This article explains how a Content Administrator or Learn Administrator creates and publishes a Resource (a non-scored, non-mandatory reference material that learners can access at any time from the Learn App) in Evotix Learn (the Evotix training and learning platform). The workflow covers navigating to the Resources section in the Learn Admin Area, entering a title and excerpt, building body content using the Block Editor (the content creation tool used to build Stages and Resources in Learn), uploading a PDF using the PDF block and making the PDF available as a downloadable file using the File block, saving a draft, previewing the Resource, categorising the Resource, and publishing. Once published, the Resource appears in the Learn App accessible from the main menu. This workflow is scoped entirely within Evotix Learn and does not require any configuration in Assure.
This video explains how to add supplementary resource materials to training modules. It covers file uploads, linking resources, and ensuring accessibility for learners.
You can watch this video for an overview to learn about this topic or keep reading the article below.
Prerequisites
- Administrator or Content Administrator access to the Learn Admin Area
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Content to be uploaded (for example, a PDF file ready for upload)
What is a Resource?
A Resource (a non-required piece of content that users can access at any point) can contain any topic, from reference materials to company news to wellbeing updates.
Resources differ from assigned training in an important way. Resources are non-scoring and non-essential. They do not contribute to learner compliance or completion tracking.When published, any created Resource will appear in the Resources section of the Learn App, accessible from the main menu.
Step-by-Step Guide
Step 1: Navigate to Resources and Create a New Resource
- In the Learn Admin Area, locate the left-hand menu and select Resources.
- Click Add New. The Learn Admin Area opens a new Resource page.
- Enter a title for the Resource at the top of the page.
- Enter a brief excerpt (description of the supplementary learning content) below the title.
Step 2: Add Body Content Using the Block Editor
The Block Editor (the content creation tool used to build Stages and Resources in Learn) is used to add and arrange content blocks within the Resource body.
About the Media Section and File Uploads
Files used in a Resource — such as PDFs, images, and videos — are stored in the Media section (the centralised file repository within the Learn Admin Area). When a file is added to the Media section, it becomes available for reuse across any Resource or Stage in the platform.
There are two ways to get a file into the Media section:
- Upload directly within the Block Editor: When adding a block that requires a file (such as a File block or PDF block), administrators can upload a file from their local device at the point of adding the block. The file is automatically saved to the Media section and can be reused in other Resources or Stages.
- Upload via the Media section in advance: Navigate to Media in the left-hand menu of the Learn Admin Area, click Add New, and upload the file before building the Resource. The file is then available to select when adding blocks.
Both routes result in the file being stored in the Media section. The choice of which route to use is a matter of workflow preference.
Adding Blocks to the Resource Body
The Block Editor allows administrators to combine text, images, video, and other content into a single Stage or Resource.
To add a block, use one of the following methods:
- Click the'+' button in the top-left corner of the admin page
- Click the'+' button at the left or right end of a blank block row
- Press'/' when a blank block is active
Example: Adding a PDF to the Resource
The following example demonstrates adding a PDF that learners can view and download within the Resource:
- Open the Block Editor by clicking the'+' button or pressing'/' in a blank block.
- Select Browse All to view all available block types.
- Navigate to the PDF block option and select it. The PDF block embeds the document inline within the Resource body, allowing learners to view the document page by page.
- To also provide the PDF as a downloadable file, add a separate File block to the Resource body. The File block adds downloadable files to the Stage or Resource body. Learners can open and download files to their device.
- In the File block, select the PDF file from the Media Library or upload the file by browsing from the local device.
- Once the file upload is complete, the Resource body will contain two distinct sections: the embedded PDF viewer block and the downloadable file block.
Note: Content added via the Block Editor in a Resource is not mandatory for learners to view or complete. Resources do not have a completion requirement.
Step 3: Save Draft and Preview
- Click Save Draft in the top-right area of the admin page to save progress without publishing.
- Click Preview to open a preview of the Resource in a separate screen, displaying how the Resource will appear to learners in the Learn App.
What to expect in Preview:
- The embedded PDF displays inline. Use the controls at the bottom of the PDF viewer to:
- Zoom in and out of the document
- Navigate between pages using the arrow controls
- Select the Full Screen option to view the PDF as a standard full-screen document. To exit full screen, close the tab at the top.
- To download the document, click the download button. The download option appears on the right-hand side of the screen.
Step 4: Categorise the Resource
Categorisation is unique to Resources and must be completed to present the Resource in the learner interface.
- In the Resource admin page, locate the Categories panel on the right side of the screen.
- Tick the checkbox next to each category the Resource should be assigned to.
- A Resource can be assigned to multiple categories.
- The Resource will appear under each selected category in the Learn App.
- Click Save or Update to apply the category assignment.
Note: If a category is created directly from the Resource admin page rather than via the Resource Categories page, a description cannot be added at the time of creation. Navigate to Resource Categories separately to add the description later.
For full guidance on creating and managing Resource categories, refer to the Categorising Resources article.
Step 5: Publish the Resource
- Click Publish in the top-right corner of the Resource admin page.
- The Resource is now live in the Learn App and accessible to learners from the Resources section in the main menu.
How the Resource Appears to Learners
Once published, learners access the Resource from the Resources section in the Learn App left-hand menu.
Within the Resource:
- The embedded PDF viewer displays the document inline. Learners can zoom in and out, navigate pages using arrow controls, and view the document in full screen.
- The downloadable File block allows learners to download the PDF to their device directly from the Resource.
Resources do not require completion. Learners can access Resources at any time for informational purposes, without tracking or scoring.
Notes and Warnings
- Resources are non-scoring. Resources are non-scoring and non-essential reference materials. They are not tracked for completion or compliance. If tracking or scoring is required, add the content as a Stage within a Mission instead.
- Categorisation is required. A Resource will not display correctly in the learner interface unless at least one category has been assigned and the Resource is published.
- Per-block translations are supported. Resources use per-block translations. To add translated content, use the language button within each individual block's toolbar in the Block Editor. This differs from Quiz Stages and SCORM Stages, which use page-wide translations.
- Block order can be rearranged. Administrators can drag and reorder blocks on the admin page before publishing to adjust content layout.
- Multiple categories. A Resource can be assigned to as many categories as applicable. The Resource will appear under each selected category in the learner interface.
AI Metadata
- Product Area: Evotix Learn, Content Management, Resource Creation
- User Role: Content Administrator, Learn Administrator, Training Manager
- Tags: Learn, Resources, reference materials, Block Editor, PDF block, File block, downloadable PDF, content creation, Learn Admin Area, publish, preview, Save Draft, categorise, Resource Categories, learner interface, Learn App, non-scoring, supplementary learning
- Version/Region: All supported versions of Evotix Learn; applicable across all regions
- Important Synonyms: Resource = reference material = reference library = supplementary content; Learn Admin Area = admin back-end = Learn back end; Block Editor = content editor = block-based editor; Learn App = learner interface = front end; Publish = make live; Save Draft = save progress; File block = downloadable file block; PDF block = inline PDF viewer block
- Suggested Embedding Keywords: add resource Learn, create resource Learn, reference material Learn, Block Editor Learn, PDF resource Learn, downloadable PDF Learn, how to add resource Learn admin, publish resource Learn, categorise resource Learn, supplementary learning material Learn, non-scoring content Learn, Learn App resource section, preview resource Learn, File block Learn, PDF block Learn, per-block translation resource Learn
- Relevant Modules: Evotix Learn (Content and Resource Creation)
- Cross-Module Implications: This workflow is scoped entirely within Evotix Learn. No configuration in Assure is required. Resources are not scored and do not feed into compliance tracking in Assure. If content requires scoring, completion tracking, or due dates, it must be structured as a Stage within a Mission and assigned via the Assure People module.