Class Management


Classes have properties that mimic in-person classes such as start and end dates, students, a bulletin board, and reports. See Data Model - Classes for more details. To deliver teaching material to a new cohort of trainees, Educators may create a new class and content from scratch or duplicate an existing class in order to reuse its content.

It’s not necessary to delete classes since past classes can be hidden, out of sight and out of mind, until they are needed again. Retaining past classes may be helpful for reusing content and also for accessing historical reports.

List of Classes

All classes are listed on the Classes page, in a tabular format that can be sorted. It may be helpful to hide past classes in this view as the list of classes grows over time.

When either the Start Date or End Date are not defined for a class, the class listing displays "Any time" in the appropriate column.

To view the class list
  1. Click on the Home Home button from the left-hand sidebar

  2. Select the Classes tab

To sort the class list
  1. Click on the Home Home button from the left-hand sidebar

  2. Select the Classes tab

  3. Click on any of the table headers until the desired sort order is shown (sort order is shown with Up Arrow for ascending order and Down Arrow for descending order adjacent to the column header)

To hide past classes
  1. Click on the Home Home button from the left-hand sidebar

  2. Select the Classes tab

  3. Click on the Display Settings button at the top right of the class list

  4. Set the Show past classes toggle (determined by the class End Date)

To search for a specific class
  1. Click on the Home Home button from the left-hand sidebar

  2. Select the Classes tab

  3. Type the name or a portion of the name of a class in the Search for a class... bar above the class list

To customize the columns in the class list
  1. Click on the Home Home button from the left-hand sidebar

  2. Select the Classes tab

  3. Click on the Display Settings button at the top right of the class list

  4. To add a column, click on the Add Circle button next to a field in the Available Columns section

  5. To remove a column, click on the Remove Circle button next to a field in the Visible Columns section

  6. (Optional) To reorder the position of a visible column, click and drag the column's name up or down

  7. Click on the Save button

Create a New Class

Creating a new class should be considered for courses that have not previously been offered through the platform or for courses that differ significantly from previous offerings. In these cases, the Educator will be required to provide new content, possibly by porting content from external sources. It is also possible to pull sections (e.g., individual modules and/or pages) from existing classes using the convenient duplication functions.

To add a new class
  1. Click on the Home Home button from the left-hand sidebar

  2. Select the Classes tab

  3. Click on the Add Class button and in the popup dialog that appears:

    1. Provide a name in the Class Name field
    2. (Optional) Set the Start Date field to limit the availability of the class
    3. (Optional) Set the End Date field to limit the availability of the class
  4. Click on the Submit button

Set the Start Date and/or End Date for classes to limit their availability. Without a start and end date, Students enrolled in a class will be able to see class content even though it may not be ready.
Be sure to add content to your new class and enroll Students.

Duplicate an Existing Class

Classes are designed to be duplicated easily, so that the contents from past classes can be readily reused with new cohorts while preserving (the reports and contents of) past iterations. When a class is duplicated, only its contents are copied into a new class (i.e., modules and pages are copied but Students, reports and bulletins are not). After duplication, new Students should be enrolled in the duplicate class and start and end dates should be adjusted as necessary.

To duplicate a class
  1. Click on the Home Home button from the left-hand sidebar

  2. Select the Classes tab

  3. Select one or more classes from the class list by holding the Ctrl key (on Windows) or Command key (on macOS) key and clicking on them (to see past classes, ensure the Show past classes toggle is enabled)

  4. Right-click on the class (or classes) to bring up the context menu

  5. Click Copy

  6. In the popup dialog, type a name for the new class

  7. Click on the Copy button

The Copy Class dialog only pops up when copying a single item. Copying multiple classes will use the default name "Copy of class name" for each of the duplicates.

Edit Class Properties

To edit a class's properties (name and availability dates)
  1. Click on the Home Home button from the left-hand sidebar

  2. Select the Classes tab

  3. Select one or more classes from the class list by holding the Ctrl key (on Windows) or Command key (on macOS) key and clicking on them (to see past classes, ensure the Show past classes toggle is enabled)

  4. Right-click on the class (or classes) to bring up the context menu

  5. Click Edit

  6. In the popup dialog that appears:

    1. (Optional) Type a new name in the Class Name field
    2. (Optional) Set the Start Date field to limit the availability of the class
    3. (Optional) Set the End Date field to limit the availability of the class
  7. Click on the Update button to save your changes, or click on the Cancel button to cancel

Student Management

The Students tab shows the tabular list of Students currently enrolled in the class, making it convenient to sort the entries. Each entry shows the Student's name, email address, date of enrollment in the class, last login time, and current account status.

To sort the list of Students
  1. Click on the Home Home button from the left-hand sidebar

  2. Select the Classes tab

  3. (Optional) Filter the classes by name using the Search for a class... bar above the class list

  4. Click on a class name from the class list

  5. Select the Students tab

  6. From the table header, click on a column until the desired sort order is shown (sort order is shown with Up Arrow for ascending order and Down Arrow for descending order in the table header adjacent to the selected column)

Enrolling Students

Students can be enrolled in classes after they have been added as a user in the platform. All new users receive an account activation notice by email and will be required to create a password to log in.

Students will not receive a notification when enrolled in a class.

Students can see classes they have been enrolled in by logging into the platform.
To create a user account for a Student
  1. Click on the Settings Settings button from the left-hand sidebar

  2. Click on the Users tab

  3. Click on the Create User button

  4. Enter the student’s name in the Name field

  5. Enter the student’s email address in the Email field

  6. Select "Student" from the Role dropdown

  7. Click on the Create User button to finish

To enroll Students in a class
  1. Click on the Home Home button from the left-hand sidebar

  2. Select the Classes tab

  3. (Optional) Filter the classes by name using the Search for a class... bar above the class list

  4. Click on a class name from the class list

  5. Select the Students tab

  6. Search for the Student's name from the Add a Student... dropdown and click on their name; repeat as necessary

  7. Click on the Add Student(s) button that appears to the right of the dropdown

To remove Students from a class
  1. Click on the Home Home button from the left-hand sidebar

  2. Select the Classes tab

  3. (Optional) Filter the classes by name using the Search for a class... bar above the class list

  4. Click on a class name from the class list

  5. Select the Students tab

  6. Select one or more Students by holding the Ctrl key (on Windows) or Command key (on macOS) key and clicking on them

  7. Right-click on the Student (or Students) to bring up the context menu, or click on the Student(s) Selected button that appears at the top right of the table

  8. Click Remove

  9. Click on the Yes button to confirm deletion

Removing a Student will revoke their access to the class and hide their results from reports.

Class Bulletin

The class bulletin provides an area to deliver announcements to the class. If enabled, trainees will have access to the bulletin board. Furthermore, each time the bulletin board is modified the Educator may choose to notify trainees. You may choose to not notify trainees about changes in the bulletin, if the changes/edits are minor (e.g., a grammatical correction). If the notify option is chosen, trainees will receive an in-app notification about the change the next time they open the class.

Adjust the Display page toggle to show or hide the bulletin to Students.
To edit the class bulletin
  1. Click on the Home Home button from the left-hand sidebar

  2. Select the Classes tab

  3. (Optional) Filter the classes by name using the Search for a class... bar above the class list

  4. Click on a class name from the class list

  5. Select the Bulletin tab

  6. Edit the contents of the bulletin message

  7. Adjust the Display page toggle to show or hide the bulletin

  8. Click on the Save button

  9. When prompted, choose Notify Students to notify* Students about this change, or choose Don’t Notify to save the changes without notifying Students

  10. (Optional) Click on the Preview Page button to see how the content will render for Students

*The notice is delivered via the Bell icon next to the Bulletin tab when a Student enters the class. Users that are logged in while the change is performed will not see the notice until a page refresh is performed (keyboard shortcut F5) or until the next time they log in, and still only when they (re)enter the affected class.

Deleting Classes

Exercise extreme caution when deleting classes. All content related to a deleted class is immediately purged from the system, including reports and results that may have been available.

It’s not possible to recover deleted classes.
To delete a class
  1. Click on the Home Home button from the left-hand sidebar

  2. Select the Classes tab

  3. Select one or more classes from the class list by holding the Ctrl key (on Windows) or Command key (on macOS) key and clicking on them (to see past classes, ensure the Show past classes toggle is enabled)

  4. Right-click on the class (or classes) to bring up the context menu

  5. Click Delete

  6. In the popup dialog, review the IDs or total number of classes to be deleted

  7. Type "DELETE" in the text box to confirm deletion

  8. Click on the Delete button