Creating a Course

To create a Course, follow these steps:

  1. Navigate to Partner Management > Learning Management > Courses.
  2. Click Create Course.
  3. In Create Course, complete the requested information.

    admin_learning_course_create.png

    Label  Type  Description 
    Course Name Text 

    The name of the Course (must be unique).

    This name will be displayed in the partner portal.

    Description  Text [Optional] A description of the Course - for example, the intended audience, a synopsis of the content, the estimated time to complete.
    Portal Image  Upload 

    [Optional] An image to show as a thumbnail for the Module in the partner portal.

    Supported file types:

    • .jpg
    • .gif
    • .png

    Image size recommendation: 270px (w) x 160px (h)

    File size limit: 2MB

    Modules Multi-select

    [Optional] The Module or Modules that make up the Course's training content. Select each one from the dropdown list, then drag and drop into the required order.

    Click the X next to a Module to remove it from the Course.

    If there are no Modules available, you can create one by clicking Create Module. For information on creating a Module, see the Create a Module section of this article.

    Modules can be reused in multiple Courses. 

    If you set up a course with no modules, you can confirm that the partner has completed the course in Partner Management > Training Progress. For more information, see Managing Partners' Training Progress.

    You can link a course with no modules with a Partner Event, and then use the Attendees page of Partner Portal > Partner Events to confirm attendance of the course. This will also mark the course as completed.
    For information about Partner Events, see Partner Events.

    Publish to the portal Checkbox [Optional] Enable this option if you are ready to make this Course available to partners as a standalone Course. If the Course will only be added to a Certification, leave this box unchecked to ensure that only users with access to the Certification will see it.

    Start Date

    End Date

    Calendar picker

    [Optional] If Publish to the portal is enabled

    Use Start Date and End Date to specify the dates on which the standalone Course will be provided to partners in the portal. 

    A Start Date is required. Leave the End Date blank to make the Course available indefinitely.

    If no dates are set, or if the current date is not within the range set here, the Course will not be available to portal users.

    Partner Groups Dropdown list

    [Optional] If Publish to the portal is enabled

    Select which Partner Groups will have access to the standalone Course.

    If no Partner Groups are selected, the Course will be visible to all partners.

    Tags Multi-select

    [Optional] The tags that categorize the Course.

    Tags can be used to filter training content to your partners - select the applicable tags when creating/editing Courses, then your partners can use them as filters when searching for training material in the partner portal.

    You can also set the Courses page to only display content in the portal that is tagged in a certain way.

    You manage the available tags in   > Settings > Tag ManagementLMS. For more information, see Tag Management.

  4. Click Save Course.

For information on making a Course available to your partners, see Add Courses/Certifications to the Partner Portal.

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