Creating a Document Type Course

 

Overview

It is sometimes necessary to treat a document as though it were a course and track whether a user has read the document. In this case, you can publish the document as a course. Since Documents cannot communicate with the Performance Center, you must designate the learner, the learner’s manager or both the learner and manager as being able to mark the course complete.

This document describes how to create a document type course in the Performance Center. 

Creating a Document Type Course

1. In Admin, go to Training > Manage Courses
2. Click New Course
3. On the New Course Options page, click Upload Files
4. On the Upload Course Files/Package page, click Create a new course root directory
5. In the Enter the new course root field enter a name for the course directory
6. Click Continue
7. Click Browse and search for and select your document
8. Click Upload. When the file upload completes, click Create New Course
9. On the General tab, fill out the necessary course details
10. On the Settings Tab, set the following:
    1. Change Course Type to “Document”. Note that the course root and URL are already filled out.
    2. If necessary, set options for marking course complete. Check Learner can set status if the learner should be able to mark themselves complete. Check Manager can set status if only the manager should be able to mark learners complete
11. On the Display tab, select the Image to be displayed for the course
12. On the Approvals tab, select the desired option for approvals
13. In addition to the above settings, make sure to set the Pricing, Equivalents, Prerequisites and any other applicable settings
14. Click Save

Updating a Document Type Course

1. In Admin, go to Training > Manage Courses
2. Search for and select the course you want to update
   
3. On the Settings tab, copy the root directory name from the Course Root field.  The root directory name is everything after the last slash in the root directory path.  
4. Go back to Training > Manage Course History and click New
5. On the New Course Options screen, click Upload Files
   
6. On the Upload Course Files/Package screen, click Upload to an existing course root directory
7. Select the course root directory from the list.  Use ctrl+f and paste in the root directory name you copied in step 3 to locate it faster
   
8. On the Upload Course screen, click Browse to select the file you want to upload and then click Upload
9. If the file you uploaded is the same name as the existing file, then you are done as it the upload will overwrite the existing file.  However, if you've uploaded a file with a new name, go back to Training > Manage Courses
10. Search for and select the course you're updating
11. On the Settings tab, in the URL field, enter the new file name
12. Click Save