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2.3 About Courses

How to create, edit publish and control courses, assements and modules

Updated over 6 months ago

A Course is a structured learning experience made up of one or more modules, which can include both educational content and interactive assessments. Courses live inside Products or Training Packages and serve as the primary delivery method for user training, whether for customers, internal teams, or distributors. Each course is version-controlled and can be delivered in either self-paced or teacher-led formats.


Supported Training formats for Courses:

Courses can be delivered through:

  • Self-Study Training: Users complete Courses independently, with their progress automatically saved.

  • Teacher-Led Training: Trainers can assign Courses as prework, reference material, or interactive content during or after live training setup and delivery.

📌 Think about self-study course as digital courses that users can discover and complete online.

📌 A Teacher-led course would be connected with an in-person training that the user recenly attended and the contents of that course has been uploaded for review purposes and record keeping.


Course Structure: Modules Inside a Course

A single course may contain either combination of the following:

  • Course Modules – Used to deliver content such as PDFs, videos, slides, and basic quizzes

  • Assessment Modules – Used to deliver structured, interactive quizzes with scoring, retry rules, and more options.

Modules are stacked in sequence and completed in the order you define. This makes courses flexible, allowing for both information delivery and knowledge testing in a single flow.

When creating a new course, and adding a module - a popup appears that asks you to define the name of the module, and to choose if its a course-module or an assessment-module.

📌 Modules can be renamed later, but a course-module can not be converted into an assessment-module and the same in reverse.


Types of content uploaded to a course:

- Courses modules can include slides created from uploading:

  • PDF documents

  • PowerPoint presentations

  • Embedded videos (e.g., YouTube, Vimeo)

  • Images

  • Quiz pages with multiple-choice questions

- Assessment modules can include:

  • Multiple choice question slides

  • Quiz questions that include zoom-able images


Version control for Courses:


Courses are version-controlled independently. Only one version of a Course can be published at a time; publishing a new version automatically archives the previous one.


Online/Offline Courses

Versions of courses that have been in a published state, but then replaced by newer versions will then move to an archived state. However to ensure a good user experience archived courses can still be accessible (by product-users) through the online/offline mechanism.

This sub-state means in the scenario where a user is in process of completing a course (but not yet complete) they will be presented with a notification to let them know there is a new version of the course, but they are able to continue on the older version.

Admins can take an older version of a course offline, once the version has been replaced (by a new version published) then the older version will have an “archived” badge, as well as an “online” badge.

By clicking the “set off-line” button in the course edit view, product-users will no longer be able to see that version, and will only be able to access the latest (newly) published version of the course.


Users interacting with Courses:


Users access Courses through the Product (Training Package) they have been assigned to. Self-study users have their progress automatically tracked, while teacher-led participants may have completion manually marked after training.


Linked Products (tab):

The linked products tab under a course is a read-only space to help you see which products the course is currently linked too. Although from this tab you can’t edit the linking it does give you a clear indication of the courses relationships to published products


Activity (tab):

The activity tab under a course is a read-only space to help you see how active your user community is on opening and engaging with that course. The graph shows activity over 12 months (by default) and you can toggle average activity (on/off) with the toggles under the graph.

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