How do I add a course?
Follow these steps to add a course:- Login to your CRM account.
- Click the Main Menu.
- Go to LMS.
- Click Courses. The Courses List View Opens.
- 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. - Click View Full Form at the bottom right.
- Enter or select the following information in the Basic Information section:
- Course Name - Name of the course.
- Assigned To - Owner of the course.
- Description - Description of the course.
- Embed Video URL - Embed video URL of the course video.
- Status - Select the below status if you want to:
- Draft - Save the course and edit it at a later time.
- Published - Publish the course.
- 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.- Course is completed when - Select one of the following conditions to decide when a student has completed the course:
- Complete all concepts - Completes all concepts for the course.
- Pass the quiz - Passes the quiz for the course.
- Complete all concepts & pass the quiz - Completes all concepts and passes the quiz for the course.
- Dependency Course - This is the course that has to be completed before taking up a course.
- 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.- 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.
- 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.
- Mandatory For - The user or group who should compulsorily take up the course.
- Repeat Frequency - The duration users should retake the course.
- 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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