Basic Concepts, Organization, and Navigation
WELCOME! In this section, we will explain the Creator’s basic concepts and how it’s organized.
Organizational Topology
Branch
Branches are your organization's very own instance of Capillary—which includes the Creator, Instructor, Administrator, and Learner portals—where you can build and organize content, deliver classes and monitor learner progress, and set up and review analytics.
Workspace
Workspaces correspond to the separate apps you build. You can have multiple workspaces within your branch, but each app you build associates with a single workspace.
Collection
Collections are the top-level of organization for content within your workspace and are made up of individual pieces of content intended for specific audiences or with similar subject matter.
Collection Shelf
Collection shelves allow you to further organize the Collection page of your apps. There are three different types of collection shelves: content, collection, and banner.
A content shelf allows you to add individual content pieces from a single collection to a shelf (e.g., Featured Content).
A collection shelf allows you to add and order collections that might be of similar subject matter (e.g., an Onboarding collection shelf could contain multiple collections associated with onboarding content like Training Plan, Company Policies, HR Documents).
A banner shelf allows you to display a carousel of banners that link to the collections they are associated with.
Content Shelf
Content within a collection can be further organized using content shelves. Content creators in Capillary can establish named shelves and add/order content to display on that shelf. For example, a collection might have a Video shelf that includes all of the relevant video content within the collection and/or a Certification shelf that contains all of the course content within the collection.
Content
Individual pieces of content are analogous to titles on a bookshelf and can be as simple as a single video or as robust as a book filled with text, images, and other media types. Users can view content within the app’s native browser or download content to their mobile devices for offline access.
Component
Components act as the building blocks of most Creator content and consist of different informational display types and media types.
Content Types
Books
Books are made up of various components (i.e., text and media) organized into chapters.
Forms
A type of content for collecting information from end-users.
Videos
Video formatted content.
Audio
Audio formatted content such as podcasts.
PDFs
Content-type allowing PDF documents to be directly accessed as media.
Courses
Courses (instructor-led or self-directed) are like books with assessments and other learning management features attached.
External Apps
External Apps allow content creators to add deep links to other applications. Users who click on an external app will be directed to that app on their device (if downloaded) or to that app’s app store listing (if not downloaded).
User Roles
Branch-Level Roles
Administrator
Administrator is the highest level of user permissions and is responsible for managing the entire branch. Administrators are able to perform all available actions within a branch, but only administrators can create new content and instructor teams, invite other admins, set up and review branch analytics, and create collection shelves.
Member
This is the standard permission level for any non-Administrator, and includes all the team-based roles listed below.
Content Team Roles
Content teams are responsible for content within a collection. There are three different team roles (publisher, editor, author), each with different permissions.
Publisher
The publisher is the team leader or manager. In addition to creating, editing, and publishing content, publishers can add new members to the team, assign/edit member roles, and send push notifications.
Editor
Editors have access to all of the content and can create, edit, and publish that content. However, unlike publishers, editors cannot assign/edit the team roles or invite new members.
Author
Author is the lowest access level in the Creator. Unlike editors and publishers, authors can only create content but cannot publish content. Authors also do not have access to team organization or push notifications.
Course-Level Roles
Instructor Lead
Instructors leads are the managers of instructor teams and can create class instances, onboard learners, and view analytics as well as invite new instructors to the team and assign/edit member roles.
Instructor
Instructors can create class instances, onboard learners, and view analytics but cannot invite new instructors to the team or assign/edit member roles.
Learner
Learners are registered members of any class roster, whether instructor-led or self-directed.
User
Users are any person who registers for an account on the app but has not enrolled in a class.
Left-Navigation Menu
Collection
The top of the lefthand navigation menu displays the icon and name of the collection you are currently in. Clicking on the name reveals a dropdown menu displaying the most recent collections you’ve been in as well as a “See All” button that will take you to a Collections page that lists all of the collections you have access to.
Overview
The Overview section displays the collection’s Analytics Spotlight (including the total number of published content, the total number of content downloaded, and the amount of collection subscriptions), the Collection Details (icon and collection description, with a “See More” button that opens the collection’s details tab), and Team Members (list of members on the content team and their role, with a “See More” button that opens the collection’s Members tab).
Details
Details Tab
The Details section opens on the Details tab of the Collection Details page, which allows you to edit the collection’s name, accent color, description, icon, banner, and collection shelf banners.
Content Tab
Clicking on the Content tab displays all of the collection’s currently linked published content. From here, you can link additional published content using the ”Link Published Content” button near the top right or unlink content by clicking the unlink icon to the right of the content’s title under the “Unlink” column.
Clicking on a content’s title opens that content’s details page.
If not utilizing content shelves, you can change the presentation order of your content by clicking the two horizontal lines and dragging the content to the desired position.
Notification
The Notification tab displays the collection’s push notification history and allows publishers to send new push notifications using the “+ Create new Notification” button. Push notifications are limited to a maximum of 220 characters and are only delivered to users and learners subscribed to the collection. In addition to the push notification message, published content can be attached to the notification, which will open the app to that specific content when tapped on.
Content Shelves
The Content Shelves section is where publishers and editors can create, manage, and order their content shelves within the collection. Each collection can have a maximum of 10 content shelves; each content shelf can contain a maximum of 100 content pieces.
Content Publishing
The Content Publishing section of the navigation menu contains all the different content types (Books, Forms, Videos, Audio, PDFs, Courses, External Apps) for the team/collection you’re in. Clicking on a content type will display all of the collection’s content in that format and allow content creators to create new content. For further instruction on creating content, navigate to the “Building Content” section.
Assessments
Capillary offers several different assessment types to attach to courses: question bank final assessments, performance assessment checklists, branching scenario quizzes, static form final assessments, and module quizzes. Static form final assessments and module quizzes are built within the course, while question bank final assessments, performance assessment checklists, and branching scenario quizzes are built separately and attached to course content. Below are descriptions of the three assessment types that are built outside course content. For more info on building assessments, navigate to the Assessments section of the Courses & Assessments page.
Question Banks
The question bank section allows content creators to create and manage, import, and export question banks of up to 100 questions. These question banks can then be combined to build a final assessment for any course. Simply select the desired number of questions from whichever published question banks you wish to include. Each time the assessment is taken, the system will pull however many questions are selected from however many question banks are linked and randomize the order to help curb possible attempts at cheating.
Performance Assessments
The Performance Assessments section allows content creators to create and manage performance assessment checklists for administering in-person or virtual demonstration skills assessments. Each performance assessment can include up to 40 checklists with up to 40 steps for each checklist. Instructors can evaluate learners in-person on their app (utilizing the Instructor View), marking each step on each checklist as pass or fail as they’re being performed. Instructors then have the ability to mark the learner as passed or failed, sending that information back to the Instructor Portal.
Branching Scenarios
The Branching Scenarios section allows content creators to create and manage branching scenario quizzes for inclusion in course content. Branching scenarios are currently untracked and ungraded, working as a coaching tool to help build learner comprehension. Branching scenario quizzes allow questions to nest follow-up questions to coach the learner toward an optimal answer path. These types of quizzes help learners better understand the material by allowing wrong answers to help coach them back toward the optimal answer path.
Resources
Badge Management
The Badge Management section allows content creators to create and manage their badges for inclusion in course content. Badges are awarded after a learner completes a course and is marked complete.
Media Assets
The Media Assets section hosts all of the branch’s media (images, videos, audio, PDFs) and allows you to upload new media, edit existing media, upload media revisions, and archive media.
Categories
The categories section allows content creators to create and manage their categories and category groups, which control the use of filtering in the app.
Categories
Categories are ways to tag similar content for easy retrieval using the filtering option. The categories tab allows content creators to create and manage categories, which are attached to category groups. When content is tagged with a category in a category group, that content will display when a user filters content by that category.
Category Groups
Category groups are the highest level of filtering, used to group the categories into specific sections for content retrieval. When using the filters in-app, clicking into a category group will reveal the categories attached, allowing the user to find what they’re looking for with ease. The Category Groups tab allows content creators to create and manage category groups and fill them with relevant categories.
Team
Members
The Members section allows publishers to manage the content team’s members and member roles. Clicking into the Members section lists all of the current members on the content team and their current roles and email addresses. Publishers can invite new team members using the Invite Member button or change current members' roles by clicking the dropdown to the right of their name in the Roles column and selecting the desired new role. Members can also be removed from the team by licking the red icon under the Remove column. The Pending Invitations tab shows all members who have been invited but have not accepted their invitation, including their assigned role and the member who invited them.
Header Navigation Menu
Each portal (Creator, Branch Administration, and Instructor) contains different header navigation menu items, explained below. The following are consistent across each portal:
Logo
Clicking the logo at the top left will return you to the original starting page of the portal you’re in.
Portal
The nine-square cube to the right of the logo is the portal dropdown, which allows users with multiple roles to switch to different portals.
Profile
The Profile dropdown at the far right displays the current user’s name and email address and lists options for User Profile, Developer Data Mode, Creator Knowledge Base, Support Requests, and Sign Out.
User Profile allows you to upload a profile photo, change your user name, and add an optional job title.
Developer Data Mode displays extra developer data used for making custom changes in the Enterprise Capillary package.
Creator Knowledge Base is a direct link to this document for user training.
Support Requests opens the Capillary Support portal, allowing users to send support requests to the Allogy team.
Sign Out signs the user out and returns them to the login screen.
Creator
Collections
The Collections section takes content creators to a full listing of the available collections they have access to. Clicking on a collection’s name will open that collection’s Creator space.
Administrator
The Administrator section appears only for administrators and contains sections for Content Collections, Application Space, and Complete Content Library as well as several helpful resources for the initial requirements for building your app.
The Content Collections section lists all collections in the branch, allowing administrators to enter any collection space.
Application Space lists all applications connected to the branch. Clicking into an application space allows administrators to change the application’s name and link, unlink, and order the collections visible in the app (if not using collection shelves).
The Complete Content Library lists all published content in the branch and is able to be filtered by content-type.
The Capillary App Requirements section lists helpful tools for understanding and uploading your app graphics as well as your app details—both requirements for publishing your app to the public app stores.
The Additional Resources section links to this Knowledge Base as well as training on how to create the necessary app developer accounts for publishing your app on the public app stores (Apple’s App Store & Google’s Play Store).
Instructor
Team Dropdown
The Instructor Portal’s header navigation menu includes the team dropdown, which allows instructors to switch between the available instructor teams they have access to.