How Do I Add a Course?
Adding Courses to the system allows users to access the necessary training they need.
In the Courses module, you can:
1.See information on trainees that have been assigned to a course:
- Trainees status
- Score
- Pre-existing certificates
- Profile picture
- Course progress
- Corrective actions
2.View and edit details of the courses
- Course name
- Description
- Price
- Training hours
- Continuing education units
- Category
- Tags
3.Complete actions:
- Reset courses.
- Generate certificates.
- Assign trainers and trainees to courses.
- Upload a cover image for courses.
- Change the rules and order of lessons and assessments in a course.
- Assign trainees manually to a course.
- Add lessons and examinations to courses.
When you click on an existing course, there will be three tabs at the top of the page:
1.Course general details:
- Details about the course, such as the name, description and price.
2.The course name:
- Here, you can complete actions such as assign trainers and trainees to the course.
3.Add Refresher Part:
- Add a refresher part, to help learners improve their knowledge and memory on the course.
To add a course to the system:
- On the left side menu, click ‘Courses’.
- Click ‘+ New Course’.
- Enter the Course Name, Description and the price of the course.
- Enter the number of training hours and continuing education units.
- Insert the cover image. You can do this by clicking the 'Plus' icon and selecting an image from your files (the maximum file size is 2MB).
- Choose the course category from the dropdown options.
- Select the course tags from the dropdown options (you can select multiple) – by adding tags to a course, it can show relevant aspects of the courses as well as help suggest similar courses to the learner taking the course.
- Choose the certificate template from the dropdown options – if you do not choose a certificate template, a default certificate will be displayed.
- Tick the box if you wish to allow self-enrolment.This will allow learners to join the recommended courses.
- Tick the box if the course needs approval before it is completed. This means that the approval of a manager is required to obtain the certificate when the course is completed.
- Tick the box if you want the course to be active in the EHS. This means the course will be shown in the EHS.
- To sign off:
- Tick the box to confirm that you accept full responsibility for the content of the course, and have obtained in writing any confirmations required from the relevant subject matter experts.
- Enter a digital signature.
To see information on trainees that have been assigned to a course:
- On the left side menu, click ‘Courses’.
- Click on the relevant course.
- Click on the second tab at the top of the page.
- Scroll down to the 'Trainees' section.
- This section show a list of trainees that have been assigned to the course, and headings.
The heading that show are:
- First and last name of the trainees.
- The trainees email address.
- The course status: In progress, not started yet, and completed.
- The score.
- The pre-existing certificates.
- Profile picture.
- The learners progress on the course.
- Corrective actions.
To make changes to course details:
- On the left side menu, click ‘Courses’.
- Click on the relevant course.
- Click on the first tab at the top of the page.
Here, you can change:
- Course name and description - enter into the text box.
- Price - enter into the text box or click the up/down arrows.
- Training hours - enter into the text box or click the up/down arrows.
- Continuing education units - enter into the text box or click the up/down arrows.
- Category - select from the dropdown options.
- Tags - select from the dropdown options (you can select multiple).
- Tick/untick allow self enrolment, required and active in the EHS.
To reset a course:
- On the left column, go to 'Courses'.
- Click on the course you would like to reset.
- Scroll down to the ‘Trainees’ Section.
- In the ‘Actions’ column, click ‘Reset’ beside the trainees name.
- You will be given the option to Reset All, Reset Lessons, or Reset Assessments.
- When you have made the selection, click ‘Save & Submit’.
To generate a certificate:
- On the left side menu, click ‘Courses’.
- Click on the relevant course.
- Click on the second tab at the top of the page.
- In the ‘Actions’ column, click 'Generate Certificate’ beside the trainees name.
- The certificate will be available in your downloads.
To assign trainers to a course:
- On the left column, go to 'Courses'.
- Click on the course you want to assign trainers to.
- Click on the first tab at the top of the page.
- Scroll down to the 'Trainers' section.
- Click 'Allocate/Deallocate Trainers’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of trainers.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all, click on the blue tick at the top of the page.
- To deselect all, click on the red ‘X’ at the top of the page.
- Click the arrow button.
- Click 'Close'.
To assign trainees to a course:
- On the left column, go to 'Courses'.
- Click on the course you want to assign trainees to.
- Click on the second tab at the top of the page.
- Scroll down to the 'Trainees' section.
- Click 'Allocate/Deallocate Trainees’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of trainees.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all, click on the blue tick at the top of the page.
- To deselect all, click on the red ‘X’ at the top of the page.
- Click the arrow button.
- Click 'Close'.
To add a cover photo to a course:
- On the left column, go to ‘Courses’.
- Click on the course you want to upload a cover photo to.
- Click on the second tab at the top of the page.
- Beside the ‘Cover’ heading, click the ‘Plus’ icon to upload your picture. Your picture must be in portrait orientation and must not be larger than two megabytes. Should your picture be too large, the system will not properly save your course.
- Click 'Save Changes'.
To change the rules and order if lessons and assessments in a course:
- On the left column, go to ‘Courses’.
- Click on the relevant course name.
- Click on the second tab at the top of the page.
- Click the down arrow beside ‘Rules/Order’ to expand that section.
- Two sections will show: Lessons and Assessments. Select the one that is relevant to you.
- Drag and drop the lessons/assessments to the preferred order.
- If you want to lock the sequence in which the assessments have to be taken to create a linear learning experience, select the boxes on the right hand side beside each assessment. If this box is ticked, the assessment can only be taken once the previous assessment has been completed.
- Click ‘Save Changes’.
To add lessons to a course:
- On the left column, go to 'Courses'.
- Click on the course you want to add lessons to.
- Click on the second tab at the top of the page.
- Scroll down to the 'Lessons' section.
- Click 'Add/Remove Lessons’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of lessons.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all, click on the blue tick at the top of the page.
- To deselect all, click on the red ‘X’ at the top of the page.
- Click the arrow button.
- Click 'Close'.
To add examinations to a course:
- On the left column, go to 'Courses'.
- Click on the course you want to add examinations to.
- Click on the second tab at the top of the page.
- Scroll down to the 'Final Examinations' section.
- Click 'Add/Remove Examinations’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of examinations.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all, click on the blue tick at the top of the page.
- To deselect all, click on the red ‘X’ at the top of the page.
- Click the arrow button.
- Click 'Close'.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. the course name and the cover image.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. the description, price, training hours, continuing education units, category, tags, certificate templates and sign off.
This is required before you can add a Course:
- Set up Trainees
- Set up Trainers
- Create lessons
- Create examinations
- Set up Categories
- Set up Tags
- Set up Certificate Templates
Other Options:
- Under the dropdown options, you might see an option to add more categories, by clicking the ‘Here’ button highlighted. This will take you to the categories section - be cautious that when you click this button, the details you have entered will be deleted.