Publishing a SCORM Course
Once a SCORM course is ready, publish it to make the course available to learners. You can configure course visibility, enrollment, scheduling, auto-enrollment, and other settings before publishing.
Publish a SCORM Course
- From the Dashboard, select Courses.
- Locate the SCORM course you want to publish.
- Select the three dots (⋮) on the course and select General.
- The Course General Settings page opens.
Configure General Settings
Use the General section to configure how the SCORM course is made available to learners.
Enable Public Access
Enable Enable Public to make the course available for self-enrollment.
When enabled, the Self-Enrollment Configuration option becomes available. The course appears under Open Courses, where eligible learners can enroll themselves.
You can make the course available to:
- All – Makes the course available to every active user.
- Groups – Select the required groups from Select Groups.
- Role – Select the required roles from Select Role.
- Job Role – Select the required job roles from Select Job Role.
- Job Levels – Select the required job levels from Select Job Level.
Course QR Code
Use Course QR Code to provide learners with a quick way to access the course.
You can:
- Scan the QR code to open the course.
- Share the QR code with learners through email, chat, or printed materials.
- Select Download QR code to save the QR code for use in posters, brochures, or digital communications.
Course Mapping
Use Course Mapping to associate the SCORM course with specific job roles or job levels.
- Map the Job Role to the Course – Select one or more job roles.
- Map the Job Level to the Course – Select one or more job levels.
Course URL
Use Course URL to copy and share the direct URL of the SCORM course.
The URL can be shared with relevant users so they can access the course for review, provide feedback, or add ratings.
Set Reminders
Use Set Reminders to schedule reminders for assigned users before the course end date.
Enroll Users
Use Enroll Users to assign the SCORM course to individual users or groups of users.
You can enroll users based on:
- Users
- Groups
- Job Levels
- Job Roles
- Roles
- Excel (Bulk Enrollment)
All selection options support multi-select.
Enroll Individual Users
- Select the Users tab.
- Select one or more users.
- Select Schedule.
Enroll Groups
- Select the Groups tab.
- Select one or more groups.
- Select Schedule.
Enroll by Job Level
- Select the Job Levels tab.
- Select one or more job levels.
- Select Schedule.
Enroll by Job Role
- Select the Job Role tab.
- Select one or more job roles.
- Select Schedule.
Enroll by Role
- Select the Role tab.
- Select one or more system roles.
- Select Schedule.
Bulk Enrollment
Use By Excel (Bulk Enrollment) to enroll multiple users using an Excel file.
- Select Download Sample Format to download the Excel template.
- Use a supported format:
.XLS.XLSM.XLSX
- Open the downloaded file and review the required columns.
- Enter the required user details.
- Save the file.
- Select Choose File and upload the completed Excel file.
- Select the appropriate action to complete the bulk enrollment.
Note: If uploaded rows contain existing email or username values, the existing values are overwritten. New and updated records are processed together.
Filter Users
Use filters to narrow the list of users before enrollment.
Available fields include First Name, Joined Date, Last Login, Reporting Manager, DOJ, and other supported fields.
AND Filter
All selected conditions must be true.
Example:
First Name = John AND Joined = 2023
This displays users named John who joined in 2023.
OR Filter
Any one of the selected conditions can be true.
Example:
First Name = John OR First Name = Sarah
This displays users named John or Sarah.
Combine AND and OR Filters
You can combine conditions to create more specific results.
Example:
(First Name = John AND Joined = 2023) OR (Last Login = Last 7 days AND Reporting Manager = David Smith)
Select Apply to view the filtered results.
Enroll All Users
To enroll every active user on the platform:
- Enable All Users.
- Select Publish.
To enroll only users matching the applied filters:
- Select Publish All Filtered Users.
- Select Schedule.
Schedule a Course
After selecting the users to enroll:
- Select Schedule.
- Set the following details:
- Start Date – Required.
- Start Time
- End Date
- End Time
- Enable Lock After End Date if learners should no longer be able to access the course after the end date.
- Save the schedule.
Auto-Enrollment
Use Auto-Enrollment to automatically enroll learners when specific conditions are met.
- Select Add Auto-Enroll.
- Select an enrollment trigger.
- Configure the required options.
- Save the auto-enrollment settings.
Available triggers include:
- New learner is added
- Select Immediate or Custom enrollment.
- For Custom, specify the start day and due-by values.
- Learner is added to a group
- Select the required group.
- Learner is added to a role
- Select the required role.
- Learner is added to a job role
- Select the required job role.
- Learner is added to a level
- Select the required job level.
Learners who meet the configured conditions are automatically enrolled in the course.
Publish the Course
After configuring the enrollment and schedule settings, publish the SCORM course.
A success message confirms that the course has been successfully published and scheduled.
Assigned Users
Use Assigned Users to view users who have already been assigned the SCORM course.
Users listed under Assigned Users do not appear under Enroll Users.
The following information is available:
| Column | Description |
|---|---|
| Name | Displays the user's full name. |
| Displays the email address associated with the user's account. | |
| Groups | Displays the user's assigned group. |
| Assigned Date | Displays the date the course was assigned. |
| End Date | Displays the date by which the course is expected to be completed or will no longer be available. |
Reschedule an Assigned Course
- Select the users you want to reschedule.
- Select Reschedule.
- In the Reschedule window, select the End Date and End Time.
- Select Update.
Note: The End Date is required.
Lock a Course After the End Date
To prevent a user from accessing the course after the end date:
- Select the three dots (⋮) next to the user.
- Enable Lock After End Date.
Unpublish a SCORM Course
Use Unpublish to remove a published SCORM course from selected users or groups.
The following tabs are available:
- Users
- Groups
- Job Levels
- Job Roles
- Roles
Bulk Unpublish
You can use an Excel file to unpublish the course for multiple users.
- Select Download Sample Format.
- Download the Excel template in
.XLS,.XLSM, or.XLSXformat. - Open the template and review the required columns.
- Enter the required user details.
- Save the file.
- Select Choose File and upload the completed file.
- Select the appropriate action to complete the bulk unpublish process.
Note: Existing email or username values in uploaded rows can override existing values. New and updated records are processed together.
Complete Unpublishing
After selecting users through Users, Groups, Roles, Job Levels, Job Roles, Excel, or Filters:
- Select Unpublish to remove the course from the selected users.
- To remove the course from all assigned users, select Unpublish All.
Once unpublished, the SCORM course is no longer accessible to the selected users.
Memory Booster
Use Memory Booster to provide follow-up content that helps learners retain what they learned from the SCORM course.
Add a Memory Booster
- Select Create Memory Booster.
- In On Course, select when the memory booster should be triggered:
- A Day
- A Week
- 2 Weeks
- A Month
- 2 Months
- 3 Months
- In Display, select how the memory booster should be presented.
Available display types include:
- Document
- Select Upload.
- Browse to the document and select Open.
- Select Delete to remove the uploaded document.
- Web Link
- Enter the required web URL.
- Memory Booster
- Select an existing memory booster from the dropdown.
Select the check mark (✓) to save the memory booster.
To remove a memory booster, select Delete.
Logs
Use Logs to view the activity history of the SCORM course.
Logs include information about:
- The user who created the SCORM course.
- The user who last updated the SCORM course.
- The users to whom the SCORM course was published.
- The users from whom the SCORM course was unpublished.
Share a SCORM Course
Use Share to give other users with Admin, Author, or Manager roles access to help manage the SCORM course.
Share a Course
- Select Share.
- Select one or more users.
- Select Share.
The number of selected users is displayed in the sharing message.
Shared users can access the course from their Courses page and can edit the course settings and content.
Under General, shared users can access the available course options except Share.
Unshare a Course
To remove access from a shared user, select Unshare / Retract.
The Share table includes:
| Column | Description |
|---|---|
| Name | Displays the user's full name. |
| Displays the user's email address. | |
| Groups | Displays the user's assigned group. |
| Role | Displays the user's system role, such as Admin, Manager, Author, or Learner. |
Reports
Use Reports to view statistics and learner activity for the SCORM course.
Key Metrics
Reports include:
- Course Completion Status
- Total Assigned Users
- Total Attempts
- Total Likes
- Average Time Spent
- Total Views
- Completion Timestamp
Filter Reports
Use filters to refine the report based on criteria such as:
- City
- Country
- Group
- Published Date
- Status
AND Filter
All selected conditions must be met.
Example:
City = New York AND Country = USA
This displays users from New York, USA.
OR Filter
Any one of the selected conditions can be met.
Example:
City = London OR City = Paris
This displays users from either London or Paris.
You can also combine AND and OR conditions to create more specific filters.
Select Apply to view the filtered results.
Notify Learners
Use Notify to inform learners who have not started or completed the assigned course.
- Select one or more learners.
- Select Notify.
- In the Create Notification window, select Create.
Export Reports
Select Export to download the course report for offline review or sharing.
Schedule Reports
Admins, Managers, and Authors can schedule reports to receive them automatically.
- Select Schedule.
- Enable Schedule Reports.
- Select the required frequency and timing.
- Select Save.
For example, if a report is scheduled once a week and three times a day, the selected users receive the report three times on the scheduled day each week.
View More Details
Hover over the Views section and select View More to view additional learner information, including:
- Number of attempts
- Participation details
- Attempts made in the SCORM course
Feedback
Use Feedback to view ratings and comments submitted by learners who have accessed or completed the SCORM course.
Edit Feedback
- Select the Edit icon under Actions.
- Update the rating or feedback.
- Select Submit.
Delete Feedback
- Select the Delete icon under Actions.
- In the confirmation window, select Yes.
The Feedback table includes:
| Column | Description |
|---|---|
| Name | Displays the user's full name. |
| Displays the user's email address. | |
| Rating | Displays the star rating given for the SCORM course. |
| Feedback | Displays comments or observations shared by the user. |
| Actions | Provides options to edit or delete feedback. |
