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How do I add a course?

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In this section, you will learn how to add and publish a course without concepts.

Follow these steps to add a course:
  1. Login to your CRM account.
  2. Click the Main Menu.
  3. Go to LMS.
  4. Click Courses. The Courses List View Opens.
  5. Click + Add Course. The Add Course window opens

Note: You can enter just the relevant details in the Add Course window and save the course. You can come back and publish the course at a later time. Or, you can click the View Full Form button to open the Creating Course window and enter all the details. 
  1. Click View Full Form at the bottom right.
  2. Enter or select the following information in the Basic Information section:
    1. Course Name - Name of the course.
    2. Assigned To - Owner of the course.
    3. Description - Description of the course.
    4. Embed Video URL - Embed video URL of the course video.
    5. Status - Select the below status if you want to:
      1. Draft - Save the course and edit it at a later time.
      2. Published - Publish the course.
      3. Inactive - Save the course and inactive it.
Note: Keep your course in the Draft status till you are ready to publish. Only the courses with Published status will be displayed in the LMS Portal.
  1. Course is completed when - Select one of the following conditions to decide when a student has completed the course:
    1. Complete all concepts - Completes all concepts for the course.
    2. Pass the quiz - Passes the quiz for the course.
    3. Complete all concepts & pass the quiz - Completes all concepts and passes the quiz for the course.
  2. Dependency Course - This is the course that has to be completed before taking up a course.
  3. Category - The category to which the course belongs. These course categories will be displayed on the LMS Portal homepage.
Note: You can create customized course categories that help in displaying courses in different categories on the LMS Portal home page. To learn how to customize a course category click here.
  1. Public - Enable the checkbox if you want the course to be available for both users and contacts. Unchecking this will make the course private and available only to contacts.
  2. Certification - The course completion certificate print template that is created for the course. To learn how to create a course completion certificate for a course click here.
  3. Mandatory For - The user or group who should compulsorily take up the course.
  4. Repeat Frequency - The duration users should retake the course.
  1. Click Save.
You have now successfully added a course. At this stage, you can add concepts (lessons), exercises, etc., or you can publish the course by directly adding a video by embedding it. 

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