Skip to main content
Tax Courses
Search
Search Tax and Accounting Professionals Learning Center Support Help and Support.

This article applies to:

  • Product: Tax Professionals Learning Center

Create an Instructor Led Training (ILT) Classroom course

An Instructor Led Training (ILT) or classroom course is an in-person course. You can create a course on this learning platform so your users can see the agenda and location, enroll in sessions, and access training material. Adding classroom courses also lets the administrator to monitor course attendance and manage the waitlist.

Create a classroom course

  1. Sign in as an Administrator and select the gear to open the Admin menu.
  2. Select
    Course Management
    .
  3. Select Add .
  4. Select
    New Course
    .
  5. Add your information:
    • 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 and a numeric code, like ABC100.
    • Course type: Choose
      Classroom Course
      . You can't change the course type after creating the course.
    • 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.
  6. Select
    Create and Edit
     to save.

Add course sessions

Now that you've created your Classroom course, you'll want to add at least 1 session.
  1. From within the course, select
    Sessions and Enrollments
    .
  2. Select
    New Session
    .
  3. If there will be more than 1 session, enter a session number in the
    Code
     field, like 1, 2, or 3.
  4. In the
    Name
     field, either:
    • Enter the course name if there will only be 1 session
    • Enter a unique session name if there will be more than 1 session. This will help differentiate sessions from each other.
  5. Enter the classroom capacity in the
    Maximum enrollments
     field. Don't forget to add one for your instructor. For example, if your classroom has 30 seats, enter 31.
  6. The rest of the fields on this screen are optional, so enter any additional information if necessary
  7. Select
    Session Date(s)
    .
  8. Select
    ADD
     and choose the date from the calendar. You can't enter dates in this field.
  9. Enter the session time in military time and include a break time, if any. Pay attention to the time zone and change, if necessary.
  10. Choose your
    Location
     and
    Classroom
    . If you don't see your locations and/or classroom, you'll need to add it to your Classroom Locations list.
  11. Select
    CREATE SESSION DATE
    .
  12. If your session (not course) has multiple parts, select
    MAKE A COPY
     to add the additional dates, times, and locations for the other parts of your session. Otherwise select
    SAVE CHANGES
     to create your session.

Add course settings

Once you've created a Classroom course, you'll want to add course settings.
From within the course, select
Advanced Properties
.  While it is best practice to review all settings for your course, the following settings are some we recommend for a classroom course.
  • Self-unenrollment: Select
    Details
     and clear the
    Allow self-unenrollment from the course even if the learner has completed it
     checkbox. If you leave this marked and a user unenrolls from the course, they will lose access to any training materials and certificate and reporting information won't be accurate.
  • Waiting List: Select
    Catalog Options
     and review your waitlist settings.
  • Course Enrollment Link: Select
    Social & Rating
     and mark the
    Enable enrollment links for this course
     checkbox. This way, you can get a copy of the enrollment link to share with your users so they can self-enroll.
  • NASBA fields: Select
    Additional Fields
    and complete in accordance with the NASBA standards.
  • Accreditation info: If you need to give a certificate, select
    Additional Fields
     and complete the
    Accreditation info
    .
Once you've set your Advanced Settings, select
Save Changes
.

Add training materials

You can add training materials like 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
.

Enroll users into sessions

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