DISCLAIMER: Some content in this article outlines how to use functionalities that will be publicly released to all clients at the end of January 2021. If you see differences between this article and your platform, check back at that time for updated content.
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 or an ILT 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 ILT 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 in, 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 in 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. When enabling the waiting list for ILT courses, remember that users will be placed in the session waiting list, and not in the course waiting list.
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 in 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). Discover more on catalogs.
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. More information on the Time Options tab.
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 510).
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.
In this tab, you can select the certification to associate with this course. The student will obtain the certification once the course is completed.
Score Management Tab
Use this tab to manage the initial and the final score of the course. Tracking both scores can be useful to understand if the user knowledge improved after they took the course. These values are shown in users-courses custom report when the corresponding fields are enabled.
In the Initial course score calculation section, set whether to enable the initial course evaluation. Flag The score generated by a learning object to activate the functionality, and select the learning object that will be used to assign the course initial score, among those associated with the course.
The Course final score calculation (Bookmark) section allows you to manage the assignment of the course final score for your users. Use this area to configure the final score assignment method for this course.
The final score can be:
- Set as the score of the last learning object generating a score, this is the default option. Remember that the learning objects order is set in the Training Material tab.
- Generated from a specific learning object in the course, select it from the dropdown
- The sum of the scores of all the learning objects associated with the course
- The average of the scores of all the learning objects associated with the course
Both the sum and the average of the scores calculation methods work accurately only if all of the learning objects associated with the course use the same units: either points or percentage.
- If the score of your course is generated by a specific training material, when the training material is removed from the course, the score calculation method is reset to the Use the score of the last training material in the course option
- Both for the initial and the final score calculation options, the learning objects available for selection and included in the score calculation are SCORM, Tin Can, AICC, assignment, test, LTI and Elucidat, since these types of learning objects support the score management.
If you change the score calculation method, all existing scores will be recalculated.
The settings you configure in this tab for ILT courses will only be applied to the sessions where the evaluation criterion is set to Evaluation Based.
Additional Fields Tab
This tab is used to set the additional fields for the selected course. Learn more about this tab.
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. Learn more about this tab.
In this tab, you can assign skills to the course, if the Perform module is active in your platform. 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 the 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. When finished, press Save Changes.