This guide walks you through creating a custom program in the learning management system.
Table of Contents
- Getting Started
- Adding Content
- Editing Details
- Setting Schedule
- Allocating Users
- Configuring Dynamic Rules
Getting Started
- Click the Workplace Launcher
button on the right side of the top navigation bar.
- Click the Programs
button.
- In the upper right, click New program to start the creation process.
- You should now see the new program menu. Begin by providing the following required information:
- Program name
- Next, optionally provide the following additional information:
- Program ID number
- Program description
- Program image
- We recommend leaving all other fields as default. Click Save to create the program. Upon completion, you will be taken to the program's content menu.
Adding Content
- To start adding courses to your new program, click Add in the upper right.
- Click Course to add courses to the main level, or click Set of courses to add courses to a folder with their own independent completion criteria.
- Click ▼ to begin adding courses to your program. You can either search through the list or type in a course name that you would like to add.
- If you selected Set of courses, provide the set a name and also specify the completion criteria.
- Once you have selected the desired courses and provided any other required information, click Save changes.
The Set of courses selection would allow you to give a specific set of courses their own completion requirement (i.e. these courses must be completed in order, but the rest of the program can be completed in any order).
A full list of available courses to be added to custom programs can be found here. Please note that you must be logged into the learning management system with administrative access to be able to access this report.
Editing Details
- To edit the program's details, click Details along the program navigation bar.
- Make any necessary changes.
- Click Save changes.
Setting Schedule
- To set a schedule, click Schedule along the program navigation bar.
- First, you can set an availability window, which is when the program will be available to enrolled users:
- Click the Start date dropdown to determine the earliest date and time that enrolled users can start the program. Users allocated to a program with a start date in the future will have a future allocation
status. Users allocated to a program with a start date in the past but a due date and end date in the future will have an open
status.
- Click the Due date dropdown to determine the due date for the program. Users can continue to work on the program's content past this date, but will be in an overdue
status.
- Click the End date dropdown to determine the true end date of the program. Users will no longer be able to work on the program's content past this date and will remain in an overdue
status.
- Click the Start date dropdown to determine the earliest date and time that enrolled users can start the program. Users allocated to a program with a start date in the future will have a future allocation
- Second, you can set an allocation window, which is when the program will be available for managers and department leads to allocate users:
- Click the Start date dropdown to determine the earliest date and time that managers and department leads can start allocating their team to the program.
- Click the End date dropdown to determine the latest date and time that managers and department leads can allocate their team to the program.
- Click Saves changes to implement your schedule.
Any saved changes will be implemented immediately and will affect existing user allocations (i.e. changing a due date from the past to the future will move in-progress users from overdue status to open
status)
Allocating Users
- To allocate users to the program, click Users along the program navigation bar.
- Click Allocate users to begin adding users.
- Click ▼ to begin adding users to your program. You can either search through the list or type in a user's name that you would like to add.
- If you would like to initially hide the program from the user's view when adding them, switch the Status from active to suspended before proceeding. Users can then be unsuspended by clicking the Actions
button next to their allocation, then clicking Edit allocation, and changing status from suspended to default.
- If you would like to initially hide the program from the user's view when adding them, switch the Status from active to suspended before proceeding. Users can then be unsuspended by clicking the Actions
- Click Save changes to enroll the selected users. Users will receive an email and notification within the learning management system when they are allocated.
Configuring Dynamic Rules
- To configure dynamic rules for the program, click Dynamic rules along the program navigation bar.
- The dynamic rules menu will have pre-existing rules with preset conditions where you can specify the performed action.
- To begin modifying actions, clikc the Actions
button next to the desired rule and click Edit actions.
- Pick you desired action and configure it as necessary. To save ther action, click Save changes.
- To enable the rule, either...
- Click Enable from within the actions menu in the upper right, or
- Switch the rule's radio button from Off
to On
.