Index


Speaking of training...

Training courses are catalog items that can contain several types of sequentially organized content, making up a self-learning structure about a given topic. Such content can be texts, images, videos, documents, PDFs, presentations and SCORM, among others.

Training courses may have other training courses, tracks and subjects as requirements and, in that case, you cannot register in them until you complete all of its requirements successfully.

You can define a pre-test for a training course and indicate whether it will be a passing criterion, i.e. if the student can pass the training course by taking only the pre-test, without having to watch all the content.

When you do not define the pre-test as a passing criterion, completion, whether successful or not, is determined by the grade obtained on the post-test, which must be equal to or higher than the required passing score. You can also pass a training course due to SCORM content, if it is configured to be used as a passing criterion. You can configure only one piece of SCORM content as a passing criterion.

A training course can be associated to a class as a topic item, in that case, parameterization settings defined for the class take precedence.

Training courses may also include a reaction evaluation – such as a satisfaction survey – and a certificate, to be issued to the student when they finish the course successfully.




Create new training course


01. After clicking New, Training course where the training course will be created, click Add – in the lower left corner of the image – to add an image for the training course.

02. Find and select the image of your choosing.

The maximum size allowed for the image is 4 MB.

03. In the pop-up window, define image crop.

04. Click Save.

To delete the added image, just click the Delete icon – in the lower right corner of the image.

05. Add the required information for the training course.

Required information:

Acronym
Training course acronym.

Name
Training course name.

Status
Current training status. Available options are:

  • Available: when it is selected, the training course becomes available in the catalog, allowing registrations and its association to topic items in classes;
  • Obsolete: when it is selected, the training course is in the process of discontinuation, but registrations and its association to topic items in classes are still allowed;
  • Under conclusion: when selected, neither registration in training courses nor its association to class topic items is allowed. As the training course is given that status, active registrations remain active, and the student can access it as usual. For the other users that have at least reading permission on the training course, it will only be displayed in the catalog if the option Allow viewing training courses and tracks that are under conclusion from Learning settings is set to Yes;
  • Archived: when selected, it is not possible to request registration in the training course. To the students who are currently registered, the training course is still displayed and they remain registered, but can no longer access its content. For the other users that have at least reading permission on the training course, it will only be displayed in the catalog if the option Allow viewing archived training courses and tracks from Learning settings is set to Yes.

Author
Training course author’s name

Cost
Registration cost of the training course is deducted from the account to which the student is related, upon registration.

Class hours (in minutes)
Training course duration in minutes.

Theme
Theme or area of knowledge to which the training course belongs.

Purpose
Description of training goals.

06. Click the Content and evaluations tab.

07. In Pre-test, click the Search icon to relate a pre-test to the training course.

08. In the pop-up window, find and select the evaluation to be the training course pre-test.

You can find the evaluation that you want by using the Search field – in the upper right corner of the window – or by paging through evaluations – arrows located in the lower right corner.

09. Click on Add.

To delete the evaluation added as pre-test, simply click Delete, next to the Search icon.

10. Define the other required information for the pre-test.

Required information:

Allow the training to continue even if the pre-test has not been graded
When it is checked, the student can attend the training course – view its contents, take its evaluations and complete it – even when the pre-test is pending grading for having open-ended questions. When you check this option, the options “Pass the pre-test” and “Fail the pre-test” are disabled.

Pass the pre-test
When it is checked, the student passes the pre-test automatically, i.e. if they achieve the set passing score, they will pass it without having to watch the training course content.

Pre-test passing score
Score required for the student to pass the training course taking only the pre-test.

Fail the pre-test
When it is checked, the student fails the pre-test automatically, i.e. if they achieve a score lower than the failing score set, they automatically fail the track and cannot watch its content without first obtaining the necessary knowledge to take this training course.

Pre-test failing score
Score that the student is required to exceed not to fail the training course taking only the pre-test.

Pre-test is mandatory
When it is checked, taking the pre-test is mandatory to continue the training course. When the pre-test is not defined as mandatory, the student can finish the training course even when the pre-test or post-test is pending grading for having open-ended questions. In this case, the training course is displayed in the student’s history with the status “Pending grading”. As soon as the tests are graded, the status is changed and the grades are displayed in the history. However, the training-related items, such as skills, certificates or items that have this training course as a requirement, will only be released after the tests are graded.

11. In Content, click New content to add content to the training course.

12. In the pop-up window, find and select the content to make up the training course.

You can find the content that you want by using the Search field – in the upper right corner of the window – or paging through content – arrows located in the lower right corner.

You can also select more than one piece of content at once.

13. Click on Add.

14. After you finish adding all the content, click Close.

To delete the content added to the training course, simply click the Delete icon, to the right of the line corresponding to the content.

15. To view the added content, simply click the Preview icon, next to the Content type column.

16. Click the Content settings icon, next to Preview.

17. In the pop-up window, define the features for the content directly in the training course.

You can configure each piece of content added to the training course.

Mandatory content
When it is checked, performing the content is mandatory.

Display order
Content display order in the training course.

Viewing mode
How the SCORM content is viewed by the student. This field is only displayed when it contains SCORM content. Available options are:

  • View only;
  • View and preview;
  • View and review;
  • All of the above.

Use this SCORM as a passing criterion
When it is checked, the student passes the pre-test automatically after performing the SCORM content, i.e. if they achieve the set passing score, they will pass it without having to watch the remaining training course content. This field is only displayed when it contains SCORM content.

Use the training passing score as a SCORM passing score
When it is checked, the required passing score for the SCORM content is the same one required to pass the training course. This field is only displayed when it contains SCORM content.

Use this time as the minimum runtime for the package
Minimum time to view SCORM content. If the content is finished before reaching the minimum time, it will be considered completed and the student will not get the specific grade for that content, if applicable. It must follow the format 9999:59:59. This field is only displayed when it contains SCORM content.

Use this time as the maximum runtime for the package
Maximum time that is allowed for viewing SCORM content. It must follow the format 9999:59:59. This field is only displayed when it contains SCORM content.

Action if time is exceeded
Action to be performed if viewing SCORM content exceeds the maximum time allowed. This field is only displayed when it contains SCORM content. Available options are:

  • End and send message;
  • End and do not send message;
  • Continue and send message;
  • Continue and do not send message.

Display control
SCORM content display options in the training course. This field is only displayed when it contains SCORM content. Available options are:

  • Display SCORM tree;
  • Display SCORM browser;
  • Display “Lesson status” SCORM
  • Display “Max time allowed” SCORM;
  • Display “Score raw” SCORM;
  • Display “Total time” SCORM.

18. Click Save.

19. In Post-test, click the Search icon to relate a post-test to the training course.

20. In the pop-up window, find and select the evaluation to be the training course post-test.

You can find the evaluation that you want by using the Search field – in the upper right corner of the window – or by paging through evaluations – arrows located in the lower right corner.

21. Click on Add.

To delete the evaluation added as post-test, simply click Delete, next to the search icon.

22. Add the score required for passing the post-test.

That is the minimum score the student must achieve to pass the post-test. It must be between 0 and 100, and separated by a dot if it is a decimal.
Example: 50.5
This field is only displayed after you select a post-test.

23. In Reaction evaluation, click the Search icon to relate a reaction evaluation to the training course.

24. In the pop-up window, find and select the evaluation to be the reaction evaluation of the training course.

You can find the evaluation that you want by using the Search field – in the upper right corner of the window – or by paging through evaluations – arrows located in the lower right corner.

25. Click on Add.

To delete the evaluation added as reaction evaluation simply click Delete, next to the search icon.

26. Click the Additional information tab.

27. Select the certificate to be issued to the student when they finish the training course successfully.

28. In Skills, click Add skill if you want to relate skills to the training course.

29. In the pop-up window, find and enter the skill the student will acquire as they finish the training course successfully.

You can find the skill that you want by using the Search field – in the upper right corner of the window – or paging through skills – arrows located in the lower right corner.

You can also select more than one skill at once.

30. Click on Add.

31. After you finish adding all the skills, click Close.

To delete a skill added to the track, simply click the Delete icon, to the right of the line corresponding to the skill.

32. In the Minimum (0) and Maximum scores (100) columns, enter the corresponding scores for the skill that the student can acquire after finishing the training course successfully.

The score must be between 0 and 100.

Those values establish how many points the student will receive in this skill, based on the proportional difference between their final grade and the minimum grade to pass the training course.

Go to Skills for examples and details on the calculation.

33. Enter the syllabus of the training course and its target audience.

34. In Requirements, click New requirement if you want to define requirements for the training course.

35. In the pop-up window, find and select the item to be the requirement to take this training course.

To find the item, use the search field – located in the upper right corner of the window – or page through the items – arrows located in the lower right corner.

You can also select more than one item at once.

36. Click on Add.

37. After you finish adding all the requirements, click Close.

To delete a requirement entered in the training course, simply click the Delete icon, to the right of the line corresponding to the requirement.

38. Click on the Security tab.

39. Define whether the training course should inherit the permissions from its parent folder.

Available options are:

Inherit permissions
When it is selected, the permissions and restrictions assigned to the training course will be the same as its parent folder. Even when the training course inherits the permissions, you can define other permissions or restrictions specific to it, in addition to those already inherited.

Not inherit permissions
When it is selected, the permissions and restrictions of the parent folder are not assigned to the training course.

Use default
When selected, it considers what was set in the option “Inherit tracks and training permissions automatically” from Learning settings in the Control Panel.

40. In Permissions, click Add if you want to define the access permissions of the training course.

41. In the pop-up window, find and select the user, user group, class or subject to which you wish to assign permissions.

To find the item, use the search field – located in the upper right corner of the window – or page through the items – arrows located in the lower right corner.

You can also select more than one item at once.

42. Click Add.

43. In the Level column – next to the added item –select the option that establishes the permission level to be assigned to it.

Available options are:

  • Reading;
  • Execution;
  • Writing;
  • Modification;
  • Deletion;
  • Complete.

For detailed information regarding each permission option, go to Catalog permissions and restrictions.

To edit the permission on an added item, simply select the new option to be assigned to it in the Level column.

To delete an added item, simply click the Delete icon – located in the line corresponding to the item and to the right of the Level column.

44. In Restrictions, click Add if you want to define training course access.

45. In the pop-up window, find and select the user, user group, class or subject to which you wish to assign restrictions.

To find the item, use the search field – located in the upper right corner of the window – or page through the items – arrows located in the lower right corner.

You can also select more than one item at once.

46. Click Add.

47. In the Level column – next to the entered item –select the option that establishes the restriction level to be assigned to it.

Available options are:

  • Reading;
  • Execution;
  • Writing;
  • Modification;
  • Deletion;
  • Complete.

For detailed information regarding each restriction option, go to Catalog permissions and restrictions.

To edit the restriction on an entered item, simply select the new option to be assigned to it in the Level column.

To delete an added item, simply click the Delete icon – located in the line corresponding to the item and to the right of the Level column.

48. Click Save to confirm the creation of the training course; or Cancel if you want to cancel the action.


Import training course to the catalog


It is only possible to import training courses that were previously exported from the platform, via the Export training course option. It is not possible to import a training course that was created or exported using other tools, or that is a content creator. To use a training course that was created externally to the platform in SCORM format, it has to be created as content and later included in a training course.

To import a training course, the option Export and import training courses in the feature Learning - Export/Import training courses from the Control Panel permissions has to be active.


01. In the catalog, go to the folder to which the training course will be imported.

Training courses can be imported only to folders.

The training course will be imported along with all related artifacts, such as content, evaluations (pre-test, post-test, and reaction evaluation), and training-related skills.

You cannot import a training course that already exists in the catalog.

02. Click Import a training course, located next to New.

03. In the pop-up window, click Select your file, find and select the training course file to be imported.

The file must be in the .zip format containing the SCORM content of the training course.

04. Click View to check out the content to be imported. In the pop-up window, you can view the structure and organization of the training course, its content and artifacts related to it.

05. After checking out the content, click Import.

When you click this option, the import process starts. When it is complete, a notification is issued – in the Notification Center – stating that the training course is available in the folder to which it was imported.



Edit training course


 Only users that have, at least, modification permission on the training course are allowed to perform this action.


01. In the catalog, find where the training course is.

02. Click the Edit icon, located to the right of the training course name.

 You can also click Edit after accessing the training course, which will be in the upper right corner of the window.

03. Change the information of your choice. For more details about the displayed fields, see the basic path.

04. Click Save or Cancel if you want to discard the changes made.



Copy training course


 Only users that have, at least, writing permission on the target folder are allowed to perform this action.


01. In the catalog, find where the training course is.

02. Click the Copy icon, located to the right of the training course name.

You can also click Copy after accessing the training course, clicking the arrow next to Edit, in the upper right corner of the window. To access a training course, simply click its name.

03. In the Search field in the pop-up window, enter the name of the folder to which to copy the training course.

04. On the pop-up list, select the folder to which to copy the training course.

05. Click Copy.

When you click this option, the copy of the training course is created in the selected folder, if you have the required permissions to perform this action.



Move training courses


 Only users that have, at least, deletion permission on the folder containing the training course, and modification permission on the target folder are allowed to perform this action.


01. In the catalog, find where the training course is.

02. Click Move, located to the right of the training course name.

 You can also click Move after accessing the training course, clicking the arrow next to Edit, in the upper right corner of the window.

03. In the Search field in the pop-up window, enter the name of the folder to which to move the training course.

04. In the pop-up list, select the folder to which to move the training course.

05. Click Move.

 When you click this option, the training course is moved to the selected folder, if you have the required permissions to perform this action.



Delete training course


 Only users that have, at least, deletion permission on the folder containing the training course are allowed to perform this action.


01. In the catalog, find where the training course is.

02. Click Delete, located to the right of the training course name.

 You can also click Delete after accessing the training course, clicking the arrow next to Edit, in the upper right corner of the window.

03. In the pop-up window, click Yes to confirm deleting the training course; or No if you want to cancel the action.



Export training course


To export a training course, the option Export and import training courses in the feature Learning - Export/Import training courses from the Control Panel permissions has to be active.


01. In the catalog, access the location containing the training course to be exported.

02. Click Export to the right of the training course name.

03. Click Ok in the pop-up window.

When you click this option, the training course export file will be created. Once the process is complete, a notification is sent – to the Notifications Center and by e-mail – containing a URL to download the file. Just copy this URL (without the period) and open it in the browser to download and have the generated file. The URL will remain available in the notification – while the notification exists – and it can also be copied for future use because it does not expire, i.e. it is possible to download the training course at any time.



View training information and content


To view training course content, users must have, at least, reading permission defined for them.


01. In the catalog, go to the training course containing the content and information that you want to view. To access the training course, you can find it by either browsing the catalog or entering its URL directly on the browser.

02. In the pop-up window, view the general information and the content that makes up the training course.

03. Click the icon next to the purpose of the training course in order to view its additional information, that is, its syllabus and target audience. After viewing it, click Close to return to the main window.

04. Click Training requirements and view the items to be completed before you can start the training course. After viewing it, click Close to return to the main window.

This option is only displayed when the training course has requirements.

05. Click Skills acquired in this training course and view the skills that the student will acquire after finishing the training course successfully.

This option is only displayed when the training course has skills related to it.

06. To preview training course content, click Preview, located to the right of the content name.

To preview content, you are required to have, at least, modification permission on the training course.



Find training content


This search allows you to filter the content within the training course.


01. In the catalog, go to the training course containing the content that you want to find. To access the training course, you can find it by either browsing the catalog or entering its URL directly on the browser.

02. Enter the content name in the Search field, located in the upper right corner.

03. View the search result.



Register users in training course


For a user to register other users, in the permissions in the Control Panel – feature Learning - Registrations, the option Register all users has to be active.


01. In the catalog, go to the training course in which to register users. To access the training course, you can find it by either browsing the catalog or entering its URL directly on the browser.

02. Click Register users, located in the upper right corner.

03. In the pop-up window, click Yes to confirm it.

 Upon confirmation, it displays a window that allows you to register users. For more information about available actions, go to Register users.



Self-register in training course


For users to self-register, they are required to have, at least, active execution permission on the training course.


01. In the catalog, they have to go to the training course in which they want to self-register. To access the training course, you can find it by either browsing the catalog or entering its URL directly on the browser.

02. Click Request registration, located in the upper right corner.

When the user has permission to register other users, the displayed option will be Register users. In this case, click the arrow next to it to view the option Request registration.

When you click Request registration, if the training course has no requirements or if it does but the student has already completed them, the registration request is automatically approved or submitted for the person in charge’s approval when the account to which the user is associated requires registration request approval. If there are requirements that have not been successfully completed by the student, they will be displayed and the registration will not be requested, since the student is required to complete them first.



Cancel training course registration request


If a user wants to cancel their registration request, they are required to have active permission to cancel registrations in training courses defined in the Control Panel permissions – feature: Learning - Registrations; option: Cancel registration in training course/tracks.


01. In the catalog, go to the training course whose registration request will be canceled. To access the training course, you can find it by either browsing the catalog or entering its URL directly on the browser.

02. Click Cancel registration request, located in the upper right corner.

When the user has permission to register other users, the displayed option will be Register users. In this case, click the arrow next to it to view the option Cancel request registration.

03. In the pop-up window, click Yes to confirm registration request cancellation; or No if you want to cancel the action.

Upon confirmation, the registration request is canceled.



Cancel registration in training course


For users to cancel their registration, they are required to have active permission to cancel registrations in training courses defined in the Control Panel permissions – feature: Learning - Registrations; option: Cancel registration in training course/tracks.


01. In the catalog, go to the training course whose registration will be canceled. To access the training course, you can find it by either browsing the catalog or entering its URL directly on the browser.

02. Click Cancel registration, located in the upper right corner.

When the user has permission to register other users, the displayed option will be Register users. In this case, click the arrow next to it to view the option Cancel registration.

03. In the pop-up window, click Yes to confirm registration cancellation; or No if you want to cancel the action.

Upon confirmation, the registration is canceled and the user can no longer access the training course.

This option is also displayed in the student’s learning plan. For more information on how to cancel registration from the learning plan, go to My learning.



Add training course to your wish list


01. In the catalog, go to the training course to be added to the wish list. To access the training course, you can find it by either browsing the catalog or entering its URL directly on the browser.

02. Click the arrow next to Request registration, located in the upper right corner.

 When the user has permission to register other users, instead of Request registration, the displayed option will be Register users.

03. Click Add to wish list.

04. In the pop-up window, click Yes to confirm adding the training course to the wish list; or No if you want to cancel the action.

Upon confirmation, the training course is added to the student’s wish list.

The added training courses can be viewed on the Wish list widget, which can be added to platform pages so that users can view the items they added to their wish list, that is, items in which they intend to register at a later date. For information about the widget, go to Wish list and for information about adding widgets to pages, go to Add pages.



Delete training course from the wish list


01. In the catalog, go to the training course to be deleted from the wish list. To access the training course, you can find it by either browsing the catalog or entering its URL directly on the browser.

02. Click the arrow next to Request registration, located in the upper right corner.

 When the user has permission to register other users, instead of Request registration, the displayed option will be Register users.

03. Click Delete from the wish list.

04. In the pop-up window, click Yes to confirm the deletion of the training course from the wish list; or No if you want to cancel the action.

When you click this option, the training course is deleted from the student’s wish list.



Please note!

This documentation is valid as of the 1.6.3 – Snowflake update. Previous updates may contain different information than what you see on your platform.