To create a new course, log in to your CXcherry platform as the Super Admin. Click on the gear icon in the header and select Manage Courses item. On the Manage Courses page, hover over the first plus button from left at the top, then press the Add Course button. 

In the slide-out panel, fill out the information in General Information page. The mandatory fields are marked with an asterisk*. A few details about fields on this page:


General Information: -


  • Name: It should be unique and easily identifiable for both you and your users. 
  • Type: Select the type from the drop down. Two types of course eLearning course and VILT course. 
  • Thumbnail: It is not a mandatory, by default, the thumbnail is available for the course, but if you want to change that thumbnail for the course then select the image for thumbnail and upload.
  • Description: Description of the course. 
  • Category: Where you can select category for the course.
  • Code: Unique code of the Course.
  • Credits: Credits is not mandatory, if you set credits for the course, so that credits go to the user when user completed the course. 
  • Language: Select the preferred language of the user from the drop down.
  • Status: Select status or the course from the dropdown if you set draft status, then the course is not display to the user. And as an admin you also not able to assign that course. 
  • Introductory material: You can only upload pdf, mp4 file formats for introduction of the course. 
  • Keywords: For course search and recommendation you can set keywords for the course. 


 

 Press SAVE button to add a course to your CXcherry platform. You can edit or delete a course. This can be done by clicking Edit and Delete icons under the Action column. If you delete a course, you will not be able to assign it to any new user. To configure the Course settings, assign users, catalog visibility and Portal visibility, you need to click on the Edit icon under the Action column. You will be redirected to the inner page of the Course, which has the following tabs:      

 

Setting:


Enrollment Policy 

  • Free: Select this option if you want users to self-enrolled the course. 
  • Only Admin can enroll Users: Select this option if you want to only Admin can enroll Users in the course. 
  • Requires Admin Approval: Select this option if you want to, users can request for the course and admin approve request for that course.

 

Completion Policy 

 

  • All Training Materials: Select this option if you want to set all the training material in the course are mandatory for course completion. 
  • Selected Training Materials: Select this option if you want to set selected training material in the course are mandatory for course completion.

 

Time Options 

  • Start Date: If you set start date of the course, then user can able to launch training materials of course after start date.
  • End Date: If you set an end date for the course, then user can not able to launch training materials of the course after end date. User can not able to complete the course after the end date.
  • Duration: If you set duration of the course in days then user can access course in that duration. Duration is start from First Access Date or Enrollment Date
  • Average Seat Time: Set the Average Seat Time for the course.

 

Certificate 

     Select Certificate: If you want to attached certificate with the course the select the certificate. Certificate will be awarded to users only if it is linked with the course before the course is assigned.

After selecting certificate, you can set Certificate Validity. 

  • Always:- If you select always certificate will never expire 
  • For Days:- If you select for days then you need to set days for certificate expiry. 
  • Till Date:- If you select for days then you need to set expire date for certificate.
  • Allow user to renew this certificate :- If you want to set renew certificate for user after certificate expire the enabled this option.


Notification


If you want to set notification for the course which is sent to the user, you can manage which notification send to the user. For this click on the Notification tab which is course edit page. And you can set following notification to the user which related course.

  • On Course Assignment: You can enable or disable this notification. When this notification is enabled then “Notification to User on course assignment” notification send to users for the course.


  • On Course Completion: You can enable or disable this notification. When this notification is enabled then “Notification to User for completion of a course” notification send to users for the course.


  • On Course Unassignment: You can enable or disable this notification. When this notification is enabled then “Notification to User on course unassignment” notification send to users for the course. 


  •  Course Not Started: You can enable or disable this notification. If start date is set for the course. When this notification is enabled then “Notification to User for a course not started” notification send to users for the course. You can set how may days after the start date of course this notification send. And also you can set three times this notification can send to users.


  •  Course about to: You can enable or disable this notification. If start date is set for the course. When this notification is enabled then “Notification to User for a course about to start” notification send to users for the course. You can set how may days before the start date of course this notification send. And also you can set three times this notification can send to users.


  • Certificate about to Expire:  You can enable or disable this notification. If certificate validity is set for the course certificate. When this notification is enabled then “Notification to User for a certificate about to expire” notification send to users for the course. You can set how may days before the certificate expiry date this notification send. And also you can set three times this notification can send to users.


  • Course about to End(before): You can enable or disable this notification. If end date is set for the course. When this notification is enabled then “Notification to User for a course about to end” notification send to users for the course. You can set how may days before the end date of course this notification send. And also you can set three times this notification can send to users. 


  • Course has Ended(after): You can enable or disable this notification. If end date is set for the course. When this notification is enabled then “Notification to User for an expired course” notification send to users for the course. You can set how may days after the end date of course this notification send. And also you can set three times this notification can send to users. 

 

Audit History: - This tab shows an audit trail of all the changes done to the course.