Manage how learners access the course, how they can complete the course and get credit, and how they communicate with instructors.
These settings are available to all customers.
Some settings don't appear until you turn them on for a course or a portal.
Note: Course-level settings are distinct from the portal-level settings for courses. For portal-level settings, from main navigation menu, go to Settings > Courses.
The settings in this article are available from a course's Info page. From main navigation go to Courses > your course name, and from secondary navigation select Info.
The following screenshot shows an example course Info page, with all course features enabled.
Some features, including forums and custom course data, are turned on by LearnUpon on request. Contact the support team to ask for these features.
Course reference code
The course reference code field is a flexible option to store internal information associated with the course. Examples include your organization's own course codes, instructor names, course hours, internal training costs.
The code appears after you create and save your course name.
See Courses: using the course reference code for an overview.
Custom course data
Custom course data lets you add details about your courses to a course, for internal use. These fields aren't visible to learners, only to admins and people running reports.
See: Custom course data: set up custom fields about courses for setup
Enter details and course images
Add a course description and objectives to your course. A course description helps users find your course with search tools. Course images support the look and feel of your brand within a course.
- Courses: add course description and objectives for the dashboard and catalog
- Add images for a course or learning path
Add to catalog
This step adds an individual course to the internal course catalog: learners can see it listed, and either enroll or request enrollment.
If the course is not listed in the catalog, learners can't find it by browsing or by search.
See Add courses and learning paths to the catalog for the whole process.
Learners can write reviews about your course. Their contents appear on this page.
Select Export to Excel to export your reviews to a spreadsheet. The application compiles the reviews to a downloadable file.
Note: You set the option to leave reviews, or to make them mandatory, in the Additional Settings card. See Courses: Additional Settings to manage learners' access to a course.
Enrollment notification defaults are set at the portal level. See Messages and email: set options for the portal. These defaults determine which messages your learners get automatically.
If you use any ILT (Instructor-Led Training) modules, you turn on notifications at the portal level, to make them available to the whole portal. You then set them for each course. See Instructor Led Training (ILT): overview.
All other notifications about courses are set from Courses > my course > Notifications, including:
- enrollment emails at course level (change the default for individual courses)
- enrollment reminders
- legacy ILT notifications: only appears in this page if you turn on the feature at the portal level
- due date notifications
- completion notifications by email
See Course notifications: set automated messages for course events for a complete intro to using notifications.
Note: for ILT Center modules, you set notifications at the module level, rather than the course level.
If you have forums enabled on your portal, you access forum settings from your course Info page. See Enable forums for your portal, and add topics.
These settings control access to the course, how learners interact with the course, and with the course instructor or owner.
See Courses: Additional Settings to manage learners' access to a course to learn how to use these settings to the full.
If you enabled eCommerce on your portal, you access Sales settings for your course from the Info page.
See eCommerce: make a course available for sale for the how-to about sales settings.
Certs and credits
LearnUpon lets you add certificates to courses, so learners receive a certificate when they finish a course.
See Set up course certificates for how to add a cert to a portal, and assign a certificate to a course.
Tip: If you assign a certificate for successful completion of a course, and you set up a completion email for the course, LearnUpon sends the certificate with the completion email to your learners, as a PDF attachment.
Association members can receive learning credits towards professional development programs, for completing a course. You assign the credit values for the course from this page.
You need to enable associations, and set up credits, to make the credits visible to members on their courses.
See Associations: set up learning credits for members to start the process.
Due dates and valid periods
A due date sets an advisory date for a user to complete a course. After the due date passes, users can still access to the course.
A valid period, also called an expiry date, sets a definite date for when a user must complete a course. After the valid period expires, users cannot access to the course.
Note: Course due dates and valid periods (aka expiry dates) are separate features from Certificate expiry dates, which prompt re-enrolling learners into courses: the terms are similar but the functions are not linked.
See Manage course due dates and valid periods for a complete how-to.
If you use gamification to offer badges for achievements and for completing courses, you add new badges to courses from the Info page.
You need to enable gamification for the portal, to make this setting visible.
See Enable leaderboards and gamification as a starting point.
- Associations and membership types: overview and setup for an introduction about memberships and credits for professional development programs
- Set up course certificates for instructions on this process
- Manage course due dates and valid periods for more information about setting dates
- Courses: sequence your modules for putting your modules in a specific order
- Courses: set release dates for modules for managing when your learners access content