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How to Create a New Course?

You can create a new course to expand educational offerings and meet the changing needs of learners. Note that you can create/edit a course only with relevant user permissions.
1. Navigate to the Learning > Manage Courses > and click Course.
The M360 - Course List page is displayed.
 
2. Click New M360 - Course.
Note: You can also access the M360 - Course form by navigating to Learning > Manage Courses > Course and clicking New.
The M360 - Course form is displayed.
 
3. Enter/select the desired values in the various categories of the form. 
 For more information, refer to the following section:
 
4. Click Save.
The new course has been successfully created.
Note:
  • To view the course information in detail, navigate to the M360 - Course List page and click View in the row of the desired Course to view the detailed information.
 
The selected Course page is displayed.
 
  • To modify the course details, you can follow one of the methods below:
  • Click Edit within the course view page.
 
  • Click Edit in the desired course row within the M360 - Course List page.
 
 
Primary Information
The Primary Information section within the Course form allows you to enter/ select the essential course data in the associated fields.
 
Please refer to the table below for field names and descriptions:
Note: All the fields with an asterisk (*) are mandatory.
Fields
Description
CUSTOM FORM
Preferred options available to customize the Course form
 
By default, the M360 - Course Form is selected.
NAME
Name of the course
COURSE TYPE
Course type that triggers the inclusion of the default values associated with that course type such as notifications, image set, etc.
 
Note: You can customize the course type by clicking New from the dropdown list or the corresponding icon.  
 
For more information, refer to How to Setup a New Course Type?
STATUS
Current status of the course
 
The available statuses are 
  • Pending Activation - The course is being structured.
  • Active - The course is ready and operational.
  • Closed -  The course has been completed.
COURSE NUMBER
Unique identification number for the course assigned within your organization
INACTIVE
Deactivates this course
 
Course Information 
The Course Information section within the Course form allows you to enter/select the course details such as the course description, level, audience, language, pre-requites, duration, delivery format, etc.
Please refer to the table below for field names and descriptions.
 
Note: All the fields with an asterisk (*) are mandatory.
Fields
Description
DESCRIPTION
Concise description of the course displayed on the web page
AUDIENCE
Preferred target audience for the course
 
Note:  
  • You can select multiple options by holding down the Ctrl key while clicking.
  • You can add a target audience if it is not listed in the available options.  For more information, refer to How to Setup New Course Audience?
CATEGORY
Preferred target group for associating the course
 
Note:  
  • You can select multiple options by holding down the Ctrl key while clicking.
  • You can add a category if it is not listed in the available options.  For more information, refer to How to Setup a New Course Category?
LEVEL
Difficulty level of the course
DURATION
Period for the course completion
DELIVERY FORMAT
Method of presenting the course
 
The available delivery modes are
  • Virtual -  An online presentation of the course
  • In Person - A face-to-face presentation of the course, enabling actual interaction at a specified location
  • On Demand - A flexible feature allowing access to class materials and content for course completion
COURSE PREREQUISITES
Requirements that should be fulfilled before enrolling for the course
SKILLS GAINED
Specific knowledge or ability gained from the course
LANGUAGE
Language used for communicating the course content
AVAILABLE WITH CREDENTIALING PROGRAM ONLY
Whether or not to allow the availability of the course only with a credentialing program
ENABLE CLASS CREDIT
Whether or not to allow credit grants for the course
PRIMARY COURSE CREDIT
Primary credit grant type for the course
LMS ID
Unique identification code for the associated learning management system
SPONSOR
Sponsor associated with the course
 
Notifications
The Notifications section within the Course form allows you to set up the registration, cancellation, and other notifications for a course.
 
Please refer to the table below for field names and descriptions.
Note: All the fields with an asterisk (*) are mandatory.
Fields
Description
REGISTRATION NOTIFICATION
Notification sent out by default on course registration
 
Note: You can add a new registration notification if required.
 
For more information, refer to How to Add a New Notification.
CANCELLATION NOTIFICATION
Notification sent out by default on course cancellation
 
Note: You can add a new cancellation notification if required.
 
For more information, refer to How to Add a New Notification.
DISPLAY ON WEB
Whether or not to allow the notifications to be displayed on the web page
AUTO CREATE COURSE KIT ORDER
Whether or not to allow the creation of the course kit order automatically on course registration
COURSE CERTIFICATE TEMPLATE
Default template for course certification
 
Course Assignment
The Course Assignment section within the Course form allows you to define and describe the course, including its resources/ guidelines.
 
Please refer to the table below for field names and descriptions.
Note: All the fields with an asterisk (*) are mandatory.
Fields
Description
MEM360- COURSE ASSIGNMENT NAME
Name of the course assignment
DESCRIPTION
Concise description of the associated course assignment
RESOURCES
Resources associated to the course
SUBMISSION GUIDELINES
Essential instructions for course submission. 
 
Click Add after entering the required fields in the Course Assignment section to save the data and to add more course assignments.
 
Web Display Options
The Web Display Options section within the Course form enables you to configure the course information displayed on the web page when this course is selected.
 
Please refer to the table below for field names and descriptions:
Note: All the fields with an asterisk (*) are mandatory.
Fields
Description
OVERVIEW
Brief description consisting of key aspects and objectives of the course
WHAT YOU WILL LEARN
Details of the course content.
WHO IS THIS FOR
Intended target audience for the course
TAGLINE
Short attractive phrase describing the course
 
Finance
The Finance section within the Course form allows you to set the default values that impact the accounting of the course. 
The Default Values section within the Finance section allows you to configure the values for automatic application upon registering for the course.
 
Please refer to the table below for field names and descriptions:
Note: All the fields with an asterisk (*) are mandatory.
Fields
Description
CLASS REGISTRATION STATUS FOR ACCESS
Current registration status required to access the associated course for the class
CANCELLATION POLICY
Policy applicable by default when canceling the course
ITEM
Default NetSuite item for this course
ITEM DEFAULT
Default accounting values for calculating the default item value
TRANSACTION DEFAULT LINE
Default values set for transactions related to this course
WEB PROCESS FLOW
Process flow for the web related to this course
 
The COURSE KIT subsection within the Finance section allows you to configure the shipping method of the course kit and the discount applicable for the kit. 
Please refer to the table below for field names and descriptions.
Note: All the fields with an asterisk (*) are mandatory.
Field
Description
KIT SHIPPING METHOD
Default shipping method applicable to send the course kit
KIT DISCOUNT
Default discount setup for the course kit
 
Course Kit 
The COURSE KIT section on the Course form allows you to configure the items and their quantity to be included in the kit upon registering for the course.
 
Please refer to the table below for field names and descriptions.
Note: All the fields with an asterisk (*) are mandatory.
Field
Description
ITEM
Preferred NetSuite item automatically added to this course kit
QUANTITY
Total number of the selected item automatically added to the default discount setup for the course kit
 
Click Add after entering the required fields in the Course Kit section to save the data and add more items. 
 
Classes
The Classes section of the Course form is accessible only in the Edit or View format of the form.
A course can be configured to have no class, a single class, or many classes.
 
You can create a new class or edit the existing classes for a course.  For more information, refer to How to Create a Class?
 
Course Pricing
The Course Pricing section provides information about the cost or fees established on the associated course. You can configure the required course fees for the learners to participate based on the type of class.
 
Course Credit
The Course Credit section within the Course form enables you to view and configure the numerical value assigned to a course to quantify the learner’s successful course completion, thus, allowing the progress of the learner to be tracked through the accumulated credit points.  
 
Note:  
  • The Course Credit is accessible only in the Edit or View format of the form.
  • The Credit points vary for different accrediting bodies for the same course.
  • A new course credit can be added by clicking New-M360 - Course Credit.  
 
The Course Credit form is displayed, allowing you to enter/select the required values in the fields.
 
Please refer to the table below for field names and field descriptions.
Note: All fields with an asterisk (*) are mandatory.
Field
Description
CUSTOM FORM
Preferred options available to customize the Course Credit form
 
By default, the M360 - Course Credit Form is selected.
INACTIVE
Deactivates this course credit
COURSE
Course name automatically populated from the associated course
CREDIT TYPE
Type of credit given for measuring and recognizing learning on completion of the course
 
Note: You can add new credit types if it is unavailable in the Credit type options.  
 
For more information, refer to How to Add New Credit Type?
CREDIT TYPE ABBREVIATION
Associated abbreviation for the credit type is automatically populated from the selected CREDIT TYPE
CREDIT DESCRIPTION
Description of the credit
ACCREDITING BODY
Accrediting body auto-populated from the selected CREDIT TYPE
CREDIT UNITS
Number of units awarded upon completion of the course.
CREDIT TPYE UNITS
Unit type for the credit points in the course
 
This is auto-populated.
VALID FOR MONTHS
Duration of the validity for the course credit points
 
Course Curriculum
The Course Curriculum section within the Course form allows you to outline the content and learning objectives of the educational course.
 
Note: The Course Curriculum section is accessible only in the Edit or View format of the form.
You can add a new Course Curriculum by clicking New M360 - Course Curriculum, or update an existing curriculum if needed by clicking Edit in its row. 
The Course Curriculum form is displayed.
 
Please refer to the following table for field names and their description.
Field
Description
CUSTOM FORM
Preferred options available to customize the Membership form
 
By default, the M360-Course Curriculum Form is selected.
INACTIVE
Deactivate this course curriculum
COURSE
Associated course for the curriculum established
MODULE
Course unit associated with the curriculum
DESCRIPTION
Concise description of the curriculum details
 
Tests
The Tests section within the Course form allows you to configure the tests to be completed for assessing the understanding of the learners and for course certification purposes. 
For more information, refer to Tests.
 
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