External Training

To create an external training, fill in the following information.

  1. Click on the External Training option, on the Create a Course screen.
  2. Fill in the General Information and click on the Next button.
    Field Name Description
    Course Full Name* Enter a suitable name for the course.
    Course Short Name* Enter a short name for the course.
    Version* Enter the course version.
    Issue Certificate Click on the toggle switch to enable issuing the certificate.
    Course type* Select either Standard or Virtual Training.
    Course Catalog* Associate the course with a catalog by selecting a course catalog from the available list.
    Course Description Enter a brief description of the course.
    Credits Specify the number of credits awarded upon course completion.
    Training area Define the subject or domain the course focuses on (e.g., IT, Marketing, Finance).
    Training Schedule

    Choose one of the following options to determine when the learner will participate in the training.

    • Mixed
    • Work Hours
    • After work hours
    Type of training entity Enter a training entity name.
    Course code Enter an alphanumeric ID as the course's unique identifier.
    Estimated Time Provide an estimated completion time for the course.
    Course Description Provide a brief description of the course.
    Course Picture Upload a picture using drag and drop or manual upload functionality.
    Additional Fields

    Fill in the specified additional fields with the necessary details.

    Refer to the Additional Course Fields section for additional information.

  3. Fill in the User Enrollment information and click on Next.
    1. Select the required number of users by clicking the respective user’s name checkbox.
    2. Click on the +Add (number of selected users) Users > button.

    3. To remove the users from the list, click on the checkboxes and select the Remove button.
    4. To search for a particular user, enter the user’s name in the Search box.
    5. Click on Site Role (only for All user’s section), Study/Site (All), and Group filter dropdown to apply filters.
    6. Click on Next when the required number of users is added.

  4. On the Evidence Tracking screen, select any one of the options and click on the Next button.
    1. Learner Uploads Evidence
      1. Send Pending Task Email Notification
      2. eSign is Required
        1. Send Pending eSign Email Notification
    2. Learner is required to only eSign
      1. Send Pending eSign Email Notification
    3. Upload Evidence on Behalf of Learner
      1. eSign is Required
        1. Send Pending eSign Email Notification

  5. On the Completion Tracking screen, enable the following completion settings.
    1. Use Same Completion Date for All Users: By enabling this setting, the completion date will be the same for all the users added to the course. If this setting is disabled, a different completion date can be set for all the added users.

  6. On the Review and Confirm screen, verify all the initially entered information. Click on the Previous button to go back to the previous steps and make the required changes. Click on the Create Course button if all the information is correct.

  7. The Course Created screen displays the confirmation message. Click on the Return to Course Management button to view the course on the Course Management screen. Click on the View Course button to see the course page.

  8. Click on the hyperlink course name on the Course Management screen,

  9. Click on the Edit Details button to make changes to the course information prior to publishing.

  10. On the Edit Course form, make the required edits and click on the Save button.

  11. Click on the Publish button to publish the course.

    The Course Publish confirmation popup displays the success message and prompts users to click Return to Course Management or View Course.

  12. When users publish the course, the Draft status changes to Published.