Managing Courses

Overview

Create Courses

Creating courses enable you to create spaces for teams to collaborate on a presentation or a collection of slides. This feature enhances your team’s productivity and teamwork to create quality presentations.

  1. On the Module Menu, click Courses and select New Course. You will be directed to the Create New Course screen.
  2. Specify the Course details:

    • Name: enter the course name.
    • Description: enter a brief course description.
    • Owners: enter the user’s name/email in the field. As you type the user’s name/email, an auto-suggestion will be enabled. Click the user from the list to select. In this field, you can add multiple users.
    • Role: select the checkbox of the role(s) that can manage this course.
    • Group: select the checkbox of the group who can manage this course.
    • Assigned: select the checkbox to enable course assignment. Selecting this action will enable additional options:
      • ReAssigned
      • Due Date (Days)
    • Registration Expiration: select the checkbox to enable course registration expiration. Selecting this option will enable the Expires On field where you can set the expiration date.
    • Type: click the drop-down arrow to select the course type:
      • Ad Hoc
      • Scheduled
  3. After specifying the course details, select the preferred saving option:

    • Save: clicking this button will save the course.
    • Save and Select Attendees: clicking this button will save the course and enables you to select course attendees.

 

View Courses

In this section, you will learn how to open and view existing courses. There are a few ways to access these courses, display all courses through the All Courses option or use categorized options such as Recent Courses, My Courses, and Favorites. All methods contain similar options and operations.

  1. On the Module Menu, click Courses and select All Courses.

    • Note: this method of viewing courses is applicable to All Courses, Recent Courses, and My Courses. We use the All Courses option as an example to demonstrate how to view courses.
  2. You will be directed to the All Courses screen. In this screen, you can do basic and advanced course operations such as:
    • Adding Attendees
    • Inviting Attendees
    • Add Courses to Favorites
    • Edit Courses
    • Edit/Update Course Email Templates
    • Delete Courses
    • Merging Multiple Courses
    • Deleting Bulk Courses

See the Actions section of this documentation to know more about tasks/operations you can do within the Courses screen.

 

Actions Menu

Add Course Attendees

In this section, you will learn how to add course attendees.

  1. On the Module Menu, click Courses and select All Courses.

    • Note: this method of viewing courses is applicable to All Courses, Recent Courses, and My Courses. We use the All Courses option as an example to demonstrate how to view courses.
  2. In the All Courses list, find the course that you want to add attendees to and click its Add Attendees icon under the Actions column. You will be directed to the Attendees for “<Name of Course>” screen.
  3. In the Add New Attendee field, enter the name or email address of the user that you want to add.

    • Note: as you type the attendee’s name or email, the auto-suggestion option will display the list of related names. Click the user’s details from the list to select. Add multiple users using this method. You can also add a new user using the Create New User option.
  4. After adding the course attendees, click Done.

 

Invite Course Attendees

In this section, you will learn how to invite attendees to your courses. This option enables you to send course invitations to one or more users.

  1. On the Module Menu, click Courses and select All Courses.

    • Note: this method of viewing courses is applicable to All Courses, Recent Courses, and My Courses. We use the All Courses option as an example to demonstrate how to view courses.
  2. In the All Courses list, find the course that you want to invite attendees to and click its Invite Attendees icon under the Actions column. The INVITE ATTENDEES TO <Course Name> window will appear.
  3. To make attendees as guests, select the Make attendees guest checkbox (optional).
  4. In the Enter attendee emails below (1 per line) field, enter the users’ email address.

    • Note: enter 1 email per line. To do this, enter an email address on the first line and press the Enter key on your keyboard. This will add another line and you can enter another email address on the second line.
  5. After adding the email addresses, click Apply. The specified email addresses will be added to the invite list.
    • Note: to add more attendees, click the field and repeat Step 4.
  6. Click Invite Attendees to complete the invitation process. The invited attendees will receive an email invitation to access.

 

Add Course to Favorites

In this section, you will learn how to add courses to your Favorites folder. Adding courses to the Favorites folder lets you categorize and enable easy access to your favorite courses.

  1. On the Module Menu, click Courses and select All Courses.

    • Note: this method of viewing courses is applicable to All Courses, Recent Courses, and My Courses. We use the All Courses option as an example to demonstrate how to view courses.
  2. In the All Courses list, find the course that you want to add as a favorite and click its Favorite (Heart) icon under the Actions column.
    • The selected course will be added to the Favorites folder. See Favorites for more information.

 

Edit/Update Course Email Templates

In this section, you will learn how to edit/update existing course email templates.

  1. On the Module Menu, click Courses and select All Courses.

    • Note: this method of viewing courses is applicable to All Courses, Recent Courses, and My Courses. We use the All Courses option as an example to demonstrate how to view courses.
  2. In the All Courses list, find the course that you want to update and click its Email Templates icon under the Actions column.
  3. The Email Templates page opens. Find the email template that you want to update and click its Edit icon.
  4. You will be directed to the Edit Entatio Email Template screen. Update the necessary fields:

    • Name
    • Description
    • Subject
    • Template
      • Note: use the Formatting Toolbar to format the email template content.
  5. After updating the selected email template, review the updated information and click Save to apply the changes.

 

Edit Courses

In this section, you will learn how to edit/update existing courses.

  1. On the Module Menu, click Courses and select All Courses.
    • Note: this method of viewing courses is applicable to All Courses, Recent Courses, and My Courses. We use the All Courses option as an example to demonstrate how to view courses.
  2. In the All Courses list, find the course that you want to edit and click its Edit icon under the Actions column.
  3. You will be directed to the Edit Course screen. Edit/update the necessary information.
  4. After editing the selected course, review the updated information and select the preferred saving option:
    • Save
    • Save and select Attendees

 

Delete Courses

In this section, you will learn how to delete existing courses. This method only allows you to delete course one at a time. To delete multiple courses in one go, see Delete Multiple Courses for more information.

  1. On the Module Menu, click Courses and select All Courses.
    • Note: this method of viewing courses is applicable to All Courses, Recent Courses, and My Courses. We use the All Courses option as an example to demonstrate how to view courses.
  2. In the All Courses list, find the course that you want to delete and click its Delete icon under the Actions column.
  3. A Confirmation dialog box will appear. Click OK to continue deleting the selected course.
    • The selected course will be deleted and removed from the list.

Recent Courses

In this section, you will learn how to view recent courses that you are a part of or recently visited. This categorized folder enables you to access recent courses with ease.

  1. On the Module Menu, click Courses and select Recent Courses.
  2. You will be directed to the Recent Courses screen. In this screen, you can do the following actions:
    1. View recent courses
    2. Add attendees
    3. Invite attendees
    4. Add recent courses to favorites
    5. Edit recent courses
    6. Edit/update course email templates
    7. Delete recent courses
    8. Merge recent courses

 

My Courses

In this section, you will learn how to view and access courses that you created. This categorized folder enables you to access your courses with ease.

  1. On the Module Menu, click Courses and select My Courses.
  2. You will be directed to the My Courses screen. In this screen, you can do the following actions:
    1. View courses you created
    2. Add attendees
    3. Invite attendees
    4. Add your courses to favorites
    5. Edit courses you created
    6. Edit/update course email templates
    7. Delete courses you created
    8. Merge courses you created

Favorites

In this section, you will learn how to view and access courses that you marked as favorites. This categorized folder enables you to access your favorite courses with ease.

  1. On the Module Menu, click Courses and select Favorites.
  2. You will be directed to the Favorite Courses screen. In this screen, you can do the following actions:
    1. View favorite courses
    2. Add attendees
    3. Invite attendees
    4. Edit favorite courses
    5. Edit/update course email templates
    6. Delete favorite courses
    7. Merge favprite courses

Merge Courses

In this section, you will learn how to

  1. On the Module Menu, click Courses and select All Courses.
    • Note: this method of viewing courses is applicable to All Courses, Recent Courses, and My Courses. We use the All Courses option as an example to demonstrate how to view courses.
  2. In the All Courses list, find the course that you want to merge and click its Checkboxes beside their names to select.
  3. Click the Actions drop-down arrow and select Merge.
  4. Click Apply to merge the selected courses.
  5. The SELECT DESTINATION COURSE dialog box will appear. Click the Destination Course drop-down arrow and select the preferred destination.
    1. Note: ensure to select the correct destination course as the other course(s) will be deleted permanently after merging.
  6. Click Merge to continue merging the selected courses.

 

Delete Multiple Courses

 

  1. On the Module Menu, click Courses and select All Courses.
    • Note: this method of viewing courses is applicable to All Courses, Recent Courses, and My Courses. We use the All Courses option as an example to demonstrate how to view courses.
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