In the following article we will guide you on how to create a new E-learning course from an existing one.


To create a new course you may go to E-Learning Courses >> General >> Own courses >> Start from existing.

Below you will find all the courses that have been created, which can be edited and/or deleted.


To create a course you should click on Add new >> Start from existing.




You should select the course you want to copy


Once selected, click on  Create.


As you will see below, a copy of the selected course is created, but it allows you to modify certain information, so you will be taken to the basic data and access rules configuration anyway. 



You will then be able to configure:

  • Start date

  • End date

  • Facilitators:

  • Enable and disable the option: make this course available to all employees without administrators authorization.

  • Time displayed in premieres: You can choose between the options 90 days, 60 days, 30 days or not to display.. 

When you select Finish, the following screen will appear.



Here you will have the Course information and you will be able to manage the desired data (Similarly, as explained in the article "Create New Course").


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 “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" selection 

  • 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:


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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" selection 

  • 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" selection 

  • 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” 

  • 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" selection 

  • 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.


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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, after which it will no longer be visible.

  • 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.



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Bulk messages:



To access this configuration you should go to Settings >> Bulk messages.



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If you want to create a new message you must 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.



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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. 


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Gamification:



To access you should go to Settings >> Gamification.



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Once inside, you will be able to activate certain Milestonesto award the desired amount of experience points.



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Remember to click  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. 



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Then you will have to paste all the identifiers corresponding to the employees you want to enroll in the course.

You must always paste them in the same format of the identifier (Identification number, 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.



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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.


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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).   



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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.



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  • 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.



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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.



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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

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