Keywords:
Create Course, Edit Course, Modify Course, Course Settings, Course Properties, Ruleset Enrollment |
Dashboard – View a summary of the course’s information, enrollments and stats. You can also create new modules, course material, certificates, email notifications and enrollments for the course from the shortcuts listed under “Actions”.
Course Properties – View and modify course properties, settings, personnel and sample screens set during course creation (see above).
Modules Tab
Create, edit, and delete individual modules within a course. Attach content to new modules under the Content tab, by selecting the kind of content you want the module to display (content package aka SCORM, Instructor Led Training, Task, and/or OJT), and then choosing the content packages to attach to the module. The list of content packages you choose from are pulled from the Content Packages section of the Learning Assets menu, where you would upload your content packages before creating your courses.
Content Package – Select a SCORM package from the Content Packages section.
Instructor Led Training Module – Select an Instructor Led Training module from the Instructor Led Training section.
Task – Upload a document for users to fill out/follow directions from, and then upload a response to be assessed by the Administrator (non-user), Supervisors (if “Allow learner’s supervisors to grade and/or mark this task as completed” is checked) and/or Experts (if “Allow experts for this course to grade and/or mark this task as completed” is checked).
OJT – OJT stands for “On-the-Job Training”. This type of module can be used by instructors for training users one-on-one or allowing users to demonstrate their ability to apply the skills that they have learned. This type of module contains content that is completed by the Administrator (non-user), user’s Supervisor, or course Expert (depending on whether “Proctor” boxes are checked) rather than the user. OJT modules are completed from the OJT Proctoring Widget on My Dashboard. The Administrator (non-user), Supervisor, or Expert clicks the “View” icon to view the module content and completes the content in order to give the user a “Completed” status.
Note: You can give the learner options of what activity they would like to complete within a module by selecting more than one content type under a module’s Content tab. When the learner launches the Course, the module will have a down arrow icon where the action/launch button usually is, and a drop-down will appear with the content types that were selected (see screenshot). The learner will only be able to complete one of the activities in order to pass the module.
Course Materials Tab
Course Materials are documents that you can upload for a course, which will be listed on the course enrollment page and able to be downloaded by all users, or only enrolled users, depending on the material’s settings. To update the properties of existing course material, click on the name of the course material in the list. Clicking the button for a course material in the list makes it either private or public.
Certificates – Users who complete this course will be awarded any certificates in this section. You can either create a new certificate or build a certificate based on a certificate template, found in the Certificate Templates section of the Learning Assets menu.
- New Certificate Name - The name of the certificate. Recipients can see this name in their account if they receive the certificate.
- Issuing Organization – You can include in the certificate data where or which organization the recipient got the certificate from.
- Credits – Indicate how many credits this certificate is worth. Note that Course Credits and Certificate Credits are separate, and never totaled together.
- Code – Assign the certificate a code for your own internal tracking purposes, as well as for the Import Certificate Data function.
- Status – If this box is unchecked, the certificate will not be awarded upon course completion.
- Award – Whether or not this box is checked controls how the certificate is awarded if a user re-takes and passes the course again.
- Checked – The certificate’s award date will reflect the date that the course was most recently completed and passed.
- Un-checked – The award date will reflect the first time that the course was completed and passed before the certificate expired. If the course is re-taken and re-passed before the certificate’s expiration date, the award date will be the date upon which the course was first passed. If the course is re-taken and re-passed after the certificate’s expiration date, the award date will reflect the date upon which the course was re-taken and re-passed.
- Expiration – The certificate will be revoked upon the date of expiration, if there is one.
- Description – Use the WYSIWYG box to describe the certificate (its significance, what it means, etc). In the Certificate Builder tab, you can modify the appearance of the certificate.
To change the certificate’s image, click “Upload Background Image”. Click the red “Menu” button, and type text into the “Static Label” box, and then click “Add” when you want to put it somewhere on the certificate. Click and drag the “Data Fields ”to have data fields pulled from the recipient’s profile when they are awarded the certificate.
Email Notifications – Set up email notifications related to events linked to this specific course here. These notifications function just like those found in the Email Notifications section of the System menu, however when created from the course page, the notifications only pertain to events related to the course.
Note: The system prioritizes course email notifications over system email notifications. If there is an email notification in the system and one in a course’s settings that both trigger upon the same event (i.e. course enrollment, course completion, etc), the system will ONLY send the course email notification.
Enrollments – The LMS is set up in a way that prefers that enrollments be created here, rather than in the user profile, or in a group. Rulesets are used to auto-enroll users during the enrollment Lifespan period (the Rulesets tab appears once the Properties tab for the enrollment is correctly filled out and saved).
New One-Time w/Fixed Dates: Utilize this type of enrollment when you want all enrolled users to take the course once, and within the same date range.
- Label - Internal label for the enrollment for internal tracking purposes. Only the Administrator (non-user) and any users with permissions to see and/or create enrollments for the course will see this label. Learners will not see this label; they will only see the course name.
- Prerequisites – If checked, users will not be able to launch the course until the courses listed in the Prerequisites tab of the Course Properties section are completed (depending on what is marked in the Prerequisites tab in the course’s Course Properties section, learners will either need to complete “Any single course listed” or “All courses listed” in the course’s Prerequisites list).
- Force Assignment – If this is checked, and the user matches the ruleset criteria during the Lifespan of the enrollment, the user will be auto-enrolled in the course regardless of if they took the course previously in a one-time enrollment. If this is un-checked, users who match ruleset criteria during the Lifespan of the enrollment will not be auto-enrolled in the course if they already took the course previously in a one-time enrollment.
- Lifespan Start and Lifespan End dictate the timeframe within which users who match enrollment ruleset criteria will be enrolled. Before and/or after that timespan (if the Lifespan Start does not begin immediately, and/or the Lifespan End is not infinite), nobody will be auto-enrolled into the course.
- Lifespan Time zone – The time zone within which the course is taking place. The course enrollment times will reflect differently for user profiles set to different time zones, relative to the enrollment’s Lifespan Time zone. The default time zone for the enrollment is that which is set in the Account Settings section of the System menu.
- Due – This is the date on which the course must be completed by the user. “Access from First Launch” must run past the due date, so the course will still be accessible to the user after the due date; it will appear under the “Overdue” tab of their Enrollments Widget. If they do complete the course past the due date, their completion will be noted as overdue.
- Access from First Launch – This parameter controls when the user loses access to the course. The course will be moved to the “Expired” section of the user’s Enrollments Widget, the user will not be able to launch it, and it will remain in the “Expired” section for 30 days before it is completely removed.
New One-Time w/Relative Dates: Utilize this type of enrollment when you want all enrolled users to take the course once, but each user’s date range within which they can take the course is dependent on when they are enrolled, rather than the same for every user.
- Label – Internal label for the enrollment for internal tracking purposes. Only the Administrator (non-user) and any users with permissions to see and/or create enrollments for the course will see this label. Learners will not see this label; they will only see the course name.
- Prerequisites – If checked, users will not be able to launch the course until the courses listed in the Prerequisites tab of the Course Properties section are completed (depending on what is marked in the Prerequisites tab in the course’s Course Properties section, learners will either need to complete “Any single course listed” or “All courses listed” in the course’s Prerequisites list).
- Force Assignment – If this is checked, and the user matches the ruleset criteria during the Lifespan of the enrollment, the user will be auto-enrolled in the course regardless of if they took the course previously in a one-time enrollment. If this is un-checked, users who match ruleset criteria during the Lifespan of the enrollment will not be auto-enrolled in the course if they already took the course previously in a one-time enrollment.
- Lifespan Start and Lifespan End dictate the timeframe within which users who match enrollment ruleset criteria will be enrolled. Before and/or after that timespan (if the Lifespan Start does not begin immediately, and/or the Lifespan End is not infinite), nobody will be auto-enrolled into the course.
- Lifespan Time zone – The time zone within which the course is taking place. The course enrollment times will reflect differently for user profiles set to different time zones, relative to the enrollment’s Lifespan Time zone. The default time zone for the enrollment is that which is set in the Account Settings section of the System menu.
- Delay – If a user meets the ruleset criteria, they will be enrolled in the course this amount of time after they meet the criteria. If there is no delay, they will be enrolled right when they meet the criteria.
- Due – This is the date on which the course must be completed by the user. “Access from First Launch” must run past the due date, so the course will still be accessible to the user after the due date; it will appear under the “Overdue” tab of their Enrollments Widget. If they do complete the course past the due date, their completion will be noted as overdue.
- Access from Start and Access from First Launch both control the same parameter. This parameter controls when the user loses access to the course. Whichever date comes the earliest is the date on which the learner loses access to the course. The course will be moved to the “Expired” section of the user’s Enrollments Widget, the user will not be able to launch it, and it will remain in the “Expired” section for 30 days before it is completely removed.
New Recurring w/Fixed Dates: Utilize this type of enrollment when you want all enrolled users to take the course on a periodic basis, and within the same date range.
- Label - Internal label for the enrollment for internal tracking purposes. Only the Administrator (non-user) and any users with permissions to see and/or create enrollments for the course will see this label. Learners will not see this label; they will only see the course name.
- Prerequisites – If checked, users will not be able to launch the course until the courses listed in the Prerequisites tab of the Course Properties section are completed (depending on what is marked in the Prerequisites tab in the course’s Course Properties section, learners will either need to complete “Any single course listed” or “All courses listed” in the course’s Prerequisites list).
- Lifespan Start and Lifespan End dictate the timeframe within which users who match enrollment ruleset criteria will be enrolled. Before and/or after that timespan (if the Lifespan Start does not begin immediately, and/or the Lifespan End is not infinite), nobody will be auto-enrolled into the course.
- Lifespan Time zone – The time zone within which the course is taking place. The course enrollment times will reflect differently for user profiles set to different time zones, relative to the enrollment’s Lifespan Time zone. The default time zone for the enrollment is that which is set in the Account Settings section of the System menu.
- Due – This is the date on which the course must be completed by the user. "Access from First Launch” must run past the due date, so the course will still be accessible to the user after the due date; it will appear under the “Overdue” tab of their Enrollments Widget. If they do complete the course past the due date, their completion will be noted as overdue.
- Recurrence – The user will be re-enrolled in the course as often as dictated here. An end date cannot be set for this parameter. Recurring enrollments recur until the enrollment is deleted.
- Access from Start and Access from First Launch both control the same parameter. This parameter controls when the user loses access to the course. Whichever date comes the earliest is the date on which the learner loses access to the course. The course will be moved to the “Expired” section of the user’s Enrollments Widget, the user will not be able to launch it, and it will remain in the “Expired” section for 30 days before it is completely removed.
New Recurring w/Relative Dates: Utilize this type of enrollment when you want all enrolled users to take the course on a periodic basis, but each user’s date range within which they can take the course each period is dependent on when they are enrolled, rather than the same for every user.
- Label – Internal label for the enrollment for internal tracking purposes. Only the Administrator (non-user) and any users with permissions to see and/or create enrollments for the course will see this label. Learners will not see this label; they will only see the course name.
- Prerequisites – If checked, users will not be able to launch the course until the courses listed in the Prerequisites tab of the Course Properties section are completed (depending on what is marked in the Prerequisites tab in the course’s Course Properties section, learners will either need to complete “Any single course listed” or “All courses listed” in the course’s Prerequisites list).
- Lifespan Start and Lifespan End dictate the timeframe within which users who match enrollment ruleset criteria will be enrolled. Before and/or after that timespan (if the Lifespan Start does not begin immediately, and/or the Lifespan End is not infinite), nobody will be auto-enrolled into the course.
- Lifespan Time zone – The time zone within which the course is taking place. The course enrollment times will reflect differently for user profiles set to different time zones, relative to the enrollment’s Lifespan Time zone. The default time zone for the enrollment is that which is set in the Account Settings section of the System menu.
- Delay – If a user meets the ruleset criteria, they will be enrolled in the course this amount of time after they meet the criteria. If there is no delay, they will be enrolled right when they meet the criteria.
- Due – This is the date on which the course must be completed by the user. “Access from First Launch” must run past the due date, so the course will still be accessible to the user after the due date; it will appear under the “Overdue” tab of their Enrollments Widget. If they do complete the course past the due date, their completion will be noted as overdue.
- Recurrence – The user will be re-enrolled in the course as often as dictated here. An end date cannot be set for this parameter. Recurring enrollments recur until the enrollment is deleted.
- Access from Start and Access from First Launch both control the same parameter. This parameter controls when the user loses access to the course. Whichever date comes the earliest is the date on which the learner loses access to the course. The course will be moved to the “Expired” section of the user’s Enrollments Widget, the user will not be able to launch it, and it will remain in the “Expired” section for 30 days before it is completely removed.
Modify Enrollment
To update the properties of an existing enrollment, click on the name of the enrollment in the list. Click “New Ruleset” in the Rulesets tab to set rules that automatically enroll users into the course based on the criteria in the Ruleset. To update the properties of an existing ruleset, click on the name of the ruleset in the list.
Discussion – View the discussion board for the course (if it is enabled in the Course Settings tab).
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