Configure courses and classes

Configure courses and classes

Overview

The Configure menu gives you the ability to customize and modify courses to meet the learning needs of your organization.
This article will walk you through the configuration features in the platform. 

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CYPHER for business defaults to the term courses. CYPHER for academia defaults to the term classes. The terms are interchangeable in this article.

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CYPHER for business defaults to the term learners. CYPHER for academia defaults to the term students. The terms learners and students are interchangeable in this article.

Configuring courses and classes

To begin configuring a course or class:

  1. Access a course or class you are teaching.
  2. Click Admin from the course or class navigation menu.
  3. Click Configure from the fly-out menu. 


Admin Widget

Common configuration settings are available in the Admin widget on the right panel.
  1. The course Style and dates display at the top of the Admin widget.
  2. The Catalog section of the widget contains two links:
    1. Click page to view the course's front page as it will appear to learners when they access the course from the catalog.
    2. Click configure to access the Admin/Catalog tab, where you can adjust features and category settings for the course.
  3. The course Published section displays the course's current published status.
    1. Click publish to publish the course to the Catalog.
    2. Click unpublish to unpublish the course.
      1. Note that when you create a course, it is unpublished by default.

  1. If the course has an Access code, it will display on the Admin widget.
  2. The number of Active learners or students will display.
  3. The course Enrollment status displays:
    1. Click open to allow learners to enroll in the course.
    2. Click close to prevent learners from enrolling in the course.

The following settings also display on the Admin widget:
  1. The course's Locked status.
    1. Click lock to lock the course.
      1. Locked courses can be published in the Catalog and learners can enroll in them based on the course's enrollment setting. However, if a learner enrolls in a locked course, a warning message will be displayed and they will not be able to access the course.
    2. Click unlock to unlock the course.
  2. The course Creator.
  3. The course LMS ID.
  4. Course tags. To add tags:
    1. Type the tag name in the tag tex box.
      1. Separate tags using a comma.
    2. Click save.


Basics

To configure the basic elements of a course or class:

  1. Access a course or class you are teaching.
  2. Click Admin from the course or class navigation menu.
  3. Click Configure from the flyout menu. 
  4. Click the Basics tab.

Overview

The Overview section allows you to make high level changes to the course.
  1. Click Edit to update the course name, short description, or long description.
    1. Name: The name of the course.
    2. Short description: A short description of the course that appears on the syllabus page and in the course catalog.
    3. Long description: A long description of the course that appears on the syllabus page and in the course catalog.
  2. Click Change picture to update the picture that displays on the course's main page, the syllabus page, and in the course catalog. 

Style

The Style section allows you to update the type and duration of the course.
  1. Click Edit to update:
    1. Course Style: Update the course style to Instructor, Blended, Self-Paced, or Micro course.
    2. Duration: Update the start and finish dates of the course.

Access

The Access section allows you to make changes to how users access the course.
  1. The current course access code displays.
  2. Click Reset to update the access code.
  3. Click Don't require access code to remove the access code requirement.
    1. Note - If you remove the access code requirement, you can click Require access code to reinstate a new access code.

Settings

The Settings section allows you to configure multiple settings.

  1. Click Edit to update:
    1. Course code: An optional course code.
    2. Section code: An optional section code.
    3. Location: an optional course location.
    4. Credits: An optional number of credits that the course is worth.
    5. Organization: Select the organization for the course.
    6. Language: The language of the course.
    7. Time Zone: The time zone for the course.
      1. Members of the course automatically see times adjusted to their own time zone.

Custom fields 

If available, the Custom fields section allows you to extend the fields related to a course.

  1. Click Edit to add values in the custom fields.

  1. Enter the custom field values.
  2. Click Save
    1. If you add values to custom course fields, the values will be available as variables in rule actions. For example, the course field "Data 1" would be available as the field @class_data_1. (@class_ + the name of the field in lowercase with spaces replaced with underscores).

Custom course fields are automatically included in the list of fields available when creating a PDF certificate.


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Note - if your course does not have custom fields, contact an administrator and request to have custom field added to courses/classes in your platform.

Learner or Student splash page

The Learner splash page section allows you to set up an optional learner splash page for the course. A splash page displays for learners the first time they access a course.  

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Please note that if you create a splash page, then any welcome pop-up you have added is automatically disabled. 

To create a learner splash page:

  1. Click + Add in the Learner splash page section.

The Learner splash page editor pop-up displays.

  1. Use the editor to add text and images.
  2. Click Save.

After the learner splash page is added you can:

  1. Click Edit to edit the splash page.
  2. Click Clear to remove the splash page.

Learner splash page learner view

The first time learners access the course, the learner splash page will display. 

  1. Once learners click Continue to course, the splash page no longer displays to learners when they access the course.


If learners want to see the splash page again:
  1. Learners can access the course.
  2. Learners can click View again in the course's splash page widget.
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Please note that instructors can add or remove this option when configuring the course widgets for learners.

Welcome pop-up for learners

The Welcome pop-up for learners section allows you to set up an optional welcome pop-up message for the course. The welcome pop-up displays the first time learners access a course.  

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Please note that if you create a splash page, the welcome pop-up you have added is automatically disabled. 

To create a welcome pop-up:

  1. Click + Add in the Welcome pop-up for learners section.
  2. Add a Title for the pop-up.
  3. Added text and/or images for the pop-up.
  4. Click Save.

Landing page

The Landing page sections allow you to set the landing page for instructors and learners independently.

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CYPHER for business defaults to the term modules. CYPHER for academia defaults to the term lessons. The terms modules and lessons are interchangeable in this article.
  1. Make a selection for the Learner landing page:
    1. Modules/Lessons: all modules or lessons will display.
    2. Current module: the learner's current module will display.
    3. Current module, or first module if never visited before: the learner's current module will display. For new users, the first module will display.
  2. Make a selection for the Instructor landing page:
    1. Modules/Lessons: all modules will display.
    2. Current module: the instructors's current module will display.
    3. Scores: The Scores page will display.

Features

The Features tab allows you to select the course features available to learners and students on the course navigation menu.

To configure the features of a course or class:

  1. Access a course or class you are teaching.
  2. Click Admin from the course or class navigation menu.
  3. Click Configure from the flyout menu. 
  4. Click the Features tab.

Left tabs

  1. To enable or disable a course feature that will display on the course navigation menu, simply check or uncheck the feature.
  2. To reorder the menu items, click the icon and drag the feature to it's new order.
Features available for the left course menu include:
  1. Dashboard: If enabled, a course Dashboard is created, which displays widgets for each feature selected.
    1. The Dashboard page includes the ability to add a banner widget. The banner widget can be useful to provide instructions and/or announcements for users.

    2. To learn more about configuring the course dashboard widgets, please visit the Widgets topic.
  2. Modules/Lessons: If enabled, provides instructors and learners a Modules/Lessons menu tab to view modules or lessons.
  3. News: If enabled, provides instructors and learners a News menu tab to view a course related news feed.
  4. Calendar: If enabled, provides instructors and learners a Calendar menu tab to view a course related calendar of events.
  5. Welcome: If enabled, provides instructors and learners a Welcome menu tab to view the course welcome page.
  6. Assessments: If enabled, provides instructors and learners an Assessments menu tab to view course assessments, analytics, and the grading scale.
  7. Groups: If enabled, provides instructors and learners with a Groups menu tab to view course groups.
  8. Scores: If enabled, provides instructors with a Scores menu tab to view learner scores.
  9. Mastery: If enabled, provides instructors and learners with a Mastery menu tab that allows them to view their progress on course related skills.
  10. Resources: If enabled, provides instructors and learners with a Resources menu tab that allows them to access course resources.
  11. Learners/Students: If enabled, provides instructors and learners/students with a Learners/Students tab that allows them to view the learners or students in the course.
  12. Parents: If enabled, provides instructors, learners and parents with a Parents menu tab that allows them to view a list of parents.
  13. Instructors/Teachers: If enabled, provides learners with an Instructors/Teachers menu tab that allows them to view the instructors or teachers in the course.
  14. TAs: If enabled, provides instructors and learners with a TAs tab that lists the TAs in the course.
  15. Games: If enabled, provides instructors and learners with a Games menu tab to view or add course related Games.
  16. Seating Chart: If enabled, provides instructors with a Seating chart menu tab that allows them to choose how to seat learners in the course.
  17. Attendance: If enabled, provides instructors and learners with an Attendance menu tab for tracking attendance.
    1. Note, if Attendance is disabled, attendance assessments cannot be added.
  18. Forums: If enabled, provides instructors and learners with a Forums menu tab to view course forums.
  19. Chat: If enabled, provides instructors and learners with a Chat menu tab to view course chats.
  20. Wiki: If enabled, provides instructors and learners with a Wiki menu tab to view course wikis.
  21. Blogs: If enabled, provides instructors and learners with a Blogs menu tab to view course blogs.
  22. Syllabus: If enabled, provides instructors and learners with a Syllabus tab to access the course Syllabus.
  23. Reviews: If enabled, provides instructors and learners a Reviews menu tab to leave and view course reviews.
  24. Automation: If enabled, provides instructors an Automation menu tab to view all rules that have been set up for a course and its modules.
  25. Purchases: If enabled, provides instructors with a Purchases menu tab to view who has purchased the course.
  26. Activity: If enabled, provides learners with an Activity menu tab to view a detailed list of their course activities. 
  27. Portfolio: If enabled, provides learners with a Portfolio menu tab to access portfolio entries for the course.

When configuring micro courses, fewer features are available to add to the navigation menu. The available options for micro courses include:
  1. Dashboard: If enabled, a course Dashboard is created, which displays widgets for each feature selected.
  2. Modules/Lessons: If enabled, provides instructors and learners a Modules/Lessons menu tab to view modules or lessons.
  3. News: If enabled, provides instructors and learners a News menu tab to view a course related news feed.
  4. Calendar: If enabled, provides instructors and learners a Calendar menu tab to view a course related calendar of events.
  5. Groups: If enabled, provides instructors and learners with a Groups menu tab to view course groups.
  6. Welcome: If enabled, provides instructors and learners a Welcome menu tab to view the course welcome page.
  7. Scores: If enabled, provides instructors with a Scores menu tab to view learner scores.
  8. Mastery: If enabled, provides instructors and learners with a Mastery menu tab that allows them to view their progress on course related skills.
  9. Games: If enabled, provides instructors and learners with a Games menu tab to view or add course related Games.
  10. Automation: If enabled, provides instructors an Automation menu tab to view all rules that have been set up for a course and its modules.

Schedule

Instructor-led and blended courses include a scheduling feature. Course schedules are the times and locations for your courses and appear to learners in the syllabus section.

To configure the schedule of a course or class:

  1. Access a course or class you are teaching.
  2. Click Admin from the course or class navigation menu.
  3. Click Configure from the flyout menu. 
  4. Click the Schedule tab.
  5. Click Add course time to schedule a new course time.

  1. Select a course day and time.
  2. Enter an optional Location.
  3. Click Save.

To modify scheduled courses

  1. Select a scheduled course.
    1. Click Edit to edit the schedule course.
    2. Click Delete to delete the scheduled course.

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Note - When a course is in session, its corresponding entry in the course schedule is automatically highlighted. If you have configured the course to disable messages and chat between learners during course hours, these features will be disabled while the course is in session.

Attendance

The Attendance features allows you track learner attendance for scheduled courses.

To generate a blank attendance column before the scheduled course:
  1. Click the Setting dropdown and select the number of days prior to the course you would like the attendance column to appear.

Start and Finish actions

You can use automation to perform actions at the start and/or finish of an instructor-led or blended course. This is a useful feature if you want to remind learners that a course is about to start.

To add start or finish actions:

  1. Click + Add rule in the Start actions or Finish actions section.

Select when the rule will take place:

  1. Click Before, On, or After.

If you select the Before or After options, you can determine the days and hours when the rule will be triggered before or after the course.

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Note - the start or finish of a course is a date rather than a date and time, so courses start or finish on their scheduled date at 00:00.

To add an action to the rule:

  1. Click + Add action below the rule start or finish.

The Add action pop-up displays, with actions available under several tabs:

  1. Access: Lock or unlock the course.
  2. Other: Deactivate a learner, send a custom notification, or unpublish the course.
    1. The Archive action is available as a finish action, which allows to you archive a course after it finishes.

The Lock and Unlock actions allow you to lock or unlock the course a specified amount of days before or after it starts or finishes.

  1. A message will be sent to notify instructors or administrators about locking/unlocking the course.
  2. Use the Send to dropdown to specify the audience for the message.
    1. To learn more about Lock/Unlock actions, visit the Rules topic.


Enrollment

The Enrollment tab allows you to configure various enrollment options. You can select or deselect the following options:

  1. Allow learners to enroll: If enabled, learners can directly enroll by clicking Enroll from the course landing page.
  2. Open enrollment: If enabled, users who are in other sites can enroll in the course.
    1. Recommendation: Use access codes to control enrollments from other businesses.
    2. 'Allow learners to unenroll' is automatically enabled with open enrollment.
    3. This option is not available if your business is configured to be a walled community.
  3. Allow learners to retake the course: If enabled, learners will be able to re-enroll in the course as many times as they like once they have completed it.
  4. Learners must repurchase the course to retake it: If enabled, learners must repurchase the course in order to retake it.
    1. In order for this option to display, the course must have the Ecommerce app installed, the course must have a price set, and the retake option must be enabled.
  5. Max learners: Specify the max number of active learners allowed for the course. Click Edit to set the number.
  6. Max seats: Specify the max number of seats for the course. Click Edit to set the number.
    1. Note - The max number of seats takes into consideration all learners from the course, including deactivated, unenrolled, and archived learners.
    2. This option can be more useful for organizations that want to count seats and consider them used even if the learner ends up unenrolling, gets deactivated, or is archived.
    3. For companies that sell copies of courses to end customers, please note that you can prevent end customers from changing the max seats limit in by accessing Admin > Policies > Instructors.  
  7. Notify instructors of enrollments: If enabled, instructors will be notified of new enrollments.
  8. Notify managers of enrollments: If enabled, managers will be notified of new enrollments.
  9. Notify administrators of enrollments: If enabled, administrators will be notified of new enrollments.

Enrollment, Unenrollment, and Reenrollment Actions

Enrollment actions allow you to add rules that occur when a learner is enrolled.
  1. Click + Add in the Enrollment, Unenrollment, or Reenrollment section to add an action.
  2. Actions are grouped by tab:
    1. Access: Hide, show, lock, or unlock assessments, modules, sections.
    2. Awards: Award badges, certificates, coupons or points.
    3. Integrations: Post a message to a message queue, invoke a webhook, or invoke xAPI.
    4. Membership: Add a user to a group, enroll a user in a course, or remove a user from a group.
    5. Other: Add or remove tags, add to-do items, archive the user, deactivate the learner, send a custom notification or send a canned message.
For more details on how to add Rules for enrollment, visit the Rules topic.

Prerequisite

Prerequisites allow you to require learners to obtain specific certificates before they can enroll in the course.
  1. Click + Add to select a prerequisite certificate.

  1. Select a certificate.
  2. Click Submit.
    1. For more information on creating Certificates, view the Certificates article.

Waitlist

The Waitlist section allows you to enable several waitlist features by selecting or deselecting:

  1. Automatically put learners onto waitlist when they enroll.
  2. Add learners onto waitlist after enrollment limit is reached.

If waitlisting is in effect, learners will see a Join waitlist button on the course landing page instead of Enroll.

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Note that the Join waitlist option will not display if the course has a price or if you enable the 'Display contact option instead of allowing purchase/enrollment?' option for courses.


If learners click Join waitlist, they receive a notification.

The course owner will also receive a notification.

  1. The notification will include a link to the Waitlist page for the course.

In the Learners > Waitlist page, you can approve or reject the waitlist application.

  1. Select the learner.
  2. Click Approve, Message, or Reject.
    1. If you reject an application, you can approve it at a later time.
    2. If you approve an application, you cannot reject it at a later time.

When learners are approved or rejected, they receive a notification.


If learners are on a waitlist for a course, it is indicated on the tile of the course in the Catalog.

If the course is full, it is also indicated on the course's tile.

Unenrollment 

The Unenrollment section allows you to select or deselect the following options:

  1. Allow learners to unenroll: If enabled, learners can unenroll from the course.
  2. Delete history on unenrollment: If enabled, a user's history will be deleted when they are unenrolled.

Inactivity

The Inactivity section allows you to configure when learners are considered inactive.
  1. Click Edit to set the the number of days of not visiting a course before a learner is considered inactive.
  2. If you enable the inactivity feature by specifying a number of days, you can also add an Inactivity action.
    1. Click + Add in the Inactivity action section to add an action such as hide, lock, or send a custom notification.

Modules/Lessons

The Modules tab allows you to customize settings related to Modules and Lessons.

Current module

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The Current module section is available for Instructor-led and Blended courses.

The Current module section allows you to enable or disable the following features:
  1. Only show modules up to the current module to learners: If enabled, only the modules up to the current module will be available for learners, and the rest will be locked.
    1. To set a module as current, go to the Modules tab, select the module, and click Current.
  2. Hide (instead of showing) all modules if no current modules is set:  If this option is enabled, and no current module is defined, then all modules will be hidden from learners.
  3. Automatically set current module by date: If enabled, the current module will be defined automatically based on the module's date settings.

Drip content

Drip content allows you to schedule learner access to modules rather than making all modules available at once.

  1. Click + Enable to unlock modules on a preset schedule.
  2. For more details on how to set up drip content, visit the Drip content topic.

Layout

The Layout section allows you to you can configure the following options:

  1. Modules descriptions: If enabled, you can add short descriptions to modules.
  2. Automatically number modules: If enabled, the modules will be automatically numbered.
  3. Enable grid view for learners (the default): If enabled, learners will see the modules in the grid view.
  4. Enable row view for learners: If enabled, learners will see the modules in row view. 
    1. Note that if both grid and row view are enabled, learners can choose between the two views.
  5. Show all sections by default in row view: If enabled, shows learner all the sections in row view in all modules.
    1. This option is disabled by default so that learners only see the sections for the current module.
  6. Show legend: If enabled, the legend will show for learners.
  7. Display progress wheel: If enabled, the progress wheel will be displayed for learners on the Modules page.
  8. Show current module picture in upper-left: If enabled, the current module's picture will be displayed in the upper-left corner.
  9. Show all subsections on the same page: If enabled, all of a module's subsections will show on a single page.

Assessments/Assignments

The Assessments/Assignments tab allows you to customize settings related to assessments and assignments.

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CYPHER for business defaults to the term Assessments. CYPHER for academia defaults to the term Assignments. The terms assessments and assignments are interchangeable in this article.

You can enable or disable assessments/assignments for your course.

  1. Click Enable to enable assessments.
  2. Click Disable to disable assessments.

Features

The Features section allows you to configure the following options:
  1. Scores: If enabled, allow assessments to be scored/graded.
  2. Grade map: If enabled, allow percentages to be mapped to grade letters via an assessment/grade map tab.
  3. Rubrics: If enabled, allow assessments to be graded using rubrics.

Notifications

The Notifications section allows you to configure the following options:
  1. Send message to learners when a new assessment is given: If enabled, learners are notified when a new assessment is given.
    1. Note - This option is not available for self-paced courses.
  2. Send message to learner when their assessment is graded: If enabled, learners are notified when their assessment is graded.
    1. Note - This option is not available for self-paced courses.
  3. Send message to instructor each time a learner submits an assessment: If enabled, instructors are notified when a learner submits an assessment for grading.
  4. Send reminder message two days before due date to learners with no submission: If enabled, learners are notified two days before the assessment due date if they have not submitted an assessment for grading.
    1. Note - This option is not available for self-paced courses.
  5. Notify on new post in comment thread: If enabled, learners are notified when new comments are left on their comment thread.

Options

The Options section allows you to configure the following options:
  1. List most recent first: If enabled, the most recent assessments are listed first. Otherwise, the most recent assessments are listed last.
  2. Automatically give assessments: If enabled, assessments will automatically be given to learners when they are created.
  3. Automatically give assessments when their start time is reached: If enabled, assessments will be given automatically to learners when their start time is reached. If an assessment doesn't have a start time, it is never automatically given by this option.
    1. Please note that this option is enabled by default for instructor-led and blended courses, and it doesn't apply to self-paced courses.
  4. Allow final grade to be overridden: If enabled, you can override the learners' final grade. To learn more, visit the Gradebook article.
  5. Allow learners to post to grading comment threads: If enabled, learners will be able to add comments to the comment thread of their submission.

Grading scale

The grading scale section allows you to customize how grades are earned in the platform. 

  1. The current grading scale for your course is listed above the grading chart.
  2. The default grading scale for a business is A+ => 95%, ..., D- => 40%, F => 0%. Grade minimums display in the chart.
  3. Click Edit to update the score and letter% of a grading scale.
    1. Please note that if you edit the Grading scale, the scores of all courses using the grading scale will be recalculated.
  4. To change the format of the grading scale:
    1. Click Select different grading scale.
    2. Select the Standard pass/fail grading scale to enable pass/fail assessments.
      1. Pass/fail assessments default to the scores "P" and "F". 
  5. Click + Create new Grading scale to create a new grading scale that can be made available in the Resources catalog.
  6. Click Make all assessments use this grading scale to standardize all grading scales to the selected grading scale.
To learn more about Grading scales, visit the Grading scale article.

Default score or grade release

The Default score release section allows you to customize how grades are released.

  1. Select Instant to release grades to learners as soon as you finish grading the assignment.
  2. Select Manual to release grades manually at a later time.

Rubric points ordering

The Rubric points ordering section allows you to customize how the points in a rubric are ordered.

  1. Select Low to high to show rubric points from low to high.
  2. Select High to low to show rubric points from high to low.

Assessment categories

The Assessment categories section allows you to add, edit, and delete assessment categories.

The default categories are Homework, Lab, Participation, Quiz, and Test.
  1. Select a category and click Edit to edit a category.
  2. Select a category and click Delete to delete a category.
  3. Click + Add to add a new category.

Weight using categories

The Weight using categories section allows you to group assessments by category when calculating weights.

To enable grouping assessments by category:
  1. Select Group assessments by category when calculating weights.

Weighting scheme

The weighting scheme is used when calculating grades. You can select one of the follow options:

  1. Weight equally: Each assessment contributes an equal amount to the final grade/score.
  2. Weight by max score: Each assessment contributes to the final grade relative to its max score.
  3. Weight by points: Each assessment contributes to the final grade relative to its points, which is set in addition to its max score.
  4. Weight by percent: Each weighted assessment contributes a specified percent to the final grade, which is set in addition to its max score. The remaining assessments contribute an equal amount to the remaining percentage.

To learn more about weighting schemes, access the Grade calculation article. 














Grade display

In the Grade display section you can configure the following options:

  1. Round points: If enabled, points are rounded when they are displayed.
  2. Round percentages: If enabled, percentages are rounded when they are displayed.
  3. Display extra credit scores as points: If enabled, extra credit scores will always be displayed as points rather than applying the grading scale.
  4. Hide points from learners: If enabled, points are not displayed to learners.
  5. Hide percentages from learners: If enabled, percentages are not displayed to learners.
  6. Hide individual grades from learners: If enabled, individual grades are not displayed to learners.
  7. Hide final grade from learners: If enabled, final grades are not displayed to learners.
  8. Hide percentage that each assessment is worth from learners: If enabled, the percent that each assessment is worth is not displayed to learners.
  9. Display score summary on landing page: If enabled, the learner's grade summary will display in the upper-right of their course landing page.
    1. Please note that this option is only available if grades are enabled for the course and the final grade and assessment points are displayed for the learner.
      • If you are hiding the final grade from the learner, the Result status will not be shown. If you have disabled grading scales for the course, the Result will display the total percent rather than a grade.
      • If you are hiding assessment points from the learner, the Scores status will not be shown.


  1. Display percent on learner dashboard: If enabled, the percent is displayed on the learner dashboard.

Grading periods

The Grading periods section area allows you to add, edit, and delete grading periods.

By default, there is a single grading period called 'Default' that starts on the first day of the course and is worth 100%.
  1. Select the grading period and click Edit to edit the grading period name, weight or start date.

Completion

The Completion tab allows you to customize the course's completion settings.

By default, courses are considered complete when all required modules are complete.
  1. Click Disable to remove automatic course completion when all required modules are complete.
  2. Click Enable to enable course completion when all required modules are complete. 

Additional completion requirements

You can add additional completion requirements based on optional module tags. This would require learners to complete all modules, plus the additional tagged modules, to complete the course. For example, you can require that two optional modules tagged with #medium must be completed, in addition to the required modules, for the course to be completed.

To tag the modules:
  1. Select a module.

  1. Select the Tags tab.
  2. Click add.

  1. Enter a tag. You can add as many tags as you like by typing a comma to separate them.
    1. To remove tags, click X on the tag.
  2. Click save.

  1. To return to the Completion settings, click the course Admin icon.
  2. Click Configure.
  3. Click the Completion tab.
  4. Click + Add requirement.

  1. Select the number of optional modules to complete.
  2. Type the Tag(s) you previously added to the module(s).

  1. Once you have added tags, click Save.
    1. Please note that if you enter more than one tag, then all the tags must be present on the module.

  1. You can add multiple additional requirements.
    1. Click Edit to edit the requirement.
    2. Click Remove to remove the requirement.
InfoIf you add more than one completion requirement, they all have to be satisfied for the course to be considered completed.

Sequencing

In the Sequencing section, you can configure the following options:

Require modules to be completed in order: If enabled, learners must complete modules in order.
Require sections to be completed in order: If enabled, learners must complete sections in order.

Auto-complete

In the Auto-complete section, you can configure the following options:
  1. Automatically complete a page section when it is visited: By default, when a learner visits a page section, it's automatically completed. You can override this default by deselecting this option.

If you deselect 'Automatically complete a page section when it is visited, learners will see a Complete and Continue button instead of Continue.

  1. Learners must click Complete and Continue to complete the page.

  1. Require video completion: Selecting this option requires learners to watch all the videos in a section in order for that section to be considered completed.
    1. Please note that this option applies specifically to the completion of the section where the videos are located. if the section is not required for course completion, learners will not have to watch the video to complete the course. To learn more, visit the Course completion article.

  1. Course autoplay - automatically proceed to next section when current video finishes: If enabled, this feature will automatically move learners to the next section when the current video is completed. It will also autoplay the video in the new section if present.
    1. Please note that this feature works independently of sequencing options, page auto-complete, and videos-are-required options.

Completion actions

In this section, you can add actions that will occur when the course is completed.

  1. Click + Add to add an action such as hiding or showing modules, awarding badges or certificates, sending a custom notification, and more.
For more details on completion actions, visit the Completion rules section of the Course completion article.

Notifications

In the Notifications section you can configure the following settings:

  1. Notify instructors of course completions: If enabled, instructors will be notified when learners complete the course.
  2. Notify managers of course completions: If enabled, managers will be notified when learners complete the course
  3. Notify administrators of course completions: If enabled, administrators will be notified when learners complete the course

Options

In the Option section you can configure the following setting:
  1. Disable awarding of certificates on completion: If enabled, learners will not receive a certificate of completion when they complete the course.

Catalog

The Catalog tab allows you to customize the how the course will appear in the Catalog. You can adjust the following feature settings:

  1. Publish?: If enabled, the course is published in the catalog.
  2. Display contact option instead of allowing purchase/enrollment?: If enabled, a contact option displays instead of a purchase or enrollment option.
  3. Include short description?: If enabled, you can include a short course description.
  4. Include long description?: If enabled, you can include a long course description.
  5. Include table of contents?: If enabled, you can include a table of content on the overview page of the course.
  6. Include child course?: If the course has child courses, this setting allows you to include the published child courses within the catalog page of the parent course.
  7. Include instructor/teacher?: If enabled, the instructor's name displays on the overview page of a course.
  8. Featured item?If enabled, the course will be featured in the Catalog right column.
    1. Note that the featured items list has to be enabled by an administrator.

Categories

The Categories section allows you to determine which categories the course should be included in.
  1. Click Edit categories to select course categories.
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*Please note if there is only one course in a catalog category, the category will have the same catalog image as the course. 

Visibility

The Visibility section allows you to define which users who can see the course in the Catalog.

  1. Click + Add to add a visibility filter.
  2. Select a field such as Name, Group, etc.
  3. Select a comparison operation such as equals or contains.
  4. Enter a value for the filter.
  5. Click Save.

SEO

The SEO section allows you to set the meta description and keywords for a catalog item.
  1. Click + Add.
  2. Add a meta description of the course's content that could appear in search engine results.
  3. Add Keywords, separated by commas.
  4. Click Save.
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Please note that course SEO metadata is copied when the course is copied.

Deactivation

Deactivation settings

The Deactivation tab allows you to configure various settings related to deactivation:
  1. Max days before learner is deactivated: You can set a max number of days for learners to access the course before they are deactivated. By default, this feature is disabled.
    1. Click Edit to set a maximum number of days before a learner is deactivated.
  2. Allow learners to be deactivated even if they have completed the course: This feature is associated with the 'Max days before learner is deactivated' feature. If enabled, a learner will be deactivated from the course after the max number of days from their enrollment date, even if they have completed the course. Learners who completed the course and are deactivated will be listed in both the Completed and Deactivated tabs of the course's Learners area.
      1. Please note that this option applies retroactively. If you have learners that enrolled in the course more than X days ago and they have completed the course, they will be deactivated.
  3. Allow deactivated learners to access the course: If enabled, deactivated learners can still access the course.
  4. Delete history on reactivation: If enabled, user history will be deleted if you reactivate the user.

If you enable deactivation, learners can view the number of days they have left in a course:

  1. Learners click their profile picture.
  2. Learners click the Enrolled tab.
  3. Days until deactivation will display in the Enrolled column.

Deactivation actions

If you enable 'Max days before a learner is deactivated', deactivation actions become available.
  1. By default, a deactivation action is automatically created that sends a canned message to learners/students when they are deactivated.

You can add additional deactivation actions that occur when the course is deactivated.

  1. Click + Add in the Deactivation actions section. 
  2. Use the tabs to select an action.

Deactivation countdown

To create a rule that occurs before deactivation:
  1. Click + Add rule in the Deactivation countdown section.
  2. Enter the number of days before deactivation for the rule to occur.

The Deactivation countdown rule displays. To add an action to the rule:

  1. Click + Add action in the Deactivation countdown: days left section.
    1. Note - you can add multiple actions to a Deactivation countdown rule.

  1. Use the tabs to browse all available actions.
    1. Tip: Notification actions are listed in the Other tab. 

  1. Best practice: If you are creating a canned message, using the @days_left variable in your message allows you to inform learners of exactly how many days they have left to complete the course.

Reactivating learners

To reactivate learners:
  1. Access the course or class.
  2. Click Learners/Students from the course/class navigation menu.
  3. Click the Deactivated tab.
  4. Select the learner(s).
  5. Click Reactivate.

Compliance

The Compliance tab allows you to designate a course as a Compliance course.

  1. Click + Require for Compliance to configure your course as a compliance course.
To learn more, access the Compliance article.

News feed

If enabled for your course, the News feed tab allows you to configure the news feed.
  1. Note - to access the News feed tab, you may need to click the button at the end of the visible tabs.
The following features can be configured on the News feed tab:
  1. Allow learners to post to news feed: If enabled, learners and students can post messages to the news feed.
  2. Allow comments on news feed announcements: If enabled, learners and students can post comments on news feed announcements.
  3. RSS feeds: If enabled, RSS feeds to be added to the news feed.

News feed actions

You can use automation to add actions that are triggered when users' post and/or reply on the News feed. 

To add actions:
  1. Click + Add in the Post actions or Reply actions sections.

The Add action pop-up displays.

  1. Use the tabs to view all available actions.
  2. Select an action to configure for your news feed.

E-commerce

If enabled, the E-commerce tab allows you to set the price for a course and create purchase actions.

  1. Click Edit price to add or edit a price.
    1. The course will be priced in the default currency.
    2. The default currency can be changed by an administrator.
    3. Please note that adding a $0 price triggers E-commerce and circumvents the 'Access Code Required' feature. This allows users to enroll in the course for free and without an access code.

Purchase actions

You can use automation to add actions that are triggered when a course is purchased. 

To add actions:
  1. Click + Add in the Purchase actions section.
  2. Use the tabs to view all available actions.
  3. Select an action and configure it for your course.

Coupons

The Coupons section displays any coupons available for the course. 

  1. The coupon name, code, dates, discount, frequency and max uses display.
    1. The code column displays the coupon code that a customer will enter when purchasing the course in order to receive the discount.
    2. The discount column displays the coupon discount.

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Note - only administrators can add or edit coupons.

More

The More tab allows you to customize miscellaneous settings, update the default video dimensions, and view LTI information.

Miscellaneous

The Miscellaneous section allows you to enable or disable multiple features.
  1. To-do list for learners: If enabled, leaners can view a to-do list for the course.
  2. Include links to uploaded files for learners?: If enabled, resources display a download link for learners. 
  3. Allow learners to add course groups: If enabled, learners can add groups at a course level.
    1. This option is ignored if course groups are not enabled.
  4. Allow learners to edit the resources area: If enabled, learners can upload and edit files in course resources.
  5. Allow learners to access course if course is archived: If enabled, learners can access archived courses.
  6. Prevent learners from submitting assessments and updating section progress after course completion: If enabled, learners cannot submit assessments or update section progress after they have completed a course.
  7. Allow messages and chat between learners during course hours: If enabled, learners can send messages and chat with fellow learners during the hours in the course schedule.
    1. This option is not available for self-paced courses.
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Additional features may display based on the setup of your platform and course.

Default video dimensions

The Default video dimensions section allows you to define the size of videos on a per-course basis.

  1. Click Edit to adjust the video dimensions.

  1. You can set the width and height using a percentage, a ratio or leave the field blank.
    1. Best practice: only set a width or a height. If you only set one dimension, the video will retain it's dimension ratio and will not be distorted.
  2. Click Save.

Once you set the default video dimension, all uploaded videos in the course will have the specified dimensions.

The default width/height setting is applied to plain videos embedded into HTML as well as videos added in a resources section.
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The default width/height setting for a course is supported by the sync system. If you are using templates, you can change the video dimension setting once in the template and then sync the setting to all courses based on that template.

LTI

LTI stands for Learning Tool Interoperability, which is a technical standard use to seamlessly integrate learning applications.

The LTI section displays the course LTI settings and information. 
  1. Automatically create accounts at LTI launch: This setting defaults to follow the portal setting. You can enable or disable this setting at the course level.
  2. LTI settings: The LTI settings display the consumer key, the consumer secret, and the Launch URL. This information is needed if you are embedding the course in another system using LTI.
  3. LTI 1.3 settings: The LTI 1.3 settings display the Target URL and the ability to update deep linking visibility. This information is needed if you are embedding the course in another system using LTI 1.3.




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