How Courses Work

Courses are the primary way for Members to engage with the Learning Management System. Members can enroll in courses from the Learning Portal and download their certificates upon completion of the course.

Creating a course from the Membership Dashboard

Please note, the organization account must be connected to a financial integration such as Stripe in order for Members to pay for courses with a credit card.

1. From the Membership Dashboard, navigate to Learning > Courses
2. Above the Courses table, select Create

You will now see the Course editor form which can be used to create your course.

1. Under the Title field, enter a name for the course
2. Under the Description field, enter the description for the course
3. Toggle on the Active checkbox to make the course available for Members to view and enroll in
4. Under the Price field, enter the price Members will need to pay to enroll in the course
5. Under the Enrollment Capacity field, enter the maximum number of members allowed to be enrolled in the course
6. Under the Introductory Video or Banner field, select the media uploaded by your organization to be displayed along with the course or select Upload New Media to create your own
   1. Under the Select Media Type field, select Image or Others: to determine what format the file will be uploaded in
   2. Under the Title field, enter a name for the file
   3. Under Select Image or Select File, select Choose File to upload your file
   4. Under Thumbnail, select Choose File to upload a preview image for the file
   5. Select Upload
7. Under the Instructors field, select the Member that will serve as the instructor for the course

Availability

1. Under the Registration Start Date field, enter the date on which registrations will be available
2. Under the Registration End Date field, enter the date on which registrations will no longer be available
3. Under the Registration Start Time field, enter the time on which registrations will be available
4. Under the Registration End Time field, enter the time on which registrations will no longer be available
5. Under the Access Start Date field, enter the date on which the course contents will be available
6. Under the Access End Date field, enter the date on which the course contents will no longer be available

Others

1. Under the Allowed Membership Types field, select the Membership Types the member must have in their account before being able to
2. Under the Automatic Enrollment of Membership Types field, select the Membership Types the Member must have in their account to be automatically enrolled in the course
3. Toggle on the Disable fast-forwarding video checkbox to prevent members from using playback controls for lesson videos
4. Under the XAPI Webhook field, enter an url for any third party webhook your organization may want to use

Credit Settings

1. Under the Credit Type field, select the Credit Type to be awarded upon completion of the course

Once configured, select Save Changes to create your course.

Utilizing the Course Builder

With the course completed, individual lessons and forms can be added to the course with Course Builder. WIthin a course, there are modules and each module has lessons inside them.

1. From the Membership Dashboard, navigate to Lessons > Courses
2. Select the checkbox of the course you wish to edit
3. Above the Courses table, select Actions > Open Course Builder
4. Select Add a New Module
   1. Under the Title field, enter a name for the course
   2. Under the Description field, enter the description for the course
   3. Toggle on the Active checkbox to make the course available for Members to view and enroll in
   4. Under the Credit Type field, select the Credit Type to be awarded upon completion of the lesson
   5. Select Create Module

The module will now be added into your course. You can further add lessons or forms for Members to complete.

1. From the Course Builder, select Add Lesson > Add a Form or Add Lesson
   1. Select Add a Form if you wish to create a form for Members to fill out.
   2. Select Add Lesson if you wish to create a lesson

You will see different settings depending on which option you choose.

Add a Form

1. Under the TItle field, enter a name for the lesson
2. Under the Description field, enter a description for the lesson
3. Under the Select a Custom Form field, select a custom form created by your organization or select Create a New Form to make your own
   1. Under the Name field, enter a name for the form you wish to create.
   2. Under the Category field, select Quiz.
   3. Under the Description field, enter any additional information you wish to pass off to Members
   4. Select Add Question to begin creating your questions.
   5. Select Save Changes to create your form
   6. For instructions on how to create a form for forms, please review our How Quizzes Work article.
4. Toggle on the Lock Form Resubmission checkbox to prevent resubmissions
5. Under the Credit Type field, select the credit type to award the Member for completing the form
6. Select Save Changes

Add Lesson

1. Under the TItle field, enter a name for the lesson
2. Under the Description field, enter a description for the lesson
3. Under the Lesson Resource field, select one of the resources uploaded by your organization or select Upload New Media to create a new resource
   1. Under the Select Media Type field, select Image or Others: to determine what format the file will be uploaded in
   2. Under the Title field, enter a name for the file
   3. Under Select Image or Select File, select Choose File to upload your file
   4. Under Thumbnail, select Choose File to upload a preview image for the file
   5. Select Upload
4. Under the External Video Link field, enter link to a third party video if preferred
   1. Please note this will override whatever is added in the Lesson Resource field.
5. Under the Lesson Quiz field, select the quiz you wish to include as part of the lesson
   1. For instructions on how to create a quiz for lessons, please review our How Quizzes Work article.
6. Under the Credit Type field, select the credit type to award the Member for completing the lesson
7. Select Save Changes

Rearranging Lessons in the Membership Dashboard

Lessons can be easily arranged by selecting the up or down arrows to move the lesson. Moved lessons are saved automatically.

Enrolling in a Course

We recommend enrolling in the course as a test to ensure everything works properly.

1. From the Learning Portal, navigate to Browse
2. Select Add for the course(s) you wish to test
3. Under the Discount Code field, enter a promotion code if configured for your Learning Portal
4. Under the Payment Method field, select the payment method you wish to pay by
5. Select Checkout

You will now be taken to the success page, confirming you have been enrolled in the course.

Deleting a Course

Courses can be removed from the Membership Dashboard if necessary.

1. From the Membership Dashboard, navigate to Learning > Courses
2. Select the checkbox of the course you wish to delete
3. Above the Courses table, select Delete
4. Select Confirm