Evolve is a content authoring tool designed to help you quickly develop engaging, interactive learning content. Managed in Exceed features use our proprietary Evolve integration to allow you to create new Evolve content directly within the Intellum platform, jump to Evolve to edit and build your content, and return to Intellum to sync content and updates.
This article outlines the platform requirements for use of Managed in Exceed features in Evolve, outlines the key features, and walks you through the steps for creating, editing, and syncing Evolve content in the Intellum platform.
Requirements | Overview
Reach out to your Customer Success Manager or an Intellum representative when you are ready to enable Managed in Exceed features.
Enabling Managed in Exceed features in the Intellum platform requires:
- An existing Evolve account with Appitierre
- Your Evolve instance URL
- Your Evolve API Key
Your Evolve instance URL and API key can be found in your Evolve Account Settings. Follow this path in Evolve to locate these items:
Account Settings > Global Settings > Integrations > Integration Keys
Evolve courses created through Managed in Exceed features have a 1 to 1 relationship with a single Exceed account.
Access to Managed in Exceed features requires that the Evolve application be enabled for content author who will be creating Evolve content from within the Intellum platform.
Follow the steps below to enable Evolve access for your team:
Create a group in the Intellum platform.
Add your content authors as members of that group.
Enable the Evolve application for that group and click Save Changes.
Features | Overview
Managed in Exceed features combine the content management power of the Intellum platform with the content authoring power of Evolve to help you map out your learning journey while building engaging learner experiences.
Managed in Exceed features allow you to:
Create Evolve courses directly within the Intellum platform as stand-alone activities or as activities within a path
Link directly to an Evolve course from within the Intellum platform in order to build, edit, or update the course in Evolve
Sync the latest updates from an Evolve course from within the Intellum platform
Create an Evolve Course
With Managed in Exceed features enabled, you can create a new Evolve course as a standalone activity, or as an activity within a path.
Create an Evolve Course as a Standalone Activity
Follow these steps to create a new Evolve course as a standalone activity:
- Navigate to Content in the admin nav panel
- Click +New and choose Evolve Course.
- Give your new Evolve course a title.
- Use the Scheduled Activity setting to enable live events - if needed.
- Click Create.
The locale for Evolve courses created in the Intellum platform defaults to English. Reach out to your Customer Success Manager or an Intellum representative for more information on translating Evolve content.
Create an Evolve Course as an Activity in a Path
Take advantage of the Intellum platform's Path functionality to build an entire learning journey by combining activity types, including Evolve course.
Follow these steps to create a new Evolve course as an activity within a Path:
Navigate to Content in the admin nav panel.
Select the Paths tab from the Content page.
Create a new path or open an existing path.
From the Compose tab, click +Add Activity and choose Create New Evolve Course.
Give your new Evolve course a title.
Use the Scheduled Activity setting to enable live events - if needed.
The new Evolve course is added to the path. Select Go To Activity from the activity options to access the activity's Compose page and properties.
Edit an Evolve Course
Once you've created an Evolve course as a standalone activity, or activity within a path, you are ready to start building your activity content in Evolve.
Follow these steps to edit your Evolve course:
- Access the Compose tab of the Evolve course you wish to edit.
- Click Edit in Evolve.
Your Evolve course opens in a new tab and you are ready to begin building and editing your content in Evolve.
Clicking Edit in Evolve should automatically sign you in to your Evolve account and open the course for editing. If you do not have an Evolve account, you will see a message stating that you are not yet registered.
Learn more about best practices for Inline Evolve courses in Intellum:
Inline Evolve | Best Practices
Publish Settings in Evolve
Evolve courses created in the Intellum platform do not have a publish step in Evolve. When you're ready to publish, use the View Activity in Exceed link to open the activity in the Intellum platform and sync your Evolve course content.
Evolve courses created in Intellum can also be published for use outside of the platform (SCORM, Web and Offline), or for use in a different Intellum account - if needed.
Inline Mode & Completion Method
Check the following items in Evolve before syncing an Evolve course in the Intellum platform; doing so helps ensure your Evolve course will functions as intended:
- Enable Use Inline Mode on the Publish page in Evolve - if needed:
- Select a Course Status setting to set a method for course completion:
Course Status settings in Evolve have moved to the Behaviour tab found in Course Settings.
Once a completion method has been set, return to the Publish page to proceed with viewing the activity in the Intellum platform.
Sync Evolve Edits to Exceed
When you return to the Evolve course in Intellum, you will find a Sync Updates option available in the Compose tab - as seen below:
Select Sync Updates. This pulls any edits or updates you've made in Evolve directly into the Intellum platform.
Once all updates have been synced, you will see All Updates Synced reflected in the sync status area.
Launch Evolve Course as Student
Once your edits or updates have synced successfully, you can preview your Evolve course in the Intellum platform.
Preview your Evolve course in Learner View by selecting Launch as Learner from the Compose tab.
- Review the course in Learner View to ensure edits/updates have correctly synced from Evolve.
- If your course is set up as an Inline Evolve course, ensure that the course loads appropriately in the Intellum platform.
- Ensure that the Completion settings set on your Evolve course functions as you intend.
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