Content Management

The Content Management section is where you build and organize all structured learning content. It follows the content hierarchy of categories, modules, lessons, and steps, and also includes survey and availability setting management.

Navigating the CMS

The CMS uses a breadcrumb bar at the top of every page so you always know where you are in the hierarchy. Each level links back to its parent, making it easy to move between categories, modules, lessons, and steps.

All list pages share a common layout with a search bar, an active/inactive status filter, and a data table with sortable columns and pagination.

Module categories

Categories are the top-level grouping for modules. On the Module Categories page you can:

• Create a new category with the New Category button.
• Search categories by name and filter by active/inactive status.
• Edit the sort order inline by changing the number in the Order column.
• Toggle the progress visibility setting, which controls whether the category shows progress on the home page.
• Select multiple categories and use the bulk action toolbar to activate or deactivate them at once.

Modules

Modules live inside categories. The Modules page displays each module with its category, lesson count, and status badges (active/inactive, premium).

From the modules list you can:

• Create a new module with the New Module button.
• Search by title and filter by status.
• Edit sort order inline.
• Bulk activate or deactivate selected modules.

When editing a module, the edit page is organized into tabs:

• Details — Title, subtitle, intro text, category assignment, premium and active toggles.
• Media — Upload or change the module cover picture.
• Lessons — View, reorder, and manage the lessons that belong to this module.
• Settings — Sort order configuration.

The sidebar shows quick info about the module and links to sibling modules in the same category. Unsaved changes are tracked and indicated in the footer.

Tip

Use the Publish Changes button after editing content to make your changes visible to all app users. Edits are not visible until published.

Lessons

Lessons sit inside modules. The Lessons page shows each lesson with its parent module, step count, and status.

When editing a lesson you can configure its title, subtitle, media, availability rules, and the steps within it.

Steps

Steps are the individual content items within a lesson. Each step has a type that determines its behavior:

• Exercise — Interactive exercise content.
• Survey — Embeds a survey for the user to complete.
• Informational — Read-only informational content.

The step edit page uses a tabbed layout similar to modules, with sections for details, type-specific content, navigation settings, and general settings. Steps support text content, media attachments, and linked surveys.

Surveys

Surveys can be created and managed independently, then linked to steps of type Survey. The Surveys page lists all surveys with their question count and status.

When editing a survey you can add questions and configure answer options and answer groups.

Note

Surveys are managed separately from the content hierarchy. You first create a survey, then link it to a step.

Conditional questions

A question can be set to appear only when the answers to one or more earlier questions in the same survey match rules you choose. By default, every question is always shown.

Conditional questions use the same access as the rest of Content Management. Questions that already have answers are locked Read Only, and their conditions cannot be changed.

To set a condition, open a survey, open a question, and select the Display condition tab next to Details and Answer group. For a brand-new question, the tab shows a message asking you to save the question first before you can configure a condition.

Conditions can only be based on questions that come before this one in the survey. If there are no earlier questions, a message explains that the question cannot be conditionally shown.

To add a condition:

1. Turn on This question is conditionally shown.
2. Choose how the rules combine:
   • Match all of the conditions — every rule must be true.
   • Match any of the conditions — at least one rule must be true.
3. For each condition, pick a Question, an Operator, and a value.
4. Use Add condition to add more rules, or the trash icon to remove a row.

The operators work as follows:

• Equals / Not equals — pick one option the earlier answer must, or must not, match.
• In (any of) — pick several options; the rule is met if the earlier answer matches any of them.
• Contains text — type text the earlier answer must contain (for typed answers).

In the app, the question appears only when its conditions are met. Otherwise it is skipped — the user never sees or answers it.

Caution

Every condition needs both a question and a value before you can save.

Availability settings

Availability rules control when lessons unlock for users. The Availability Settings page lets you create named settings, each containing one or more rules.

• Create a new setting with the New Setting button.
• View the number of rules in each setting.
• Delete a setting only when it is not in use by any lesson.

Once created, availability settings are assigned to individual lessons through the lesson edit page.

Caution

Deleting an availability setting is permanent. Settings that are currently assigned to a lesson cannot be deleted until unlinked.

Bulk actions

Most list pages support multi-selection. Select items using the checkboxes, then use the bulk action toolbar that appears at the bottom to activate or deactivate all selected items at once.