***Before you get started creating Courses and adding your content, remember to update your Groups to include Training & Certification Module access.***

Creating Training Courses

To create a Training Course:

  1. Click on Training.
  2. Click New Course.
  3. Enter the Course details. (Course Name, Details, Permissions)
  4. Set the Course Availability.
  5. Set the Group Permissions.
  6. Click Save.

New Course Page

With the Training Course detail completed, the next step is to add Course Content.

Creating Course Content

To create a Course Lesson:

  1. Click on the Training Course name.
  2. Under Course Content click New.
  3. Select Lesson.
  4. Update the Name and details for the Lesson. 
  5. Click Save.

New Lesson Screen

With the Lesson created, the Course Content can be added.

Click into the Lesson to get to the Lesson details page:

  1. Click New.
  2. Select the content type that applies to your Training material.
  3. Name your Training and upload the corresponding material. 

New Lesson Content


To create a Course Quiz:

  1. From the Course Content screen.
  2. Click New under Course Content.
  3. Select Quiz.
  4. Name the Quiz and update the details.
  5. Add a passing score (percentage).
  6. Choose to randomize the order of the quiz questions and/or answers.
  7. Click Save.

New Quiz Screen

Click into the Quiz to get to the Quiz details page:

  1. Click Question to create a question.
  2. Click Add Answer to add additional options for multiple choice 
  3. Check the box (select only one) for the correct answer. 
  4. Click Save.
  5. Repeat until all Questions have been added.

New Questions Screen

With the Training Course Content and Quiz created, the Course can be published to Partners.

To Publish a Training Course:

  1. Select the Training Course by clicking the name.
  2. Click Actions at the top right.
  3. Click Set Publish Status: Published.

****If a yellow text box pops up something has not been completed, follow the instructions in the text box.****

Course Details Page

Next: Learn how to set up User and Organization Certifications