Admin: Classes and courses

Admin: Classes and courses

Overview

As an administrator, you have unique access to courses and course settings. This article will cover the various course features that are specific to the Administrator role.

Info
The business platform uses the term 'course', and the academia platform uses the term 'class'. The terms 'course' and 'class' are interchangeable in this article. 

Accessing the course list 

As an administrator, you can see a complete list of the courses for your business. To view all courses:
  1. Click Courses from the primary navigation menu.
  2. Click List from the fly-out menu.

Home dashboard with the Courses menu active and the List button highlighted

A complete list of courses for your business or school will display.
  1. The total number of courses is listed on the Courses tab. There are 146 courses in the business in the example screenshot below.
  2. You can click on a course name to access the course.
  3. The style of the course - such as Blended, Instructor, Micro course, or Self paced - is shown in the Style column.
  4. Icons display to indicate additional course information in the Info column. Icons indicate course features such as access codes, course games, skills, and more. You can hover over the icon to see a description of the icon.
  5. The primary instructor is listed in the Instructor column.
  6. The number of active learners is listed in the Active learner column. You can click the number of active learners to view a list of active learners for the course.
  7. The number of learners that have completed the course is listed in the Completed column. You can click the number of Completed learners to view a list of learners who have completed the course.
  8. The Published column indicates if the course is published to the course catalog.
Courses, Courses list

To search for a course in the list:

  1. Click the Search Search icon icon.
  2. Enter a search term. 
    1. The list will automatically display results based on the search term.
Courses, Courses list with the search bar highlighted

To filter the list:

  1. Click on the Filter Filter iconicon.
  2. Click New filter...

Courses, Courses list with the filter icon and New filter buttons highlighted

The new filter options display.
  1. Click the first drop-down list to choose a field for the filter.
    1. The list of available fields includes Categories, Course code, Description, Name, Style, Finished, Organization, Section code, and more.
  2. Click the second drop-down menu to select a condition.
    1. Filters can have different conditions, such as contains, equals, and in.
  3. In the text box, enter the filtering term. 
    1. The filter will automatically filter the list.

Courses, Courses list with the new filter fields highlighted and the first filter drop-down menu active

You can refine your search by adding multiple filters. To add another filter:
  1. Click the + button.

New filter with the add icon highlighted

To delete a filter from the chain:
  1. Click the X icon on an individual filter.

Courses, Courses list with three filters and the X icon highlighted for the third filter

After the filters are created, you can save them:
  1. Click the Save Save icon icon to save your filters for future use.

Courses, Courses tab with three filters and the save icon highlighted

To list all Instructor-led and Blended courses which passed their End date, you can use a 'finished' filter. To create a finished filter:
  1. Click on the Filter Filter iconicon.
  2. Click New filter...
  3. Select Finished from the first drop-down.
  4. Select yes from the second drop-down.

Courses, Courses list with the finished filter highlighted and the second filter drop-down menu active

To clear all filters:
  1. Click the X icon to the right of the filters.
Courses, Courses list with three filters and the X icon on the right highlighted

To view the course catalog:

  1. Click the Catalog button.

Courses, Courses list with the Catalog button highlighted

To see a list of all archived courses:
  1. Click the Archived tab. 
Courses, Archived tab

Exporting scores and grades

To export course scores or grades:

  1. Click Courses from the primary navigation menu.
  2. Click List from the fly-out menu.
  3. Select the checkbox for any course whose scores you want to export
  4. Click Export scores.
    1. Academia platform users will select Export grades.
Courses, Courses list with a course selected and the Export scores button highlighted

The Export scores pop-up displays:

  1. Select Export to XLS to download an XLS file that will display as an easy to read spreadsheet.
  2. Select Export to CSV to download a CSV file.
    1. If you select Export to CSV, you can choose which items you would like to include in the export (screenshot below). 
Courses, Export to CSV, Export scores list of items to include in the export

Deleting courses

To delete courses:

  1. Click Courses from the primary navigation menu.
  2. Click List from the fly-out menu.
  3. Select the checkbox for any course you want to delete.
  4. Click Delete.
Courses, Courses list with a course selected and the Delete button highlighted

Before the course is deleted, you will be asked to confirm the action.

  1. Click Confirm to delete the course(s).
Info
If you delete a course, all of its assessments and scores are also deleted.

Courses, Delete confirmation page with the Confirm button highlighted

Deleted courses are displayed in the Deleted tab. To restore a course:
  1. Click the Deleted tab.
  2. Select any courses you want to restore.
  3. Click Restore.
Courses, Deleted tab with a course selected and the Restore button highlighted

Publish and unpublish courses

As an administrator you can publish multiple courses to the catalog at once.

  1. Click Courses from the primary navigation menu.
  2. Click List from the fly-out menu.
  3. Select the checkbox for any course you want to publish.
  4. Click Publish.
Courses, Courses list with two courses selected and the Publish button highlighted

You can also unpublish courses in bulk.

  1. Select the checkbox for any course you want to unpublish.
  2. Click Unpublish.
Courses, Courses list with two courses selected and the Unpublish button highlighted

Lock and unlock courses

As an administrator, you can unlock multiple courses at once. 

  1. Click Courses from the primary navigation menu.
  2. Click List from the fly-out menu.
  3. Select the checkbox for any course you want to unlock.
  4. Click Unlock.

Courses, Courses list with two courses selected and the Unlock button highlighted

You can also lock courses in bulk.
  1. Select the checkbox for any course you want to lock.
  2. Click Lock.
Courses, Courses list with two courses selected and the Lock button highlighted

Locked courses are indicated with the lock icon.

Courses, Courses list with two courses selected and the Lock icon highlighted on both courses

Course templates

To see all course templates:

  1. Click Courses from the primary navigation menu.
  2. Click List from the fly-out menu.
  3. Click the Templates tab.
To delete a template:
  1. Select a template from the list.
  2. Click Delete.
Courses, Templates tab with a course selected and the Delete button highlighted

Default course settings

There are several default course settings that can be configured. You can override enrollment options for copied courses, and you can specify a default course whose settings are used when adding a new course or template. 

To access default course settings:
  1. Click Admin from the primary navigation menu.
  2. Click Courses from the fly-out menu.
Several options display.
  1. Check Default new course copies to Unlimited Active Learners and 0 Max Seats to remove the ability for instructors to change open enrollment settings, max active learners, and max seats when copying courses.
  2. If you would like to define a course or template whose settings will be used for Default course settings, click Add in the Default course settings section.
    1. The defined settings are used when creating new courses, when importing a course, and also in the case of SIS sync. This is useful if you would like all new courses on your site to have specific settings for enrollment, category weightings, enabled features, and more. 


If you select to add a default course, the Default course settings pop-up displays.
  1. Select a course that will provide the default course settings.
  2. Click Submit.

Default course settings pop-up with a course selected

After adding the default course settings, you have the ability to modify or clear the course at any point.
  1. Click Edit to edit the course.
  2. Click Clear to remove the course. 

Admin, Course, Default course settings with a course added and the Edit and Clear buttons highlighted

Please note the following:
  • Only the settings are copied, not the content, rules, or other values.
  • The default course/template is not used as a parent or any other kind of sync relationship.
  • The default course/template does not apply retroactively, only to new courses that you create.

Custom course fields

Custom course fields allow you to extend the fields related to a course. You can add any kind of custom field you want, such as 'Target audience' or a tracking number related to another system. To add custom course fields:

  1. Click Admin from the primary navigation menu.
  2. Click Courses from the fly-out menu.
  3. Click the Fields tab.
  4. Click + Add.

Admin, Courses, Fields tab with the Add button highlighted

The Add custom field pop-up displays.
  1. Enter the name of the new custom field.
  2. Click Save.
Add custom field pop-up

You can add multiple custom fields. To modify custom fields:

  1. Click the Edit Edit icon  icon to edit a custom field.
  2. Select a custom field and click Delete to delete a custom field. 
Admin, Courses, Fields tab with a custom field selected, the Delete button highlighted and the Edit icons highlighted for both custom fields

After adding the custom field(s), you can edit the value for individual courses (such as adding a target audience). To edit the custom field value for a course:

  1. Access the course.
  2. Click Admin from the course navigation menu.
  3. Click Basics from the fly-out menu.
  4. Click Edit in the Custom fields section.
  5. Enter the values for the field(s).
  6. Click Save.
Course, Admin, Basics tab with the Edit button highlighted in the Custom fields section

If you add values to custom course fields, the values will be available as variables in rule actions. For example, the course field "Target audience" would be available as the field @course_target_audience (@course_ + the name of the field in lowercase with spaces replaced with underscores). Custom fields are also automatically included in the list of fields available when creating a PDF certificate.

Archiving courses

Archiving courses is a great option for courses that are no longer active. Archived courses do not show up on the list of active courses, but you can still access their modules, assessments, and grades. To archive a course:

  1. Click Courses from the primary navigation menu.
  2. Click List from the fly-out menu.
  3. Select the checkbox for any course you want to archive.
  4. Click Archive.
Courses, Courses list with a course selected and the Archive button highlighted

When you archive a course, the following will happen based on its style:

  • If the course is instructor-led, blended, or a micro-course, it will be moved automatically to the Completed area for learners (shown in the screenshot below).
Learner home dashboard with the Completed tab highlighted on the Courses widget

  • For self-paced courses, archiving marks the course as finished and removes it from the view of learners who haven’t completed it. To prevent learners from losing access, try to avoid archiving self-paced courses that still have active participants.
To reactive a course that has been archived:
  1. Click Courses from the primary navigation menu.
  2. Click List from the fly-out menu.
  3. Click the Archived tab.
  4. Select the course(s) you want to reactive.
  5. Click Unarchive.

Courses, Archived list with a course selected and the Unarchive button highlighted

You can allow learners that have completed a course to access it after the course has been archived.

  1. Access the course.
  2. Click Admin from the course navigation menu.
  3. Click More from the fly-out menu.
  4. You can select or deselect the Allow learners to access the course if the course is archived checkbox based on your preference.
    1. Note that this option is enabled by default.
Course, Admin, More tab with the 'Allow learners to access course if course is archived' setting highlighted

You also have access to view the completed, archived courses of learners. To view their archived courses:

  1. Click Users from the primary navigation menu.
  2. Click Learners from the fly-out menu.
  3. Click the number in the Completed column.
  4. A list of courses the learner has completed will display, including archived courses.
Users, Learners tab with the Completed column highlighted

Importing courses

To learn how to import courses from a CSV (comma-separated value) file, visit the Import article.

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