Objective
To create a hybrid tutorial that includes Content Reuse or custom edits.
Background
A hybrid tutorial is a Training Center page that includes information from the standard Procore Support Site as well as your company's standard operating procedures or special instructions.
Steps
- Create a New Page
- Edit the Page
- Reuse a Page's Contents
- Edit Copied Standard Tutorial Content In-Line
Or
- Copy a Tutorial from Procore's Library of Hybrid Tutorials
- Edit the Page
- Reuse a Page's Contents
- Edit Copied Standard Tutorial Content In-Line
Create a New Page
- Navigate to the area of your Training Center that you want to create a tutorial in.
For example, if creating a hybrid tutorial for a Procore tool, make sure you’re on the ‘Procore Process Database’ page within your Site Map.
- Click New.
- Check the box for 'Show All Available Templates' and choose a template for the page layout from the following options:
1 - Tutorial (Plain): This template is a blank space for your own format.
Scroll to the bottom to find the Blank template: This template is a blank page with no format.
- Click Create Live.
- Click Create.
You will automatically be redirected to your new page.
- Enter a Title to name the page or page section.
- If applicable, Replace instructional text with your content and add images, videos or tables to enhance your Training Center.
- Click Save.
Copy a tutorial from procore's library of hybrid tutorials
- Navigate to the Library of Hybrid Tutorials list.
- Scroll or use the Shortcut links to jump to a specific Procore Tool.
- Click on the tutorial you want to copy.
- Click Options. In the drop-down menu, click Copy.
- Within the 'Copy Page' pop-up menu, click Browse.
- Use the + and - signs to navigate the Browse window and click the Folder where you want to place this copied hybrid tutorial.
- Click the + sign next to 'tc' to expand the folder.
- Click the + sign next to your Company Name to expand the folder.
- Click on the Tutorials Folder.
Verify the selected location is highlighted in orange and reflected correctly under 'New page location'.
- Enter a title for the new tutorial in the 'Page Title' field and include your company's name in parentheses.
For example, 'Add a Daily Log Item (Brick)'.
- Click Copy page.
You will be redirected to the copied page. Verify the new page title and URL address.
Edit the Page
- Click Edit and select Edit Live.
- Add a 'Special Instructions' section above 'Steps' to highlight the key differences your company requires.
- Enter a note under the 'Things to Consider' header by inserting a bullet point below.
- Click Save.
Reuse a Page's Content
- Click Edit and select Edit Live.
- Place your cursor on the page where you want the Content Reuse block to be.
- Click Elements.
- Click Content Reuse.
- To populate the Article to Reuse field, use the Browse or Search tabs to find the content you would like to reuse.
Browse:
Click the + or - sign next to the parent folder to expand or collapse it.
Click the folder to select the content and reuse it.
Search:
Enter a keyword or key phrase into the search bar and press Enter.
Recommended search results will populate in the list.
Click the link to select the content and reuse it.
- Within the Reuse Section drop-down, specify how much content you want to reuse:
- To reuse the entire page, leave the Reuse section unselected.
- To reuse only a section of a page, select the appropriate section from the Reuse section drop-down list. If reusing a section, the entire section will be reused, including any subsections.
- Click Insert.
- Click Save.
Edit Copied Standard Tutorial In-Line
- Navigate to the Procore standard tutorial you want to copy the Steps section from or copy the layout of.
For example, support.procore.com/products...daily-log-item
- Highlight the Steps section or the entire tutorial and use Control + C on your keyboard to copy.
- Navigate to your Training Center page.
- Click Edit and select Edit Live.
- Use Control + V on your keyboard to paste the information into your Training Center page.
- Edit the pasted information as needed to customize it.
- Click Save.