course assignment and reminder notifications only work if the course has a set due date.
This is because the platform’s task management system uses due dates as triggers for sending notifications.
In the # of Days to Complete field, enter how many days learners will have to complete the course.
This due date is required to activate notifications.
Enable Assignment Notifications:
Select the Send Notification checkbox to trigger an email when the course is assigned.
Enable Reminder Notifications:
Select the Send Reminders checkbox to automatically send reminder emails.
Learners will receive reminders 7, 3, and 1 day(s) before the due date.
Enabling Notifications on Existing Courses:
If a course already has a due date, you can enable notifications for it.
Learners will automatically receive reminder emails:
7, 3, and 1 day before the due date
Courses without Due Dates:
These will not generate any notifications.
To activate reminder functionality, a due date must be assigned.
Refer to the Course Due Date Implementation Guide for setup instructions.
Role-Based Customization Available:
Notification workflows (including assignment and reminder messages) can be customized by role.
To adjust settings, go to: Admin > Notifications.
Note: Email notifications are disabled by default for these workflows and must be enabled manually.