As part of the course creation process, you must set some parameters of how the course functions, is categorized, and provide instruction/information to learners. We've broken down the various sections of the Edit Course Info page below.
Edit Course info overview
This section becomes available after a course is created, or if you navigate back to the Manage Course panel. It allows you to customize a number of the behaviors of a course.
The settings described below are grouped into these sections:
- Course details: The course title, description, and tags shown in the catalog
- Classification: Where the course appears in the catalog
- Identification and duration: Course Estimated Duration and Course External ID
- Certificate: Award Certificate Upon Completion of the Course and Certificate Expiration Period
The remaining settings are under Advanced settings:
- Completion & retakes: Multiple Completions are Allowed
- Availability & compliance: Compliance Course and Self-enrollment Approval
- Learning path behavior: If Course is Part of a Learning Path
- Learner experience, Credits, and Licensing & internal notes: Settings for the learner experience, course credits, content ownership, and administrator notes
Course title
Providing a descriptive and concise title is recommended for easier searching.
Description
Ownership
We highly recommend that you always publish a course as a member of the academy you are currently active in.
System requirements
This is an open text box to explain any requirements, such as minimum browsers, or mobile app versions, etc.
Next and Back buttons
Use this setting to show or hide navigation buttons at the bottom of the page. Some imported courses, such as SCORM courses, may already include Next and Back buttons. In that case, you can turn off the system buttons.
Course tags
Add tags for similar words that may not be found in the title or the description of the course. Tags are searchable, as well as fall into the search priorities along with title and description.
Level and Language
Use Level to indicate the audience the course is intended for. The Language selection is a major part of multilingual academies. The default for a course is English.
Training Category
Courses can be saved in multiple categories and/or sub-categories to provide access to multiple audiences.
Course Estimated Duration and Course External ID
The Course Estimated Duration is setup as (Hours:Minutes:Seconds), and can be combined with other courses to provide an estimated time for a Curriculum.
The Course External ID is a way to track a course behind the scenes, as a unique identifier, or an ID that was migrated from another system to match records.
Award certificate upon completion of the course
Do you want a certificate to be sent to the learner when they complete this course?
If yes, you are presented with an optional certification expiration period.
If no, then you may either not want a certificate sent out, or this course may be part of a curriculum that sends a certificate once they have completed a group of courses.
Certificate expiration period
This period can be based on a rolling set of months, connected with the enrollment or completion date, or every year on a set date. The course can also be reassigned if desired, with a new reassignment due date.
Certificate expiration period explained
The certificate expiration period can be set up via two formats: one is a rolling format based on enrollment or completion date, and the second is based on a set date each year.
Business value
Based on business or compliance needs, certain courses may need to be automatically reassigned on a set period of time. With these options, those set periods can be configured and automated.
How does it work?
We've laid out both use cases below with examples of possible use cases.
Option 1 - Rolling certificate
Certificate expires based on the user's enrollment or completion date. If the Reassign Course is set to "Yes", then a value must be entered in for the number of days before the expiration date arrives, that a user must complete this course.
Example 1: Twelve months as the user is enrolled the course will expire. The reassignment period is fourteen days.
Example 2: Twelve months as the user completes the course, it will expire. The reassignment period is 30 days.
Option 2 - Every year on x date
If there is a need for a certificate to expire on specific date every x number of years, this is a great way to leverage this functionality.
NOTE: A new field appears if this option is selected.
This option says that if a user completes training within x months before certificate expiration date, then it will count for this year's certification period. Let's put this into our example below
Example 1: Every two years on March 1st, our organization does compliance training based on federal law. We reassign users ninety days before the expiration date.
If you try to reduce the shift period to less than the reassignment period, you receive the following error: The Reassignment Period can't be bigger than the Certificate's expiration shift period for next year.
Show on certificate
There are two options associated with this setting. Do you want the Estimated Duration and Total Time Spent on the certificate? Do you want the course instructor's name on the certificate? These components can added to the certificate for regulatory mandates if needed.
Multiple completions are allowed
Lock course if user misses the due date
Selecting "Yes" for this option prevents users from making any additional progress once a due date has passed. It can be unlocked, but requires approval to do so.
"No" is the default setting, allowing progress to be made after any due dates.
Compliance course
If the course is required for your organization's compliance purposes, toggle this option to the right. By default, courses are not compliance courses.
Users can review and rate the course
Do you want feedback on your course? This is a public component that gives learners the ability provide their rating and feedback of the course.
Course Discussion Board
This Yes/No setting appears only if your academy has enabled the Discussion boards in courses setting. It defaults to No. Select Yes to let learners and instructors post and reply in lecture and general discussions for this course. Select No to keep the discussion board turned off for the course.
Self-enrollment Approval
Use this setting to require approval for individuals, based on your organizational structure, before they can enroll in the course.
If course is part of a learning path
This option allow for a course to maintain progress if it is part of one or more learning paths. Meaning if the learning path is reassigned, a learner does not have to complete this course again due to the learning path reassignment. If the course itself is reassigned, then that would reset progress, and the completion would have to be reacquired.
Credits
If the course is connected to external credits, add them here.
License
Best practice is to always select Copyright, as then the course, edits, updates, etc. all fall to the course creator/owner.
Creative Commons means that others in the general Learning community can edit this course. This is not recommended for most course creators.
Use Administrative notes to leave information for others to reference later.