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2. Configuring Materials
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Materials are intended to be supplemental, standalone content and cannot be incorporated in a Study Plan or Milestones. Once uploaded either individually or in bulk, they are available immediately and reflected in the activity log. Supported file types include: .pdf, .mp4, .xlsx, .zip, .doc, .docx, .ppt, .pptx, .png, .jpeg, and .jpg.  The max file size supported is 250mb.

 

A Console Admin or a user with a custom role containing the following permissions can access BluePrint to upload materials:

  • Access Blueprint
  • Create Materials 
  • Read Materials
  • Update Materials
  • Delete Materials

Additionally the user will need to have access to the course via the owner, collaborator, or content reviewer role.

 

A Console Admin or a user with a custom role containing the following permissions can access BluePrint to view materials:

  • Access BluePrint
  • Read Materials

To learn more about custom roles click here to access our Knowledge Base article.

 

After creating a custom role for Materials, the role will need to be assigned at the Tenant level or the content package level to the user.  Assigning a role at tenant level will allow a user to view ALL materials uploaded to any course and upload . Assigning a role at the content package level gives users access to view/upload materials for that specific course.

 

Follow the steps below to assign a sample custom role at the content package level:

  1.   Access Console and click on Users.
  2.  Select the user you want to assign the custom Materials role to.
  3.  Next click Assign Role and select the custom role.
  4. After selecting the role you will need to select the content package.
  5. Search for the content package (course) then select it and click Save to assign the role.
  6. Once saved, the specific content package scope will display when you expand the user's role.


    After the role is assigned, this example user will be able to upload materials to the desired course.

Materials Page

The Materials Page shows all materials that have been uploaded to this course. There are 3 tabs for each different type of Material - BenchPrep Course: Material, BenchPrep Course: Toolbox, and BluePrint: Materials.  For each Material Type listed it will display the material name, file type, size, date of the upload and Action(s).

 

 

 

Note: The Enable Student and Instructor Materials feature access needs to be enabled to ensure the uploaded materias are visible to the targeted audience.  This feature access is controllable at the Tenant, Course, and Branch level.  More info on the feature access can be found here.

Uploading Materials

To upload materials follow these steps:

  1.   Access BluePrint and select the course desired for uploading materials.
  2.   Next, click on the Materials tab in the left hand navigation menu.
  3. Select , click Upload.
  4. Next, fill out the following:
     A. Material name (the name displayed to the learner or instructor).
                  Note:  Materials can not have the same name and same file type as
                  another material in the course.
    B. Material description (optional).
  5. Select Type of Material to upload:
    A. Benchprep Course: Materials (accessible via the learning application).
    B.  Benchprep Course: Toolbox Materials (accessible via the learning application)
    Toolbox materials can only be used once per each type.  If the same type of Toolbox Material is uploaded it will replace the current Toolbox Materials.
         1.  Formula Sheet
         2.  Scoring Guidelines
         3.  Abbreviation                                                                                                                  
    C.  Blueprint: Materials (accessible via BluePrint for Instructors).
  6.  Choose the file you want to upload then click create.

    You will receive a confirmation notice at the top of the page once the Material has been uploaded successfully.


    Note: You do not need to build the course in BluePrint for Materials to display within the course.  Once uploaded the materials will be immediately available in the course.  The Enable Student and Instructor Materials feature access needs to be enabled to ensure the uploaded materials are visible to the targeted audience.  This feature access is controllable at the Tenant, Course, and Branch level.  More info on the feature access can be found here.

Bulk Uploading Materials

Bulk upload functionality allows you to add multiple materials to one course. The bulk upload option is only available for BenchPrep Course: Materials or BluePrint: Materials material types. Bulk upload should only be used for new materials, not for editing or updating materials.  In order to bulk upload Materials you will need a compressed zip file containing all of the material files you would like to upload along with a CSV file.

 

To bulk upload materials follow these steps:

  1. First, create a CSV with the following headers.
    1. Material Name (required) - The name of the material as it will appear to end users.
        File name (required) - The actual name of the material file.
        Audience (required) - “Student” (for BenchPrep Course: Materials) or “Instructor” for
        BluePrint: Materials.
        Sort Order (required) - The order in which materials will appear (0, 1, 2).
    2.  Next, fill out the CSV for each material you would like to add as shown below.

    3.  Save the spreadsheet as a CSV-UTF-8 (not as an .xls file).
    4.  Next, create a Zip file containing all the resources you want to upload.
  2. Next, access BluePrint and select the course to upload materials to.
  3. Next, click Bulk Upload in the top right-hand corner.
  4. On the Bulk Upload screen choose what CSV file and Zip File you want to upload for materials. Then click Upload to upload the materials to the course

    The upload instructions can also be found within BluePrint, to open click the link at the end of the description section.

    NOTE: You do not need to build the course in BluePrint for Materials to display within the course.  Once uploaded the materials will be immediately available in the course.  The Enable Student and Instructor Materials feature access needs to be enabled to ensure the uploaded materials are visible to the targeted audience.  This feature access is controllable at the Tenant, Course, and Branch level.  More info on the feature access can be found here.

 

Editing Materials

Occasionally, you may need to edit the material details, replace the file within the material or delete the materials.  All changes can be made via BluePrint.

To edit a material follow these steps:

  1. Access the course in BluePrint for the Material you wish to update.
  2. Click on Materials on the left side navigation.
  3. Next, click on the pencil icon to edit the Material or click on the eye icon to view the details of the material.
  4. Next, edit the name, description, or the type of material.  To update the file click on Choose File and select the new file to upload.
  5. After all changes have been made click Save.
  6. A successful message will display when the Materials have been updated.

 

Deleting Materials

To delete materials follow these steps:

  1. Access the course in BluePrint for the Material you wish to update.
  2. Click on Materials on the left side navigation.
  3. Next, click on the eye icon to view the details of the material.
  4. Next, click Delete and confirm your selection.
  5. A successful message will display when the Materials have been deleted.

 

Change Sort Order of Materials

You can easily update the order of the uploaded materials by following these steps:

 

  1. Access the desired course in BluePrint.
  2. Click on the Materials icon to view materials in the course.  The materials are displayed in the order they appear, from top to bottom. (0, 1, 2, etc.)
  3. Next, drag and drop the order in which you would like the Materials to display.
  4. After making changes click Save.  A banner message will appear confirming the Material order has been updated.
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