✏️ Create Course: Complete Settings and Submit (Connect)

Here, as the Instructor, Facilitator, or Manager, you will learn how to configure various settings when creating a course and then submit it.

Settings Tab

1. Click the Settings tab at the top of the page and choose one of the following from the dropdown menu.
   • Criteria: Here, select at least one criterion item for each category. 
   • Limits: Here, you can limit who can view and register. 
   • Credits: Here, you will select the type(s) of credits available for this course. Multiple credit types can be assigned to a single course.
   • Materials: Add course materials here.
   • Links: Here, you will add links to courses.
   • Session: Here, you will configure session information for the course.
   • Track: Here, you will add a track for a conference with sessions.

Criteria

1. Click the Settings tab and choose Criteria.
2. You must select at least one item for each listed criterion category. 
3. Click the field, select one or more checkboxes, and click Accept. 
4. To remove an item, click the “x” next to it.
5. Click Save when finished.

Limits

1. Click the Settings tab and choose Limits.
2. Click the Locations field, select one or more checkboxes, and click Accept. 
3. Select the Professional Development Groups field in the same way.
4. To remove an item, click the “x” next to it.
5. Click Save when finished.

Credits

1. Click the Settings tab and choose Credits.
2. Click the "Add Credit Type" button in the top right. 
   • Fill in the Credits field numerically. Ensure the number of hours offered aligns with the course's agenda and session times.
   • Select the magnifying glass in the Credit Type Code field and click the checkbox for the code.
   • Select the Provider field similarly.
   • Fill in the Credit Comments field.

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   • Optional Credit Option Designations are listed below. If used, the total Designation Credits cannot exceed the total Course Credits.
     • The designation selection fields are automatically filled.
     • Fill in the Credits field numerically.
     • Click the trash icon to the far right to delete the item.

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   • Click Save.

3. Click the Row Actions Gear to the far right and choose Edit or Delete.
   • A confirmation window will appear when deleting. Click Yes/No.

Materials

1. Click the Settings tab and choose Materials.

2. Click the Add File button in the top right.
   • The Course field will automatically render.
   • Fill in the Uploaded File Descriptions field.
   • Click the File field “+” icon, click Choose a file to select a file, and click Accept.
   • Click Save.

3. Click the File Name to view the file.
4. Click the Row Actions Gear to the far right and choose Delete to remove.

Links

1. Click the Settings tab and select "Links."

2. Click Add Link in the top right to add course links.
   • Fill in the Link Text, Description, and URL.
   • Click Save.

3. Click the Row Actions Gear to the far right to Edit and Delete.
   • A confirmation window will appear when deleting. Click Yes/No.

Track

1. Click the Settings tab and choose Track. A track will only appear for conferences.

2. Click Add Track at the top right.
3. The Sequence and Title fields will automatically render but may be edited.
4. Fill in the code next to the “#” icon or double-click the dropper icon in the Color field to select a color.
   • Click the arrow in the bottom dropdown menu to reveal the Hex codes.

Session

1. Click the Settings tab and choose Sessions.

2. If this is a single-session course, the session form will be displayed automatically. 
3. If this is a multi-session course, a table will load. 
   • Click Add Course Session at the top right to add each session. 
     • In the Course section, the fields will automatically render. Do nothing here.
       • If this is a conference, select the magnifying glass in the Track field, and click the checkbox.

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      • In the Activity Details section, the Activity Title, Sequence, and Location will automatically populate; however, they can be edited if necessary. 
        • Select Yes/No from the Asynchronous Course dropdown menu.
        • Fill in the Room and Credit Hours fields.

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      • In the Dates/Times section, the Activity Date will automatically be rendered but can be edited.
        • Optionally, fill in the Start and End Times.

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      • In the Enrollments section, fill in the Min. The Enrollment and Seats Available fields are numerical.

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      • Fill in a Description if needed.
      • Lastly, in the Instructors section, the Lead Instructor field will be automatically rendered but can be edited.
        • Select the magnifying glass in the Additional Instructors field and click the checkbox next to the instructor if needed.
      • Click Save when finished.

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   • Click the Row Action Gear to the far right and choose one of the following:
     • Edit
     • Copy Session
     • A confirmation window will appear when you delete. Click Yes/No.

Submit Components for Review (Submit Tab)

1. Click the Submit tab in the top right.
2. Click the "Manage" button to the right to access the required components and complete the necessary information. A checkbox will appear to the left of the element if it is complete.
3. When finished, click the Submit for Review button at the bottom. The manager will receive an email notifying them that the course is awaiting approval. The status of the course request will also be updated for review.
4. After review, the instructor, course requester, and facilitator receive an email informing them whether the course has been approved or denied. 
   •  If approved, the course status will be updated to 'Open' and will be visible on the course registration page.

• Create Course_ Complete Settings and Submit (Connect).pdf800 KB