Create & Manage Learning Modules

Course costs can be charged in a specific currency or to organization token accounts. In addition to standard cost/enrollment items, you can specify optional payment items. For detailed information about specific fields on the Enter Cost Information page, please see Cost Information Field Reference.

To assist in budgeting and planning tasks, PeopleFluent recommends assigning a cost to the course, regardless of whether participants incur charges. In such instances, you would opt for "Charged per Registration" under the Charge Procedure property and input the cost for each participant attending the course.

Here, you can include a list of course objectives with the learning module. Objectives are displayed as a bulleted list on the Course Details screen. You may wish to include HTML tags to format the text.  

Initially, you can enter up to 9 objectives. If you want to add more, click the More Objectives link at the bottom of the list.

If the learning module is linked with one or more learning programs, you can view these programs here. Here, you have various options for managing the learning module-program association, including session enrollment updates, user deadline setting and updates, and association edits and updates.

Click Program Title (ID) to open the learning program. Click Session Title (ID) to open the learning program session. To perform a bulk action on one or more of the associated programs, click the appropriate checkbox and select an option from the Bulk Action menu.

You have the option to require eSignatures for different actions and activities associated with the learning module. This is managed here. Select the Require eSignatures field.

By default, all of the eSignature options are configured to inherit the organization-level settings. You can change the setting for a specific eSignature option by making a selection from the associated field. Mouse over the help icon to get information and special notes about each of the eSignature options.

Checklists can be used in learning modules to track prep tasks like booking venues for classroom training or arranging travel and accommodations. On the Checklists page, you can view and create checklist items.

By default, the Checklist page will show any existing items that are incomplete. Select an option in the Item Status field to change the view.

For information about creating and managing templates and checklist items, please see Checklist Templates.

You can recommend resources needed for a classroom-based or workshop/seminar learning modules. For example, a classroom-based course might require a projector or flip chart. Recommended class resources will be automatically loaded when new classes are added to the class schedule for a session of the course.

Click + Add Resource to add a new resource to the learning module.

On the Define Module Security page, you can set access permissions for learning modules, specifying who can view (read-only access) and who can edit (unrestricted access). Typically, instructors and learners have read-only access, which course administrators will have unrestricted access. You can also specify which third-party users who are allowed to view the full transcript details during the review process.

Click the Permissions button in the appropriate section and set the permissions as necessary. Be sure to click the Save button to save any updates.

Here, you can assign learning modules a certification, an evaluation and one or more exams.

• Exams - click the Exams field + icon to select one or more exams and configure the fields below it to determine if the exams are mandatory and if passing them will automatically complete the module.
• Certification - click the Certification field browse button to locate and select a certification to associate with the course.
• Evaluations - click the Evaluation field browse button to locate select a post-program evaluation to associate with the course. Click the Mandatory field to require learners to complete the evaluation.

• Enrollment Security - set the properties that control the user enrollment permissions. You can confine enrollment to only specific organizations or users. You can also set rules around withdrawal, re-enrollment and other properties related to enrollment security.
• Enrollment Policy -manage the module's enrollment policy, which dictates the processing flow. Click the Policy Name field browse button to select a policy to override the default policy. If necessary, you can choose separate policies based on organization or user group.
• Allow Reopen - By default, participants are able to reopen the module once it has been completed.  Clear the Allow Reopen field to disable this ability.

Emails can be triggered by events in classroom or virtual courses and sent to LMS users such as participants, instructors, and managers. Email preferences set at the module level are automatically applied to its sessions by default. These preferences can be modified within each session, with session-level configurations taking precedence over module-level settings.

Configure each email event as necessary. click the event's browse button to select or create a template for the email.  

For detailed information about each of the email events, please see Email Preferences.