Managing Curriculums

A CourseMill curriculum is built by combining one or more active courses. Each Curriculum ID is unique to the organization and can be assigned to individual students or to groups of students in a Sub-Org. As an administrator, you define the rules of the curriculum and grant permissions to the instructors/reporters who can manage the curriculum and its content.

Curriculum Menu

The Manage Curriculum menu ribbon provides the following options:

Add Curriculum Opens the Curriculum Details window to build the scope of the curriculum’s functionality.
View/Edit Details Opens the Curriculum Detail for viewing and editing of an existing curriculum.
Delete

Deletes a curriculum.

We recommend you inactivate the curriculum, which will remove it from enrollment for students. Deleting a curriculum will cause all student history for that curriculum to be deleted.

Notifications Provides the ability to turn on/off pre-set, customizable notifications regarding the workflow for a curriculum. These notifications will be sent to the student using the email system that was selected for the organization from the system administration email address.
Register Allows instructors/reporters (who have been given permission) to register students or organizational groups in the curriculum.
Assign Curriculum

Permits re-occurring assignment of curriculum to entire organizational groups as they are created within CourseMill. For example, you may want to assign all users in the ACCTG sub-org to the Accounting_Adv curriculum . Any new user that is added and defined in that sub-org will automatically become enrolled which will display the courses in the curriculum in their My Courses tab on the student interface.

The manage property AutoEnrollAssignCurriculums must be set to Yes for Allow Auto Enrollment to function. If this is set to No, the curriculum will still show in the user’s catalog, but the users will NOT be auto-enrolled in the curriculum.
Help Provides access to the Help documentation.

Curriculum Search Area

The Search area at the top of the screen provides the ability to easily find curriculums when the list of curriculums becomes too large. Use the following fields to filter your search:

Org ID Org ID under which the curriculum is registered.
Curriculum ID

Enter any combination of letters/numbers to search for any curriculum that contain that combination in the Curriculum ID. For example, if you have two curriculums, one with an ID of “Accounting” and the other with an ID of “FingerPaint”, your search for “ing” will display both curriculums.

Title Enter any combination of letters/numbers to search for any curriculums that contain that combination in the title.  For example, if you have two curriculums, one with a title of “Accounting 101” and the other with a title of “Biology 101” your search for “101” will display both curriculums.
Description

Enter any combination of letters/numbers to search for any curriculums that contain that combination in the description. For example, if there are two curriculums, one with a description of “Accounting basics to get you started” and the other with a description of “Biology basics to get you started” your search for “started” will display both curriculums.

Include Inactive Enable this check box to expand your list to include not only the active curriculums, but also the inactive ones (those without a check mark in the Active check box. For more information, see "Adding a Curriculum" below.

Adding a Curriculum

The curriculum is unique to an organization by Curriculum ID. The Curriculum ID can be sorted on in numerous catalogs and reports. A management naming convention should be devised to allow the Curriculums to sort as desired on My Courses or the Course Catalog.  For example, ‘ACCT_1001’ would sort all Accounting curriculums by the prefix ‘ACCT’.

Any administrator, instructor or reporter, who has been given the permission, can add curriculums. To add a curriculum to your organization, select Manage Curriculums on the left navigation bar, then click the Add Curriculum button.

Complete the curriculum information shown below to define your curriculum:

Add or View/Edit Curriculum Details – Curriculum Tab

  • Curriculum ID should reflect a sequence numbering system suitable for registration/reporting.

  • The Active check box defaults to enabled, however you may want to un-check this (marking the curriculum inactive) until you are ready for the curriculum to show in the catalog. Also, curriculums can be inactivated once they are no longer offered for enrollment.

  • Title and Description are required.

  • Allow Self Registration allows a student to see the curriculum in their course catalog and self- enroll in the curriculum.  If you enter an access code, the user will be prompted to key in that access code when they click the enroll button. If you assign curriculums to Sub-Orgs, (see Assign Curriculums below) only those students in those Sub-orgs will see the curriculum in their catalog if you have the proper managed properties set up correctly.

  • Registration Requires Approval designates that this curriculum requires approval to enroll.  Once the user clicks on the enroll button, the request for approval will be sent to the reporter/manager to act upon. The curriculum will specify “Waiting for Approval” in the user’s catalog until approved or denied.

  • Allow Auto Enrollment for Matching SubOrgs allows you to auto enroll groups of people by SubOrgs.

    • You must have the managed property, AutoEnrollAssignedCurriculums, turned on for this to work.

    • If this is checked, any users matching the sub-orgs defined by the rules set up on the Assign Curriculum tab will be automatically enrolled in the curriculum.  See Assign Curriculum later in this document. If the managed property, IgnoreSubOrgRestrictionsForCurriculumsinCatalog, is also turned on, then all other users will also see the curriculum in their catalog for self-enrollment if they desire.

    • If this is unchecked and you still have rules set up in the Assign Curriculum tab, those users will be the only ones to see this curriculum in their catalog so they can self-register.

Add or View/Edit Curriculum Details – Courses Tab

  • Courses available for assignment to a curriculum will initially appear in the right column.

  • To add a course, select a course in the right column, click the <<< button and the course will move over to the left column.

  • To remove a course, select a course in the left column, click the >>> button and the course will move over to the right column.

  • Click Save to complete the add or remove process.

  • If a curriculum contains a course with a prerequisite, the prerequisite course must be completed before the course within the curriculum may be attempted.

  • If a course on the left column shows as italicized, it means the course is inactive.

Add or View/Edit Curriculum Details – Prerequisites Tab

  • Curriculums available to be a prerequisite to your curriculum will appear in the right column.

  • To add a curriculum as a prerequisite, select a curriculum in the right column, click the <<< button and the curriculum will move over to the left column.

  • To remove a curriculum, select a curriculum in the left column, click the >>> button and the curriculum will move over to the right column.

  • Course prerequisites will be enforced within a curriculum.

Add or View/Edit Curriculum Details – Keywords Tab

  • Keywords or phrases may be added by typing a word or phrase followed by the Enter/Return key.

  • Keywords or phrases are utilized by users in the Course Catalog to search for curriculums.

Keywords can be utilized to identify Career Paths for the organization. For example, a career track for "Management" might be noted as MANAGEMENT. The use of capital letters can provide a visual distinction between content keywords and career path keywords.

Course or Curriculum keyword comparison tracking is available through Manage Keywords under Courses/Curriculums.

Add or View/Edit Curriculum Details – Curriculum Info

The Curriculum Info tab will only display if the administrator has set up user-defined fields for curriculums in the Manage Org area.

The user-defined fields set up for curriculums will display here (for example: type of curriculum, owner) so values can be filled in for this particular curriculum. 

Up to eight user-defined fields can be created at the Organization level. This example only shows two.

This data is not shown on any reports unless you choose to build a custom report.

  • Each value can be up to 200 characters.

  • Students do not see this tab when researching curriculum information in the Course Catalog.

Notifications

From Manage Curriculum, highlight the curriculum and click the Notifications button.

This will bring up the Notifications dialog and will display all the curriculum notifications available.

To view or modify the contents of each notification, click the pencil icon next to the notification. This will bring up the notification for editing if needed. To activate a notification, be sure to check the Active check box.

Each notification contains sample content and can be customized to your preference. Variables, such as <#CURRICULUM_NAME#> in the above example, are field names that can be pulled from the database to personalize a message.

Click the Help button to view a complete list of available content variables and their exact spelling.

  • The CourseMill email management service must be enabled for notifications to function. If your system is using an External Email service, the notifications will be mailed to the email address specified in the User profile.  If the system is using the internal CourseMill email service, the notifications will be displayed in the users Mail Tab on the student interface.

  • The Curriculum is Completed Notification is what drives a physical paper certificate to be created for a curriculum. The curriculum can be set up to use the standard certificate or if you want to print a certificate specific to this curriculum, a PDF file named the same as the curriculumID must have been loaded on your server. (See Working with Certificates for more detail.)

If the typical user does not have an email, use the manager’s email in the email address field in the user profile to alert or distribute the messages through the employee's supervisor.

If turned on, four of the six notifications are sent immediately upon the corresponding action. For example, when a student is enrolled in a curriculum (either by the Instructor/Administrator, by self-enrolling, or by Auto Assignment – for current users or future users matching the enrollment rules) the corresponding notification is sent immediately.

However, the other two notifications are scheduled for distribution by setting up a managed property directing CourseMill when to send the notification. They are physically sent during the nightly Notification Maintenance run (Admin Tasks > Manage Scheduled Tasks > Notification Schedule).

These two notifications are shown below with their corresponding managed property that the administrator will need to set up as follows:

Notification Managed Property
Certification is about to expire

CertificationExpirationDays – The date the student gets the notification is calculated by taking the Certification Expires in Days field (entered on the Curriculum tab as shown earlier in this document) and subtracts the number of days in this managed property. For example:

Certification Expires in Days field
CertificationExpirationDays
Notification is sent out

=
=

365
30
335


days after completion
Curriculum is about to expire

CurriculumAccessDays - The date the student gets the notification is calculated by taking the Student Must Complete in (days) field (entered on the Curriculum Tab as shown earlier in this document) and subtracts the number of days in this Managed Property. This is only sent out if the curriculum is not yet completed. For example:

Student Must Complete in (days) field
CurriculumAccessDays
Notification is sent out

=
=

90
14
76


days after enrollment

Once he or she reaches the 90 days, he or she will no longer have access to the curriculum.

Registering

Anyone who has permission to register students can do so here.

  • Students already enrolled in the curriculum appear in the initial list that is displayed.

  • To delete a registration, select the student from the list and click the red . Doing so removes all curriculum history for this student unless they have already completed some of the courses in the curriculum. The history for just those courses will remain.

  • Use the Select button to locate individual students available to enroll.

When registering by SubOrg, select one or more values for each Sub-Org and then select Register by Sub-Org or Delete by SubOrg. Delete by SubOrg will delete that group of students and essentially un-register them.

The Filter button will allow you to drill down even further by selecting a particular user by entering in one of 4 fields as well as any SubOrg value. For instance, you might want to find those with the first name of George. This feature helps you find people more quickly.

Assigning the Curriculum

Anyone who has permission to register students can do so here.

  • CourseMill allows for curriculums to be assigned to combinations of Organizational structure values.

  • Create the combination using – All – or an individual value in each Organizational category.

  • Users currently in the system will automatically be enrolled in the Curriculum if their sub-org values match the ones selected on the assignment rule. In addition, any NEW user that is loaded into Coursemill that also has matching sub-org values, will also be enrolled in this curriculum as soon as they log in.

  • If you have the Enrolled in the Curriculum notification turned on, both current and future users who match will receive the email notification that they have been enrolled in the curriculum.

  • If you no longer wish the rule to exist, you may delete it by clicking on the . The students who were previously enrolled in this curriculum, based on the rule that you just deleted, will be un-enrolled in the nightly batch maintenance run if the Managed Property UnenrollIfNotAssigned is turned on. The only time they will NOT be un-enrolled is if they have started the curriculum already.

  • If a user’s profile changes and the user no longer has a sub-org value matching an assignment rule, the user will be un-enrolled from the curriculum when the nightly database maintenance runs and the Managed Property UnenrollIfNotAssigned is turned on.  Again, they will NOT be un-enrolled if they have started the curriculum already.

  • The Manage Property AutoEnrollAssignCurriculums must be set to Yes to allow Coursemill to auto-enroll students in the curriculums.

  • If you have assignment rules set up, but have not checked the Allow Auto Enrollment for Matching Suborgs check box on the curriculum details screen, then the curriculum will only show in the user’s catalog (for those users matching the assigned sub-orgs), but the users will NOT be auto-enrolled in the curriculum.

Auto Enrollment Setting Scenarios

This table shows various scenarios you might have in auto-enrolling courses.  This assumes you have:

As described above, three very important settings come into play when auto-enrolling curriculums. The managed property settings are site wide so they affect all organizations and can only be turned on or off by your global administrator. 

Scenario

Auto Enrollment for Matching Sub-Orgs Check Box

Managed Property IgnoreSubOrgRestrictionsForCurriculumsInCatalog

To auto enroll users in a particular sub-org  and not show it in the catalog for anyone to see

OFF

YES

NO

To auto enroll users in a particular sub-org, but also allow anyone else to see it in their catalog to enroll in if they want

ON

YES

YES

To only show the curriculum to a particular set of users in their catalog but allow them to enroll themselves

ON

NO

NO

Auto enrollment does not occur if a curriculum is inactive.

Duplicating Curriculums

Access using Right-Mouse Click

  • The Duplicate Curriculum option is not listed in the top menu bar. This function allows you to select a previously built curriculum and duplicate it including all content and settings. Once you click Duplicate Curriculum, the following screen will display. By default, it appends a “-1” on to the Curriculum ID as it has to be unique. But the user can change the name to anything as necessary.

  • This option is only available to administrators.

  • When duplicating a curriculum, the curriculum notifications will also be duplicated as well as the specific certificate (the .PDF and .INI files).

Help

Select the Help button from within each topic of the curriculum for context-sensitive information.

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