Course Information

In this section you can edit basic course information and add required prerequisites for the course you are creating or modifying.

Once created, a course can be edited at any time. The same fields used to create the course will be visible and can be edited.

Edit Basic Course Information

Edit Program

Course Name: This is a required field and should be unique to allow for better searching in the catalog and reports. The character limit in this field is 254.
Some fields are "logs" and are auto-populated by TOPYX. These fields are:
- Course ID
- Date Created
- Modified By
- Modified Date
Course Status: Drop down option for tagging courses as active (currently in use), dormant (not being used yet), or archived (no longer being used). This is for administrative reference only.

Course Details

Field	Description
Author	Enter the author's name to give credit to those who created the course. This will appear on the catalog and material home pages.
Code	This information can appear in reporting if you are using it but it is an optional field.
Certificate Code	This field can be added to certificates to display an alpha-numeric text unique for each program, course, and material.
Modality	Any information entered here will display on the catalog page. Examples include "eLearning" and "Instructor Led".
Version	Enter information here to indicate the version of the course.
Course Duration	Define approximate time spent in completing the course by specifying in minutes, hours, or days. Duration will display in the course details section on the the course home page.
Approved by	Add approval to register for the course and select if the approval is by administrators, instructors, or managers. This option restricts access to the course until that approval is granted. This setting is not available on eCommerce sites.
Electronic Signature	By selecting Yes from the drop down list, an electronic signature is added to the course as a course component. Learners would need to agree to the electronic signature in order to complete the course.
Total Hours Accredited for Completion	Enter a value here for accreditation hours a learner will receive after completion of the content.
Allow all registered Learners to be Friends	Yes or No option if you are using communities.
Email Log Address	The email address will receive a copy of registration and purchase notifications as learners register for the course.
Send reminder email to start training within	Specify the number of days, weeks, or months. When the learner registers for the course, if the learner does not attempt the course, they will receive this email after the time specified. Note: The attempt program/course/material notification must be turned on in Email Settings.
Allow learners to unregister from the course	Checking this box will allow learners to unregister from the course. A drop down list is made available for the time period a learner would have the ability to do unregister.
Allow learners to launch course	Checking this box allows learner the ability to relaunch the course after it has been completed. This option is used for reviewing purposes.
Allow managers to mark course complete for learners	By default, this box is checked and will allow the manager to mark completions for their learners. Completions can be implemented in the course roster section. Note: This course must be associated to the user group the manager oversees.
Generate Community	Do you want a community associated to this course?

Pricing Information

This will only appear in eCommerce sites.

Pricing Model: Select either Purchase or Subscription
Purchase Option: be sure to include currency, non-member price, and member price. Note: Allow Member Pricing must be enabled in Site Settings > Catalog.
The Select dropdown allows you to select your preferred or multiple currencies for the course. Select a currency type from the drop down list, then indicate prices for non-members and members.
Note: In order for a Learner to receive a member price, they would need to be added to a user group where member pricing is enabled.

If using the subscription model, include currency and subscription plan(s).

A subscription model can also be used for selling access to the course for a 1 month, 3 month, 6 month, or 12 month period.

Timelines

Field	Description
Course Start/End Date	This section lets you control when access to the course begins and when it expires. You can choose either a Fixed Date or a Fixed Length. Fixed Date (default) The Start Date automatically populates with the date the course was uploaded. The End Date is blank by default. If the End Date is left blank, the course does not expire. If an End Date is entered, the course will expire on that date and all users will be removed from the roster. When applicable, due dates appear in the learner’s My Schedule on the My Training tab. The course will appear in My Schedule if the Start Date falls within the next two weeks after the learner registers. Fixed Length This option makes the course available for a specified period of time. Expiration is triggered based on the learner’s registration date or completion date (as configured). Once the time period expires, the user is removed from the course roster.
Automatic Email Reminder	If the course is set to expire, then use this feature to alert learners before it is about to expire. Note: Expiry Course Notification must be turned on in Email Settings.
Add iCalendar to registration emails	Check this box and an iCalendar link will be available in the registration notification email, allowing learners to add the session to their calendar.
Due Date	This setting allows administrators and instructors to specify when a course must be completed. Learner Experience The due date appears on the learner’s My Training tab. If the course is not completed on time, the due date displays in red in both My Courses and administrative reports. Unlike the Expiration feature, the learner remains on the course roster even if the due date is missed. Options Specific Date: Sets a fixed calendar due date. Time Span: Sets the number of days, weeks, or years the learner has to complete the course after registering. Manager Notifications Enable Send email to Managers notifying them when Learners miss their Due Date to alert managers automatically. Managers will receive notifications when learners miss the deadline. Notes The course must be associated with a user group managed by the manager. Missed Due Date Notification must be enabled in Email Settings.
Course Certificate Expiry	Choose whether the course certificate of completion will expire or never expire. Note: Certificate expiration pulls from the date the learner completed the course. Never Expires: Once a learner completes the course, their certificate of completion will never expire. Valid Until: Allows for assigning a set number of weeks, months, or years after completion a course certificate is valid or based on a previous completion date.
Send Email Notification Before Course Expires	Check box to enable reminder notification, which can be sent 1 year, 6 months, 3 months, or 2 weeks before the certificate expires. Note: The course certificate expiration notification must be turned on in Email Settings.

Associate Categories

Categories appear like a table of contents under the catalog tab. By associating your course to c Category, this will help learners find the type of training much quicker.

Note: Categories must be created first before the information will appear in this section. Please visit the Manage Categories section for more information on how to create them.

Assign Course Instructors

Here you can search for instructors and add them to the course. At least one instructor is required for the course. Instructors can edit the course and add learners to the course.

Emails

Send email course completion notifications based upon learner completions to the following roles: admins, managers and instructors.

Note: The list of instructors will only display the instructors associated with the course in Edit Basic Course Information. It will not display a list of all the instructors on your site.

Course Expenses

This section can be used to include expenses Instructors may have for the course. Information entered here will populate into the expense report found on the admin reporting panel.

Associate Accreditations

Select accreditation(s) and accreditation value(s) for this course. These values can also appear on the learner's certificate.

Accrediting bodies can be selected from the drop down list. The accreditation value can also be entered. Both sets of information is made available to learners on their transcript page.

Note: Accreditations must be created first before the information will appear in this section. Please visit the Manage Accreditations section for more information on how to create them.

Associate Competencies

Once a competency is created, they will appear in this list. Select the competencies you would like to associate this course with.

Associate Sponsor

By associating a sponsor, their logo will appear when users visit the course home page. This is a great way to promote organizations that are affiliated with your company.

Note: Sponsors must be created first before the information will appear in this section. Please visit the Manage Sponsors section for more information on how to create them.

Publish to Catalog

Check this box when you are ready for your course to appear in your catalog to at least one of your user groups.

Assign Cross-Selling Content

This is available in eCommerce sites only.

This section is used for cross-selling. Once users have added an item to their shopping cart they will be presented with more options based on your recommendations.

Adding courses and materials to Always Recommend will display these items in your user's shopping cart no matter what they choose to purchase.

Adding courses and materials to Recommend with this Course/Material will only display these items if your user purchases.

You can also take advantage of the Sequence Number feature, allowing you to choose the order these items will appear.

Add Required Prerequisites

Should a program, course, or material be required to be completed prior to a learner being able to register or start this course, a required prequisites may be added.

Radio buttons allow you to choose between programs, courses, and materials to make required.

Checking the box to the left of the item name and clicking Save will make this item a required prerequisite. This makes ita requirement to be completed before a learner may register for or start this course.

Be sure to save after making your changes.

From the catalog tab, learners will see a list of prerequisites.

Add prerequisites to a course by selecting Add Prerequisites, which allows for pre-work in other programs, courses, and materials that need to be completed prior to registering.