Example of Managing a Live Course

The example below helps to set the context for how to set up and manage instructor-led training.

Let's follow Jamie as they set up the new hire orientations in Percipio.

1. Jamie wants their instructors to be able to manage the participant registration and waitlist for the training classes they teach. Jamie ensures each instructor has a Percipio user account with instructor privileges. They follow the add new instructor process to do this task.
2. So that learners can find and register for the new hire training, they must add it to a custom channel in the library. Jamie uses the custom channel option to create a New Hire Orientation channel within a custom area and subject specifically for HR.
   
   • Area: Akara HR
     
   • Subject: New to Akara
   • Channel: New Hire Orientation

     
     

3. Jamie has a list of all locations and classrooms where Akara holds training. These locations are both at Akara facilities and at area hotels and conference centers. Each location has specific rooms that Jamie uses regularly. Jamie keeps this list in Percipio.
   
   Jamie views their list to ensure both the location and classroom are listed and active.
   
   Because the orientation also has an online component, Jamie uses their online meeting application (Webex, Zoom, etc.) to create a meeting link and password for each training.
4. Jamie chooses to require the new hire's manager to approve their registration. They go to User Management and add the manager's Percipio user account in the Approval Manager field for each new user.
5. Jamie reviews their checklist to ensure they have all the information needed to add the training to Percipio. They follow the stepped process within Create Live Course.
   
   Step 1: Jamie enters the detail about the orientation including a course title, Welcome to Akara - New Hire Orientation, description, location, classroom and instructors. Jamie also specifies settings that dictate how learners interact with the course and each of its classes, such as allowing for self-registration and waitlisting if the course is full. See all settings available to Jamie.

Step 2: Jamie enters two classes under this one course title. For each class, they specify the dates and times required. A learner registers for one class.

They set up the November class for two days in a row, each day from 9:00 – 12:00 p.m.



They set up the December class setup for one day for 7 hours.




Within each class set up page, they also enter the online meeting URL. When learners find this live course, they see that it is offered at two different times, November and December. They register for the one class that works best for their schedule. To receive credit for the course, the learner should attend all days and times (or sessions) listed for the class they register for.

Step 3: Jamie reviews all the details they entered to ensure accuracy.

Step 4: Jamie publishes the live course so they can add it to their custom channel.

6. So that learners can find and register for a class, they add the live course to the New Hire Orientation custom channel . They do this from an option that appears immediately after the fourth step in the Create Live Course process.
7. New hires can search or browse the library to find Jamie's course: Welcome to Akara - New Hire Orientation. They see it under the Attend tab when viewing it in their custom channel.

   Once a new hire clicks on the Welcome to Akara - New Hire Orientation course, they see the course title and description, a list of available dates, times, and locations (classes), and an option to register for the class that best meets their schedule.

   

   After new hires click to Register for the class that meets their schedule, Percipio sends a confirmation email with a calendar invitation. The registered class shows in their Activity list.

8. Jamie or their instructors can manage the class registrations and waitlist. They do this using the roster.
9. Their instructors teach the class.
10. After the class date has passed, Jamie or their instructors need to mark the class complete and give scores so that the new hires see the completion in their Learning Activity.

If you are ready to create your own live course, start by answering these questions (if you are new to Live Course) or reviewing the abbreviated checklist.