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How Do I Add a Course to the System?


Adding Courses to the system allows users to access the necessary training they need.


In the LMS, courses are created as a combination of the 3 elements: Courses, Lessons and Assessments.

Courses combine different Lessons and Assessments to form one unit of learning and allow the specification of course requirements, such as completion rules or rules for the progression through the course materials.

Lessons hold course content, i.e. the information that creates the learning process.

Assessments contain questions that allow check-back on the learning, recall of the learner information and provide an score as the overall measure of the effectiveness of the learning.


To add a course to the system:


  1. Log on to the LMS.
  2. On the left side menu, click Courses.
  3. Click +New Course.
  4. Enter the Course Name, Description and the Price of the course.
  5. Enter the Number of Training Hours and Continuing Education Units.
  6. Insert the cover image by clicking the Plus icon and selecting an image from your files (the maximum file size is 2MB).
  7. Choose the Course Category from the dropdown options.
  8. Select the Course Tag(s) from the dropdown options - 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.
  9. Choose the Certificate Template from the dropdown options - if you do not choose a certificate template, a default certificate will be displayed.
  10. Tick the box if you wish to allow self-enrolment - this allows learners to join the recommended courses.
  11. 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.
  12. 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:

  1. 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.
  2. Enter a Digital Signature.
  3. Click Save & Submit.



To make changes to course details:

  1. On the left column, click Courses.
  2. Click on the relevant course.
  3. Click on the first tab at the top of the page.


Here, you can change:

  1. Course Name and Description - enter the details into the text box.
  2. Price - enter the price into the text box or click the up/down arrows.
  3. Training Hours - enter the training hours into the text box or click the up/down arrows.
  4. Continuing Education Units - enter the continuing education units into the text box or click the up/down arrows.
  5. Category - select the category from the dropdown options.
  6. Tags - select the tags from the dropdown options (you can select multiple).
  7. Tick/untick to Allow Self Enrolment, Required and Active in the EHS.


To reset a course:

  1. On the left column, go to Courses.
  2. Click on the course you would like to reset.
  3. Scroll down to the Trainees Section.
  4. In the Actions column, click Reset beside the relevant trainee name.
  5. You will be given the option to Reset All, Reset Lessons, or Reset Assessments.
  6. When you have made the selection, click Save & Submit.


To generate a certificate:

  1. On the left column, click Courses.
  2. Click on the relevant course.
  3. Click on the second tab at the top of the page.
  4. In the Actions column, click Generate Certificate beside the trainees name.
  5. The certificate is available in your downloads.


To assign trainers to a course:

  1. On the left column, go to Courses.
  2. Click on the course you want to assign trainers to.
  3. Click on the first tab at the top of the page.
  4. Scroll down to the Trainers section.
  5. Click Allocate/Deallocate Trainers.
  6. Two sections will show Select to Add and Select to Remove with a list of trainers.
  7. Tick the box(es) you wish to add/remove.
  8. You also have the option to select all, click on the blue tick at the top of the page.
  9. To deselect all, click on the red X at the top of the page.
  10. Click the arrow button.
  11. Click Close.


To assign trainees to a course:

  1. On the left column, go to Courses.
  2. Click on the course you want to assign trainees to.
  3. Click on the second tab at the top of the page.
  4. Scroll down to the Trainees section.
  5. Click Allocate/Deallocate Trainees.
  6. Two sections will show Select to Add and Select to Remove with a list of trainees.
  7. Tick the box(es) you wish to add/remove.
  8. You also have the option to select all, click on the blue tick at the top of the page.
  9. To deselect all, click on the red X at the top of the page.
  10. Click the arrow button.
  11. Click Close.


To add a cover photo to a course:

  1. On the left column, go to Courses.
  2. Click on the course you want to upload a cover photo to.
  3. Click on the second tab at the top of the page.
  4. 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.
  5. Click Save Changes.


To change the rules and order if lessons and assessments in a course:

  1. On the left column, go to Courses.
  2. Click on the relevant course name.
  3. Click on the second tab at the top of the page.
  4. Click the down arrow beside Rules/Order to expand that section.
  5. Two sections will show: Lessons and Assessments. Select the one that is relevant to you.
  6. Drag and drop the lessons/assessments to the preferred order.
  7. 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.
  8. Click Save Changes.


To add lessons to a course:

  1. On the left column, go to Courses.
  2. Click on the course you want to add lessons to.
  3. Click on the second tab at the top of the page.
  4. Scroll down to the Lessons section.
  5. Click Add/Remove Lessons.
  6. Two sections will show Select to Add and Select to Remove with a list of lessons.
  7. Tick the box(es) you wish to add/remove.
  8. You also have the option to select all, click on the blue tick at the top of the page.
  9. To deselect all, click on the red X at the top of the page.
  10. Click the arrow button.
  11. Click Close.


To add examinations to a course:

  1. On the left column, go to Courses.
  2. Click on the course you want to add examinations to.
  3. Click on the second tab at the top of the page.
  4. Scroll down to the Final Examinations section.
  5. Click Add/Remove Examinations.
  6. Two sections will show Select to Add and Select to Remove with a list of examinations.
  7. Tick the box(es) you wish to add/remove.
  8. You also have the option to select all, click on the blue tick at the top of the page.
  9. To deselect all, click on the red X at the top of the page.
  10. Click the arrow button.
  11. Click Close.


  1. 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.


  1. 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:

  1. Set up Trainees
  2. Set up Trainers
  3. Create Lessons
  4. Create Assessments
  5. Set up Categories
  6. Set up Tags
  7. Set up Certificate Templates
  8. Set up Notifications


Other Options:

  1. 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 lost.

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