Pinnacle Series Terminology for Users with Elevated Permissions
Quick Answer
This glossary defines Pinnacle Series terms specific to users with elevated permissions - covering content management, libraries, bulk actions, search and replace, visibility, asset metadata, and assignment management.
What This Article Helps With
This article defines terminology and common terms you may see or hear when using Pinnacle Series with elevated permissions. It applies to Pinnacle Series users with elevated permissions.
Content Management Terminology
Term
Description
Add New Content
Create and upload content within Pinnacle Series, including structured learning paths, documents and media files.
New Folder
Creates a new folder to categorize and organize content.
Copy From Subscription
Duplicates content from an existing subscription or library, for easy reuse of pre-existing materials.
Upload HTML Files
Upload HTML-based content, such as interactive modules or web resources.
Upload Documents or Media
Upload documents (PDFs, Word files) or media (images, audio, video) as learning resources.
Learning Path
A sequence of courses or modules guiding users through structured training.
Quiz
Embedded in courses or learning paths to assess users' knowledge.
Video
Upload or create a video, embedded in content or used as a standalone resource.
Workflow
Guides users through a step-by-step process or series of tasks, commonly for hands-on or job-specific learning.
Recycle Bin
Temporarily stores deleted content so it can be restored if needed, undoing accidental deletions.
Training Template
Pre-configured learning materials mapped to assessments, for consistent training delivery - for example, a template used for KnowledgeSmart assessments to standardize learning paths.
Related Learning Commands
Links content to additional, related topics to support learning continuity.
Mapped Learning Path
A learning path assigned based on assessment performance, addressing specific skill gaps.
Default Certificate of Completion
A customizable certificate awarded on course completion, which can be aligned with company branding.
Content Suggestions
Personalized content recommendations based on a user's learning history and preferences.
Tracking Content Changes
Logs and monitors updates made to content, for version control and consistency across libraries.
Library Management Terminology
Term
Description
View Library
Access all content in a specific library.
Edit Library
Modify a library's structure or content.
Duplicate Library
Creates a copy of an existing library for customization.
Share Library
Grants other users or groups access to a library.
Create From Existing
Builds a new library using the structure and content of an existing one.
Bulk Actions Terminology
Term
Description
Move
Relocates content from one folder, library or category to another.
Duplicate
Creates an exact copy of content for reuse or customization.
Recycle
Temporarily deletes content to the Recycle Bin for possible future retrieval.
Bulk Modify
Changes multiple content items at once, such as updating metadata or keywords.
Share
Generates a link to share selected content internally or externally.
Search and Replace Terminology
Term
Description
Search and Replace
Searches for specific terms across content and replaces them globally.
Content Updates
Tracks changes made to content during a search and replace operation.
Global Term Replacement
Replaces a term across multiple content items simultaneously.
Preview Changes
Shows a preview of changes before they're applied, to help ensure accuracy.
Visibility Terminology
Term
Description
Content Visibility
Controls who can view specific content, based on role or group.
Folder Restrictions
Limits a designated user group's access to content within a specific folder.
Group Permissions
Assigns a specific group permissions for content access, editing or management.
Sharing Content to a Library
Curating content according to a library's core topic - for example, adding organizational project standards documentation and sharing it with a BIM-focused library.
Sharing Libraries
Managing content visibility by sharing a whole library with all users or specifically selected groups.
Inherited Permissions
Permissions passed down from a parent group or folder to its child groups or subfolders automatically.
Group Owners
A planned future capability: enhanced autonomy for a Group Owner to assign content or training directly to users within their groups, with streamlined workflows for managing group-specific content or training paths without relying on higher-level administrators.
Asset Metadata Terminology
Term
Description
Learning Tags
Map learning content to skill gaps identified through assessments, matching training tags against targeted KnowledgeSmart assessment questions to enable personalized learning paths.
Keywords
Search terms associated with content, to improve discoverability.
Related Learning Command
Tags content with a related learning command for a specific Autodesk product - AutoCAD, Revit, Inventor or Navisworks - so it appears within the Pinnacle Series Related Learning Plugin. For example, a new AutoCAD Civil 3D user can access a just-in-time video about surfaces during their project work.
Difficulty Rating
Beginner, Intermediate, or Advanced - a filter users can apply to match content to their current skill level.
Topics & Subtopics
Categorizes content under broader topics and more specific subtopics for organization.
Libraries
Collections or repositories where related content is stored and grouped.
Transcript
A written version of a video's spoken content, for accessibility and searchability.
Creates an assignment of content or an assessment for users.
Training Thresholds
Criteria determining training assignments based on assessment scores - for example, users scoring below 30% are assigned all training materials, while those scoring above 80% pass without further assignments.
Exclude Users
Prevents reassigning content to users who have already completed it.
Monitor Assignment Progress
Tracks progress, due dates and completion status of assignments.
Set Expiration Dates
Specifies a deadline for completing an assessment.
Personalized Training
Training tailored to an individual's assessment results - for example, a user scoring between 50–80% receives content targeting their specific areas for improvement.
Can a user be assigned content automatically, without an admin manually assigning it?
See Training Thresholds and Personalized Training - assessment scores can automatically determine which training a user receives once an assignment or assessment is in place.
What's the difference between Content Visibility and Folder Restrictions?
Content Visibility controls who can see specific content based on role or group. Folder Restrictions apply that same kind of control at the folder level, limiting a designated group's access to everything within it.
Do Group Owners currently have the ability to assign training to their group?
Not yet. The expanded capabilities described for Group Owners - assigning content directly and managing group-specific training without relying on a higher-level administrator - are a planned future capability, not something available today.
