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Create and Edit a Training

  1. Open the Trainings page.
  2. Click Create Training and choose New Empty Training.
  3. Enter the name, choose the organization if asked, and pick a voice type.
  4. Optionally enable Enable Resume Experience, Assessment Mode, or Override Auto Cache Experience.
  5. Click Create Training. The training authoring app opens in a new tab.

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Import a Training from a Storyboard

  1. Open the Trainings page.
  2. Click Create Training and choose Import Storyboard.
  3. Browse to the Excel file and review the step preview.
  4. Fill in the training settings and click the Import button. The button shows how many steps will be imported.

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Create and Edit a Scene

  1. Open the Scenes page.
  2. Click Create Scene and choose New Scene.
  3. Enter the name and choose the organization if asked.
  4. Click Create Scene. Scene Editor opens in a new tab.
  5. Save your work in Scene Editor before closing the tab.

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Upload and Organize Assets

  1. Open the Assets page and open the folder where the files belong, or click New Folder to create one.
  2. Click Asset, choose the files, and click Confirm.
  3. When the upload finishes, click the asset to open its preview and add tags.

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Create and Share a Procedure

  1. Open the Procedures page.
  2. Click Create Procedure and choose New Empty Procedure.
  3. Enter the name and choose the organization if asked. Procedure Editor opens in a new tab.
  4. Build the procedure in Procedure Editor.
  5. Back in the Dashboard, open More options on the procedure and choose Share.
  6. Check the authors and operators to add, and choose Read Only or Edit for each author. Operators always get read-only access. Click the Share button. The button shows how many users you selected.

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Import Procedures from Dynamics 365 Guides

  1. Select the organization in the header.
  2. Open the Procedures page, click Create Procedure, and choose Import from Guides.
  3. Expand an instance, check the guides, and click the Import button. The button shows how many guides you selected.
  4. Watch the progress cards on the page, or choose View Import Status from the Create Procedure menu.

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Clone a Training, Scene, or Asset to Another Organization

  1. Open Clone from the item’s card or menu.
  2. Enter a name for the copy.
  3. Choose the destination organization.
  4. Click Copy.
Referenced assets are copied to the destination organization along with trainings and scenes.

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Pair a Head-Mounted Display

  1. Start the Altoura app on the head-mounted display (HMD) and note the 6-digit code.
  2. Open the profile menu in the Dashboard and click Pair Device.
  3. Type the code. Pairing completes as soon as the sixth digit is entered, and a green check mark confirms it.

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Best Practices

  • Use clear, unique names for trainings, scenes, procedures, and assets. Names are limited to 50 characters.
  • Check the organization in the header before creating content.
  • Use folders and tags to keep custom assets organized.
  • Set content inactive instead of deleting it when you may need it again.
  • Sign out when you finish on a shared computer.