Courses - Documents & Badges

Create one or more documents

Before you create a Course, make sure you have at least one document ready to include in it. (Without this, the course will be empty and won't be very useful!). The document must use a Reader Login or Single sign-on security rule, and include an Assessment (usually at the end of the document) that awards the reader a Badge.

Assessments don't always have to test the readers knowledge, they can also be used to confirm their acknowledgment or completion of a document.

Create badges

Each document you create must contain an Assessment module that awards a Badge to the user. This is a key requirement for how courses function, as you will need to specify which Badges a user needs to earn to complete it.

Documents must:

Include versions of the same content only - for example a document called "Employment Manual" contains versions "2024", and "2025".
Contain an Assessment module that awards the visitor a Badge.
Have a Reader Login or Single sign-on security rule applied to them.

Scenario
When a new employee joins PageTiger, they undergo an onboarding process that includes reading and acknowledging several key documents. These include the employment manual, clear desk policy, and homeworking policy.

Steve, who oversees the onboarding process, creates a document for each policy, all containing an Assessment that awards a Badge.

Additionally he applies a Reader Login security to each document.