Managing a course

Managing a course

Publishing and Unpublishing a course

In Zoho Learn, you can publish your courses to all the users in your hub or selected users. You can also choose to mandate admin approval for learners to enroll for courses that are open to everyone in the hub. 

To publish a course:
  1. Navigate to the course, then click Publish in the top-right corner.
  2. To publish the course to all hub users, select the Hub users radio button. If the users need admin approval to enroll in the course, switch the Need admin approval button ON.
  3. To only publish the course to users you've added, select the Invited learners only radio button.     

Courses will only be visible to your learners if they are published.

To unpublish a course:
  1. Navigate to the course, then click Unpublish in the top-right corner.

Publishing and unpublishing a lesson

For courses that are already published, you can create new lessons or edit existing lessons and publish them individually. New lessons created inside courses that are already published will be first saved as drafts. These lessons will be available for learners only after you publish them. 

To publish or republish a lesson:
  1. Navigate to the course, then go to the lesson you want to publish.
  2. Click Publish in the top-right corner.
  3. To reset the status of the learners in the course, select Reset course status for learners option. You can choose which learners' status you want to modify depending on their course status.
    1. To reset the status of all learners, select For all learners option.
    2. To reset the status of learners whose course status is in progress, select For learners who are in progress option.
  4. To notify learners about the newly published or republished lesson, select Notify learners option.

To unpublish a lesson:
  1. Navigate to the course, then go to the Lessons tab.
  2. Click the More Options icon () on the lesson. 
  3. Click Unpublish.

Editing lesson content

To edit a lesson:
  1. Navigate to the course, then go to the Lessons tab.
  2. Click the Edit Content button on the lesson.  

Deleting lessons and chapters

To delete a lesson:
  1. Navigate to the course, then go to the Lessons tab.
  2. Click the More Options icon () on the lesson. 
  3. Click Delete.


To delete a chapter:
  1. Navigate to the course, then go to the Lessons tab.
  2. Click the More Options icon () on the chapter.
  3. Click Delete.

Renaming a lesson

To rename a lesson:
  1. Navigate to the course, then go to the Lessons tab.
  2. Click the More Options icon () on the lesson.
  3. Click Rename.
  4. Provide the new name, then press Enter.

Previewing a course 

Course preview lets authors see how courses will appear to the learners.

To see a preview of a course:
  1. Navigate to the course.
  2. Click the Preview button in the top-right corner.

Creating an overview for a course

With course overview, you can give an introduction or a summary of the topics covered in a course. The information you provide in the overview will help users make the enrollment decision. 

To create an overview:
  1. Navigate to the course, then go to the Overview tab.
  2. Enter the overview for the course.

Adding resources to a course

Resources are reference materials that you can add to a course to support learning. These resources can be any major file type, excepting .exe.

To add resources:
  1. Navigate to the course, then go to the Resources section.
  2. Click Add.
  3. Choose the document from your device or from the cloud.

Adding tags to a course

To add tags:
  1. Navigate to the course, then go to the Tag section.
  2. Type the name of the tag, then press Enter.


To remove tags:
  1. Navigate to the course, then go to the Tag section.
  2. Click the Remove Tag icon on the tag.
To search courses with specific tags:
  1. Navigate to the course view and click the tag at the bottom of the course.
  2. Go to the Courses tab.
  3. Enter the tags with which you want to search.
  4. Click Match any of the tags option to list courses containing any of the searched tags.
  5. Click Match all tags option to list courses containing all searched tags.

Adding categories to a course

To add categories:
  1. Navigate to the course, then go to the Categories section.
  2. Select the category and the subcategory. 
To view the courses with a specific category:
  1. Navigate to the course preview and click the category above the course name.
Authors can only use the categories and subcategories that already exist in the hub. Only the hub admins can add new categories and subcategories to the hub.

Deleting a course

Deleting a course will delete all its lessons and chapters. The courses will no longer be visible to the learners after deletion.

To delete a course:
  1. Navigate to the course, then click the More options icon () in the top-right corner.
  2. Click Delete Course.

Setting drip schedule for a lesson

Drip schedule allows you to control the access of learners to your course content and plan the release of your lessons over a period of time. The content will be delivered in parts so that users don’t get it all at once. With drip schedule, you can set a schedule and release your lessons on specific dates. These lessons will be unavailable to the learners before the scheduled release date.



To set drip schedule:
  1. Navigate to the lesson, then click Edit.
  2. Click the Settings icon ().
  3. Enable Drip Schedule, then set the release date.
Drip schedule is available only in our Professional plan.

Enabling discussion board for a lesson

Discussion boards provide learners with an opportunity to connect with instructors and peers. Learners can raise questions and participate  in discussions in a lesson.

To enable discussion board:
  1. Navigate to the lesson, then click Edit.
  2. Click the Settings icon ().
  3. Enable Show Discussions.


Lesson discussions is available only in our Professional plan.

Previewing a lesson

Lesson preview lets authors see how lessons will appear to the learners.

To see a preview of the lesson:
  1. Navigate to the course, then go to the Lessons tab.
  2. Navigate to the lesson, then click the Edit button in the top-right corner.
  3. Click the Preview button in the top-right corner.

Managing co-authors in a course

After course creation, admins can add co-authors to build and manage your courses together. The co-authors can have one of the following privileges:

Instructor: The privileges of an instructor are:
  1. View lessons
  2. View lesson statistics and global reports
  3. Participate in discussions
  4. Evaluate assignments and quizzes
Contributor: In addition to the privileges of an instructor, a contributor can:
  1. Create and manage lessons and chapters
  2. Manage lesson settings
  3. Manage lesson resources
Admins: An admin can do everything an instructor and a contributor can, plus:
  1. Manage users
  2. Manage course settings
  3. Manage tags and categories
  4. Manage discussions
  5. Manage statistics and reports
  6. Edit course overview 
To add co-authors:
  1. Navigate to the course, then click Add co-authors in the Co-authors section.
  2. Select the users you want to add, then click Add


To change the privilege of co-authors:

When a co-author is added to a course, they will have contributor privilege by default. The admin of the course can change the privilege of the co-author.

To change the privilege:
  1. Navigate to the course, then go to the Co-authors section.
  2. Click the More Options icon () on the co-author.
  3. Select one of the privileges. 
To remove co-authors:
  1. Navigate to the course, then go to the Co-authors section.
  2. Click the More Options icon () on the co-author.
  3. Click Remove.
  1. The hub admins cannot access the courses created by other authors.
  2. After creating a course, the course authors can add users with admin permissions. These users will have all the privileges of the course author.
  3. Users who are added as co-authors cannot be added as learners.
Co-authors can be added only in one of our paid plans.
You can add a maximum of 3 co-authors in our Express plan.
You can add unlimited number of co-authors in our Professional plan.
Instructors can be added only in our Professional plan.

Course ratings & reviews

To view the ratings and reviews for your course:
  1. Navigate to the course, then go to Reports tab.
  2. Click Ratings in the top-left corner.
  3. To delete a rating, click the More Options icon () on the learner rating, then click Delete.

Cloning a course 

Course cloning helps you duplicate the contents of a course into a new course.

To clone a course:
  1. Navigate to the course, then click the More options icon () in the top-right corner and click Clone Course.
  2. Enter a name and description for your course.
  3. Click Clone















 

Building a brand for your course 

Build a brand and create a unique learning experience for learners with course branding. Customize your course by changing the color theme, course player navigation, and banner image.
 
To customize your course:
  1. Navigate to the course, then click Course Branding.
      
      2. To select a theme, go to the Themes section and pick a color theme from the palette.   
      3. To set a custom theme, click Custom in the Themes section, then select the Accent Color and Highlight Color.
      4. To control the contrast of the course view, select Dark or Light in the Course Player Navigation section.
      5. View the changes in the Preview section, then click Save in the top-right corner.


 
To set course banner:
  1. To add a banner image, click Upload Image in the Banner section, then choose the image from your device.
  2. To change the banner image, click Change Banner in the Banner section, then choose the image from your device.
  3. To remove the banner image, click Remove Banner in the Banner section.
  4. To show the banner in the sidebar, select Show in Sidebar in the Banner section.
  5. To change the overlay for the banner, set the Overlay in the Banner section.
  6. View the changes in the Preview section, then click Save in the top-right corner.
To set course thumbnail image:
The thumbnail image will be displayed on the course card in course list. The banner image for a course will be the thumbnail image by default.
  1. To change the thumbnail image, click Change Thumbnail in the Thumbnail section, then choose the image from your device.
  2. To remove the thumbnail image, click Remove Thumbnail in the Thumbnail section.



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