Docs
Materials

Understand materials

Understand materials, where to find them, and how content flows from creation to completion.

Materials are courses, policies, and surveys that you create and assign. Understand who can see them, their lifecycle, versions, and shared settings.

Find your materials

The Workspace section of the sidebar holds everything you need to build content:

  • Materials: Lists the organisation’s materials
  • Media Library: Opens the shared media library

To start a material, select Create on the Materials page, or select + at the top of the sidebar, then Create material. Both open Create new material, where you choose how to start: AI Studio, Manual Builder, or Import Document.

Materials splits materials into three tabs:

  • Published: Materials with a published version, including any with newer unpublished edits
  • Drafts: Materials that have never been published
  • Archived: Materials removed from the active list

Check access by role

Materials lists every material in the organisation, but what you can open depends on your role:

RoleAccess
Owner / AdminCan open and edit every material
CreatorCan open and edit materials they created or collaborate on
RegularNo access to Materials. Assigned material appears in My assignments

Materials you can’t open appear dimmed, with no actions menu and no Edit button. Ask the author or an Admin to add you as a collaborator when you need to work on one.

Open a material’s page

Select a material in Materials to open its page. Admins and Owners see these tabs for a published material:

  • Assignees (Assignments for a survey): Who has the material and their progress
  • Insights (Results for a survey): Material insights
  • Content: The published content
  • Versions: The published versions
  • Activity: The material’s activity log

From the page header, select Assign to assign the material, Edit to open the editor, or Actions for options such as Unassign and Archive. Creators see Versions for materials they can open, and Content once the material is published.

Follow the material lifecycle

Materials progress through distinct stages:

Draft → Published → Assigned → Completed
         ↓
    New Version (optional)

Any active material ⇄ Archived

Edit a draft

When you create a material, it starts as a draft. In this state:

  • You and collaborators can see it
  • You can edit content, add modules, and configure settings
  • Learners cannot see it or receive assignments

Publish a version

Publishing makes your material available for assignment. Once published:

  • Enlytning stores the content as a version
  • Further edits remain in the editable draft until you publish again
  • Admins and Owners can assign the published version to users and groups

Assign the material

After publishing, Admins and Owners assign materials to learners:

  • Learners see the material in My assignments
  • Enlytning tracks progress for each learner
  • Admins and Owners can apply assignment settings

Record completion

When a learner finishes a material:

  • Enlytning records the completion time and available score
  • Reports and insights show the result
  • A recurring assignment requires another completion in each cycle

Archive the material

Archiving moves a material to the Archived tab and disables assignments. It leaves the Published and Drafts tabs, but Enlytning doesn’t delete it and you can restore it later.

For instructions, see Archiving Materials.

Understand versioning

Enlytning automatically tracks versions when you publish updates to existing materials.

For steps to view prior versions and create drafts from them, see Review and reuse material versions.

The first publication creates Version 1. Further changes remain in the same editable draft, and each publication creates the next version. Settings > Versions lists the stored versions.

Check the learner version

When you publish a new version:

  • Active assignments: Resolve the latest active published version, whether or not the learner has started
  • Completed learners: Keep a completion record that references the version they finished

You can optionally notify assigned users when publishing updates (see Publishing).

Configure shared material settings

Each material has settings that control visibility, branding, and artificial intelligence (AI) features:

SettingDescription
Material statusArchive the material to hide it from your active materials and disable assignments, or restore it later.
LogoDisplay a logo in the header when users view the material.
Accent colourOverride the default accent colour used for buttons and interactive elements.
Smart content indexingAllow AI to index the material for smart search and contextual assistance. Requires a published course or policy.

Open these settings from Settings in the editor sidebar.

For archive and restore steps, see Archiving Materials.

For logo and accent-colour steps, see Customise material appearance.

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