Assigned Courses

Publish a Course

Learn how to publish a course, enroll learners, manage assignments, configure reminders, and review course activity in KREDO.

Once a course is finalized, admins can publish it and make it available to learners. Before publishing, you can configure enrollment, scheduling, reminders, and other course settings.

Publish a Course

  1. From the Manager Dashboard, select Courses from the left navigation panel.
  2. On the Courses page, select the More icon (three dots) on the relevant course tile.
  3. Select General.
    The Course General Settings page opens.
    You can also publish a course directly from the Course Authoring page by selecting Publish. Selecting Publish also saves the course.

General Settings

Use the General section to configure how the course is made available to learners.

Enable Public

Enable Public to make the course available for self-enrollment.

When enabled, select who can access the course:

  • All — Makes the course available to all active users.
  • Groups — Makes the course available to selected user groups.
  • Role — Makes the course available to selected roles.
  • Job Role — Makes the course available to selected job roles.
  • Job Levels — Makes the course available to selected job levels.

Learners can find the course under Open Courses and self-enroll when permitted.

QR Code

Use the QR Code option to download a QR code for the course. You can share the QR code with users so they can scan it to access the course.

Map the Course

You can map the course to 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

You can copy the course URL and share it with relevant users for review and feedback before publishing.

Select Save to apply the changes.

Set Reminders

You can configure reminders to notify assigned users before the course ends.

  1. Select Add Reminder.
  2. Configure the reminder as required.
  3. Select the green check mark to save the reminder.
  4. Select the Delete icon to remove a reminder.

Enroll Users

The Enroll Users section allows you to assign a course to individual users or groups of users.

You can enroll users based on:

  • Users
  • Groups
  • Job Levels
  • Job Role
  • Role
  • By Excel
  • All Users
  • Auto Enrollment

Enroll Individual Users or Groups

  1. Select the required users, groups, job levels, job roles, or roles.
  2. Select Schedule.
  3. In the Schedule a Course window, specify:
    • Start Date
    • Start Time
    • End Date
    • End Time

    The Start Date is mandatory.
  4. To prevent access after the course end date, enable Lock After End Date.
  5. Complete the scheduling as required.

Enroll Users Using Excel

You can use an Excel file to enroll multiple users.

  1. Under By Excel, select Download Sample Format.
  2. Download the Excel template in one of the supported formats:
    • .XLS
    • .XLSM
    • .XLSX
  3. Open the downloaded file and enter the required user details.
  4. Save the file.
  5. Select Choose File and upload the completed Excel file.
  6. Select the relevant action button to complete the enrollment.

Note: The Excel template is downloaded without user data. You can move the file to another location on your local system before completing it.

When uploading new rows together with existing Email/Username values, new users can be added while existing values may also be updated based on the information in the file.

Filter Users

Use the AND/OR Filters to refine the list of users before enrollment.

Filters can be applied to fields such as:

  • First Name
  • Joined
  • Last Login
  • Reporting Manager
  • DOJ
  • Other available fields

AND filters return users who meet all selected conditions.

OR filters return users who meet at least one selected condition.

You can also combine AND and OR conditions to create more specific results.

Select Apply to view the filtered users.

Enroll All Users

To enroll every user on the platform:

  1. Enable All Users.
  2. Select Schedule.

You can also select Publish All Filtered Users to select all users who match the applied filters and then select Schedule.

Auto Enrollment

Use Auto Enrollment to automatically enroll users when specific conditions are met.

  1. Select Auto Enrollment.
  2. Select Create Auto-Enroll.
  3. Under Select Enrollment To, choose when the automatic enrollment should occur:
    • New learner is added
    • Learner is added to a group
    • Learner is added to a role
    • Learner is added to a job role
    • Learner is added to a level
  4. Configure the relevant enrollment settings.

For a new learner, the enrollment period can be:

  • Immediate — Enrollment starts immediately after assignment.
  • Custom — Specify the start day and due-by values.

Assigned Users

The Assigned Users section displays users to whom the course has been assigned.

You can select assigned users and reschedule the course when required.

Reschedule a Course

  1. Select the relevant users.
  2. Select Reschedule.
  3. In the Reschedule window, specify the End Date and End Time.
    The End Date is mandatory.
  4. Select Update.

You can also select the More icon to enable Lock After End Date.

Note: Users enrolled through the Enroll Users section are not displayed under Assigned Users.

Unpublish

The Unpublish section allows you to remove course assignments from users, groups, job levels, job roles, or roles.

You can manage unpublishing for:

  • Users
  • Groups
  • Job Levels
  • Job Roles
  • Roles
  • By Excel

Select the required users or other assignments and select Unpublish.

To remove the course from all assigned users, select Unpublish All.

Unpublish Using Excel

You can use an Excel file to unpublish courses in bulk.

  1. Under By Excel, select Download Sample Format.
  2. Download the Excel template in .XLS, .XLSM, or .XLSX format.
  3. Enter the required details and save the file.
  4. Select Choose File and upload the completed file.
  5. Select Unpublish to complete the action.

The available filters are the same as those used when publishing courses.

Unpublish File Columns

The unpublish Excel file includes the following columns:

ColumnDescription
NameDisplays the full name of the learner.
EmailDisplays the email address associated with the learner's account.
GroupsDisplays the user group assigned to the learner.

Memory Booster

You can add a Memory Booster to a course to help reinforce learning content.

  1. Select Create Memory Booster.
  2. Under On Course, select:
    • Completion
    • End Date
  3. Under After, select when the memory booster should be displayed.
  4. Under Repeat Every, select the required frequency:
    • Never
    • Day
    • Week
    • Month
    • Year
    • 3 Months
    • 6 Months
    • 9 Months
  5. Under Display, select the required content type:
    • Document
    • Web Link
    • Memory Booster
  6. Configure the selected display type:
    • Document — Select Upload, choose the document, and select Open.
    • Web Link — Enter the web URL.
    • Memory Booster — Select the required memory booster.
  7. Select the check mark to save the memory booster.
  8. To remove it, select the Delete icon.

Memory Booster with AI

Memory Booster Using AI automatically generates memory booster content based on the course content.

Note: The Memory Booster Using AI feature is available only to customers who have opted for this add-on and may involve additional commercial costs.

Create a Memory Booster Using AI

  1. From the Courses page, select the More icon on the relevant course.
  2. Select General.
  3. In the course settings, select Memory Booster.
  4. Select Create Memory Booster.
  5. Under On Course, select Completion or End Date.
  6. Under After, select the required period:
    • A Day
    • A Week
    • 2 Weeks
    • A Month
    • 2 Months
    • 3 Months
    • 6 Months
  7. Under Display, select one of the available options:
    • Document
    • Web Link
    • Memory Booster

Generate a PDF Using AI

When Document is selected:

  1. Select Create a PDF Using AI.
  2. KREDO generates the memory booster as a PDF and attaches it to the upload section.
  3. Use the Pen icon to edit the memory booster or the Delete icon to remove it.
  4. Select the check mark to save it.
    A success message confirms that the memory booster was created.

Create a Course Using AI

When Memory Booster is selected as the display option:

  1. Select Create a Course Using AI.
  2. KREDO generates the AI-based memory booster.
  3. Select the Pen icon to edit it.
  4. Select the check mark to save it.
    A success message confirms that the memory booster was created.
  5. Select the Delete icon to remove the memory booster.

Logs

The Logs section records important course activity, including:

  • The user who created the course.
  • The user who updated the course.
  • The users to whom the course was published.
  • The users from whom the course was unpublished.

Share

Use the Share option to share a course with other users who have the Author or Manager role.

  1. Select the users with whom you want to share the course.
  2. Select Share.
    The selected users can access the course from their Courses page.
  3. Shared users can edit the course and access the available options under General.
    The Share option is not available to the users with whom the course has been shared.
  4. To remove access, select Unshare/Retract.

Localization

Use Localization to request a translation of the course from its base language.

  1. Open the Localization section.
  2. Select Request For Translation.

For more information, see Localization →.

For more information, see Auto Translate →.

Reviewer

Use the Reviewer option to request a review of a translated course.

  1. Open the Reviewer section.
  2. Select Request For Review.

For more information, see Translated Course Review →.

Reports

The Reports section provides statistics and activity information for the course.

Available options include:

  • Filters — Refine report data using one or more conditions.
  • Notify — Send notifications to learners who have not started or completed the assigned course.
  • Export — Download the course report.
  • Schedule — Schedule reports for automatic delivery.

Notify Learners

  1. Select the required learner or learners.
  2. Select Notify.
  3. In the Create Notification window, select Create to send the notification.

Schedule Reports

  1. Select Schedule.
  2. Enable Schedule.
  3. Configure the report frequency and other available settings.
  4. Select Save.

Scheduled reports can help admins, managers, and authors receive course information automatically.

Course Report Information

Course reports can include:

  • Completion Status
  • Total Assigned Users
  • Total Attempts
  • Total Likes
  • Average Time Spent
  • Total Points Scored
  • Total Views
  • Completion Timestamp

Feedback

The Feedback section allows admins to view feedback and ratings submitted by users who have access to or have completed the course.

Select Refresh to update the feedback and rating information.

Related Topics

← Back to Courses

Previewing a SCORM Course

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Managing a Published SCORM Course

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