Courses
Courses train your members with videos, documents or quizzes, and reward them on completion. Menu: Engagement › Courses.
Courses permission · Growth and Enterprise editions ("Courses / E-Learning" feature).
How it works
A course is made up of modules in order and, optionally, a quiz. The member enrols from their portal, completes the required modules and passes the quiz if there is one. On completion:
- They receive the course's Reward Points, in the chosen programme.
- They receive the badge associated with the course, if it has one.
- They get a certificate with its own number, if the course defines a certificate prefix.
- They add progress to challenges that count completed courses. Each course counts only once per member.
List
| Column | What it is |
|---|---|
| Name | Name of the course. |
| Category | Free-text category. |
| Duration | Estimated duration. |
| Reward Points | Points on completion. |
| Status | Draft, Published or Archived. |
| Modules | Number of modules. |
| Enrolments | Members enrolled. |
There is a search box and Refresh. The Actions menu offers Edit and Delete.
Create / edit
Click Create New. The form has three tabs: Basics, Modules and Quiz. These tab names and those of the fields marked (EN) appear in English in every language of the interface.
Basics tab
| Field | What it is | Notes |
|---|---|---|
| Name | Title of the course. | |
| Description | Summary for the member. | |
| Image (EN) | Cover image. | |
| Category | Free-text category. | |
| Duration | Estimated duration. | |
| Reward Points | Points on completion. | Require a Loyalty Programme. |
| Status | Draft, Published or Archived. | Publish the course when it is ready. |
| Sort Order | Position in the portal. | |
| Loyalty Programme | Programme of the course. | The member only sees the courses of their programme. |
| CPD / CEU credits (EN) | Continuing education credits. | Shown to the member. |
| Certifying body (EN) | Accrediting body. | |
| Certificate number prefix (EN) | Prefix of the certificate number. | Without a prefix no number is issued. |
| Expiry (months) (EN) | Validity of the certificate. | Blank: it does not expire. |
| Renewal training required (EN) | Indicates that the course requires renewal. |
Modules tab
Click Add Module and fill in Content Type (Video, PDF, HTML, Quiz or SCORM), Content URL, Order and Required for completion. The modules marked as required are the ones that must be completed to finish the course.
Quiz tab
Click Add Quiz. In Quiz Settings you define Passing score (%) and Max attempts. With Add Question you create questions of type Single Choice, Multiple Choice or True / False, with their options and the Correct mark.
What the member sees
In the portal, the Training section lists the courses with their points reward, category, credits and number of modules. The member clicks Enroll, moves forward with Continue, marks each module (Mark as watched, Mark as read or Mark as complete) and takes the quiz with Start Quiz. When finished, the Certificate button opens their certificate. These texts are in English in the portal.
States and limits
- Only courses in
Publishedand from the member's programme are shown in their portal. - Points and the badge are awarded only once per course and member.
- An inactive badge is not awarded, but it does not prevent completing the course.
Permissions
| Action | Permission (UI text) | Technical id |
|---|---|---|
| View the screen | Courses | Pages.Learning.Courses |
| Create | Creating Course | Pages.Learning.Courses.Create |
| Edit | Editing Course | Pages.Learning.Courses.Edit |
| Delete | Deleting Course | Pages.Learning.Courses.Delete |