Overview of Course Bundle Settings

An Absorb LMS Course Bundle offers enrollment into a set of selected Courses. This article offers details for each of the sections on the Add/Edit Course Bundle page.

These instructions discuss a variety of course configuration options. For details about creating your first Course Bundle please refer to our documentation about Creating a Course Bundle.

On the Add/Edit Course Bundle page there are two ways to add, or navigate to the various Course Bundle Setting sections. The first is the Course Sections navigation bar at the top of the screen:

 

Clicking any button in the Course Sections navigation bar will first expand the section. If the section is already expanded, clicking the button will navigate to that section on the page. It is possible to Collapse all the Course Sections at once by clicking the Collapse All button:

 

Alternatively, at the bottom of the Add/Edit Course Bundle page is the Add More Course Settings section. Below this section are the Course Section buttons alongside small descriptions of what the section offers configuration options for. Clicking any of the Course Section buttons will expand the section on the page.

 

Each of the Course Section buttons will change depending on certain conditions. The color or style of a Course Section button indicates the following:

Course Section Description
Add Course Settings Gray Icon.png This section is not currently exposed on the form and does not contain any data and/or enabled settings.
Add Course Settings Blue Icon.png This section is currently exposed on the form, but does not contain any data and/or enabled settings.
Add Course Settings Gray Icon w Dot.png This section is not currently exposed on the form but does contain data and/or enabled settings.
Add Course Settings Blue Icon w Dot.png This section is currently exposed on the form and does contain data and/or enabled settings.
Add Course Settings Red Icon w Dot.png Errors exist in this section and will need to be addressed before the course can be published.

 

General

The General section contains configuration options related to base course information.

Setting Description
Status

A toggle that when clicked switches between INACTIVE and ACTIVE.

INACTIVE: This Course Bundle will not be visible to Learners.

ACTIVE: This Course Bundle will be visible to Learners.

Title

The name of the Course Bundle. The value entered into the Title field will be showcased to Learners and Admins.

There is a 450 character limit for this field.

Description

The Description is a summary of the Course Bundle itself. This information is presented to both Admin and Learner. A Learner will be able to view the Description when viewing the course in the Course Catalog.

There is no character limit for this field.

Language

Click the field to open a drop-down menu of different Languages. A course can only have a single Language applied. This section allows you to indicate what Language the content of the course will be provided in.
Tags

Click the field to open a drop-down menu of Admin created Tags. Applying Tags to a course allows for portal wide organization, or the grouping of similar courses together. Additional details are available here.

 

Courses

The Courses section contains the Courses this Course Bundle will enroll a Learner into.

This section contains the Add Courses button. Clicking the Add Courses button opens the Select Courses modal frame.

From the Select Courses modal frame, click the checkbox next to each Course you want a Learner to be enrolled into when they are enrolled into this Course Bundle.

The Choose button confirms the selected Courses. The Cancel button closes the Select Courses modal frame.

 

Enrollment Rules

Enrollment Rules allow you to manage who has access to the course and how they are accessing it. Additional details about configuring Enrollment Rules are located here.

Setting Description

Locked Department

When Enable Locked Departments for Courses is toggled ON in Portal Settings by a System Administrator the Locked Department setting will appear at the top of the Enrollment Rules section. When a Locked Department is selected, Course Availability and Administrator Visibility are restricted to that Department only.

More information about the Locked Department feature can be found here.

Allow Self Enrollment

Self Enrollment is a method of allowing access to a Course Bundle where the course will appear in the Course Catalog and may be enrolled into by the Learner. This setting has three selectable configurations:

Off: This Course Bundle is not available for Self Enrollment.

Specific: This Course Bundle is available for Self Enrollment so long as the Learner meets given requirements.

All Learners: Any User that is a Learner will be able to view this Course Bundle in their Course Catalog.

Enable Automatic Enrollment

Automatic Enrollment is a method of allowing access to an Course Bundle where a Learner will be enrolled by the system. This setting has three selectable configurations:

Off: This Course Bundle is not configured for Automatic Enrollment.

Specific: Learners will be Automatically Enrolled into this Course Bundle if they meet given requirements. Selecting this option will reveal the Add Rule button.

All Learners: Any Active User that is a Learner will be Automatically Enrolled into this Course Bundle.

Enable Manager Enrollment

This setting relates to the Manager ExperienceManager Enrollment allows a User with the Manager role to enroll Learners that they manage into this Course Bundle. This setting has three selectable configurations:

Off: This Course Bundle is not configured for Manager Enrollment.

Specific: Managers that are selected by name, Group or Department are allowed to enroll Learners they manage into this Course Bundle.

All Learners: All Managers will be able to enroll the Learners they manage into this Course Bundle.

Enable E-Commerce

 

The Enable E-Commerce toggle can be clicked to switch between OFF and ON. When turned ON you are presented with multiple options. Details about configuring E-Commerce on a course can be found here.

 

Availability

The Availability section contains settings related to the release of the course, and its expiration.

Setting Description

Access Date

Access Date determines when a Learner can Self-Enroll into the Course Bundle. This setting has two selectable configurations:

No Access Date: The Course Bundle does not have Self-Enrollment prevented by an Access Date.

Date: When selected the Access Date setting expands. You may enter the Date and Time you want Learners to be able to Self-Enroll into the Course Bundle.

Expiration

Expiration is a setting that when configured, will remove access from a Learner at, or after a certain period of time. This setting has three selectable configurations:

No Expiration: The Course Bundle does not expire. This is the default setting.

Time from enrollment: The Expire In setting will be revealed, allowing you to determine a period of time. After the period of time has passed based on the date of enrollment, the Course Bundle will expire.

Date: The Date Expires setting will be revealed, allowing you to specify an exact date that the Course Bundle will expire.

Prerequisites

The Prerequisites section allows you to determine specific requirements that the Learner must have achieved prior to accessing the content of, or enrolling into this Course Bundle.

Add Prerequisite

When you click the Add Prerequisite button a Prerequisite will be added to this section.

Under Name you can decide what this Prerequisite will be titled.

Requirement Type is a setting with three selectable configurations:

Complete Courses: If this configuration is selected, you will be required to select from the Courses drop-down the courses for this Prerequisite Rule.

Under Completion Type you may select whether all selected courses must be completed, or a certain number of the course.

Under Required Course Count you may enter a numerical value. This value is the number of courses from those selected above that must be completed to satisfy this Prerequisite Rule.

Valid Certificates: The Valid Certificates configuration is exactly the same as the Complete Courses configuration except it will only be satisfied if the selected courses are complete and the Course Certificate that was awarded has not expired. Do not select a course that does not award a Course Certificate

Competencies: The Competencies configuration allows you to select an existing Competency as the Prerequisite for this Course Bundle.

If you click the Add Competency button, a modal frame will expand that allows you to select from the current Competencies in your portal.

 

Catalog Visibility

The Catalog Visibility section contains configurable settings related to how the Course Bundle appears in the Course Catalog as seen by Learners.

Setting Description

Category

The Category section is a setting that allows you to select the relevant Course Category you want this Course Bundle to be sorted into. You can click Choose Category to expand the Select Category modal frame.

Additional details managing Categories can be found here.

Thumbnail

The Thumbnail is a setting where you can upload an image [229 x 173px] so that when the Course Bundle appears in a location such as the Course Catalog or My Courses page, the Learner will see this image above the Name of the course.

Thumbnail has two selectable configurations:

File: You may select the Choose File button to open the File Manager and upload/select a supported image file.

URLYou may enter a the URL of an image to the field.

Posters

The Poster is a setting where you can upload an image [1000x 300px and 10 MB] so that when the Course Bundle appears in a location such as the Course Catalog or My Courses page, the Learner will see this image above the Description of the course.

You may click the Add Poster button to expand the setting.

Poster has two selectable configurations:

File: You may select the Choose File button to open the File Manager and upload/select a supported image file.

URLYou may enter a the URL of an image to the field.

Featured Course

Featured Course is a toggle that when clicked switches between OFF and ON. This toggle relates to the Featured Course feature, details on this topic can be found here.

Enable Recommend Courses

Enable Recommend Courses is a toggle that when clicked switches between OFF and ON. Additional details about the Recommend Courses feature can be found here.

OFF: This course will not Recommend Courses.

ON: Enabling Recommended Courses helps promote other courses within your LMS. This is particularly helpful in an E-Commerce environment. The Tag feature is how you will identify these courses and group courses for these recommendations.

 

Course Administrators

The Course Administrator contains settings designed to help automatically filter courses visible on the Course Administration page, in reporting and when enrolling users into courses. 

Establishing Course Administrators helps other Admins focus on the training that is relevant to them, and not overwhelmed with all training content available within the system.

Setting Description

Course Visibility

Course Visibility determines if there are any restrictions related to which Administrators can view this course. Course Visibility has three selectable configurations:

All Admins: This course will be visible to all other Administrator users

Department: Limits the course's visibility to only those Administrators managing the specified Departments. The Department Visibility setting will be revealed as well as the Add Rule button.

If you click the Add Rule button you will be able to select a department (and all sub-departments if required). Administrators of the selected department will have visibility of this course while others will not. The Admins within these Departments will have the ability to view and modify the course, unless a Primary Department Editor and/or Additional Admin Editor is selected. If a Primary Department Editor and/or Additional Admin Editor is selected, then the Admins within this Department will only have View access to the Course Bundle.

If a Department was selected as a Locked Department under Enrollment Rules; the Locked Department will automatically be selected for Course Visibility.

Group: Only Administrators who manage the selected group(s) can view this course. The Group Visibility setting will be revealed as well as a drop-down menu. You can click the drop-down menu to select from a list of Groups in your Portal. The Admins within these Groups will have the ability to view and modify the course, unless a Primary Department Editor and/or Additional Admin Editor is selected. If a Primary Department Editor and/or Additional Admin Editor is selected, then the Admins within this Group will only have View access to the Course Bundle.

Primary Department Editor

Primary Department Editor is a setting that contains a field. You may click Select Department to open the Select Department modal frame and select a Department.

This setting will allow the Admins of the selected Department and/or their Sub Departments the ability to manage the selected course. These Admins will also require the View and Modify permissions.

If a Department selected as the Primary Department Editor is not selected in Department Visibility, the Admins will not be able to View the course.

When a Department is selected, the drop-down menu beside it may be clicked to switch between Single Department or Include All Sub-Departments.

Additional Admin Editors

Additional Admin Editors is a setting that contains a drop-down menu. You may click Choose to open the drop-down menu and select Administrators from the list.

The Additional Admin Editors selected will have the ability to manage this Course Bundle. These Admins will also need the View and Modify permissions.

If an Admin selected as an Additional Admin Editor is not included in the configuration of Department Visibility, the Admin will not be able to View the course.

 

Messages

The Messages section contains settings related to which emails are distributed by the Course Bundle, and what they say. Each of the Messages settings relates to Message Templates. More information about Message Templates can be found here.

Setting Description

Send Email Notification

Send Email Notification is a toggle that when clicked will switch between OFF and ON. It determines if the Course Bundle will produce and distribute Email Notifications.

OFF: Emails will not be distributed by this Course Bundle.

ON: Emails will be distributed by this Course Bundle.

Send Enrollment Email

Send Enrollment Email is a setting with a checkbox and the Use Custom Template toggle. If you click the checkbox, the Enrollment Email Message Template will be distributed to a Learner when they enroll into the Course Bundle.

If you toggle Use Custom Template to ON the Edit Template button will be revealed. If you click Edit Template a rich text editor will open that allows you to type a custom Message Template for this setting.

 

Attributes

Attributes is a section containing a variety of custom fields, largely used for reporting.

Setting Description

Audience

Audience is a text field where you can enter details that suit your use-case. This field is for Admins only.

Goals

Goals is a text field where you can enter details that suit your use-case. This field is for Admins only.

External ID

External ID is a text field where you can enter a value, often one that matches with a third party system or integration. This field is for Admins only.

Vendor

Vendor is a text field where you can enter details that suit your use-case. This field is for Admins only.

 

More

An optional section which offers access to Admin exclusive notes.

Setting Description

Notes

The Notes section is a rich text field where you can include information for Admins about the Course Bundle.

There is no character limit for this field.

 

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