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This article applies to:

  • Product: Tax Professionals Learning Center

Create an eLearning Course

An E-Learning course or Online Self-Study is a course that is completed by the learner independently in an online format. The course can contain videos, reading material, online interactive courses, and other training materials that are delivered without a webcast or in-person instructor.

Create an E-Learning 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 code: This is optional but highly recommended. This will help you when you are searching for courses and generating reports. We recommend that you use your firm's initials followed by a numeric code.
  • Course Type: Choose
    E-Learning
     for the course type. Once you enter this information and select
    CONFIRM
     you won't be able to change the course type.
  • Course Name: Enter a unique course name.
  • Description: Enter a description that will help users understand what they'll learn in this course.
  • Category Destination: select the location for your course within the platform.
Once you've entered your information, select
CREATE AND EDIT
 to create your E-Learning course.

Add Training Material

This is where you'll add the actual e-learning course file. You can add other training materials such as tests, surveys, presentations, and videos. To add training material, find your course in the Course Management list, select the course name, and select
Training Material
.

Add/Modify Course Settings

Once you've created an E-Learning course, you'll want to add course settings. If you've just created your course, select
Advanced Properties
. Otherwise, find your course in the
Course Management
 list, select the course name, and select
Advanced settings
.

Enroll users into the Course

Once you've created a course and added your training material(s), an Administrator can enroll users to the course from the Courses section of the Admin menu . You can enroll an individual user, a group of users, or an entire branch.

Assign course to Catalogs and Learning Plans

Assign course to Catalogs and/or a Learning Plan if you want users to find and enroll in this course by themselves. If you don't add courses to Catalogs or Learning Plans, only the users that you, as an Administrator, enroll into the course will be able to access it.