Available Content: Admin Rootwurks LXP Onboarding

Learn how to effectively manage your organization's courses, checklists, learning plans, assessments, internal audits, and resources.

Aishwarya Menon
48 steps
5 minutes

Rootwurks

Courses

To view and manage all the content available to your organization, start by selecting the menu icon in the upper left corner of your dashboard.

From the Management Tools menu, click on Available Content.

This area gives you access to every piece of learning content in your system, including courses, checklists, learning plans, assessments, and internal audits.

In the Courses tab you’ll see the Draft Courses section at the top. Here you’ll see a list of any in-progress courses that haven’t been published yet.

From the three-dot menu on any course tile, you’ll have two key options. Selecting **Edit** opens the course in Content Builder, where you can build out or revise modules, sections, and media before making it available to learners.

The **Preview** option lets you walk through the course exactly as a learner would, but with free navigation.

This is perfect for checking formatting, flow, or functionality before finalizing the coruse.

When you are done previewing a course, just select the "exit preview" button.

In the top right corner, you'll see the green New Custom Course button. Click this to start building a course from scratch or copy an existing course for editing.

You'll find three key tabs below Draft Courses: **Custom Courses**, **Enterprise Courses**, and **Purchased Seats**.

**Custom Courses:** You'll see all of the courses created internally by your organization.

**Enterprise Courses:** You'll find pre-built Rootwurks courses licensed to your organization. These are ready to assign and launch without needing additional editing, but can be customized for your organization if needed.

**Purchased Seats:** This tab lists any additional course licenses acquired for your team from the Rootwurks marketplace.

Visibility

If content is not yet visible to your organization, you'll see an eye icon with a slash under the visibility status column. Click this icon to toggle visibility on when you're ready to make the content accessible to other admins for assigning.

For courses that are currently hidden from your organization, the three-dot action menu provides key management options: **Preview:** Get a preview of the course before making it visible. **Add Associations:** Attach resources like SOPs (Standard Operating Procedures) to courses. **Create a Launch and Learn:** This will allow you to create a QR code that learners can use to access the course without having to login to the system. **Make Visible:** Another way to make a course available to users.

Assignments, Reporting, and Associations

Once a course is made visible, click the three-dot action menu on the far right of each row for additional options. From here, you can assign the course to learners, manage existing assignments, preview the course, or use Launch & Learn. You can also link resources through Add Associations or hide the course from other users.

To assign a course, click the three-dot action menu on any visible course and select Assign Course.

This opens a list of all users in your organization, including their role, region, and assigned facility. Use the checkboxes to select individual users, or search by name or role to quickly find specific people. You can filter down the list by selecting the facility and group the person is associated to.

Once you've selected everyone you'd like to assign the course to, hit the next button, you'll then be able to set due dates and finalize the assignment. Here you can unselect users from the assignment or assign the due date by clicking "Due Date" in the upper left.

The Manage Assignments option provides a detailed view of all users assigned to the course.

This takes you to the course dashboard where you can review course content, review assignments, view a completion report, or create or view the status of Launch & Learn QR codes.

In the assignments tab, you can track each user's status, monitor their progress percentage, view or update due dates, and export the list as a CSV for recordkeeping or review. The 3-dot action menu next to each assignment will bring up the option to view "Assignment Details"

This will open an assignment details pop-up where you can review all the details related to the assignment. Importantly, this will allow you too see when the course was last opened and progress.

The Preview option gives you an unlocked view of the course.

This allows you to freely navigate through all sections and modules without restrictions.

Launch & Learn offers a fast and convenient way to deliver training sessions on demand.

By selecting this option, you'll generate a unique URL and printable QR code linked to the selected course. This allows learners to quickly scan and register for the course without needing a formal assignment—perfect for just-in-time training or team huddles. Simply print and post the QR code in a central location or share the link directly.

If you'd like to enhance your course by attaching related materials, select Add Associations from the course's action menu.

choose the association type from the dropdown, search for the specific item you want to link, and then click Save Association.

Other Navigation

To view more items within a specific sub-tab, like Custom Courses and Enterprise Courses, use the pagination controls at the bottom of the list. You can move between pages using the forward and back arrows, or adjust how many rows are displayed at once with the Rows per page dropdown.

Use the Show Visible Only toggle to filter your list to display just the content currently visible to your organization. When the toggle is on, any hidden items will be excluded from view, making it easier to focus on the visible materials available to learners.

Use the search bar to quickly find content. Simply begin typing, and the list below will automatically update to show any matches. This helps you locate specific content faster without having to manually scroll through multiple pages. To help you quickly find the training content you're looking for, use the Category filter. This dropdown lets you sort courses by subject area, like Safety, HR, Operations, or Food Safety. Just select one or more categories to instantly narrow down your course list. You can also use the Course Type filter to refine your results by the type of training.

Checklists

Now let's take a closer look at other tabs in the Available Content section, starting with Checklists

At the top, you'll see any saved draft still in editing, while below that, you can switch between Custom and Enterprise checklists. You can create or copy a learning plan by selecting the green "+ New Custom Checklist" button.

In order for the checklist to be visible and assignable, it must be visible.

Once visible, from the three-dot action menu, you can assign the checklist to users, start the checklist immediately without assigning it, create a Launch and Learn QR code, hide it to make it invisible to your organization, or export it as an SOP in PDF format.

Learning Plans

The Learning Plans tab allows you to organize multiple courses and checklists into a single structured and scheduled training. You'll see any draft learning plans at the top. Below drafts, you can browse plans by selecting either Custom Learning Plans or Enterprise Learning Plans. You can create or copy a learning plan by selecting the green "+ New Custom Learning Plan" button.

In order for the learning plan to be visible and assignable, it must be visible.

From the three-dot action menu, you can assign the learning plan, manage assignments, or hide it from your organization.

Assessments

The Assessments tab is where you can manage evaluations for your team. Just like other tabs, you'll find options for both Custom Assessments and Enterprise Assessments. Draft assessments appear at the top. To create a new one, click the New Custom Assessment button in the upper right corner of the screen.

In order for the assessment to be visible and assignable, it must be visible.

From the three-dot action menu, you can assign the assessment, start the assessment immediately without assigning it, manage assignments, or hide it to make it invisible to your organization.

Internal Audits

The Internal Audits tab lets you manage collections of assessments. These audits are useful for evaluating compliance across multiple areas or teams. Draft audits appear at the top. Below that, you'll find published internal audits. You can start creating a new internal audit using the New Custom Audit button in the top right corner.

In order for the internal audit to be visible and assignable, it must be visible.

The action menu for internal audits gives you control over audit deployment and scheduling: **Assign to Facility:** Designate the audit to specific locations and set a due date. **Schedule:** Select and schedule auditors. If a schedule already exists, this option opens it for review and editing. **Hide Internal Audit:** Removes the audit from visibility within the organization.

Resources

The Resources tab is where you manage support materials like SOPs, regulatory documents, and reference files. These resources can be assigned directly to users or linked as associations to other content like courses and checklists. Draft resources display at the top, while active Custom and Enterprise resources are listed below. To upload a new resource, click the New Custom Resource button in the top right corner.

In order for the resource to be visible and assignable, it must be visible.

The resources action menu provides essential tools for managing your resources and documents: **Assign:** Deliver a resource directly to specific users. **Hide Resource:** Make a document invisible to others without deleting it. **Edit Resource:** Update or replace the file details.

Available Content: Admin Rootwurks LXP Onboarding

Learn how to effectively manage your organization's courses, checklists, learning plans, assessments, internal audits, and resources.

Aishwarya Menon
48 steps
5 minutes