Create and configure training and events

To create a new training, go to the “Courses and Events” tab in the “Administration” menu and then to the “Courses and Events” tab. Click on “New Course or Event” (or select from the list the training to be modified).

To create a new training course, you can only give it a title (section “General Information”) title, press the “Create” button at the bottom, and then come back to finalize the parameters. However, we advise you to complete all of the sections below before creation.

General information

The "General Information" tab is used in particular to manage the basic information of your training, as well as the information presented in the catalogue. You can also set the information for basic search filters, such as type, category or language.

Type: Select the type of training to link to your new training or event, this is the delivery mode. See Creating and Managing Types of Training for more information.

Titre *: chose a title for your training;
Language: indicate the language in which your training will be given. Training can only be given in one language (content). However, you can translate the presentation using « Multilingual » buttons.

Category: Select the category (or topic) to associate your training with. Please see Creating and Managing Catalogues for more information;
Keywords: enter keywords, separated by a comma or semicolon, for the “Search” field in the catalog;
Note: the search field of the catalog already performs the search in the training titles. Enter keywords that accurately represent your training activitiy and are not part of your training title;

	Detailed description in catalog: create the presentation of your training that will be displayed in the catalog. You can "use a template" and write your presentation from a predefined template.
Please see the article Create and manage text templates to learn more about this.

Short description in catalog: Enter a short description of your training or event. If you do not enter anything, the first 250 characters of your detailed presentation will be used in the training presentation;
Custom field: Complete the custom fields associated with your training, if applicable. Custom fields are complementary data that can be added to different components of the system and must first be created. Please refer to Creating and Managing Custom Fields.

Visual

	The “Visual” tab is used to define the background image of your training or event. Notifications from sessions or resources in this training will display this header image.
To create a new visual, click the “New Visual” button. Please refer to the article “Creating, Managing and Using Visuals” for more information on this topic. If not, select your visual:

Visual selection: among the visuals created for your organization, select the visual to associate with your training.

Registrations and catalogs

The “Registrations and Catalogues” tab defines who will be able to register for the training sessions, how and under what conditions

As discussed in Creating and Managing Catalogs, a user’s ability to view and register for catalog training is a marriage of parameters: the training must be in a catalog displayed to the user and the "Registration" and "Visibility in catalogues" must be configured consistently.
Note: these parameters have an influence on the ability of the user to register on his own for training. You can administratively register users at any time, which overrides these settings.

Status: select registration status, i.e. ability to view catalogue training and register independently;
Open for registration: users have the ability to view training in their catalog, Closed: the training is not displayed in the catalogue, so it is impossible to register, Open for a specific period: users have the ability to view the training in the catalog according to the date ranges that you can set.

Registration type: select the training registration mechanism;

Self registration: the user has the ability to register for the training on their own. More often than not, this is the choice to make,
Administrative registration: a message will advise the user that they are unable to register for the training and that they should contact the training administrators,
External registration: allows you to enter an external URL. At this point, the user who registers is redirected to an external site or another portal.

Authorization: define the authorizing training enrolment mechanism; Approved by an administrator: an administrator will need to approve the registration application, Automatic: the user will have access to the content once they have completed the registration requirements (e.g. payment).
Display the number of places available: if you set a maximum number of seats for a session, the number of available or remaining seats will be displayed to users who want to register for the training.

Note: The values in the “Default settings for new sessions” section will only apply to new sessions created. See the Default settings for New Sessions section of this article.
	Minimum registrations: set the minimum number of registrations to be obtained for the session to start. This option has no impact other than to allow the issuance of notifications or webhooks. Queue actions must be manually performed by an administrator;
Maximum registrations: set the maximum number of registrations to be obtained for the session to be complete. If the “Activate waiting list” option is enabled, additional registrations will be queued for this session. Reaching this limit also allows the issuance of notifications or webhooks. Queue actions must be manually performed by an administrator; Activate waiting list: define whether it is possible for users to register in a queue on a deemed “full” session.

Number of days the user has access to the content after registring (to not set a limit leave 0): define how many days after the user registering will he have the ability to access the session content;
Number of days the user has to complete the content after registring (to not set a limit leave 0): define how many days after the user registering will he have the ability to complete his session;

	Catalog visibility: select the visibility criterion of the training to the catalogues to which the training is associated;
Public – non-authenticated visitors: users who are not connected to the portal where the catalogue containing the training is displayed, as well as users with whom the catalogue is associated and who are authenticated, will see the training in the catalogue, Authenticated users: only users connected to the portal where the catalogue containing the training is displayed, as well as users with whom the catalogue is associated and who are authenticated, will see the training in the catalogue, Users associated to the catalog: only users with the catalog associated will see the catalog training once they will be authenticated, Hidden: the training is not displayed in the catalogue, although it is associated with it.
	Allow sharing on social networks: Provide the ability (preset display button) for users to share training on social networks.

Note: the option to share on social networks offers the ability to share a pre-formatted display of the training, but does not restrict the ability to share the training if it is deemed public.

Filters and attributes

The “Filters and attributes” tab allows you to associate attributes of custom filter groups with your training. Please see Creating and Managing Catalogues for more information on creating filter groups.

Filters and attributes: select the relevant attributes to search for your training in the Advanced Catalogue Search. As this option is fully customizable, filter groups and their attributes can vary greatly from one organization to another. Also, filter groups must be present on the portal where your training is displayed.

Administration

The “Administration” tab is used to define the service provider (or training provider), as well as the administrative branch, to identify which users will have the right to manage this training:

Associated provider: select the service provider providing the training. Please see Creating and Managing Service Providers for more information.

	Branches: Click “Add Branch” to add your training to another branch of the organization chart. Please see the article Managing the Organization Chart and its Branches for more information.
Note: the "Branches" section only appears once the training has been created.

Self-declaration

The “Self-Declaration” tab provides the ability to define a date range during which the completion of the training must have taken place during the self-declaration of accredited training. Please refer to Creating and Managing Training Regulations and Managing My Continuing Education Claim for more information about self-declarations.

	Minimum completion date set in a self-declaration: enter a date after which the self-reported training must have been completed;
Maximum colpletion date set in a self-declaration: enter a date by which the self-reported training must have been completed.

Grading and certificate

The “Rating and certification” tab is used to define the certification to be issued, if applicable, when completing a session, as well as the value of your training, which can be expressed in “Credits”, “Hours”, “UFC” or “UEC”. See the article Managing user folders and their nomenclature to learn how to modify this nomenclature.

	Number of accredited hours: define the value in “Credits”, “Hours”, “UFC” or “UEC” of the trainingde la formation; Certificate template: select the certification template to be issued, if applicable, for completion of a training session;
Note: the certificates are closely related to the service provider selected under the “Administration” tab. See Creating and Managing Certifications to learn more.

Pricing

The “Pricing” tab is used to define one or more pricing for registration with purchase for training sessions. The transaction will be conducted using the payment methods of the service provider selected under the "Administration" tab. Click the “Add Price” button.
Note: Pricing is one of the default values for new sessions Default settings for new sessions. IMPORTANT! The price paid by the registered user is the price of the session settings.

Label: enter a label identifying your rate. It will be visible in the catalog and during the transaction;
Price (0: free): set the registration fee for the session;

Restriction rule: select who the pricing applies to.

Note: The restriction rules are used to target which users, once authenticated, will apply the pricing at the time of purchase. For example, you could create a public rate, and a preferential rate targeting employees in your organisation. It is currently not possible to create your restriction rules independently. Please contact your sales advisor about this.

The “Taxes” section is used to define whether fees for registration transactions will be applied, as well as their application mechanism.

Activate taxes: define whether taxes will be applied to registration transactions;
Remote sessions: defines the session as given online, remotely,
On-site sessions: defines the session as being in attendance, in the room. You will need to define the city and province where the session takes place.

Note: The taxes on Lära LMS are applied in accordance with the spirit of the laws of Canada and Quebec, in that they are calculated on the basis of a marriage between the location of the user conducting the transaction (the billing address that he enters during the transaction) and the location of the service provider (set out in the service provider settings). Thus, if the session is deemed to be held remotely, the location of the buyer will be considered. If the session is deemed to take place in the presence, it is rather the location indicated under the “On-site Sessions” section that will be considered, since the user is deemed to travel to follow the transaction at the location of the service provider.

Forums

The “Forum” tab is used to enable or disable the discussion forum for all training sessions. It is however possible to limit the exchanges of participants to their session only;

Activate: define whether forums will be enabled for all training sessions; Allow participants to create threads: define whether participants will have the ability to create their own thread;
Sessions where they are registered: participants will only have access to discussions created in the session where they are registered, All sessions: participants will have access to all discussions created in all training sessions where they are registered.

	Discussions manager : select a role responsible for managing and moderating discussions. CAUTION: DO NOT name the “Learner” role as the discussion manager, otherwise participants will be able to edit other participants’ messages.
Click the “Create” button at the bottom of the page, or “Save and Finish”.

Default settings for new sessions

We have seen that under the “Registrations and Catalogs” tab there are “Default settings for new sessions”. These values are automatically reported to the new sessions created. The fees applied to the training follow this same principle.

What is important to understand is that the registration takes place on the session, so it is the parameters of the session that matter, not the “New Session Defaults” defined on the training. When you pressed the “Create” button when creating your training, a session was created automatically, and you were directed to it. This “new session” then borrowed the characteristics (default values and pricing) of the training. Each new session created from the “New Session” button at the training level will also borrow the default characteristics of the training.

Here is an analogy to illustrate this concept. Consider that the “Formation” is a parent, and that the session is her child. When the child is born to its mother, it inherits its characteristics (default values of the new sessions and pricing). In our example opposite, the mother’s brown hair was given to the child at birth.

Changing the characteristics of the mother after the fact will have no effect on the child already born. By changing the mother’s hair to blond, for example a little crazy, we would notice no effect on the child’s hair. It is the same principle with sessions already created: they become independent entities.

On the other hand, by creating a brand new session, this new session will inherit the current default values of the training. The blonde mother giving in this example birth to a blond child.

It is incumbent to repeat that what matters are the settings of the session, or the child. Users register at the session and these settings will be applied when registering. You can therefore change these parameters on the session, such as changing the price (child’s hair dyed in blue), for example, but this change will not apply on the training (mother with blond hair in the example opposite).

It is therefore preferable to set the session properly and duplicate it, rather than changing the default values on the training. By duplicating the session, it is as if you were “cloning” the child, copying exactly its characteristics. In our example, we have duplicated the session, the two sessions have exactly the same characteristics.
With this same principle, you can later modify the session settings, since once created, they are independent and have their own settings. Please see Create and Manage Sessions for more information about sessions, their creation, settings and duplication s pour en savoir plus au sujet des sessions, de leur création, de leurs paramètres et de leur duplication.

Additional tabs and options

	Once your training is created, or when you modify a training already created, several tabs are available at the training level (example below), in addition to the parameters we have just completed. These tabs offer different options at the training level.

Sessions

The “Sessions” tab of the training presents all the sessions of this training. You can also create new sessions, which will inherit the training defaults, that is, some of the settings in the “Settings” tab of the training.
You can also duplicate sessions and their content and perform several administrative actions using the “Options” column button on sessions. Please see Creating and Managing Sessions for more information about sessions, their creation, settings and duplication.

Registrations

	The “Registrations” tab presents a complete list of participants registered for all training sessions. You can also enter each session to view the list of participants. Please see Managing Training and Training Program Registrations for more information.
This is also where you can conduct administrative registration with or without payment and contact participants.

Waiting list

The “Waiting List” tab allows, when the waiting list is activated on one or more sessions, administrative management of the participants registered on the waiting list. Please see Managing Registration for Training and Training Programs.

Catalogs

The “Catalogs” tab allows you to add the training to one or more catalogues, to remove it or to consult the catalogues in which the training is displayed. Please see the article Creating and managing catalogs on this subject.

Equivalences

The "Equivalences" tab allows to define courses that are equivalent, meaning that the completion of two equivalent courses would not give the sum of the values of the two courses, but a partial value or a complete equivalence.

For example, if 30 hours of training were given in English (Training A) and French (Training B), the two courses could be equivalent to 30 hours. Thus, the user who would complete training A and B would have only 30 hours on file.

In our example below, the “Facilitate project management for IT projects”, which is worth 50 credits, is deemed to be equivalent to the “Facilitate project management (advanced training)” training, which is worth 90 credits.

(Mor to come)

Delete a training

To remove a training from your environment, go to the “Courses and Events” tab in the “Administration” menu, then to the “Courses and Events” sub-tab.

Click the Options button in the “Options” column of the training to be deleted and then click “Delete”.
Note: No session must be active for the training to be deleted.
IMPORTANT : This operation is irreversible.

To cancel active sessions, select the training you want to delete and go to the “Sessions” tab.
Click the “Cancel Session” button. Repeat this process for all sessions and then proceed to delete the training.

English

Introduction