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Learn how to set up a new course offering in your accessplanit platform by setting up a new Course Template.

The first step to creating a Knowledge Document requires us to upload the document/file that will be required to “complete” the course

1. Go to Profile > Administration

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   Open Knowledge Document PackagesOpen the Administration menu from the Profile options at the top-right of your platform

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2. Open the ‘Knowledge Document Packages’ menu option to access the page where you can add a new eLearning Package

   

3. Select your Training Provider in ‘Active Account’

   

4. Select Upload a New Document Package

   

5. Choose your file and add a description if needed

   

This step is to add a new Course Template and include the typical information about your new Course, such as how much it typically costs and it’s standard duration.

1. Open the Course Template DataGrid from your main menu on the left

   

2. Click the ‘Add Course Template’ button at the top of your DataGrid

   

3. This will open the new Course Template form

   

4. Enter the key details about your Course, including the Label, select ‘Knowledge Document’ as the Course Template Type
   Please note - the Course Template ID will automatically populate if you leave this blank

   

5. Enter the typical duration, places, and cost of the course
   Please note that your settings here will be automatically inherited by the Courses you schedule using this Course Template, however you will be able to override them if any these Courses have a different cost, duration, or min/max places

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6. Enter your Knowledge Document-specific fields

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   1. Quick Access - This allows the Delegate to access the package straight away, without this ticked you will need to update the Delegate Status to “In Progress” to allow them to access the course

   2. Self Complete - The Self-Complete option at the Course Template level allows the Delegate mark themselves as ‘Completed’ to let you know that they have viewed the document by ticking checking a box in the Learners Portal

   3. Start Date and Expiry Date - You can add a Start Date and Expiry Date to the course, which will limit when the Delegate can access the document.

   4. Lifetime - This allows you to set the time in months that a Delegate will have access to this course

   5. Knowledge Documents Package - This is where you link the document/file you uploaded in the first step of this guide.
      

7. If you have them, attach your Document Templates and Surveys to your Course Template

   1. Sign in Form - available to Trainers, this typically contains just a list of Delegate names with a space for them to sign their name

   2. Register - available to Trainers, this typically contains more information about the Delegates for the Trainer(s) to reference

   3. Certificate - the Course Certificate that will be emailed to the Delegate when they complete the Course (this must be set up as a Workflow)

   4. Course Survey 1, 2 and 3 - the Surveys that can be emailed to the Delegate when they complete the Course (they must be set up as a Workflow)

   5. Pre Course Survey - the Survey that can be emailed to the Delegate ahead of their Course (this must be set up as a Workflow)

   6. Trainer Survey Form - the Survey that can be emailed to the Trainer (this must be set up as a Workflow)

      

8. Check the ‘Advertise’ checkbox if you wish your Courses that use this Course Template to be available to book on your website

   

9. To track compliance and expiry dates for your Delegates on this Course, select an Award type and enter a lifetime (if left blank the Award will never expire)

   

10. Click the ‘Save’ button to create your Course Template

    

If you will be advertising this course on your website or within your Learner Portal, it is a good idea to include description text about the course to help your customers decide if the course is right for them!

1. Once you have saved your Course Template, additional tabs will appear on the left of your Edit Course Template Form

   

2. Open the Text tab

   

3. Enter Aims, Objectives and a Summary of your Course Template, this information can be displayed on your website and in the Learner Portal to give your Delegates more information about the Course they are booking.

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4. Enter Joining Instructions and Trainer Joining Instructions, this information can be included in your emails to your Delegates and Trainers via a Workflow.

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Categories can be used to group your Courses, this can make them easier to search for on your website and allow you to run reports to compare your Courses and the bookings on them across your various categories.

1. Open the Categories tab

   

    

2. Click ‘Add’ on the Categories option

   

    

3. Select the Categories you would like to associate to your Course Template and click ‘OK’

   

    

4. Click the ‘Save’ button to assign your Categories to your Course Template