Create a new eLearning Course Template

1. Open the Administration menu from the Profile options at the top-right of your platform

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

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3. Click the ‘Add eLearning Package’ button

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4. Choose a name for your package and upload your file, ensuring you have the correct Training Provider selected

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5. Click ‘Save & Close’ to save your new eLearning Package
   
   

Please Note!

If you click the ‘Save & Close’ button and nothing happens (i.e the pop-up doesn't close straight away), please allow time for the Platform to upload large packages. Only close this pop-up when a confirmation message appears to inform you that the package has been uploaded. Depending on the size of the package, this may take some time.

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

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

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3. This will open the new Course Template form 

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

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5. Enter the typical duration, places, and cost of the course

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6. Enter your eLearning specific fields

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   1. Quick Access - When this option is checked, the Delegate can access the package straight away when they are registered on the Course, without this ticked you will need to manually provide access to each Delegate that is registered onto this Course individually

   2. Auto Complete - When this option is checked, if the Course doesn't have an exam element Delegates will be set to a status of “Completed” when they complete the Course

   3. Set to ‘Completed’ if Passed - This option sets the Delegate status to “Completed” if they successfully complete the end of eLearning course exam questions

   4. 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 course.

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

   6. eLearning Package - This is where you select the SCORM file you uploaded in the first step of this guide.

   7. URL - This step will allow you to offer eLearning Courses that are not hosted in accessplanit, use this option to enter the URL of the eLearning Course - please note this option does not report any eLearning Delegate information back into accessplanit (such as their score)

   8. Show Success Overview for Delegates - Ticking this option allows the delegates to view their answers against the correct ones in the portal - this option is not recommended if you allow your Delegates to retake the Course

    

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

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

   2. 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)

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

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

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

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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)

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

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

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2. Open the Text tab

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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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1. Open the Categories tab

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2. Click ‘Add’ on the Categories option

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

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

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There are some important things to know before you upload an eLearning package to your platform:

• You will need to ensure you have the eLearning Module enabled on your platform in order to provide eLearning Courses to your users. If it is not enabled, you will need to contact your Customer Success Manager to get it enabled first.

• Your eLearning packages need to be SCORM compliant. SCORM is an industry recognised standard file type for eLearning packages. Your eLearning packages will need to be SCORM files in order for them to be compatible with your accessplanit platform.

• If your eLearning package exceeds 100MB in size then you may need to contact the Support Team to adjust the maximum file size limit - you can contact them here.

• If the total size of your eLearning packages exceed 5GB, you will need to request additional storage by contacting your Customer Success Manager.

• The eLearning package needs to provide us with both a Completion Status and Success Status if you would like the delegates to be marked as completed automatically.

SCORM compliant eLearning Packages
There are multiple versions of SCORM. We support the following options:

• SCORM 2004 - recommended option

• SCORM 1.2 - has limitations (see below)

At the bare minimum, all packages should pass across the score and completion status of the Delegate. Ideally, they should also include the Delegate's success status (available in SCORM 2004).

Please note, we always recommend publishing in SCORM 2004.

SCORM 1.2 limitations

If you publish a course in SCORM 1.2, the package cannot automatically pass across success data over to the accessplanit platform, as this version of SCORM does not support success statuses.

You will need to get in touch with the Customer Support Team and ask them to enable Training Points in your eLearning templates in order to force the platform to set a Delegate's success status. You will then need to input the Minimum Pass Score (as dictated by your package) into the relevant field against the template:

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Without this being entered, Delegates enrolled onto courses running in SCORM 1.2 will not be able to be marked as Passed in your accessplanit platform, so will not be set to Completed if Set to 'Completed' if Passed is ticked.

You will need to make sure that the score entered into the Minimum Pass Score is kept up to date if any changes are made to the scoring against the package.

When it comes to creating an eLearning package, there are a number of recommendations we have that will ensure that your package functions properly within accessplanit:

• If at all possible, publish the package in SCORM 2004. SCORM 1.2 is only recommended if it isn't possible to publish your package in 2004.

• You MUST make sure that your package passes over cmi.score_raw and cmi.completion_status within its code as a bare minimum, but we highly recommend also passing across cmi.success_status too (available in SCORM 2004 only)

• Ideally, the score should not be sent across on each page as this can cause emails to trigger stating the course has been failed when the package has been exited part way through

•  If the package has a quiz, ideally, this needs to be locked/blocked until the delegate has completed the initial content. If the quiz/assessment is available and completed without viewing the additional content the delegate status will most likely remain in progress and would need to be updated

•  Ensure package file names are concise to prevent any problems uploading these to your platform

• Ensure that file name lengths within the package are not too long as this can also cause the error: Server was unable to process request. ---> The directory is not empty.

•  Ensure package size is also in line with maximum upload file size

• Include an exit button in the package if possible as this will support communication of package completion back to your accessplanit platform

• If the package has a minimum pass score this should also be set in your platform to support the platform determining the overall completion and success status for the delegate on the course.

Once you have created your content, we recommend it be tested in both the SCORM test track (https://cloud.scorm.com) and within the platform to ensure that the packages are working as expected.

For new package testing, we would always advise running the following set of tests:

• Pass – meeting any minimum pass scores.

• Fail – deliberate fail of the course based on any minimum pass scores.

• Pause – beginning a package, navigating away/closing the package and resuming at a later time.

• Tablet/mobile – performing each of the above tests on a tablet or other mobile device.

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• SCORM 2004 (2nd, 3rd, & 4th editions)

• SCORM 1.2

Providing the software can publish your eLearning Package in one of the above formats, you can use any eLearning publishing software. Please note that we recommend publishing in SCORM 2004 so we recommend selecting a provider that offers this option.