Setting Up an Online Training
Setting up an online course on the LMS allow the admin to create a dynamic learning experience for employees through lessons, topics, quizzes, surveys, and certificates. You can also track enrollment, participant progress, and completions.
Only the fields that have a red asterisk are required. We will go over many fields and settings, but most are not mandatory.
Training Details
The first tab of settings will be the Training Details tab. This is where you will set the overarching settings for the course.
1) Training Image – The image associated with the course; the “cover” if you will. Set it by clicking Add Image and selecting from the content library or uploading a new image.
2) Initiative – Where you can set the initiative that the course falls under.
3) Learning Objectives – The outcomes the participant will achieve upon completing the course. Whatever you enter in this section will appear under the Learning Objectives tab on the front end of the course.
4) Credit Type – Set the type of credit, if any, the course will grant the participant. This field lets employees know what kind of credit they will receive from the course.
Note: this does not physically grant the credit, it simply is a way to let people know what credit they will receive.
5) Credit Type Details – Details about the credit type that users will receive, if any are applicable.
6) Contact Hours – This informs participants of how long the training will take to complete. For online courses, this can be estimated.
7) Total cost of training – This field can be ignored.
8) Privacy Settings – These are settings that limit who can see the course, and whether or not it appears in the front end.
- Private Course – The course will only be accessible via direct link. This option is best used when you have a training you only want to make available to specific people you provide access to.
- Test Course – This setting is for when you are testing a course and do not want the training to be visible to the public nor registration or training participating data to appear in the training databases. This option is mostly used by administrators for testing purposes.
- Hidden Course – This option is for when you would simply like to hide a course listing from the public. This option is typically utilized to quickly or easily “take down” a course that is no longer being offered without having to delete it.
Registration
This is the second tab of settings in the backend of a course. This is where you set things such as the course type and capacity.
1) Featured Training – Check this box if you would like this course to be featured on the homepage.
2) Training Mode – The type of course you are creating. For setting up an online course, set to Online.
3) Enable Signature – Checking this box requires the course participants to sign their names electronically at the conclusion of the course.
4) Enrollment End Date – The date that registration for the course will end, if you wish to close registration after a certain date. If you do not wish to close registration after a certain date, you can leave this blank. Registration will close automatically at the start time of the course.
5) Class Capacity – The capacity of the course. If you only want a certian number of people to take the course, you can set that number here.
6) Exclude from Waitlist – Checking this will close registration once capacity is reached.
7) Wait List Settings – Checking this will automatically add users to a waitlist if they register after the capacity is reached. If you uncheck this, users will have to be added to the waitlist manually.
8) Master Hosted Course – Check this box if you would like the course to be hosted on the LMS platform. If you uncheck this box, you will need to provide a redirect link for participants to be sent to after registering.
9) Access Code – If you want to restrict registration to only those with the code, you can add said code here. You can add your own code, or you can click Generate Code to have one be randomly generated.
Employer Selection
For every course, there needs to be employers for whom their users can take the training. Every employer can be selected, or just a few. These are the employers that will appear as options when users register to take the training.
Load PO – This field determines how the employers are loaded in. That can be done by region (as shown), by employer type, or individually.
The field below changes depending on what is selected in Load PO. That area is where you select what employers or groups of employers you wish to have access to this course. Currently regions is displaying, so the employers within the regions that are checked off would have access to the course.
These are the main settings that are important to setting up your course and ensuring it runs how you would like. However, there are some other settings that can be adjusted as well. These can be found underneath of the Settings tab, near the top of the page.
The settings on this page have to do with the certificate, course price type, and lesson progression. Everything on this settings page is explained in detail, and is very straightforward. There are also question mark icons next to every field that provide further information, should you need it.
If you’re on the settings tab, you can return to the main page of settings by clicking on Course page in that same top bar.
Once you have the course settings the way you would like them, you can scroll to the top of the page where, on the right hand sode of the page, you can click Publish. This will make the course live and ready to start taking participants. It will also make it visible in the training catalouge, unless you have changed the privacy settings to do otherwise. You can edit the course settings at any time, and when you are done making edits you can click the same button you did when you pubished. The only difference is now that button will say Update.
