Create a webinar

Create a webinar course

Sign in as an Administrator and select the gear to open the Admin menu.
Select
Course Management
, then select the green plus (+) .
Select
New Course
and enter the following information:
Course Type: Choose
ILT (Classroom
or
Webinar)
for the course type. You won't be able to change the course type after the course is created.
Course code: This is optional but highly recommended. This will help you when you're searching for courses and generating reports. We recommend that you use your firm's initials followed by a unique numeric code.
Course Title: Enter a unique course title that is simple and easy to understand.
Description: Enter a description that will help users understand what they'll learn in this course.
Select
CREATE AND EDIT
to create your Webinar course.

Add course session

If you just created your course and are still in the course window, select
SESSIONS
.
Select the green plus (+) .
Select
New Session
and enter the following information.
Enter the session name in the
Name
field.
Enter the number of
Maximum enrollments
that you want to attend your session.
Enter the instructors that will be instructing every session. Don't add instructors if they aren't teaching all sessions. You'll add those instructors at the event level.
Choose
Manual
in the
Session Evaluation/Completion
section.
Select
CREATE AND EDIT
to create your session.
Go to
PROPERTIES
and enter the following information.
Use the
General
section to add things like
Code
,
Description
, and
Minimum Enrollments
.
Use the
Details
section to review and add session instructors and, if needed, set a
Self Enrollment Deadline
.
Use the
Additional Fields
section to turn on
Participation Tracking
. Select
Yes
to require learners to respond to attendance checks during the webinar. If they respond to a required number, they'll automatically be marked as complete for the webinar. You can also turn on
Newrow - Break Functionality
to automatically create breaks based on the webinar duration. You can control these breaks in the webinar room.You don't need to make a selection for
Custom Webinar Solution
.

Add events

Select
EVENTS & ATTENDANCE
.
Select the green plus (+) and choose
New Event
.
Enter the following:
An event
Name
.
Choose a
Date
.
If you'd like, enter an event
Description
.
Enter a
Start Time
.
Enter the
End Time
. Don't enter
Break Start Time
or
Break End Time
here.
Choose the
Time Zone
.
For the
Event Type
, choose
Venue
if it is a classroom event or
Video Conference Tool
for webinars.
If you selected
Video Conference Tool
, select the type of tool:
Video Conference Tool: xAPI tool.
oAuth Client: Optimus Accreditation.
xAPI URL: https://accreditationlaunch-app.opt.thomsonreuters.com/api/v1/oauth2/tincan/webcast?productId=CPL
Attendance Options or Collaboration Tool are optional.
Select
CONFIRM
to create your event.
Go to
EVENT & ATTENDANCE
and select the event you just created.
In the event's
PROPERTIES
tab:
Use
General
section to make modifications to what you set up in the steps earlier, and also set
Join Options
. You can choose
Display the join button before the event starts
for both learners and instructors, but note that the learners can't join before the instructor.Enter the time in HH:MM format and select
Save Changes
once complete.
Use the Details section to review the instructors assigned to the session or event, and add or remove instructors for this event only. Instructors that teach every event are added and removed at the session level, so you can only view those instructors here.
Select
SAVE CHANGES
.

Add course settings

Use the breadcrumbs to go back to the course, or find your course in the
Course Management
list from the Admin menu.
Select
PROPERTIES
.
There are 2 main sections:
General Settings
and
Advance Settings
. Each section contains various options. Select through each tab on the left to choose specific settings for your course, as necessary.

In the
Course Delivery Formats
field, select
Group Internet based (Webinar)
.
Select the sponsor from the
Program Provider (Sponsor)
field. What you choose here determines the certificate type issued for completion.
Select
Next
.
Select all regulators that apply in the
Jurisdictions
section and select
Next
.
For each applicable field of study, enter the total minutes or credits and select
Next
.
Answer the 4 questions as required and select
Next
.
Review and edit your accreditation info as needed and select
Update
to save,
Reset
to start over, or
Edit accreditation
to change the credits only.

Select the
Webcast Tool
from the dropdown menu.
Select
Meeting Experience
for a small interactive group under 500 participants, or select
Large Event
for a large live broadcast that will exceed 500 participants.
Choose the
Branch
.
Select
Confirm to Launch
. This button will change to a
Launch
button which will let you launch and enter the webcast room at any time.
When you're ready to configure your course, select
Launch
to launch the webcast tool
.

In the
Course Visibility in Catalogs
section, select
Show the course in internal catalogs only
or
Show the course only to enrolled learners
.
Choose an option in the
Course Self-Enrollment
section.
Choose an option for the
Catalog Enrollment Policy
.
We recommend not selecting the
Maximum Enrollment Quota
checkbox. The Maximum Enrollments will be set at the session level, not at the course.
Choose a
Waiting List
option.

Add training materials

Publish the course

Go to to the Properties tab of the course.
On the lower-right-hand corner you will see Status. The default after you first create it is set to
Under Maintenance
.
Select on it and switch the status to
Published
.
Select
SAVE CHANGES
.

Assign course to Catalogs and Learning Plans

Go to the
CATALOGS
tab within the course.
Select add .
Choose
Assign to Catalogs
or
Assign to Learning Plans
Assign to Catalogs: select the applicable catalog, then select
CONFIRM
.
Assign to Learning Plans: select the applicate learning plan, then select
CONFIRM
.

Enroll users in sessions

Once you've created a course and session(s), an Administrator can enroll users into sessions from the Courses section of the Admin menu .

Go to the
SESSIONS
tab within the course.
In the
ENROLLED USERS
column select Enrollments .
Select add.
Choose Enroll users.
Here you can choose from a list of
USERS
,
BRANCHES
or
GROUPS
.
Make your selection, then select
NEXT.
Choose whether to enroll users into the course or into the session.
I want to enroll users to the course
: the course will appear on the user's waitlist until they choose a session.
I want to enroll users to a session
: available sessions will appear in a list below once you select this.
Select
NEXT
.
Choose either Learner or Tutor for the
Level
and then select
NEXT
.
Select
CONFIRM
to complete the registration.