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An eLearning course is a type of course the Delegate will complete online through their Learner Portal. As such, there is no need for a Trainer, Venue, or specific start and end times for the course.

You must be within the Advanced band or higher to use eLearning as this is a chargeable module/integration. Please speak to your CSM if you are unsure whether you should have access to this feature.

To learn more about eLearning Packages and how to upload these to accessplanit, click here.

To learn how to set up and use eLearning courses, click here.

If you are having an issue with an eLearning course and would like to troubleshoot this, click here.

eLearning Course settings

You can set up eLearning Courses within the Course Templates area of your platform. There are a few areas that you'll need to fill out first though, so below is a brief overview of what the most important fields are:

Course Template ID
Here, you can enter in the ID of the Template. If you leave this blank, the platform will populate this for you.

Training Provider
This is the Account that runs the eLearning course. You'll need to make sure that this Account is the same Account that your eLearning package is stored under, otherwise you won't be able to assign it to the course.

This is the name of your eLearning course. We recommend naming it something relating to the package or the package's content, to make it easy to find later.

Course Template Type
You'll want to make sure that you've set this to eLearning in order to make an eLearning course.

Delivery Method
This can be either In-House or Public, depending on the types of Delegates you expect to be running the package for.

External ID
The External ID is generally used for if your courses exist outside of the platform. This field can be used for reporting purposes, or for building Workflows.

Here, you can assign Administrators for your course.

Whilst eLearning courses are generally made available for people take part in at an un-scheduled time, you are able to select the date range for when this Course Template will be available for Delegates.

In this field, you can enter the cost of your eLearning course, and determine the cost type (eg. by Delegate, Hour, or Session).

Training Points
Here, you can determine the minimum pass scores that a Delegate must achieve to pass the eLearning Course. If you are publishing your eLearning courses in SCORM 1.2, you must have Minimum Pass Score populated in order to pass across success status and ultimately setting your  Delegates to Completed. If you are publishing your courses in SCORM 1.2 and cannot see this are of the eLearning template, contact the Customer Support Team.

Quick Start
Ticking this box allows Delegates to access the course immediately after purchase.

Auto Complete

This field will change the Delegates Status to Completed when the Delegate has completed and passed the package, or Failed if the Delegate has completed and failed the package.

Set to 'Completed' if Passed

If the Success Status of the delegate that s sent from package is Passed, but the Completion Status is either not set or is Incomplete, then ticking this option will automatically set the delegate's Completion Status to Complete.

Start Date

This field designates when a package can be accessed from.

Expiry Date

Here, inputting a date will prevent Delegates from accessing the package after this period.


This field allows you to specify the amount of time, in months, that Delegates have to access the package once they've booked onto it.

eLearning Package

Here is where you need to associate a pre-built and uploaded eLearning package within the Administration - eLearning area of the platform.


Alternatively, if the course is online then you can enter the URL into the relevant field.

Please note, if you are using a URL to direct the Delegate to a web page rather than go through an eLearning package you will not receive any vital information such as Delegate results, and the Delegate will not be able to access the package through the User Portal. We therefore strongly recommend uploading packages.

Show Success Overview for Delegates

If you have the box ticked, this means the "Success Overview" page will be available to Delegates from their Leaner Portal.

The Success Overview provides Delegates with detail about how well they performed on the course. So, if you allow your Delegates to resit eLearning courses, you can now hide this information from them by un-checking this option.

Document Templates and Surveys
In these fields, you can attach Certificates and Surveys to your eLearning course. These can be sent out to Delegates via Workflows.

Here, you can determine whether your course will be available to book on your website by ticking the Advertise box.

The Awards field allows you to assign Awards that Delegates will receive upon completing and passing the eLearning course.

Other information that can be stored against an eLearning Course

In this tab, you can access information about the eLearning Course Template, such as its ID. If you have Sage Integration, you will be able to fill in your Sage Department, Nominal, and Tax Codes in here.

Here, you can add Joining Instruction and Overview text. This can be pulled through by merge fields into Email or Text Templates and then sent out in emails via Workflows.

If necessary, you can assign Resources to your Template here.

The Plan tab allows you to add eLearning courses together in a bundle with your current Template. The eLearning plan functions in a similar way to sessions within a Class course. You can learn more about eLearning Plans here.

The Tasks tab allows you to assign your Administrators Tasks associated with this course.

Notes and File Store
Here, you can add and manage Notes and File Store Files associated with this Course Template.

The Override tab allows you to set an Override Alias for the Course Template for certain Accounts within your platform. This means that the course will appear under a different name for users within these Accounts.

Categories and Industries
Categories and Industries can be assigned and managed in these tabs. They're generally used for either reporting purposes, or for Workflows.

Here, you can determine whether only certain Accounts or Account Groups will be able to access this eLearning course.

Price Schemes
Price Schemes allow you to set up special prices for your courses depending upon the user's Account.

Audit Logs
The Audit Logs allow you to track any changes Users have made to the Course Template. It keeps a record of who made the change, what changes they made, and the time and date that they made these changes.