Activity 2: Creating & Configuring a Class

Transcription

1 Activity 2: Creating & Configuring a Class Key Concept A class can only be configured for a course with delivery type(s) already created in OLC. Class: The class is the actual service/product that learners register for. When you create a class for a course, you specify which delivery type it will use. The class then inherits information defined at the course and delivery type levels. Workflow Create/Define Class Activities Tab Assign Resources: Class Administrators & Rooms Related Info Tab Add Attachtments Policies Tab Setup No-Show or Cancelation Fees Notifications Tab Setup Notifications STEP ACCESS LEARNING ADMINISTRATION TO CREATE A NEW CLASS Create a New Class: Click Admin tab in the main navigation bar. In Admin Homepage displays, click Learning Admin link In the Top Learning Activities page, click the New Class link. 1/10

2 In the Based on Course field, click the Pick Course button to the right of the field. Enter the title of your course, click Search and Select it. In the Delivery Type drop-down list, select F2F delivery type. Note: You can only create classes for delivery types that have specifically been defined for the course. Click the Next button. DEFINE CLASS DETAILS Enter Class Details: Title: Inherited from the course. Course ID: Inherited from the course. 2/10

3 Class ID: Enter the same Course ID and your initials. Domain: Inherited from the course. Description: Enter "Example". Start Date: Click the Calendar icon and select the current date. Session Template: Click Create New Session Template. In the new window, click in Add New Session Template. Note: you can add as many sessions as needed. In the new pop-up window, enter a Start Date after the current date, Start Time: 09:00 am and End Time: 11:00 am, and Save. Repeat the 3/10

4 action to add another session. Once you finish adding the two sessions click Close. Notice that your session template has been created with two sessions. Click Finish. Duration time: It is populated after configuring the session template for the class. Location: Washington, DC is set as default. Note: you can use the Pick Location icon to search and select the location where the class will take place. Language: Enter English. Note: you can use the Pick Language icon to search another language, if you do not find the language you are looking for, go to the configuration page of your course and add languages. 4/10

5 Check the box This Class is available in all the active currencies in the system. Min. Count: Enter 2. Note: This number is for information only. The class will not be automatically canceled if the minimum count is not met. Max. Count: Enter 2. Note: Once the maximum count is met, any registrations are automatically added to the waitlist. Max. In Waitlist: Enter 2. Requires Evaluation: Select Yes. Note: this determines if you want learners to receive an evaluation or not. 5/10

6 MTM Evaluation Name: Select 1. WBG Staff Learning Evaluation Regular F2F. Activity Type: Select Workshop. Note: The drop down menu includes values carried over from old LMS, used in reporting. Answer the question Do you want to save this session template for future usage? Select NO. Note: The name of your class and Additional tabs will display at the top. A course deeplink is also generated only after the course is saved, scroll down to see it. ASSIGN RESOURCES: CLASS ADMINISTRATORS & ROOMS Assign a Class Administrator: Click Activities tab in the top menu of the Class Details. Scroll down to Resources, where you can add persons and rooms. Click Add Resource. 6/10

7 In the new window, select Person in the Resource Type field. In Purpose, select Class Administrator. Click in Next. In the new set of fields, it defaults the location to the same location of the class and it also defaults available resources. Click Search to see the list of available class administrators in Washington, DC. Select one of them and click Next. Click Done to finish. Note: If the resource has any type of schedule conflict the system will announce it, but you can still ignore it to continue. 7/10

8 Note: In this same manner you can add resources such as Rooms. SETUP NO-SHOW OR CANCELATION FEES Click Policies tab in the top menu of the Class Details. Note: In the Policies tab you can override rules that have been setup at a course level. For example, if there is a rule set up at a course level to not have manager approval required for registering, you can view and change that option here. Click Add Drop Policies and a new window will be opened. Select Charge Type: If you select Percentage the figure you enter relates to the course price. In this case, as your course does not have price we will Select Flat Rate. Enter 50 US Dollars in Drop Charge. Enter 2 in Day(s) before event starts to begin charging the fee 2 days before the start date of your learning activity. The fee will be automatically charged when a learner cancel his/her registration or, when a Catalog Builder or the Class Administrator assigned cancel a 8/10

9 learner registration, as long as this action is taken from 2 days before the event starts. To finish click Save. To enter a different fee after the start day of the event. Repeat the process configuring with different values: Click Add Drop Policies, select Flat Rate, enter 100 US Dollars in Drop Charge and 0 in Day(s) before event starts. To extend the period in which a Catalog Builder or Class Administrator can mark no-show or cancel a registration with a fee, repeat the process configuring different values: Click Add Drop Policies, select Flat Rate, enter 100 US Dollars in Drop Charge and -30 in Day(s) before event starts. In this way the CB and CA will have 30 days after the start day of the event to mark no-shows and/or cancel registrations with a fee. Notice that all the Drop Policies configured will be listed in the Policies configuration page of your class. 9/10

10 SETUP NOTIFICACIONS Click Notifications tab in the top menu of the Class Details. Review the Notifications List and configure some automatic notifications for learners in the course. Scroll down and click Save to finish. 10/10