To upload, edit, or delete materials within a course in BluePrint, a user needs both course access and the appropriate materials permissions.

Managing Materials

Course Access

To upload or manage materials within a course, the user must be assigned as an Owner or Collaborator of that course. This gives the user access to the course in BluePrint to create and manage course content, including uploading materials when they have the required materials permissions.

For instructions on assigning Owners and Collaborators, see Adding Owners and Collaborators in BluePrint.

Materials Permissions

The user must also have a role containing the following permissions to create, update, or delete materials:

• Access BluePrint
• Create Materials
• Read Materials
• Update Materials
• Delete Materials

The role can be assigned at the content package, branch, or group level, as long as its scope includes the course.

Note: A separate Materials role is not required. Materials access is determined by the permissions included in a user's assigned roles and the scope of those roles. Being assigned as an Owner or Collaborator does not automatically grant materials permissions. Both course access and the appropriate materials permissions are required to upload or manage materials within a course.

Viewing BluePrint Materials

Users can view and download instructor materials through the Materials page in BluePrint when they have a role containing the following permissions:

• Access BluePrint
• Read Materials

The materials a user can view depend on the scope of their assigned roles that include Read Materials:

• Content Package: Materials for the specific course.
• Branch: Materials for all courses included in plans associated with that branch.
• Group: Materials for courses under the group's branch plan in which group members are enrolled.

If a user has multiple roles that include Read Materials, BluePrint combines the access granted by those roles.

 

For example: A user has a Materials role scoped to one course and a Branch Manager role assigned to Branch A. If the Branch Manager role includes Read Materials permission, the user will be able to view instructor materials for all courses included in any plans associated with Branch A, not just the course specified in their Materials role.

Note: Users do not need to be assigned as an Owner or Collaborator to view and download instructor materials through the Materials page. However, they must have course access and the appropriate permissions to upload or manage materials within a course.

To learn more about custom roles, see our Creating a Custom Role article.

 

Materials Page

The Materials page within a course in BluePrint displays all materials uploaded to that course. Materials are organized into three tabs: BenchPrep Course: Material, BenchPrep Course: Toolbox, and BluePrint: Materials. For each material, the page displays its name, file type, size, upload date, and available actions.

 

 

 

Note: The Enable Student and Instructor Materials feature access must be enabled for uploaded materials to be visible to the intended audience. This feature access can be controlled at the Tenant, Course, and Branch levels. More information can be found here.

Uploading Materials

To upload materials, follow these steps:

1. Access BluePrint and select the course where you want to upload materials.
2. Click Materials in the left-hand navigation menu.
   
3. Click Upload.
   
4. Fill out the following:
   • Material Name: The name displayed to the learner or instructor.
     Note: Materials cannot have the same name and file type as another material in the course.
   • Material Description: Optional.
5. Select the Type of Material to upload:
   • BenchPrep Course: Materials: Accessible through the learning application.
   • BenchPrep Course: Toolbox Materials: Accessible through the learning application. Toolbox materials can only be used once per type. If another material of the same type is uploaded, it will replace the existing Toolbox material.
     • Formula Sheet
     • Scoring Guidelines
     • Abbreviation
   • BluePrint: Materials: Accessible through BluePrint for instructors.
6. Choose the file you want to upload, then click Create.
   
   A confirmation message appears 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, materials will be immediately available, provided the Enable Student and Instructor Materials feature access is enabled for the intended audience.

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 existing materials. To bulk upload materials, you will need a compressed ZIP file containing all the material files you want to upload, along with a CSV file.

 

To bulk upload materials, follow these steps:

1. First, create a CSV with the following required headers:
   • Material Name: The name of the material as it will appear to users.
   • File Name: The actual name of the material file.
   • Audience: "Student" for BenchPrep Course: Materials or "Instructor" for BluePrint: Materials.
   • Sort Order: The order in which materials will appear (0, 1, 2, etc.).
   Next, fill out the CSV for each material as shown below.
   
   Save the spreadsheet as a CSV UTF-8 file, not as an .xls file.
2. Next, create a ZIP file containing all the materials you want to upload. Files must be placed directly within the ZIP file and should not be nested inside an additional folder. To ensure the correct structure, select all the files you want to upload at once, then create a ZIP file from the selected files.
3. Access BluePrint and select the course where you want to upload materials.
4. Click Bulk Upload in the upper-right corner.
   
5. On the Bulk Upload screen, choose the CSV and ZIP files you want to upload, then click Upload.
   
   The upload instructions are also available within BluePrint. To view them, 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, materials will be immediately available, provided the Enable Student and Instructor Materials feature access is enabled for the intended audience.

 

Editing Materials

Occasionally, you may need to edit material details, replace an uploaded file, or delete materials. All changes can be made through BluePrint.

To edit a material, follow these steps:

1. Access the course in BluePrint containing the material you want to update.
2. Click Materials in the left-hand navigation.
3. Click the pencil icon to edit the material or click the eye icon to view its details.
   
4. Edit the name, description, or material type. To replace the file, click Choose File and select the new file.
   
5. After making changes, click Save.
6. A confirmation message appears when the material has been updated.
   
   

 

Deleting Materials

To delete materials, follow these steps:

1. Access the course in BluePrint containing the material you want to delete.
2. Click Materials in the left-hand navigation.
3. Click the eye icon to view the material's details.
   
4. Click Delete and confirm your selection.
5. A confirmation message appears when the material has been deleted.
   

 

Change Sort Order of Materials

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

1. Access the desired course in BluePrint.
2. Click Materials to view the materials in the course. Materials are displayed in their current order, from top to bottom (0, 1, 2, etc.).
3. Drag and drop the materials into the desired order.
4. Click Save. A confirmation message appears when the material order has been updated.