It may be necessary for catalog and course admins to change instructor-led training settings, update course information, add sessions and session groups, or delete the course. This can all be achieved via the Course management panel.
This article provides information about the settings and tools available from the Course management panel for instructor-led training.
Where to start
The Course management panel provides access to a range of tools related to the selected course. You can find the Course management panel in the following ways:
- In the LMS365 Admin Center > Training Management > select the relevant course. The Course management panel opens on the right-hand side of the LMS365 Admin Center.
- On the course home page, select the Course management link. The Course management panel opens on the right-hand side of the course home page.
Course management panel
The Course management panel for instructor-led training provides the following action links:
- View Course
- Edit course
- Manage Course Settings
- Manage People
- Email Learners
- Approve Enrollments
- Course progress
- Course reports
- Manage Rating
- Manage Course Content
- Course completion settings
- Manage Course Sessions
- Waiting List
- Request(s) for Sessions
- Create course copy (available for catalog admins only)
- Delete Course
The View Course action link redirects you to the course home page, where you can view how the course description, information, and content is presented to users.
The Edit course action link redirects you to the course configuration panel, opened on the Basic details section. This is where you can edit basic course settings and the banner image.
You can navigate between course sections to make relevant changes. You don't need to save changes when navigating between sections. Saving is necessary only before you close the course configuration panel.
After you've made the relevant changes, you can:
- Select Save to save changes and stay in course configuration mode, enabling you to make further changes.
- Select Save and close to save changes and close the course configuration panel.
Manage Course Settings
The Manage Course Settings action link redirects you to the Settings section of the course configuration panel. Here, you can introduce relevant changes to course settings.
When you edit the Certificate expiry settings, the new expiry date will be applied to certificates that will be awarded in the future. It won't influence the expiration date of previously issued certificates.
When you edit the Skill revocation settings, the new revocation date will be applied to skills that will be granted in the future. It won't influence the revocation date of previously granted skills.
The Skill revocation option inherits the certificate expiry date settings (if set). To set a specific revocation date for skills, disable the Certificate expiry option or configure it in such a way that it matches the settings you want to apply for skill revocation.
The Manage People action link redirects you to the People section of the course configuration panel. Here, you can manage the learners and admins of the course.
The Email Learners action link redirects you to the Email Learners panel. Here, you can see the learners who are enrolled in the course and send email messages to them.
You can filter the view to find the relevant learners:
- From the All statuses drop-down list, select the relevant option to filter the learners: Not started, In progress, and Completed. The default value is All statuses.
- From the All drop-down list, filter by Overdue or Not Overdue. The default value is All.
- Select any column title to sort the displayed information in alphabetical order (ascending A-Z or descending Z-A) or in numerical order (ascending or descending).
To send an email to learners:
1. From the list of enrolled learners on the Email Learners panel, select the relevant learners. To select all the learners, select the checkbox next to the Name column heading.
2. From the opened Actions panel, select Send Email Message. The Send Email Message panel opens.
If none of the selected learners have an email address registered with their account, the Send Email Message option is disabled.
3. On the Send Email Message panel, complete the Subject and Body fields.
In the Subject field, enter the subject of your email message, which will be displayed as the message title.
In the Body field, enter the text of the message. By default, the link to the course home page is included in the message body. You can edit or delete the default information.
4. Select Send to send the message.
If one or more of the selected learners don't have an email address registered for their account, a warning message informs you that the email won't be sent to them. In this case, you can Cancel or Confirm that you want to send the email to learners who have a registered email address.
Sending the same email to a large number of recipients can increase the risk of your message being rejected, or categorized as less important or even as junk email by email clients and spam filters.
If the email address of one or more learners is misspelled or doesn't exist, a warning email is sent to the connected email account, informing them that some of the selected learners won't receive the email.
The Approve Enrollments action link redirects you to the Approve Enrollments page, which shows all the enrollment requests for the course: pending approval, enrolled, rejected, and cancelled. By default, the Approve Enrollments panel opens with the Pending Approval enrollment requests preselected.
The Course progress action link redirects you to the course progress dashboard, where you can get an overview of learners' progress with the selected course. Here, you can download this information to your local device as a report.
The Course reports action link enables you to generate reports that provide data on engagement with course content packages, learning modules, and quizzes.
The Manage Rating action link redirects you to an overview of course ratings. Here, you can manage ratings and export this information to Excel.
Manage Course Content
The Manage Course Content action link redirects you to the Content section of the course configuration panel, where you can manage course content.
Find detailed information about how to create, manage, and get an overview of the course content in this article.
Course completion settings
The Course completion settings action link redirects you to the Course completion settings page. Here, you can manage the course completion sets of the selected course.
Find detailed information about how to create and manage course completion sets in this article.
Manage Course Sessions
The Manage Course Sessions action link redirects you to the Sessions section of the course configuration panel. From here, you can manage the standalone sessions and session groups of the course. Find detailed information about how to create, manage, and delete standalone sessions and session groups of the course in this article.
The Waiting List action link is available when the Waiting List option is toggled On in the course settings. The Waiting List action link redirects you to the Waiting List panel of the course, where you can see the number of course enrollment, standalone session, and session group requests. The view of the panel differs depending on the course enrollment type. Find more information about the waiting list option and managing users' requests in this article.
Request(s) for Sessions
The Request(s) for Sessions action link is available when the Request(s) for Sessions option is toggled On in the course settings. The Request(s) for Sessions action link redirects you to the Request(s) for Sessions panel of the course, where you can see requests from users related to the course, standalone sessions, and session groups. Find more information about how to manage users' requests in this article.
Create course copy
Required role: catalog admin.
With the Create course copy action, you can create a copy of an existing course within the current catalog.
This is particularly helpful if you manage a large number of courses and want to quickly create new courses that have similar settings but vary slightly in terms of content.
Find detailed information about how to create a copy of a course in this article.
To delete a course:
1. In the LMS365 Admin Center, select Training Management. The Training Management page opens, where you can see all the courses and training plans in the catalog.
2. On the Training Management page, select the course you want to delete.
3. On the opened Course management panel, select Delete Course. A confirmation message informs you that the course, as well as the learner and course admin groups of the course, will be deleted.
4. In the confirmation message, select the I am aware that this action cannot be undone checkbox then select Delete. To cancel the deletion, select Cancel.
When a course is deleted in LMS365:
- Its documents, files, and home page in SharePoint are moved to the SharePoint recycle bin and can be restored.
- The course itself and the associated SharePoint Learners, Administrators, and Owners groups are deleted and can't be restored.
- If the deleted course was part of a training plan, the course will be automatically removed from this training plan.