Course Planner | Zoho Creator Marketplace

Course Planner

This app has been published in accordance with Marketplace review process. For pricing details, you can refer to this page.
  1. Category - Education
  2. Vendor - Zoho Corporation
  3. Pricing - Free

Overview

Manage and map courses faster! This handy course management application is designed to streamline and automate various tasks related to managing educational courses, such as designing, organizing, delivering, and evaluating them on a periodic basis. It provides a centralized platform for tutors, administrators, and learners to interact and access relevant course information. You can focus on ensuring that your learning objectives are met, the students are engaged, and results are achieved, while the application runs the show in the background.  With a handful of nifty automation and scheduling features thrown in, you'll never find yourself opening another spreadsheet again.

Who can use this application?

  1. Academic or training institutes can utilize this application to handle course interactions, especially for distance learning. This tutor-led training application does a fantastic job that supplements face-to-face classrooms!
  2. Instructors who are responsible for ensuring that employees at all levels in the corporation are up-to date with the responsibilities of their roles in the organization can use this application to train their employees.
  3. Training companies responsible for managing general training courses for their clients’ employees, such as onboarding or security compliance, can use this application to train them.

Key features 

  1. Optimize the efficiency and effectiveness of your tutor-led training by managing courses on the fly, with this multipurpose course mapping software.
  2. Gain complete visibility over the entire value chain—from enlisting tutors and enrolling students, to receiving and sending payments for courses and tutoring services.
  3. Enable your pupils to sign up for new courses, or unsubscribe from any they're already enrolled in, with the click of a button. 
  4. Eliminate pending payments and missed dues by directing users to payment gateways the minute they register for paid courses.
  5. Manage alerts and notifications for successful payments or payment failures.
  6. Enable email notifications for course updates and keep students and tutors in the know.
In addition to the above, you can also:
  1. Customize your application according to your brand, using application themes and custom logos.
  2. Download this application on your mobile and tablet devices and start using them immediately!

Application flow


Modules in this application

This application typically provides a user interface that allows you to manage all the courses you offer, store details of your students and tutors, see who's in charge of which course, and follow course payments until they're credited.

Dashboard

The extensive dashboard page consolidates data from different app components and displays an overview of the students enrolled, tutors available, courses open, payments received, and more. With a built-in graph displaying net revenue earned over time, you can conveniently keep track of money coming in from each course you offer. You can also track the students enrolled in each of your courses.

Users module

This module enables you to add details of students and tutors, such as personal, contact, educational, and employment information. It serves as the unified database that enables you to keep track of your active students and tutors.  
Based on the user type chosen (student or tutor), the application will be shared with the respective permissions configured.

Courses module

This module can be accessed by admins and tutors.
This module acts as a central repository where you can add and update the courses you offer including their code, category, type (free/paid), start and end dates, and much more.  After adding the course details, you can proceed to upload the required course materials. This allows for efficient retrieval of course information in one place.  You can also limit the participants per course and assign tutors to courses. 

Course materials module

This module can be accessed by admins and tutors.
This module enables you to maintain a database of your course materials. You can perform the following:
  1. Select the courses and upload the relevant materials along with the tutors' notes
  2. Add multiple topics related to a particular course and assign them to a section
  3. View and update the course materials as and when required

Tutoring Requests module

This module can be accessed by tutors to submit tutoring requests for the open courses that you offer. These requests will then be approved/rejected by the application admin. 

Course Payments module

This module can be accessed by super-admin, admins, and students (to view their respective course payments).
This module streamlines payments and helps eliminate the confusion of pending payments and missed dues. Upon registering for paid courses, students will be redirected to payment gateways. This way you can keep tabs on fees paid with detailed reports and manage alerts and notifications for successful payments or payment failures, push payment statuses to other reports, and more on the fly.

Tutors profile

This module can be accessed by admins and tutors.
This module enables tutors to view the list of open courses that are available and the ones they had applied for. They can also submit requests for such courses and after approval by the admin, tutors can check their applied courses in the My Courses report. Tutors can also view their personal details, a list of their ongoing courses, and their successful course payments in their personalized portal.

Students profile

This module cab be accessed by only students.
Students can subscribe to and access the available courses in this module. They will be redirected to the Course Subscription form for confirmation of the selected course. Upon successful confirmation, they will be further redirected to the payment form in case of a paid course. Students can also view their personal details, a list of their ongoing courses, and their successful course payments in their personalized portal.

Install the application

You can install the app from three locations:
  1. Zoho Creator App Deck
  2. Zoho Marketplace
  3. App Gallery
Installing the application from Zoho Marketplace is easy! Once you install it, the app can be set up and ready to use. You can explore the modules in the app, tweak the app to accommodate use cases specific to your business, and add, modify, and view data.

You can also add users and define roles and permissions, such as add, modify, delete, and view data, and map users to the permissions defined, allowing them limited or full access to your app.
  1. Go to Zoho Marketplace
  2. Scroll down to the Zoho Creator section and click View All.
  3. Select the Course Planner card and click Install.
The application will be installed on your device and you'll be ready to go!

Application Setup

This comprehensive course planner application enables you to manage all your course management needs. You can organize course information, provides access to course content, manage student enrolment, see who's in charge of which course and follow payments until they're credited. After installing the application, admin/super-admin can perform the following actions. 

Step 1: Navigate to the Users section
  1. Access the Enroll User form and add the details of your students and tutors.
  2. View and modify the details in the respective reports.
  1. The details of active tutors can be viewed in the Active Tutors reports.
  2. The details of active students can be viewed in the Active Students reports.
  3. As an admin, you can view the list of both students and tutors in the All Users report.
Step 2: Navigate to the Courses section
1. Access the Add Course form and enter your course details such as name, type, category, tutors, and so on.
Upon form submission, you'll be taken to the Add Course Material form in the Course Materials module.
2. View the status of courses, upcoming, ongoing, and completed, in the respective reports.

Step 3: Navigate to the Courses Materials module

1. Access the Add Course Material form, select the course and upload materials for multiple topics.
You can also access the Add Topic form and add the required topics. They will be available to select as a dropdown in the Add Course Material form.
2. View and manage your materials in the All Course Materials report.

Your app is now all set for use! 

Students and tutors can now access your application and do the following.
  1. Students can access their Student profile and apply for courses, view their ongoing courses, and much more.
  2. Tutors can access their Tutor profile and view their open courses, tutoring requests, and much more.

Automation

The app is fully equipped with automations to monitor and manage your courses efficiently and effortlessly. The workflows in the app are used to hide/show and enable/disable certain fields in the forms, trigger emails upon receiving tutoring requests, automatically change the status of courses, redirect to another form upon a form's submission, share/un-share forms and reports, and more. 

Sharing your application

You can share this app with users at your organization, defining roles and permissions so that users with specific roles have specific levels of access to the components of the app. Click here to learn how to share your app.

Note:
This application is optimized to be downloaded as an application on your mobile or tablet device.

If you wish to uninstall this application, you can do the following.
1. Navigate to Solutions and click the Course Planner application.
2. Hover over the card and click the ellipsis icon (three dots).
3. Click Delete
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