How Do I Add a Course (Admin Portal)

This lesson will show you how to add a new course.

Click on "Add a Course" on the navigation menu.

Click on "Add a Course" on the navigation menu.

This is the home screen that you will first see when you open up the portal. In order to add a course you click "+ Add a course" under the navigation menu on the left hand side.

Fill in the required information (Part 1)

Fill in the required information (Part 1)

Fill in the information - Fields with a red asterisk are mandatory. The place holders give you details about what you can put in it.  Down arrows will reveal previously entered values to save time.

The top right check box designates a course as Internal - meaning it is not viewable to the public.  Generally leave this unchecked.

Categories - Choose a Main and Sub-category to put the course in. The public will find the course in these categories. You may also enter in a new one.

Course Number - Make any alphanumeric code to identify the course.

Course name - Choose any name for the course. You can choose one from the dropdown, or enter in a new one.

Description - Type in a description for the course - This can be as long a you wish and also accepts HTML if you need to add links.

Materials

Materials

Materials - check the option that applies, Yes or No.

If Yes then you will need to specify the Materials from the drop down.  Open the drop down with the right down arrow.

To choose a material, click it.  To choose multiple, simply click another material.  Click again to unchooose.  Click outside of the drop down to close it.

Instructor / Dates / Credits

Instructor / Dates / Credits

Instructor - Choose an Instructor for this course. If you need to add an additional instructor, use the green +.  Use the red - to delete.

Number of days - Choose the number of days that the course will be.

Online course - Check this box if you want it to be an online course. This gives you different date/time options as well. You will only be required to enter in one start date/time, and one end date/time.

Date/Time - Chose the specific dates and times that the course will run.

Start/end time display - Whatever you put here will override the text that shows for the dates and times. This field is optional.

Closed for Enrollment days - this value is how many days before the course you want to stop allowing enrollment.  Default is 0 which means system will allow enrollment up to day of cours.

Stay on public Home - This value is how long you want the course to show on the public side for enrollment from creation.  Zero is until course starts.  

In the Credits Information area, you can specify the number of Continue Education Credits or other credit options that attendees will receive upon course completion.

Location / Contact

Location / Contact

Location - Choose a location from the drop-down list, or enter a new location name.

Add the remaining location for the location, such as the street address, City, State, etc.

Contact Information is useful for your students, so add a name and email address.

Pricing Information

Pricing Information

Enter the cost of your course in the Non Member price field (red asterisk denotes mandatory field)

for other options, import values in the correct corresponding fields.  Use the top tabs to reveal additional pricing options if your organization uses Members or other special pricing configurations.

Other Course information / Surveys / Image

Other Course information / Surveys / Image

This section has a lot of custom areas that may or may not be in use by your organization.  The mandatory fields are Enrollment Limit and Wait list limit.

Enrollment limit is how many students you allow to register - a zero value is no limit - useful for online courses.  

Wait List limit - when a class is full, a student can still enroll in the hopes someone will drop out or cancel before the course starts.  If you leave this value at zero, then there is no wait list option.

If there is a Completion Certificate associated with the completion of this course, designate it here.  When you finalize attendance and have a Completion Certificate chosen, it will automatically be generated and sent to the students.

If you have a post or pre-course Survey, designate it here.

Display Image - this is the graphic that will appear on the public course catalog, as well as the expanded course description.  Click the paper clip on the right to select a graphic on your local computer to upload.

Electronic Signatures

Electronic Signatures

If you have a Completion Certificate chosen, you can also use the Electronic Signature option.  If there are signatures in the system associated with instructors, enabling this option will automatically put the signature on the Completion Certificate before it is sent out.  

Click on Electronic Sign 1 for example to choose an existing signature in the system.  if you do not have signatures in the system you can click Manage Signatures to add them.

Beneath that is also an area to define the content of  a custom confirmation email if you choose.

LMS integration

LMS integration

If your system is set up to integrate with an LMS such as Canvas, Blackboard or Haiku, this section will be visible.

---The following options are for Blackboard Classes---

15) Blackboard Server - Showing what server you are connected to

16) BB master CID - This is the course specific identification that is needed for the Blackboard course. Must be unique.

17) BB Template - This is the Blackboard template name that you want to use to display the course in Blackboard.

 

Add the Course

Add the Course

After you have filled out all the fields, be sure to click the Add Course button at the bottom of the page.

It may be hidden - scroll down until you see it - failure to click will not save your work and create a new course!

You have now added the course. You have some options of where to go from here.

You have now added the course. You have some options of where to go from here.

Once you ad the course, this pop-up will appear to ask what you would like to do next.

You can add another course.

Go to that course dashboard to see what you just added,.

Or duplicate this course to begin making a similar course.