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How Do I Add a Course?


Courses can be added to the LMS (Learning Management System), enabling employees to receive the necessary training assigned to them for their roles and projects. There are various types of courses tailored to different job sectors, such as construction, food safety, health and safety, or hospitality.


Training courses can be created using external authoring software or via the LMS’s built-in functionality, which allows PDF documents and videos to be uploaded as course content.


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

  1. 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.
  2. Lessons hold course content, i.e. the information that creates the learning process.
  3. Assessments include questions that help review the learning, test the learner's recall of information, and provide a score as an overall measure of the learning's effectiveness.


This article includes step-by-step instructions on how to add a Course to the system.


  1. On the left side menu, click Courses.
  2. Click +New Course.
  3. Enter the Name and Description of the course.
  4. Enter the Price, Number of Training Hours and Continuing Education Units - note that this is only available for future system functionality and is currently only used for recording purposes.
  5. Insert the Cover Photo by clicking the Plus icon and selecting an image from your files - note that only images are allowed and the maximum file size is 2MB. This is the photo that will appear in the course general details section and the assigned trainees dashboard.
  6. Choose the Course Category from the dropdown options. This must be configured prior to adding a course to the system in the Settings menu.
  7. Select the Course Tag(s) from the dropdown options. Adding tags to a course highlights key aspects and helps recommend similar courses to learners.
  8. Choose the Certificate Template from the dropdown options. This must be configured prior to adding a course to the system in the Settings menu. If you do not choose a certificate template, a default certificate will be displayed.
  9. Tick the box(es) that apply:
  10. Allow Self Enrolment - this allows learners to join the recommended courses.
  11. Needs Approval - this means that the approval of a manager is required to obtain the certificate when the course is completed.
  12. Active in the EHS - this means the course will be shown in the EHS.
  13. Direct Employees - this makes the course available to Employees.
  14. Indirect Employees - this makes the course available to Subcontractors and their Employees.

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.


Now that the course has been added to the system, it is important to complete the setup, as there are required fields and selections that must be configured.


To complete course setup:

  1. Click on the course you previously added.
  2. The system will automatically navigate to the Certificates section of the course.
  3. Click on the heading on each section to access the section content.
  4. The General section includes the option to make changes to details that were added during course set up. This includes:
  5. Course Cover Photo - click the Plus icon and select an image from your files - note that only images are allowed and the maximum file size is 2MB.
  6. Course Name - enter the name into the text box.
  7. Needs Approval - tick/untick the box if this applies.
  8. The Rules/Order section includes the option to change the sequence of the course Lessons and Assessments.
  9. Change the sequence by dragging and dropping the lessons and assessments to your preferred sequence.
  10. When you have made the changes, click Save Changes.
  11. The Completion section includes:
  12. Certificate Templates
  13. If you have already selected a certificate template during the course set up, you have the option to change it here by choosing the certificate template from the dropdown options.
  14. Course Expiration
  15. Enter the Certificate Validity into the provided fields.
  16. Tick the box if you want the course to reset when the certificate expires.
  17. Enter the timeframe to re-take the course.
  18. Tick the box to allow the course to be repeated before it expires.
  19. Course Completion Requirements - the options are available to select: Required, Optional and Hidden for each option.

The requirements include:

  1. Pre-existing Certificates
  2. Profile Pic
  3. Lessons
  4. Assessments
  5. Classroom Training
  6. Required Employee Documents - select the required training documents from the dropdown options.
  7. Click Save Changes.


The next section includes the option to assign and unassign trainees manually to the course.

  1. Click Assign/Unassign Trainees Manually.
  2. Two sections will show Select to Add and Select to Remove with a list of trainees.
  3. Tick the box(es) beside the name(s) you wish to add/remove.
  4. You also have the option to select all, click on the blue tick at the top of the page.
  5. To deselect all, click on the red X at the top of the page.
  6. When you have made your selection, click the arrow button.
  7. Click Close.


The next section allows you to add and remove lessons to the course.

  1. Click Add/Remove Lessons.
  2. Two sections will show Select to Add and Select to Remove with a list of lessons.
  3. Tick the box(es) beside the lesson name(s) you wish to add/remove.
  4. You also have the option to select all, click on the blue tick at the top of the page.
  5. To deselect all, click on the red X at the top of the page.
  6. When you have made your selection, click the arrow button.
  7. Click Close.


The next section allows you to add and remove examinations to the course.

  1. Click Add/Remove Examinations.
  2. Two sections will show Select to Add and Select to Remove with a list of examinations.
  3. Tick the box(es) beside the examination name(s) you wish to add/remove.
  4. You also have the option to select all, click on the blue tick at the top of the page.
  5. To deselect all, click on the red X at the top of the page.
  6. When you have made your selection, click the arrow button.
  7. Click Close.


Now that you have completed the Course Certificates section, you can move on the the Course General Details section, which can be accessed by clicking the first tab at the top of the page.


The first section includes the option to make changes to details that were added during course set up. This includes:

  1. Course Name and Description - enter the details into the text box.
  2. Price, Training Hours and Continuing Education Units.
  3. Category - select the category from the dropdown options.
  4. Tags - select the tag(s) from the dropdown options.
  5. Tick/untick the box(es) that apply:
  6. Allow Self Enrolment - this allows learners to join the recommended courses.
  7. Needs Approval - this means that the approval of a manager is required to obtain the certificate when the course is completed.
  8. Active in the EHS - this means the course will be shown in the EHS.
  9. Direct Employees - this makes the course available to Employees.
  10. Indirect Employees - this makes the course available to Subcontractors and their Employees.
  11. When you have made the changes, click Save Changes.


The next section includes the option to allocate and deallocate trainers to the course.

  1. Click Allocate/Deallocate Trainers.
  2. Two sections will show Select to Add and Select to Remove with a list of trainers.
  3. Tick the box(es) beside the trainer name(s) you wish to add/remove.
  4. You also have the option to select all, click on the blue tick at the top of the page.
  5. To deselect all, click on the red X at the top of the page.
  6. When you have made your selection, click the arrow button.
  7. Click Close.


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


  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.


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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