DISCLAIMER: Some content in this article outlines how to use functionalities with the new Course Management. Check out this article for further info.
Once you have created a course in your learning platform, you can then manage the advanced options of the course to configure settings that are specific to the course. To begin, access the Admin Menu from the gear icon in the top right corner of the platform, then select the Course Management item from the E-Learning section.
On the main courses page, find the course in the list and click on its description to enter the course area, then move to the Advanced Properties tab.
The options in this area are divided into various tabs for the configuration of different settings for the course. Keep reading this article for further information on options, divided by tab.Please note that the options in each tab may differ depending on if you’re configuring an E-Learning, Webinar, or Classroom course.
In the Details tab, you can assign or change the course category, language, or label from the corresponding dropdown menus. You can also assign this course to specific channels. Type the name of the channel into the text field and press Enter. Repeat as desired until you’ve assigned the course to as many channels as necessary.
Then, assign a certain number of credits (you can set this option to be shown in reports). Next, manage the navigation policy. Refer to the linked article for more information about the navigation policy. Finally, flag whether you want to allow self-unenrollment from a course, or if you want to allow self-unenrollment from a course once a course has been completed. Please note that if you flag either of the options to allow users to self-unenroll from the course, the tracking data for a user will not appear in the course report once the user has unenrolled.
For webinars and classroom courses with multiple sessions, you can flag the option allowing users to self-unenroll from the course even if they have not completed it, or to change the session they are currently logged in. We suggest you not to enable the Allow user to change session option if the course is for sale, since users may be requested to pay for every session they enroll, and you may lose track of what they have actually paid for.
Finally, set a maximum number of attempts that a user can have for training materials in the course. Once this limit has been reached, the user will be locked out of that learning object and the course will be marked as Not Passed. As the Superadmin, you can go into the course’s report and manually reset the user’s progress in the course so he or she is able to retake the learning object.
Catalog Options Tab
In the Catalog Options tab, begin by flagging who can see the course. If you set the course view option to everyone, the course will appear in the external catalog (if you’ve created one). The second option, only for logged in users, allows the course to be shown in an internal catalog. The third option allows access only to the users subscribed to the course (the course will not appear in any catalog).
Next, decide if there is a max subscription quota to the course, and set the number of allowed entries. If a user attempts to enroll into the course after the max quota has been filled, he or she will not be able to access the course. This option may put the user on the waiting list (see below). The default value is 0, which means no subscription quota limit.
Please note that the value defined as Maximum Subscription Quota is not taken into consideration for courses sold via Shopify. This means that if the course maximum subscription quota is set to 10, and the course is bought by 15 people via Shopify, all of the users purchasing the course will be automatically enrolled into the course, without being placed in the course waiting list.
Then, flag whether you want to enable a waiting list for the course. By enabling the waiting list, users enrolling in this course from the catalog are placed into a waiting list when the max enrolled number is reached. You can also flag the option to automatically enroll one waitlisted learner when another learner is unenrolled. The system will select waitlisted learners based on the enrollment date. For more information, refer to this article.
You can also add demo material to the course, which will be shown in the Docebo catalog. Demo material can be uploaded in the following formats: pdf, .ppt, .pptx .doc, .docx, .mp4.
Next, establish if subscriptions are closed, open, or available during a precise time period, then set the enrollment policy. Who can enroll users to the course? Only the administrator, self-enrollment with Admin Approval, or free self-registration.
When setting the subscriptions policy, if you’ve flagged either the Subscriptions are closed or Subscription is available during the following period option, the course can still remain in the catalog, but learners that are not already enrolled in the course will not be able to see the course in their assigned catalogs. For those that are already enrolled in the course, the course will still appear in the catalog and in the My Courses and Learning Plans area of their platforms as long as they still have a valid enrollment status (i.e. the enrollment is not expired). To learn more about catalogs, click here.
In this tab, you can decide if you would like to sell the course using Docebo’s E-Commerce app, then establish the price. This tool is available only if you activate the E-Commerce APP. You can also sell your courses via Shopify.
If you’ve activated the Content Partners app, you can set the standard price for users that are not affiliates of the content partner for the course, as well as setting a price for affiliates. If you set a default discount for affiliates when creating the content partner, the Affiliate Price section will be automatically calculated based on the standard price, with the default discount of the content partner applied.
This field can be changed as desired, but remember that the Affiliate Price cannot be higher than the set Standard Price (it can only be lower or equal). Once finished, press Save Changes.
Time Options Tab
In this tab, you can decide if the course will be accessible only during a specific period, and set up the dates on the calendar. For more information about this tab, refer to this article.
In this tab, you can associate a certificate to the course. You must first create a certificate. Then select a certificate from the dropdown menu in this tab. You can preview it, if desired.
In this tab, you can manage the course player, which dictates how your training materials are presented (visually) to your learners. In the first section, you can enable custom autoplay for the course.
If you flag this option, the first learning object that has not been completed or started will begin automatically as soon as the user accesses the course. The user won’t need to go to the course page and select the object. This option makes the sequential navigation policy between the training materials more accessible for the users.
In the next section, flag whether you want to enable a custom background image for the course player, then press the Upload Your Background button to upload the image. Flag whether you want to keep the original image size, or stretch the image to the default page size (900 x 372).
In the Course Starting View section, flag the option to enable a custom course starting view. You can also flag the option to enable a custom table of contents visibility for the course. Then, flag whether you want to hide or display the table of contents when a user enters the course. Finally, use the toggle to decide whether to show or disable the navigation buttons for any training material played in the lightbox view mode. Please note that this only applies to the 7.0 theme. You can also set this option globally for all courses in the theme settings.
Social & Rating Tab
In this tab, you can enable users to share the courses on social media. In the first section, begin by flagging the option to enable custom settings for the course. Then, you can decide to flag one of the following options:
- Disable courses social sharing.
- Users can share a course on social networks at any time if they are enrolled in that course.
- Users can share a course on social networks, but only if they have completed said course.
You can also allow users to share their scores on social media, if desired. Finally, flag on which social media users can share the course. Then, move to the Rating section. To begin, flag the option to enable custom settings. Then, choose if users are able to rate this course, and which users can rate it.
Finally, flag the option to enable deep linking for the course, if desired. Refer to this article to learn more about deep linking.
In this tab, you can select the certification to associate with this course. The student will obtain the certification once the course is completed. Click here to learn more.
Score Management Tab
This tab allows you to manage the assignment of the final score for your users. Here, you can flag the option to enable or disable score calculation for this course.
Please note: For ILT-Classroom and Webinar courses, the settings you configure in this tab will only be applied to the sessions where the evaluation criterion has been set to Automatic completion based on test.
In the first section, Initial Course Score Calculation, you can choose to disable initial course score evaluation for this course, or choose if the course’s score will be calculated from a single learning object.
The score, depending on which option you flag, can be:
- Generated from a specific learning object in the course.
- The sum of all scores of the user in this course.
- The average of all of the scores of the user in this course.
PLEASE NOTE: By changing the score calculation formula, all existing scores will be recalculated. Course scores are automatically generated if a test is the last learning object in the course. This is the default behavior.
If you flag the option for the score to be calculated by a specific learning object, you then need to select which learning object from the dropdown menu that will appear.
Please note if you flag the option for the final score calculation to be the sum of scores in the course, this mode works accurately only if all learning objects inside the course use the same units: points or percentage.
Additional Fields Tab
This tab is used to set the additional fields for the selected course. Please refer to this article for further information on additional fields for courses.
Course Equivalencies Tab
By using course equivalencies in your Docebo platform, you can mark courses as equivalent to one another, thus allowing a user to complete all courses (in which they are enrolled) that are equivalent to each other when they complete one of the matched courses. To learn more about this tab, please refer to this manual.
In this tab, you can assign skills to the course. Flag the option to associate skills to the course or import skills from another course:
– Add Skills Manually. By flagging this option, you can assign skills one at a time to the course. Using the text box below, type the skill then press Enter on your keyboard. Repeat as desired until you’ve assigned all of skills to the course.
– Import Skills From Another Course. By flagging this option, you can copy all of the skills assigned to another course. In the text field below, type the name of the course from which you want to import the skills.
Once you’ve assigned skills to a course, flag the option to enable rules in the Automatic Rules section below. Then, flag the option to suggest this course to users with skill gaps, or to automatically enroll users with a skill gap into the course. Please adhere to the note above regarding the enrollment and suggestion rules for courses.
Content Partner Tab
In this tab, you can assign the course to an existing content partner. Using the dropdown menu, select a content partner to which you want to assign the course. Please note that a course can only be assigned to one content partner. Once you match a course with a content partner, the course will inherently receive the same additional fields as the content partner.
However, you can flag the option to enable custom additional field settings. Once flagged, use the corresponding fields to customize the additional fields of the course. Learn more about content partner additional fields in the next section of this article. When finished, press Save Changes.