Live Course Checklist

These are the items you need to create your live course. The more detail you add, the more informed learners are and the easier it is to manage later. If you do not have all the information available, you can add any non-required items after you publish. Items marked with an asterisk (*) are required.

blue check mark icon *Course title A title for the course. The words you use here also become keywords for searching.
blue check mark icon *Course description A description of what the user can expect to learn.
blue check mark icon *Course image

An image that displays to learners who find the course through search or through browsing the library.

You can also specify Alt text to be read by screen readers if your image contains important text or content.
blue check mark icon *Content language If learners change their Percipio site language, they only see the live courses created in this language.
blue check mark icon *Estimated class duration The number of hours and minutes a learner can expect to spend attending the class.
blue check mark icon *Content Source Identify where the content comes from such as a vendor, department, or person.

You can use this value to filter reports. If you do not know what to specify, use the Organization name you defined in Settings.
blue check mark icon *Dates and times offered

Every live course must have at least one date and time that it meets; this is called a class.

You can specify a past date.

blue check mark icon Additional information specific to the course Any instructions, directions, prerequisites, or costs associated with the course.
blue check mark icon Additional content discovery details Specify expertise level and technology information like a title or version. These help learners find your course when searching.
blue check mark icon Registration approval

Decide if an admin or managers need to approve a learner's request to register for a class.

If you require managers to approve registrations, ensure users have an Approval Manager assigned for each user.
blue check mark icon Enrollment settings Decide on how learners interact with the course. By default, Percipio uses the following settings for a live course:
  • Self registration: Learners are allowed to self-register until the class start date
  • Waitlisting: If class capacity is reached, learners can join a wait list
  • Cancelation: Learners cannot cancel their own registration
  • Capacity: No minimum enrollment capacity is set

You can change these defaults to meet your course or class needs. View all enrollment settings.

blue check mark icon Location or URL Where the class takes place, in a physical location or online. If you do not have the physical location or online meeting URL available during initial set up, you can add it later.
blue check mark icon Instructor A Percipio user with instructor privileges who teaches the class and can manage the class roster. If you do not want the person teaching the class to have a Percipio user account, add their name to the Additional Information field when creating your live course.

If you do not know, you can specify this later.
blue check mark icon Course contact A person available to answer questions about the class or registration.
blue check mark icon Custom Channel If you do not add your live course to a custom channel, learners cannot find it through browsing or searching.