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Using the Training Design Manager

This guide explains how to access, configure, and use the Training Design Manager (TDM) in MAXRES Construct to design and automate training content.

Overview​

The TDM is designed to help administrators and designers quickly create and manage training courses using automated AI workflows.
It brings together five main tools:

  1. Workspace View – View and manage all content objects.
  2. Training Architect – Build and automate course structures.
  3. Knowledge Hub – Create and manage document-based knowledge bases.
  4. Assistant Hub – Define and manage AI assistants.
  5. Workflow Hub – Connect assistants and knowledge bases to automate content generation.
note

Access to the Training Design Manager requires Super Admin or Workspace Admin privileges.

Step 1: Accessing the TDM Editor​

  1. Log in to MAXRES Construct.
  2. On the top-right navigation bar, click TDM Editor.
  3. The Workspace View opens by default, displaying a full list of content objects within your workspace.
tip

If you cannot see the TDM Editor button, check that your user role is set to Super Admin or Workspace Admin.

Step 2: Exploring the Workspace View​

The Workspace View gives a comprehensive overview of all content objects within your workspace.

You can:

  • Edit content object titles directly in the table.
  • Mark items as For Review or For Maintenance.
  • Use the actions menu (three dots) to open an object in the Course Structure View.
  • Add new courses using the Add Course button in the top-right corner.
  • Search and filter by maintenance or review status.
tip

Use the search bar and filter options at the top to quickly locate specific courses or modules.

Step 3: Navigating Between Views​

The TDM has multiple views that can be accessed through the menu icon (four squares) in the top-left corner of the screen.

Select the menu to open the sidebar and navigate to:

  • Workspace View
  • Training Architect
  • Knowledge Hub
  • Assistant Hub
  • Workflow Hub

Step 4: Using the Training Architect View​

The Training Architect view enables you to design and automate the structure of your training courses.

You can:

  • Clear Workspace – Delete all courses and data in the current workspace.
  • Export CSV – Export the architect table for external editing.
  • Import CSV – Re-import updates from a modified CSV.
  • Save Changes – Save modifications to your current setup.
  • Create Courses – Automatically build lesson module scaffolds.
  • Generate Content – Run AI-assisted generation of training content.
  • Jobs View – Audit and track all background generation jobs.
  • Settings – Manage and reset workspace configurations.
caution

Always click Save before generating courses or content to prevent loss of work.

Step 5: Creating a Knowledge Base​

A Knowledge Base stores reference materials (usually PDFs) that your AI assistants use to generate accurate and context-aware content.

To create a new Knowledge Base:​

  1. Open the Knowledge Hub from the sidebar.
  2. Click Create Knowledge Base.
  3. Enter a Name and Description.
  4. Select and upload PDFs from the Asset Manager.
    • You can upload multiple PDFs at once.
  5. Configure Grouping Rules to define how content should be indexed.
  6. Click Start Extraction to extract text from PDFs.
  7. Click Start Indexing to embed and store extracted data.
note

The extraction and indexing processes may take several minutes, depending on the size of your documents.

Step 6: Creating AI Assistants​

AI Assistants are the core of the automation process.
They process information from knowledge bases and generate structured content.

To create a new Assistant:​

  1. Open the Assistant Hub.
  2. Click Create Assistant.
  3. Enter:
    • Name
    • Description
    • AI Provider (e.g., OpenAI, Azure AI Foundry, Llama)
    • Model (select from available options)
  4. Optionally, add a System Prompt (up to 4,000 characters).
  5. Click Create Assistant to save.
tip

Keep system prompts concise and focused on defining the assistant’s role and output format.

Step 7: Building Workflows​

Workflows allow you to connect assistants and knowledge bases to automate content generation.

Access the Workflow Hub​

  1. Open the Workflow Hub from the sidebar.
  2. Review existing workflows or click Create Workflow.

Types of Workflows​

  1. Workspace Assistant – Performs general workspace-level actions.
  2. Block-Level Workflow – Generates seed content for each learning block.
  3. Training Needs Analysis (TNA) Workflow – Produces enabling objectives and key learning points.
  4. Component Workflow – Generates detailed content for components like HTML5, CBT, or ILT modules.
note

Active workflows are highlighted in green.

Adding Steps to a Workflow​

Each workflow can include up to 10 steps.
For each step:

  1. Select an Assistant.
  2. Attach a Knowledge Base.
  3. Optionally, include custom instructions.
  4. Add more steps by clicking Add Processing Step.
tip

You can chain assistants together — for example:

  • Step 1: Instructional Designer Assistant
  • Step 2: Subject Matter Expert Assistant
  • Step 3: Quality Assurance Assistant
  • Step 4: Validator Assistant

Step 8: Generating Courses and Content​

Once your workflows and assistants are configured:

  1. Go back to the Training Architect view.
  2. Click Create Courses to automatically build lesson modules.
  3. After courses are generated, click Generate Content.
  4. Ensure a block-level workflow is active before starting.
  5. View the job progress in the Jobs View tab.
caution

If no active workflow is set, content generation will not start.

Step 9: Reviewing and Approving Seed Content​

After content generation completes:

  1. Go to the Dashboard View.
  2. Select a Lesson Module Card.
  3. Drill down to the Key Learning Point (KLP) level.
  4. Click the Cloud icon to view the generated seed content.
  5. Use the chat interface to refine text if needed.
  6. When satisfied, click the Tick icon to approve.
important

Approving seed content triggers the next phase — component-level generation.

Step 10: Generating Component-Level Content​

Once seed content is approved:

  • The system automatically distributes the content to the relevant component workflows.
  • These workflows generate detailed learning materials such as:
    • Instructor-Led Training (ILT) content
    • Computer-Based Training (CBT) interactions
    • HTML5 simulations or knowledge checks

You can review each generated component by double-clicking it in the Course Structure View.

Step 11: Final Review and Publication​

After all components are generated:

  1. Open each component in the Edit Content view.
  2. Make any final manual adjustments.
  3. Preview the completed lesson.
  4. When satisfied, mark the course ready for publication.
tip

Perform one last content validation run to ensure all JSON or HTML components are valid before publishing.

Summary​

The Training Design Manager provides a full end-to-end process for AI-assisted training content creation.
By combining Knowledge Bases, Assistants, and Workflows, MAXRES Construct helps you design, validate, and publish structured courseware faster and more consistently than ever before.

note

For best results, maintain separate workflows for Training Needs Analysis (TNA), Block-Level, and Component-Level automation.