Creating a New Live Course

Percipio uses a stepped process to guide you through creating your live course. Before you begin, gather all required information using this checklist.

Enrollment settings, location, classrooms, and instructors can be specified for the course as the default for all its classes. If you have a class that does not follow the course settings, you can change them for just that class.

 

This video is part of the Percipio Certification: Admin Essentials Journey located on your Percipio site. You can earn a badge by completing the journey in Percipio.

Get started

1. To start the stepped process, from the left navigation bar, select Content, then Live Course (ILT).
2. If you have not already created locations, classrooms, and instructors, we recommend that you do that first.
3. Optionally, if you have not already created class attributes, we recommend that you do that first.
4. Then, do one of the following:
   • Click the Create Live Course button and follow the stepped process to create a new live course.
   • To create a new course from an existing one, from the Actions menu , select Copy and Edit and follow the step process to update the course details as needed.

5. At the end of each step, you can Cancel without saving changes, Save as draft to continue at a later time, or move onto the Next step.

Details for Each Step

Review the tips to understand key components for each step.

1. Describe your live course: In this step, specify the title and description of the live course; choose an image; specify duration and the language; and customize course enrollment settings, location, classroom and instructors.
   Tips for completing step 1

   • The words you choose for the title and description become keywords for searching.
   • Add an image.
   • Images should be in a 16x9 aspect ratio.
   • The recommended size for the image is 1920 x 1080px.
   • The file size must be 300k or less.
   • A .jpg format is preferred, but you can upload .jpg, .png, and .gif files.
   • If you do not have a custom image, you can select a royalty-free one from the image gallery or use the default Percipio image.
   • The Content source field is free-form text and required. Use this field to identify who created the course, or where it originated from for example, a vendor, or a department within your organization. Content source is used as a filter in reporting. Having a corporate-wide protocol defined for using this field helps ensure consistency across content creators. For example, you can use your Organization name to distinguish against a vendor-offered training.
   • Any enrollment settings, location, classroom, or instructors defined here are inherited by each class you add. If all or most of your classes use the same settings, specify them here. If you need to, you can change these settings for each class.
   • A description of default enrollment settings are here.
   • If you do not find the location or classroom in the pre-populated drop down list, you can click Add new from this page and follow instructions for managing locations and classrooms.
   • If you do not find the instructor in the pre-populated drop down list, you can click Add new instructor to add one. Your browser opens a new tab for you to create the instructor as a new Percipio user. When you are done, close the tab and return to the live course tab to continue. The instructor is added to your list for selection.
   • If you type a name in the instructor field, but that user does not have instructor privileges, you are prompted to give them privileges or pick a new instructor.
   • 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.
   • You can specify more than one instructor.
   • If you are offering the same live course in multiple languages, you must create a separate live course for each language and publish that language version to a channel created in that same language. You cannot add a live course created in one language to a channel of a different language.
   • Use the Additional information specific to the course field to enter details like cost, prerequisites, or instructions. These instructions appear to learners on the course landing page before registration and in confirmation emails.
   • Use the Additional content discovery details section to add more information around expertise level and technology to help learners find your course when searching and filtering.
   • If you choose registration approval:
     • All site admins receive notification when a learner requests approval for a class.
     • Only one site admin has to approve.
     • Learners get notified when you approve or deny their request.
     • This setting applies to all classes and cannot be changed for each individual class.
     • If you opt to allow managers to approve registrations, site admins can still approve a user's request. And if a user does not have an approval manager assigned, the site admin has to approve the request.
     • Approval managers can approve or deny registration requests from the Live Course Approval option in My Learning.
2. Add a class: In this step specify the time and place where learners attend your training. You can also change any settings inherited from the course.
   Tips for completing step 2

   • By default, the name of the class is: Course name: Class 1. You can change it to whatever you want with two exceptions: The class name cannot be the same as the course name; and the class name must be different from all other class names within the course.
   • A class can occur on one date or across several dates. For example, Akara runs a new hire orientation several times a year that is 6 hours long. To accommodate learner schedules, sometimes they offer it on two consecutive days for 3 hours each and sometimes they offer it all in one day.
   • If your class takes place on more than one day, the learner is expected to attend all days and times to receive credit.
   • The number you enter in Maximum capacity is used to calculate the status — Available - limited seats remaining— that learners see when only 10% of seats are still open for the class.
   • By default, enrollment settings, location, classroom, and instructors are populated with values from the course level. You can change any of these options for each specific class. For example, training always takes place at headquarters, but because of a remodel, the next class is being moved to another location; or the regular instructor is out on maternity leave, so a different instructor substitutes.
   • If your class has an online component, you must enter a URL (from an online meting tool like Webex or Zoom) so the learner can join online at the appropriate time. Optionally you can enter online instructions such as a password or breakout room identifier. Learners only see the URL and online instruction AFTER they register for a class.
   • You can add a class with past dates. This class does not appear in the Live Course Calendar and learners cannot register for it. Percipio sends no notifications about a class that is added with a past date. Only admins and instructors can register learners and complete the class giving credit to learners who attended.
   • The class dates and times you configure do not have to equal the course duration specified.
   • For every class, we recommend that you specify location, classroom, and instructor so when learners register they know where to go and who is teaching.
   • Use the Additional information field to enter details like cost, prerequisites, or instructions specific to the class. Information you add in this box displays to a user prior to registration.
   • Use Class attribute values to enter information that you want to track about the class. Class attributes do not display to the learner.
   • If a class date is less than 30 days out, learners can see a calendar banner on the home page. See live courses for learners for additional details on the learner interface and actions they can take.
   • If you added the course with other languages, don't forget to add the classes for each language.
3. Review course details: In this step, review all information for the course and each of its classes. If it is not as you want it, click the Edit button to make any changes to the course or its classes.
   Tips for completing step 3

   • If learners change their Percipio site language, they only see the live courses created in this language and published to channels created in that language.
4. Publish course: In this final step, you have the option to publish the course and its classes.
   Tips for completing step 4

   • After you click Publish the live course, it is ready to be added to a channel.
   • For learners to be able to find a live course and register for a class, you need to add it to a channel and publish the channel. The language of the live course must match the language of the channel.
   • When you click Add to Channel and choose a channel from the list, you need to click Add content from library, locate the new live course, and add it. Follow instructions here.
   • If you created a live course in multiple languages, you must add each live course language to a channel created in that language.
   • When learners are viewing the custom channel, they see live courses under the Attend tab.
   • If you choose not to add your live course to a custom channel that your learners can see, you can still register learners to a class. Learners will only be able to see the class from their Live Learning page, not from the calendar or the library browse and search.