Getting started guide for instructors

Getting started guide for instructors

Introduction

Welcome to your new learning platform! The platform is easy-to-use, intuitive, and powered by advanced AI. 

This guide is designed to help you get started on your journey as an instructor, teacher, or course creator. It highlights the most common tasks instructors encounter when they are new to the platform. Use the table of contents on the right to navigate to specific topics. For additional support or to explore more features, visit the Knowledge Base.

Glossary

There are several terms that vary based on your platform. There are specific default terms for business platforms, and specific default terms for academic platforms. The terms are interchangeable in this guide, and can be updated in any platform.

Business platform terminology 
Academia platform terminology 
Instructor
Teacher
Learner
Student
Course
Class
Module
Lesson
Assessment
Assignment
Skill
Competency

When you log-in to the platform, the first thing you see is the home dashboard.  The home dashboard is divided into multiple sections, including:
  1. The primary navigation menu.
  2. The center panel, which, depending on the set up of your dashboard, includes the Welcome widget and Courses widget.
  3. The top menu.
  4. The right panel.
Instructor view of the home dashboard

Primary navigation menu (left bar)

The primary navigation menu displays buttons that allow you to quickly navigate to the main areas of the site, such as the Home, Courses, Goals, Groups, Catalog, Users, Resources, Reports, and Help

Primary navigation menu

The primary navigation menu is always available and allows you to access these areas no matter where you are in the site. If you hover over a button, a fly-out menu will appear with the most important options for that area. 

In the example below, the Courses fly-out menu displays. This menu displays a tab for courses you are Teaching, and a tab for courses in which you are Enrolled.
Info
Please note, if you are using a CYPHER for academia platform, you will see Classes on the navigation menu instead of Courses.
Primary navigation menu with the Courses menu active and the Teaching tab selected

Top menu

The top right bar displays multiple buttons including:
  1. Search: Enter keywords to search for courses, keywords, or resources.
  2. Messages: Quickly access messages sent to you from other users.
    1. A notification badge with a number will display if you have unread messages.
  3. Notifications: Click the icon to view course, group, and account notifications.
    1. A notification badge with a number will display if you have unread notifications
  4. Calendar: Click the calendar icon to view your site calendar.
  5. Profile: Click your profile picture to view your profile. Additional options are available in the drop-down menu next to your profile picture. Click the arrow to access:
    1. Toggle dark mode: This setting allows you to enable dark mode on your platform.
    2. Help: Access the Help center to view the Knowledge base and other helpful resources.
    3. Print this page: Print the current page or save it to PDF.
    4. Language setting: Your current language displays. Click the language to change the language setting for your view.
    5. Log-out: Log out of the platform.

Top menu with one current notification


Right panel

The right panel contains widgets that display your Calendar, Announcements, a To-do list, the Site wide game leaderboard, and more. The widgets that display vary based on the setup of your platform. To see more details, click on the links within a widget.

Right panel with the Calendar, Announcements, To-do, and Site-wide game widgets displayed

News feed

To access the News feed:
  1. Click the News tab at the top of the home page.
The home page news feed aggregates news items from your courses, groups and company. By default, a news feed only shows the latest items. If you scroll down the page, it automatically shows additional news items.

Home, News tab with a list of the most recent posts

Help center

This getting started guide is a great place to begin learning about the platform, but another great resource is the Help center. To access the Help center:
  1. Click the Help icon in the lower left corner of the primary navigation menu.
The Help center pop-up displays. The available options in the Help center pop-up depend on the configuration of your platform, but can include:
  1. Knowledge base: The Knowledge base includes help articles, product demos, webinars and more! 
  2. Learner help desk: If available, the Learner help desk allows you to post questions to the help desk for your site.
  3. Product news: Product news is a great way to learn about the latest platform features and updates.
  4. Product demos: Product demos provide step by step walk throughs of common features on the platform.
  5. Getting started guides: Getting started guides present the basics of the platform for learners, instructors, and administrators.
Help center pop-up
If you click Knowledge base, the Knowledge base opens in a new window.
  1. Select your role to view relevant articles.
    1. You will find helpful articles in the All users and the Instructors, teachers, and course creators categories.
  2. You can also use the search bar to quickly locate specific topics.
  3. Check out the Resources and updates section to see product demos and webinars on the latest platform features! 
The Knowledge base home page

Profile

Your profile page contains your basic information, account details, course information, friends, photos, awards, and more. The information that is visible depends on your account type and the platform's security settings. To start setting up your profile:
  1. Click your profile picture in the top right menu.
  2. Click Edit.
    1. The Edit pop-up will display, allowing you to edit your profile picture, description, password, account info, and social media links.

Instructor profile page with the Edit button highlighted


Additionally, you can adjust options for your profile in the Settings tab. To access your profile Settings:
  1. Click your profile picture.
  2. Click Settings on the profile navigation menu.
The Settings tab allows you to adjust settings such as audio notifications, shortcuts, and displaying online users. You can also edit your Social media links, and set up integrations with external accounts (depending on the configuration of your platform).

Instructor profile Settings page with Audio notifications, Display shortcuts, and Display online users selected

Course basics

Before creating a course, it's important to become familiar with the basic elements of a course. 

Much like the home dashboard, courses are divided into multiple sections, including:  
  1. The course navigation menu, with tabs that give you direct access to the various features of the course. 
  2. The center panel, which displays the majority of course content. By default, the Modules page displays, which provides an overview of the modules in a course. 
  3. The right panel, which includes widgets such as Activity, Announcements, a To-do list, and Course game leaderboards.
Course, Modules page

Course navigation menu

When you access a course, a secondary course navigation menu displays on the left. Note that the primary navigation menu is still available, but is condensed.

It’s easy to access all the important course features using the course navigation menu. Depending on the setup of your course, the course navigation menu can include buttons for the following areas:
  1. Dashboard: A splash page that displays a course overview and widgets available in the course.
  2. Modules: The modules and sections that make up the course content.
    1. Note this button is labeled as Lessons for academia platforms.
  3. News: The course news feed displays course announcements, posts from instructors and learners, posts about new assessments, modules, events and more.
  4. Groups: Groups related to the course.
  5. Sections: If the course has child courses, they will display in the Sections tab.
  6. Calendar: The course calendar displays important course events such as web conference sessions and assessment dates.
  7. Assessments: Details of learner assessment submissions, scores, analytics, and the associated grading scales.
    1. Note this button is labeled as Assignments for academia platforms.
  8. Mastery: A breakdown of learner mastery ratings for the skills associated with the course.
  9. Learners: A list of learners along with messaging functionality.
    1. Note this button is labeled as Students for academia platforms.
  10. Instructors: A list of course instructors along with messaging functionality.
    1. Note this button is labeled as Teachers for academia platforms.
  11. Games: A breakdown of your progress and awards through the levels of the course. Course badges and points are also displayed on this page.
  12. Attendance: A list of your attendance records.
  13. Forums: Course specific forums for discussions between course members.
  14. Resources: Documents and videos that support the course.
  15. Automation: A page that displays a list of automation rules set up for the course.
  16. Chat: A chat room for learners and instructors of the course.
  17. Seating chart: A feature for instructor led and blended courses that allows you to organize how learners are seated.
  18. Wiki: A page for collaborative Wiki creation and editing for learners and instructors.
  19. Purchases: If your platform has e-commerce enabled, this tab offers a list of all the purchases of a course.
  20. Blogs: A page dedicated to learner and instructor blogs associated with the course.
  21. Syllabus: A page that provides an overview of the course.
  22. Admin: A fly-out menu of options that allow you to configure the course, import/export course content, delete the course, etc.
Course navigation menu

News feed

The news feed shows course announcements, posts from other users, new assessments, new modules, events, and more. To access the news feed:
  1. Access the course.
  2. Click News from the course navigation menu.
As an instructor, you can edit and delete any news item, including posts and comments by learners.

Course, News page with a list of the most recent posts

Right panel

In the right panel, you can find the Admin control panel that allows you to quickly publish the course and find the course access code. The right panel also includes widgets such as the Activity display, Announcements, a To-do list, a Course game leaderboard if you have enabled games for the course, and E-commerce information.

For more details, click on any interactive component within a widget. 

Course right panel with the Activity, Admin, Announcements, To-do, Course games, and E-commerce widgets displayed

Modules and lessons

The Modules area of a course is where its primary content is located. To view course modules: 
  1. Click Modules from the course navigation menu.
    1. Academia users will click Lessons.
By default, modules display as tiles. To view modules as a list:
  1. Click the List view List view icon icon.
Course, Modules page in tile view

In list view, each module is shown in a vertical list. You can choose to show or hide the modules section in list view.

To view a specific module:
  1. Click the module name. 
Course, Modules page in list view

The Module overview displays a list of sections. Sections can be pages, assessments, tools, or other resources that make up the content of the module.
Note that for instructors, this view also displays options to Require or Hide each section, as well as a column to Give assessments to learners. A list of tabs also displays that allows instructors to configure the module.

As you move through sections in the module, a table of content displays on the left, helping provide context of your current place in the course.

To view the content of a section:
  1. Click the Section name. 
Course, Module overview, Sections tab with a list of sections

Content pages

A content page is a section which displays text, images, and videos that provide information to the learner. Content pages can also include a variety of resource types, such as audio, video, SCORM content, Office documents, Google Docs, and more. A sample content page is shown in the screenshot below. 

As an instructor, you can view additional tabs across the top of sections in courses that you are instructing. These tabs allow you to configure section settings.

For example, you could click the Completion tab to configure completion settings for the section.

Course, Module, Section, Content page

As an instructor, the Completion tab allows you to add rules which are executed when a learner completes the section. For example, you could add a rule that shows a new module when the learner complete the section, or add a rule that awards the learner points for completing the section.

Course, Module, Section, Completion tab

Another tab that is available to you is the Resources tab. By clicking the Resources tab, you can view, upload, or edit resources associated with the section such as files, web pages, and tools your personal files or company resource library.

Course, Module, Section, Resources tab

Assessments

Courses can include many different types of assessments, which can be placed throughout modules and sections. Assessments can be set up to be taken at any time, or they can be given to learners on specific dates. To see a list of all the assessments for a course:
  1. Access the course.
  2. Click Assessments from the course (secondary) navigation menu.
    1. Academia platform users will click Assignments.
Course, Assessments, All tab with a list of 27 assessments

The platform allows you to add a wide variety of assessment types, including:
  1. Quiz: A quiz is a set of questions that learners can answer online. An example of a quiz is shown in the screenshot below.
  2. Essay: An essay assessments allows learners to submit their response using the HTML editor. The platform allows learners to include an unlimited number of attachments to the essay submission.
  3. Offline: An offline assessment is a traditional assessment such as a paper-based test or reading a book. There is no online submission for this kind of assessment, and the instructor is expected to enter the scores for each learner based on the results of the offline work. This option allows you to include the scores and grades of an offline assessment within your platform's gradebook.
  4. Survey: A survey assessment is a set of questions users can answer online. Generally, surveys are not scored or graded. 
  5. Discussion: A discussion assessment is an assessment where learners earn points by participating in a single thread of discussion that is started by the instructor.
  6. Debate: A debate assessment is an assessment where learners add arguments for or against a proposition that is supplied by the instructor.
  7. Team: A team assessment is an assessment that allows groups of learners to work on joint submissions. The instructor organizes the learners into teams, each of which get their own private group in which they can collaborate to create their assessment submission.
  8. Dropbox: A Dropbox assessment allows learners to upload one or more files as their assessment submission.
  9. SCORM: A SCORM assessment allows you to upload a SCORM package, and the platform can capture and record the results of the SCORM assessment.
  10. Attendance: An attendance assessment awards points based on a learner’s attendance record.
  11. Turnitin: A Turnitin assessment is an assessment that utilizes the platform's Turnitin integration.
  12. LTI assessments: LTI assessments are assessments that integrate 3rd party LTI tools.
  13. Google Assignments: A Google assignment is an assessment that utilizes a Google assignments integration.
  14. H5P assessments: An H5P assessment utilizes an H5P integration as a component of the assessment.
As an instructor, you have access to various tabs for each assessment, which allow you to add and edit Questions, view current Scores and grades, view learner submissions To score, and more! 

Course, Assessments, Quiz, Assessment tab

The next sections of the guide will show you how to create and configure a course, add modules and assessments, grade assessments, enroll learners, and more.

Creating a course

The platform has several incredible tools to help you create engaging courses for learners:
  1. CYPHER Agent can create a complete course for you in minutes. Select the course style, tone, and number of modules, skills, and assessments, and let CYPHER Agent do the rest. CYPHER Agent can leverage your company content, or create new content based on the topic you provide. Creating with CYPHER Agent will be covered later in this guide.
  2. Use the built-in HTML editor to create a course exactly the way you want. You can add as many modules, sections, resources, tools, assessments, SCORM packages, as you need. You can use automation settings in the platform to customize exactly when and if modules and sections display to different types of learners.
To create a course:
  1. Click Courses from the primary navigation menu.
  2. Click Add from the fly-out menu.
  3. Click Course from the Add course pop-up.
Add course pop-up with the Course button highlighted
The Add course pop-up displays. There are many different styles to select, which will impact which options are available when creating your course. The course styles include: 
  1. Instructor: Instructor-led training is a traditional approach to learning where a live instructor guides participants through course content, either in-person or virtually. 
  2. Blended: Blended learning is a combination of instructor-led and self paced learning. These courses may have scored assessments that only allow learners to proceed once they have achieved a certain score.
  3. Self-paced: Self-paced learning allows learners to take the course anytime, anywhere. There is no course schedule, no dates for particular modules, no due date for assessments, and no grading periods.
  4. Micro course: A micro course is a lightweight course that provides the learner with access to modules and sections and no other tabs. Micro courses display content in a slide format, with an image above text on each page.

Add a course pop-up with the Style drop-down active and Self paced selected
Once you have added a course, you are taken to the default course Admin page.

Note that the course name now appears at the top of the page, and the secondary course menu displays on the left.

Course, Admin, Configure tab


Configuring a course

The Admin section of the course allows you to configure nearly every aspect of the course. To get started:
  1. Click Admin from the course navigation menu.
  2. Click Basics from the fly-out menu.
The Basics tab allows you to edit:
  1. The course Name, Short description, and Long description.
  2. The course Type, Duration, and dates (depending on the course type).
  3. If an access code is required or not.
  4. The Course code, Location, Credits, Language, and Time zone.
  5. The Learner and Instructor Landing pages, which is the first page the learner or instructor sees when they access the course.
Course, Admin, Basics tab

Clicking the Features tab allows you to enable or disable course features, which display in the course secondary menu. The platform offers a wide variety of course features, such as news, calendar, games, forum, chat, and more.  By default, only the most common features are enabled.
  1. Select the checkbox next to the feature to enable it.
  2. Uncheck the checkbox next to a feature to disable it.
  3. Use the reorder Reorder icon icon to drag and drop features in the order in which you want them to display on the course navigation menu.
Course, Admin, Features tab

The Enrollment tab allows you to select enrollment options. For example, you can choose if you want learners to be able to enroll or unenroll themselves from the course, and set up notification settings for instructors, managers, and administrators. You can also set up Enrollment actions that are triggered when learners are enrolled or unenrolled, such as sending an automatic notification or adding points for a learner in a course or site-wide game.

The Enrollment tab also allows you to set prerequisites for course enrollment. 

Course, Admin, Enrollment tab

The Modules tab allows you to configure the settings for your course modules. You can determine which modules to show learners, as well as which module layout features you want to include.

The Modules tab also allows you to enable drip content, which allows you to unlock learner access to modules on a schedule, rather than making them all available at once.

Course, Admin, Modules tab

The Completion tab allows you to configure course completion settings, such as determining which modules must be completed in order for the course to be complete. This tab also allows you to add actions that are triggered when a course is completed, such as awarding learners a certificate or badge, sending custom messages to learners, or enrolling them in a follow-up course.

Course, Admin, Completion tab

Adding modules to a course

To add a module to a course:
  1. Access the course.
  2. Click Modules from the course navigation menu.
  3. Click Add
  4. Select New to create a new module, or select Library to choose an existing module.
Course, Modules page with the Add button highlighted

If you select New, the Add module pop-up will display.
  1. Enter a module Title, Description, Date (for instructor or blended courses), and Position
  2. Click Save.
The module will be created and ready for sections to be added.

Adding sections

To add a section to a module:
  1. Access a module.
  2. Click Add section.
The Add section pop-up will display, where you can select the kind of section you want to add. 
  1. The Content tab allows you to add a content Page, a SCORM package, a File, Tool, and more.
  2. The Assessment tab allows you to add an assessment section such as a Quiz, Discussion assessment, Survey, and more.

Add section pop-up, Content tab
If you select Page, a new section is created. To edit the page content:
  1. Click Edit.
  2. Add a section Title.
  3. Click Save
The HTML editor displays, which provides a toolbar of options you can use to create and edit content. The toolbar allows you to add pictures, videos, links, files and more. You can even record video or audio content directly from your browser. An example of content created using the HTML editor is shown in the screenshot below.

Course, Modules, Section, HTML editor with sample content

The content you create for the page displays on the Content tab. To add resources to a section:
  1. Click the Resources tab.
Course, Modules, Section, Content tab with sample content

The Resources tab displays the various types of resources you can add to the section, such as a file, a provisioned tool, an H5P resource, and more. For example, if you want to add a PowerPoint as a resource in the section:
  1. Click File.
  2. Drag and drop the PowerPoint file on to the window, or Click to browse for the file.
Course, Modules, Section, Resources tab

The Add file pop-up displays with the file added.
  1. Add a Name and Description for the resource.
  2. Select which Library the resource will be stored in.
    1. For example, if you want the file to be available to everyone in your business, you would select Business
  3. Click Save.
The PowerPoint will be added to the section as a resource. 

Add File pop-up with a PowerPoint file example


Adding skills to a module

The platform offers a robust skills feature - allowing you to add and import skills and skill sets. If skills are associated with your course, you can tag modules with the specific skills being taught in the module. To add skills to a module:
  1. Access the module.
  2. Click the Set skills tab.
  3. Select the specific skills associated with the module.
  4. Click Save.
The Skills are added to the module.

Course, Module, Skills tab with a list of skills

Creating courses with CYPHER Agent

CYPHER Agent is an indispensable tool that uses the power of AI to save you and your organization time when creating content. CYPHER Agent is focused on helping you create courses, assessments, gamification, skills and skills mapping.  

To get started:
  1. Click the CYPHER agent floating icon.
Right panel with the CYPHER Agent floating icon highlighted

The CYPHER Agent menu displays.
  1. Your available credits display in the upper right hand corner.
  2. If you access the CYPHER Agent button from the home dashboard, you can select to Add a course or Add skills.
  3. If you access the CYPHER Agent button from within a course, you can also select to Add or more modules, Add a quiz assessment, Add a glossary, Add a study guide, and Add a game.
CYPHER Agent menu

After selecting Add a course, you will be guided through a series of options that allow you to shape your new course including:
  1. Persona
  2. Level
  3. Writing style
  4. Image style
  5. Content source (web vs internal documentation)
  6. Number of modules
  7. Number of sections
  8. Number of skills
  9. Adding assessments
  10. Adding study guides
  11. And more!
After making your selections, CYPHER Agent will build your course! Once it is created, you can review and customize the course. To learn more about how CYPHER Agent can help you quickly and efficiently create engaging courses, visit the Creating with CYPHER Agent knowledge base article.

CYPHER Agent menu, Add a course flow, General section

Enrolling learners

Once you have created a course, you can enroll learners. To begin enrolling learners:
  1. Access the course.
  2. Click Learners from the course navigation menu.
  3. Click Add.

Course, Learners, Active tab with a list of active learners

The Enroll learners pop-up displays. There are multiple ways to enroll learners:
  1. Courses tab:
    1. If you share the course access code with learners, they can directly enroll by:
      1. Clicking Courses from the primary navigation menu
      2. Clicking Enroll from the fly-out menu.
      3. Entering the access code.
    2. Additionally, if you have published the course to the course catalog, learners can locate the course in the Catalog and enroll from there.
Enroll learners pop-up
  1. People picker: If you select People picker to enroll users, the Select users pop-up displays.
    1. Use the search and filter options to locate users.
    2. Select the user checkbox.
    3. Click the right arrow  button to move the selected users to the Selected column.
    4. Click Add.
Select users pop-up with one learner added to the Selected column
  1. Email invitations: If you select Email invitations to enroll users, the Enter invitation information page displays. 
    1. Select the number of email invitations you want to send.
    2. Enter the users' Email, First name, and Last name.
    3. Click Send.
Enter invitation information page with two user invitations entered

An email is sent to each user. The email includes the invitation message and a clickable link. When the user clicks the link, they are sent to your site and asked to click an Accept option. If they accept the invitation, they are enrolled in the course. To view users who have been invited to the course via email:
  1. Access the course.
  2. Click Learners from the course navigation menu.
  3. Click the Invited tab.
Course, Learners, Invited tab

Adding assessments

An assessment is a tool used to evaluate a learner's understanding, skills, or progress related to the course content. It can take various forms—such as quizzes, essays, or discussions—and is typically designed to measure how well the learning objectives have been achieved. Assessments can count towards a final score or grade based on the configuration of the course.  

There are two ways of adding assessments. To add an assessment as a section:
  1. Access a course module.
  2. Click Add Section.
  3. Click the Assessment tab.
  4. Select an assessment type. 

Add section pop-up, Assessment tab
You can also add an assessment from the Assessments section on your course.
  1. Access your course.
  2. Click Assessments from the course navigation menu.
  3. Click Add.
  4. Select an assessment type.
Course, Assessments, All tab with the Add button highlighted

Once you select an assessment type, a pop-up displays that allows you to name and configure the assessment.
The screenshot below displays the settings for an Essay assessment as an example. To configure most assessment types:
  1. Enter a Title for the assessment.
  2. Enter a Max score.
  3. Select a Weight % for the assessment.
  4. Select a Category for the assessment:
    1. Choose between None (the default), Homework, Participation, Quiz, and Test.
  5. Select a Start date for Instructor led or Blended courses (optional).
  6. Select a Module for the assessment (optional). 
  7. Determine the maximum number of user attempts.
  8. Select a Grading option.
    1. Choose between Normal, Extra credit, Ignore, and Not graded.
  9. Select a Due date for instructor-led or blended courses.
    1. Note that you can leave the due date of the assessment blank. If you do this, then the assessment will never display in the "Due" column for learners, and the learner will never receive an "assessment due" reminder.
  10. Select the Allow late? checkbox if you will allow late assessment submissions.
  11. Select a Grading scale from the available grading scales on your platform.
  12. Enter user Instructions.
    1. In the Instructions area of the assessment, you can add variables by using the {{variable name}} format.
  13. Once you have configured your assessment, click Save.
Add Essay assessment pop-up, Overview tab
In the screenshot below, the assessment is a section within a module. Learners will see the assessment Instructions page when they first access the assessment.

Course, Assessments, Quiz, Assessment tab with sample instructions

Mastery and skills

You can track your learners’ progress and mastery of training topics using skills. Skills are associated with modules, sections, and assessments. To associate skills with a course:
  1. Access the course.
  2. Click the Mastery tab.
  3. Click Add Skills.
Course, Mastery page

The Add skills pop-up allows you to create new skills, or use existing skills from a library.

Add skills pop-up
If you choose to add new skills, you can:
  1. Name the skill set.
  2. Add a Code for the skills.
  3. Add a Description for the skill set.
  4. Select which Library to save the skill set in.
  5. After entering the skill set information, click Save.
Add new skills pop-up with a sample Name and Code entered

The screenshot below is an example of skills added to a course. Note that all of the skills are a part of the Team Leadership and Collaboration skill set. 

Course, Mastery, Skills tab with a list of skills for the course


Once skills have been added to a course, you can tag modules with the specific skills that are relevant to the module. You can also tag specific skills to the assessments that assess them.

To associate skills with the module, simply select the checkbox next to the course skill(s) that are relevant to the module. 

Course, Module overview, Set skills tab with specific skills selected for the module

The course includes a Coverage analysis tab, which shows you how well the course covers the skills. To locate a course's coverage analysis:
  1. Access the course.
  2. Click Mastery from the course navigation menu.
  3. Click the Coverage tab.
Course, Mastery, Coverage tab with an example coverage analysis chart


To view individual learner's progress for each skill:
  1. Access the course.
  2. Click Mastery from the course navigation menu.
  3. Click the Learners tab.
The Mastery grid displays learners progress through each skills and helps you identify which learners are performing well, and which are struggling with the content.

Course, Mastery, Learners tab showing skill ratings for learners

Skills and skill sets can be saved as shared resources. To view all of the skill sets for your organization or business:
  1. Click Resources from the primary navigation menu.
  2. Click Catalog from the fly-out menu.
  3. Select Skills from the Resource type drop-down in the Search widget in the right panel.
Resources, Catalog tab with Skills selected and highlighted in the Resource type drop-down in the Search panel

Using automation in a course

The platform allows you to set up rules and actions that automate common tasks and save you time. You can set up rules that trigger actions which occur when learners perform specific tasks. For example, you can send a custom message to learners when they enroll in a course, automatically enroll learners in a second course after they finish the first course, award certificates or badges to learners for completing a course, and many more.

Adding rules

Rules can be added to various areas such as course enrollments, course completions, module completions, and more. Rules allow you to add actions through the Add action pop-up. The Add action pop-up includes multiple tabs of actions, based on the rule type.  Available actions can include:
  1. Access: Hide assessment, Hide module, Hide section, Lock module, Show assessment, Show module, Show section, and Unlock module.
  2. Awards: Award badge, Award certificate, Award coupon, Award points.
  3. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  4. Membership: Add to group, Enroll in course, Remove from group.
  5. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, Send custom notification, and Send canned message.
Add action pop-up, Access tab

Adding course completion rules

To add an action that occurs when a learner completes a course:
  1. Access a course.
  2. Click Admin from the course navigation menu.
  3. Click Completion from the fly-out menu. 
  4. Click Add from the Completion actions section. 
  5. The Add actions pop-up will display, allowing you to select an action.
Course, Admin, Completion tab with multiple Completion actions added

Adding module completion rules

To add an action that occurs when a learner completes a module:
  1. Access a course.
  2. Click Modules from the course navigation menu.
  3. Select a module.
  4. Click the Completion tab.
  5. Click Add from the Completion actions section. 
  6. The Add actions pop-up will display, allowing you to add an action to the module.
Course, Module, Completion tab with multiple Completion actions added

Gamification

The platform enables you to create site-wide and course-wide games which allow learners to earn points and badges to advance through game levels. Learners and teams can compete against each other, with point totals and rankings tracked on leaderboards. 

Configuring gamification in a course

To add a game to a course:
  1. Access the course.
  2. Click the Games tab.
    1. Ensure that the Games feature is enabled through Course > Admin > Features.
  3. Click Add.
  4. Name the game and select a Level option.
Course, Games page

The Course game page displays. To make games interesting for learners, it's important to add levels for them to progress through. To add levels to the game:
  1. Click Add from the Levels section of the course game page.
  2. Enter the name of the level.
  3. Enter the number of points needed to obtain the level.
  4. Click Save
Course, Games, Course game page with the Add button highlighted in the Levels section

After adding levels to the game, you can add rules to modules, sections, and assessments throughout the course that award game points and badge to learners.

Award badge pop-up with the Game menu active
For more details on creating games within courses, visit the Course games article in the Knowledge base.

Course, Game, Course game page with multiple levels added and actions added to each level

Compliance courses

The platform supports compliance training in a variety of ways, including:
  1. Designating courses as compliance courses.
  2. Compliance course expiration and renewal.
  3. Monitoring compliance status.
  4. Compliance reports.
To designate a compliance course:
  1. Access the course.
  2. Click Admin from the course navigation menu.
  3. Click Compliance from the fly-out menu.
  4. Click the Require for compliance button.
Course, Admin, Compliance tab with the Require for compliance button highlighted

Once a course has been designated as a compliance course, you can set a compliance duration. By default, when a learner completes a compliance course, they are deemed compliant forever.

To change the compliance period:
  1. Access the compliance course.
  2. Click Admin from the course navigation menu.
  3. Click Compliance from the fly-out menu.
  4. Click Edit under the Duration heading.
  5. The Edit pop-up allows you to set how long a learner is compliant after completing the course.
Edit compliance duration pop-up with a 3 month compliance duration example
Once you have set a compliance expiration, you can add rules to trigger actions before learner compliance expires. For example, you can create a rule that is triggered when a learner's compliance expiration is 30 days away. 

Compliance expiration countdown pop-up with 30 Days selected
With the rule in place, you can click Add action in the Expiration countdown: 30 days left section to add an action that will occur when the learner has 30 days left before their compliance expires. For example, you can create an action that sends a custom notification to learners that prompt them to complete the course.


As an instructor, you can see the compliance status of all learners in the course. To view learner status:
  1. Access the course.
  2. Click Learners from the course navigation menu.
  3. Click the Compliance tab. 
Course, Learners, Compliance tab

Courses that are classified as compliance are identified with the Required for compliance tag in the course catalog. 

Catalog, CYPHER tab with the Required for compliance tag highlighted on a course

Attendance

As in instructor, you can track learner attendance for a course session in an instructor-led or blended course. The platform allows you to track if learners arrive on time, arrive late, leave early or are absent. You can also excuse a learner's absence and include a note. You can also create attendance assessments to award points based on attendance.

To record attendance for a session:
  1. Access a course.
  2. Click Attendance from the course navigation menu. 
    1. Note, attendance is only available for instructor-led or blended courses. 
  3. Click Add.
Course, Attendance, Details tab with a list of learner attendance records

The New session pop-up will display, where you can add a Start and Finish date and time for the attendance session. 

The new session will appear as a column in the Attendance table. To edit a learner's attendance:
  1. Click the Edit Edit icon icon on the learner's cell for the new session.
  2. Select a Status for the learner.
    1. If the learner is early or late, you can add the number of minutes.
  3. Add an optional Note.
  4. Click Save.
Edit attendance pop-up with the Status menu active and Present selected

To see a summary of each learner's attendance:
  1. Access a course.
  2. Click Attendance from the course navigation menu. 
  3. Click the Summary tab.
Course, Attendance, Summary tab with a list of learner's attendance summaries

To export the attendance list:
  1. Access a course.
  2. Click Attendance from the course navigation menu. 
  3. Click the Export button.
Course, Attendance, Details tab with the Export button highlighted

Importing and exporting course content

The platform allows you to import and export course content using Common Cartridge Format (CCF), a commonly used industry standard. 

To import a CCF course, first create a new, empty course. Then:  
  1. Access the new course.
  2. Click Admin from the course navigation menu.
  3. Click Import from the fly-out menu.
  4. Click Common Cartridge Format.
Course, Admin, Import with Common Cartridge Format highlighted
  1. Upload a CCF file.
  2. Click Save
You will receive a message when the upload is complete.

Automatic notification of a successful common cartridge format import

The platform also supports importing courses from Moodle or Blackboard. To learn more, visit the Import courses Knowledge base article. 

Creating Paths

The Paths feature is a powerful and flexible way to build content. Paths offer you the same robust feature set as courses, along with the ability to add two additional types of sections: Course goals and Certificate goals.
  1. A Course goal requires learners to complete a specified course in order to complete the section.
  2. A Certificate goal requires learners to earn a certificate to complete the section. 
To add a new Path:
  1. Click Courses on the primary navigation menu.
  2. Click Add from the fly-out menu.
Primary navigation menu, Courses menu active with the Add button highlighted

The Add course pop-up displays.
  1. Select Path from the pop-up.

Add course pop-up
Once you have added a Path, you are taken to the default path Admin page, where you can configure the path.

Path, Admin, Configure page

To add a module to a Path:
  1. Click Modules from the path navigation menu.
  2. Click Add
  3. Select New to create a new module, or select Library to choose an existing module.
Once you have added a module, you can add sections. To add a section to a module:
  1. Access a Path module.
  2. Click Add section.
 When you add sections to modules in a Path, there is an additional Goals tab available in the Add section pop-up.  The Goals tab allows you to add:
  1. Course goals: A Course goal requires learners to complete a specified course in order to complete the section.
  2. Certificate goals: A Certificate goal requires learners to earn a certificate to complete the section. 

Add section pop-up, Goal tab
Learning paths allow you to mix regular course sections with Course and Certificate goals to create robust and expansive training programs. The screenshot below shows a Course goal within the Path. In the example below, learners must visit and complete the First line manager training course to complete the section within the Path.

Path, Module, Course goal example

Paths include the full feature set of courses. You can enroll learners, post news, create forums, and more. To learn more, visit the Paths article.

Path, Module overview with a Course goal section selected

Communicating with learners

You can communicate with learners and other users through the built-in messaging system. To view your messages:
  1. Click the mail Mail icon icon in the top right menu.
  2. Click a specific message to access it.
Top right menu with the Messages menu active

The message displays.
  1. Click Reply to reply to the message.
  2. Click Forward to forward the message to another user.
  3. Click Delete to delete the message.
Example of a message from a learner
To send a message to one of your learners:
  1. Click Users from the primary navigation menu.
  2. Click My learners from the fly-out menu.
  3. Select the checkbox next to a leaner's name.
    1. Note that you can select multiple learners at once.
  4. Click Message
Users, My learners tab with two learners selected and the Message button highlighted

If enabled on your site, you can also chat with online users. To chat with a user:
  1. Click Users from the primary navigation menu.
  2. Select a group of users, such as Friends.
  3. Click on a user's profile.
  4. Click Chat.
Info
Note that the activity display indicator for Julie Scott is green, indicating that she is currently online. 
User profile page with the Chat button highlighted and the activity display indicating the user is online

A great way to organize users you frequently communicate with is to add them as a friend. To add a user as a friend:
  1. Click the user's name anywhere in the platform to access their profile page.
  2. Click Add friend.
User profile page with the Add friend button highlighted

Notifications

The platform includes a notification system that alerts you to new posts, course completions, enrollments, and more! To view notifications:
  1. Click the notifications Notifications icon icon in the top right menu.
  2. Click Configure if you would like to adjust your notification settings.
  3. Click a specific notification to access it.

Top right menu with the Notifications menu active

The notification displays.
  1. Click Delete if you would like to delete the notification.
Example of a notification for points earned by replying to a post in a forum

Summary

This guide was designed to introduce you to the platform as an instructor, teacher, or course creator. Now you know the basics of navigating the platform, creating courses, adding assessments, enrolling learners, adding skills to courses, and much more. 

If you have additional questions, the Knowledge base is a great place to continue your learning. The Knowledge base allows you to browse topics and search for specific keywords to find answers to your questions.

Happy Learning!



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