In the following article we will guide you on how to create a new E-learning course.
To create a new course you may go to E-Learning >> General >> Own courses.
You may complete the required information in the Basic Data section: (fields marked with * are mandatory)
Course image: Image that will appear in the course catalog, ideally representing the topic to be covered in the course.
The image should not exceed 600KB.
An image must be uploaded for the cover of this course.
It is recommended that the image has a minimum resolution of 1920x1080.
Trailer: A trailer can be loaded by uploading a file or by selecting a video already loaded in the media library.
Course name: Choose a name that you can easily identify.
How to calculate the duration of the course: You can select the option "Course Duration" or "Topic Duration" in the following field to define the duration of the course.
Course duration (minutes): The duration is calculated in minutes. This is the information that will be reported.
Categories: In case you have configured a category and/or custom field called "Categories" in the courses section, it will appear in these settings
Course Duration (HH:MM): This is calculated based on the topics.
Training Providers: A list will be displayed with all the training providers created in the data center.
Require taking the course in a specific order. You have the option to enable or disable the requirement for enrolled learners to complete the course in the specified order established in the course material.
Highlight course: You can enable or disable this option which adds a red label on the top right corner of the course image/cover in the employees’ portal.
Hide in catalog: You can enable or disable this option to appear or not in the course catalog tab in the employees’ portal.
Activate the diplomas in this course: You can enable or disable this option in case you want the employee to be able to download a diploma at the end of the course, allowing them to have a record of the course completed. It is important that the file is previously uploaded in the general settings of the platform, in the "Diplomas and Certificates" section.
Short Description: This description will be used on the cover page of the featured courses.
Course description: Brief summary or detailed objectives of the course.
Level: Refers to the level of knowledge to which the course is oriented.
Categories: You may select the categories you want to associate with the course for it to be displayed on the catalog. These will be the categories that will be displayed in the employees’ menu.
PDF Manual: Upload a file where you can share the course content. The objective is for the collaborating user to be able to review the course content in the manual without having to watch the course again. (similar to taking notes)
PDF File: Upload a course presentation file where the collaborating user can have relevant information regarding the course.
Once you have finished filling in the data you may click on “Next”.
Then you will need to configure the Access Rules.
Start date: Date from which the course will be available on the employees’ portal.
End date: Course closing date: Starting from this date, the course will no longer be visible on the employees’ portal. It will only be available in your course history, and you can access it to review the content once you have completed it.
Facilitators: The options stored in the data center will be displayed.
Make this course available to all collaborators without the need of authorization from the administrators: You can enable or disable this button that allows the course to be available to any active employee in your portal, without the need to assign or enroll them in a segment.
Time displayed in premieres: You can choose how long the course will be displayed in the Premieres section from the start date, after which it will no longer be visible.
After creating the course, go to the Course Material >> Edit Table of Contents section.
Here you may insert the course index, which is composed of units. Each unit is composed of chapters and each chapter is composed of content or topics.
In this section you can also choose the course approval criteria.
Once we click on the Edit Table of Contents certain criteria such as units and chapters will be displayed.
When adding each unit or chapter, click on “finish button” to save the changes. It is important to note that units and chapters are added one by one and you can give each of them a name. Chapters and units can be rearranged to change the course structure if necessary. To do this, click on the button highlighted in yellow and move the selected unit or chapter wherever needed.
Note: chapters are only rearranged within their own unit.
Once the configuration is ready, click on Finish.
If you have already created the table of contents we can start adding content within the Chapters.
Page: Topic in which you can attach files, insert images, references, tables, HTML sources, among others.
Edit: Edit the name and body of the topic
Options: Enables or disables the "optional topic" feature
Move: To change the position of the topic in the index.
Copy: To replicate the topic
Delete: To remove the topic
Video: Topic where you can upload MP4 material, with a maximum file size of 5GB. There are two ways to upload the material:
You will be able to choose between two sources: LMS library or upload a new video.
Note: Always remember to check the video configuration options. Here you can select whether or not the topic is optional and whether or not to allow employees to fast forward the videos.
Remember to press "Save" and then "Finish editing" once the video is selected.
LMS Library:
a list of all mp4 files previously uploaded to the platform's media data center will be displayed.
Once you have selected the preferred video, click on the "Upload" button and then "Finish Editing".
Upload a new video: With this option you can drag a file saved on your computer.
Edit: Edit the name and body of the topic
Options: "Disable fast forward function" and "Next topic arrow disabled until end of playback."
Move: To change the position of the topic in the index.
Copy: To replicate the topic
Delete: To remove the topic
You will also be able to load subtitles if available.
External URL: Topic to insert an external URL that the employee can navigate to
In case you want to enable a PDF file, you can use this topic to make it available to employees. The steps would be as follows:
Upload the PDF file to Data Center - Multimedia - E-Learning
Copy the URL extracted from the following section:
You will need to copy the URL found within the highlighted blue box in the previous photo and then paste it into the blue box in the following photo.
Edit: Edit the name and body of the topic
Options: Enables or disables the "optional topic" feature
Move: To change the position of the topic in the index.
Copy: to replicate the topic
Delete: to remove the topic
Survey : To upload a survey that is previously loaded in the E-Learning module - Forms - Surveys. The previously created surveys are displayed.
Edit: Edit the name and body of the topic
Options: Enables or disables the "optional topic" feature
Move: To change the position of the topic in the index.
Copy: To duplicate the topic
Delete: To remove the topic
Evaluation: to upload an evaluation previously loaded in the E-Learning module - Forms - Evaluations. Previously created evaluations are displayed.
Edit: Edit the name and body of the topic
Options:
Enables or disables "Optional Topic” feature
Set the "maximum number of attempts" (how many attempts the employee has to pass): 1, 2, 3, 4, 5 or unlimited
Activate or deactivate "Final course evaluation" → It is important to always activate so that the grade is recorded in the report. If not activated, this grade will not be considered in the course grade.
Move: To change the position of the topic in the index.
Copy: To replicate the topic
Delete: To remove the topic
SCORM: To insert the ID of a scorm file. (First the compressed file must be uploaded to the SCORM Cloud platform and when uploaded, it will provide an ID, which is the one that must be copied and pasted below).
You can also upload a scorm file from the LMS library or from your computer.
Edit: Edit the name and body of the topic
Options: Enables or disables the "optional topic" feature
Move: To change the position of the topic in the index.
Copy: to replicate the topic
Delete: to remove the topic
Once you have finished configuring you must click on Upload
Paragraph: You can insert a text inside the assigned box.
Webinar: you can create a conference in a Zoom room, the webinar topic within a course has reporting capabilities (participant entry and exit time).
Edit:
Name Webinar name
Training provider: Person who supplies the material
Webinar Review
Options:
Host User: Who will be the webinar administrator.
Panelists: Who will be presenting in the webinar. They can have their camera and microphone turned on.
See Calendar: To schedule the webinar. It's important to schedule it 30 minutes in advance.
Enables or disables the Optional Topic feature.
Move: To change the position of the topic in the index.
Copy: To replicate the topic.
Delete: To remove the topic.
PDF: Topic where you can upload files in PDF format. There are two ways to upload the material:
Remember to press "Save" and then "Finish editing" once the file is selected.
You will be able to choose between two sources: LMS Library or Create new file.
LMS Library:
A list will be displayed with all the PDF files previously uploaded to the platform's media data center.
Once you have selected the preferred PDF file, click on the “Upload” button and then “Finish Editing”.
Upload new file: With this option you can drag a file saved on your computer.
Edit: Edit the name and body of the topic
Options: "Optional topic"
Move: To change the position of the topic in the index.
Copy: To replicate the topic
Delete: To remove the topic
Power Point: Topic where you can upload files in PPT format. There are two ways to upload the material:
Remember to press "Save" and then "Finish editing" once the file is selected.
You will be able to choose between two sources: LMS Library or Upload new file.
LMS Library:
A list will be displayed with all the PPT files previously uploaded to the platform's media data center.
Once you have selected the preferred PPT file, click on the “Upload” button and then “Finish Editing”.
Upload new file: With this option you can drag a file saved on your computer.
Edit: Edit the name and body of the topic
Options: "Optional topic"
Move: To change the position of the topic in the index.
Copy: To replicate the topic
Delete: To remove the topic
Once the content configuration is completed, it is necessary to Finish editing in order to continue with the Access Rules.
To enter Access Rules go to Settings >> Access Rules.
Here you can configure:
The start and end dates of the course (dates when the course will be available on the employees’ portal).
Enable or disable the option "Make this course available to all employees without administrator authorization" → this allows all employees’ who are created and active in the data center to access and take the course.
Choose how long the course will be displayed in the Premieres section from the start date, then it will not be displayed.
Save changes.
TNA(Training Needs Analysis):
To access TNA go to Settings >> TNA.
Select TNA activities. All activities created in the TNA module will be displayed. This ensures that as the course is completed, the learning plan is also completed. In other words, this "feeds" what is configured in the TNA.
Create and edit.
Bulk messages:
To access this configuration you should go to Settings >> Bulk messages.
If you want to create a new message you may go to Send new.
Then you will have to configure the message.
Select to which group of participants you want to send the message.
Select whether you want to copy the course creator on the emails.
Write the subject line.
Write the body of the message.
Once configured you can click on Submit.
Email format:
To access this configuration you must go to Settings >> Email format.
Enable or disable the sending of base emails and reminders.
Important: Base emails will be sent on the date and time set as start date in "Access Rules", while reminders will be sent only to registered participants who have NOT completed the course, every two days, up to a maximum of 5 times. In case you want to send more messages, you can do it on the "bulk messages" section.Review and change base emails and reminders.
Webinar emails:
To access you should go to Settings >> Email format >> Webinar emails.
Similarly, here you will be able to:
Enable or disable the sending of reminders.
Change the subject of the email.
Change the body of the email.
At the end click on Create and edit.
GAMIFICATION
To access you should go to Settings >> Gamification.
Once inside, you will be able to activate certain Milestones to award the desired amount of experience points.
Remember to click on Create and edit once you have the configuration ready.
Participants: You will find 3 entries on the participants section:
Enrolled
Optional
Rules
To access each of them you should go to Participants >> Enrolled/Optional/Rules (as needed).
If you select Enrolled you will be able to upload the participants who are required to take the course.
To do so, click on Enrolled >> Import participants.
Then you will have to paste all the identifiers corresponding to the employees you want to enroll in the course.
You should always paste them in the same format of the identifier (ID, Rut, CC, DNI, Curp, RFC, Passport).
Once you have all the identifiers you have to click on Upload.
Important: Similarly, you can remove participants by clicking on Bulk deletion.
*Remember that the users to be enrolled must be loaded in the data center.
If you select Optional you will be able to load participants who are not required to complete the course.
The steps to perform the import are the same as in the previous step.
Rules:
If you select Rules you will be able to automatically add users to this course, depending on the criteria that are set. You can set the automated rules for participants to be enrolled in both the Enrolled and Optional tabs.
Select "Registration of mandatory or open participants".
Select "Add new" in "Add dynamic field rule" or "Add dynamic category rule".
Select the desired field or category (must be created in custom categories in general settings).
Once again, you should click on Save changes.
Costs: You will find 2 entries in costs:
Per participant
General
To import costs per participant you may go to Costs >> Per Participant >> Import Costs.
Selects the bulk upload mode (One value for all or One value per employee)
Fill in all the required fields and click on the Upload costs button.
To import general costs you may go to Costs >> General >> Add new.
In this section you will be able to:
Add new
Select a cost type
Enter the total amount
Delete the general cost by clicking on the "trash can" icon.
Once the configuration is ready, click on Save changes.
Remember, if you need assistance or have any questions you can contact us through our chat or email. We are happy to help you!
