Create a new eLearning Course Template

Owned by Jenna Buttershaw
Last updated: 22 Dec, 2023
6 min read

Steps to create a new eLearning Course Template

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

Course offerings are continuously being updated; with course content being refreshed, and new courses being introduced. If you have a new eLearning course that you would like to offer through your accessplanit platform you will first upload your SCORM compliant eLearning package into your accessplanit platform, then set up a new Course Template with the information about the course (such as cost and duration), you can then advertise your Course and being to take bookings!

Course Template Main menu option

 

If you will be offering a new self-paced, SCORM compliant Course, follow this page to learn the steps to set up a new eLearning Course Template.

Upload your SCORM package

The first step to creating an eLearning Course Template requires us to upload the SCORM file, if your eLearning is hosted in another platform you can skip this step

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

    Profile menu options

     

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

     

  3. Click the ‘Add eLearning Package’ button

     

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

     

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

     

Add a new Course Template

The next 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 ‘eLearning’ 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

     

  6. Enter your eLearning specific fields

    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)

       

  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

Add description text to your Course Template

 

  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.

     

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

Add your Course Template into a Category

  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