Creating a Course

To create a new course, navigate to Courses from the left navigation menu, then select Create Course.

Overview

The Overview tab provides a summary of the course configuration, including:

• Manage
• Settings
• Modules
• Trainees

Select any Edit link to jump directly to the corresponding section and make changes.

Manage

The Manage tab contains the basic course information.

Select Edit to configure the following:

• Course Name – Enter the name of the course.
• Course Description – Add a description of the course.
• Trainer Information – Enter the trainer's information.

Note: If trainee activity emails are enabled, notifications will be sent to the email address entered for the trainer.

Settings

The Settings tab controls course-level behavior, including passing requirements, enrollment, certificates, emails, and trainee access.

Note: Settings on this page apply only to the course. Individual modules have their own settings, which can be configured within each module.

To edit the course settings, select Edit, then configure any of the following options.

Course Deadlines

You can assign a completion deadline to the course.

If a trainee does not complete the course before the deadline:

• Their status changes from Invited or In Progress to Missed Deadline.
• They will not be able to re-enter the course until the deadline has been extended.

Course Passing Score

Set a minimum passing score for the entire course.

Trainer Email Notifications

Enable summary emails to the course trainer that include trainee activity during the selected reporting period.

These emails can include activities such as:

• Course started
• Course completed
• Missed deadline

Trainee Self-Retake

Choose whether trainees are allowed to retake the course from their course dashboard.

Enrollment Options (Enterprise Only)

Enterprise customers will see an Enrollment Options section.

For additional information, see the Enrollment Options article.

Course Emails

Standard course emails are automatically available.

You can customize each email by adding your own text beneath the standard message.

Module Settings

Configure module-level behaviors, including:

• Module sequencing
• Reusing scores from other modules
• Individual module retakes
• Fast-forward

Module Emails

Enable module completion emails that are sent to trainees.

Each email can also include custom text beneath the standard message.

Course Language

In addition to customizing email content, you can set the course language to any of the 24 supported languages.

Share Your Course

Make your course publicly accessible by enabling Share Your Course.

Depending on the sharing option selected (Current Trainees or Public), the course link can be shared through:

• LinkedIn
• Facebook
• Twitter

Certificates

Certificates can be issued for course completion.

Select the certificate template you want to use, then choose whether certificates should be issued:

• After successful completion of each course within the training, or
• Only after successful completion of the overall course.

Modules

Use the Modules tab to add modules to the course and manage module-specific course settings.

Select Add Modules to add modules from the module pool.

From this tab, you can also:

• Modify the course minimum passing score.
• Modify the module minimum passing score.
• Enable module sequencing.

Trainees

The Trainees tab is used to invite trainees and manage those currently enrolled in the course.

When a trainee is invited to a course:

• They receive a single email containing the list of modules included in the course.
• The email includes a link that starts the course.
• Selecting the link opens the first module in the course.

Important

Trainees receive the course exactly as it exists at the time they are invited.

If changes are made after a trainee has already been invited, those updates are not automatically reflected for that trainee.

To send the updated course structure, use Remind. A reminder email includes the current list of modules as the course is configured at the time the reminder is sent.

Trainee Tab Actions

From the Trainees tab, you can:

• Select Invite to add trainees by:
  • Existing users
  • New users
  • Uploading an Excel file

To perform actions on multiple trainees:

1. Select one or more trainees.
2. Choose Trainee Actions.
3. Select one of the following actions:
   • Remind
   • Reset (Entire course)
   • Drop

Only the selected trainees will be affected.

Change the Course Cover Slide

To change the default cover slide trainees see when they are invited to a course, refer to the How do I change the cover slide for my Course? article.

Export Data

You can export trainee data for a course from the Trainees tab.

1. Open the Trainees tab.
2. Select Export Data.
3. Choose one of the following:
   • All Trainees
   • Filtered Trainees
4. An Excel report will be downloaded to your computer.