Content — Create a Custom Content Bundle
TraCorp LMS Quick Reference Guide (QRG)
Audience: Main Admin, Sub Admin, User Group Admin
Overview
This QRG covers how to add, edit, and delete a content bundle. A bundle is an alternative to a learning track for grouping content.
Enabled Permissions Required to Complete the Following Steps
· Content (Sub Admin, User Group Admin)
Note: Sub Admin and User Group Admin without access to complete these steps should review Permissions with a Main Admin.
Configuration Requirements
· Ensure all content to be bundled is loaded into the LMS as individual pieces of content.
· Confirm all content to be bundled is not:
o part of another custom bundle
o a prerequisite for another piece of content
o assigned to any user, user group, or learning track.
Add a Task
1. From Admin Navigation, click Content.
2. Click the Content tab.
3. Click the Add New Content tab to open the New Content Wizard.
4. Click Next.
New Content Wizard — Content Type
1. Select Custom Bundle in the Content Type drop-down menu.
2. Under All Categories, click the check box next to the Category where the content is to be stored. Click + to expand a Category and – to collapse a Category.
3. Under Categories, the available options will appear. Select the appropriate Category. Click Next.
New Content Wizard — Content Information
1. Enter the Title of the content.
2. Enter the Description of the content.
3. Enter a unique Content Code. Note: The configuration of Content Codes must be determined before any content is added to the LMS. For step-by-step instructions on creating content codes, see Knowledgebase article: Content — Content Code Configuration.
4. Enter key terms in Search Keywords, separated by a comma. These Keywords can be used by students when searching in the LMS for content.
5. Enter the Target Audience(s) for this content. This information will appear when the student is viewing catalogs.
6. Select the appropriate Tags in the drop-down menu. There can be more than one tag associated with the content. Check with the Main Admin to verify if organization-wide Tags have been established.
7. Ensure the List In Content Catalog check box is marked to allow content to be viewed in a catalog, rather than having to be directly assigned to the student. If enabling this setting, it is highly suggested to also enable Allow Students to Self-Assign.
8. Click the Allow Students to Self-Assign check box to allow students to assign a piece of content to themselves. If enabling this setting, click the List In Content Catalog check box to get the best visibility.
9. Click the Show on Student Transcript check box to display the content on student transcripts.
10. Click the Allow UG Admins to assign content check box to permit User Group Admin who have the proper permissions to assign this content to their user groups.
11. Click the Require Password to Access This Content check box to request a password from the student to launch the content.
· Enter the content password.
12. Click the Content is hidden and randomly displayed check box to display the content randomly. This requires a General Settings option under the Content tab to be turned on, and the percentage of time content is to be displayed to be set. This feature can be used for pop quiz-style content that randomly appears for the student to take.
13. Click Next.
New Content Wizard — Prerequisites
1. Select the content that is a prerequisite for this task. More than one item may be selected on this screen.
Note: Students will not be able to take the content until the prerequisites are completed.
2. Click Next to continue or if there are no prerequisites.
New Content Wizard — Basic Details
1. Enter the number of Credits to display the number of credits that a student will receive upon completion of the task. This setting requires the credit system to be enabled in General Settings.
2. Enter the number of Program Units to allocate for this task if this content is part of a program.
3. Enter Cost if applicable.
4. Click the Exclude UG Admins from Record Entry check box to exclude this piece of content from Record Entry for User Group Admins who have permission to use the Record Entry tool.
5. If badges are used, select an option in the Award Badge on Completion drop-down menu to apply it to this task. Badges need to be configured in General Settings.
6. Select an option in the Content Terms of Use drop-down menu to select a terms of use document that needs to be read or agreed upon for this content. A document must be loaded for this to be available.
7. Select Content Date Range using the date pickers for Start Date and End Date. This will limit student access to this information for the range selected.
8. Click the User group auto-assignment rules use completions for this content check box if auto-assignment rules are to run when the completion status changes.
9. Click Next.
New Content Wizard — Complete Other Content
1. Click the check box next to the Content in Available Content that is to be marked complete when the student completes the task. This is used when there are multiple content options to satisfy a learning requirement.
2. Click Next.
New Content Wizard — Email Options
1. Click the Notify Student check box to send a completion email to the student upon completion of this content. Select a template for students to receive in the Include Template(Student) drop-down menu and click the Email Certificate check box to attach a certificate to the email if a certificate is associated with this content.
2. Click the Notify Admins check box to send a completion email to select admin(s) when a student completes this content. Select a template for the admin(s) to receive in the Include Template(Admins) drop-down menu and click the Email Certificate check box to attach a certificate to the email if a certificate is associated with the content.
3. Complete the following steps to select admins:
· Click Email Users (To).
· Select the user in the User Type drop-down menu.
· Click the user in the list.
· Click Select User.
· Click Yes on the Confirm window.
· Click OK on the Info window.
· Repeat these steps for each user to Send Email To and for Copy Email To.
4. Click Next.
New Content Wizard — Choose Recommended Content
1. Click the check box next to the appropriate content in Available Content to recommend to the student after they complete the video. The content displays under a Recommended Content button on this piece of content for students.
2. Click Next.
New Content Wizard — Choose Associated Resources
1. Click the check box next to the appropriate content in Available Content that will be assigned to the student and listed along with this content so the student can review associated content. In student view, the content is displayed under the Associated Resources button.
2. Click Next.
New Content Wizard — Associated Dictionary Terms
1. To choose dictionary terms associated with the task, locate the Available Dictionary Term and click the check box to add it to Associated Dictionary Terms. Some dictionary terms only show when the term is associated with a content item available to the student. To learn how to add terms to the dictionary, see the Configure the Dictionary QRG.
2. Click Next.
New Content Wizard — Bundle Content
1. Select the Content to include in the Bundle. More than one item may be selected on this screen.
2. Click Next.
New Content Wizard — Review/Expiration System
1. Click the Exclude from Content Expiration System check box if this content does not expire or require future review.
2. Enter the Content Expiration Time (in days) to set when the content will expire.
3. Select the Content Expiration Date (overrides days) from the date picker if a specific date is preferred for review instead of the number of days. This will override the number of days if entered.
4. Click Choose to select a Content Author to be notified of the expiration.
5. Select an Email Template in the drop-down menu. This template will be sent to the Content Author and other users to be notified.
6. Complete the following steps to add additional Users to be Notified on Review:
· Click Add User
· Select the desired user type in the User Type drop-down menu.
· Click the user in the list.
· Click Select User.
· Click Yes on the Confirm window.
· Click OK on the Info window.
· Repeat these steps for each user to Send Email To and for Copy Email To.
· To remove a selected user, double-click on the name in the window.
7. Click Next.
Note: This screen will not display if this type of content is not included in the Content Expiration System. For step-by-step instructions on setting up this system, see Knowledgebase article: General Settings – Content Tab.
New Content Wizard — Content Rating
1. Click the check box to Allow students to rate and review content once it has been completed.
2. Click the check box to Prompt after completion. This will display a pop-up window for the review once the content is marked complete.
3. Select a Don’t Prompt After date to end review prompts using the date picker.
Note: This screen will not display if this type of content is not included in the Content Rating System. For step-by-step instructions on setting up this system, see Knowledgebase article: General Settings – Content Tab.
New Content Wizard — Thumbnail, Certificate, and Content Upload
1. Click Choose File to select a Thumbnail (Recommended). This feature allows further customization and branding of the student experience. By default, the LMS provides thumbnails for the various types of content in the LMS.
2. Click Choose File to Upload New Certificate File. This feature allows the upload of a new certificate to the system without going to the Certificates tab in Admin Navigation. The certificate displays in the Certificates tab after it is uploaded here.
3. Select an option in the Choose Existing Certificate drop-down menu to choose from an already uploaded certificate.
4. Click Next.
Note: A submit response of ‘unknown page mode’ usually indicates that the uploaded file was larger than the maximum uploaded file size.
New Content Wizard — Action Rules
These fields are for administrative purposes only. Students will not see this information.
1. Add Notes to leave specific information about the content for other administrators.
2. Enter Action Rules specific to the task. Click ? to learn more about Action Rules. As written, these rules fill in a registration field based on completion data sent to the LMS.
3. Click Next.
New Content Wizard — Review
1. Review the information displayed. If updates are needed, click Back to make corrections.
2. Click Finish to complete the wizard.
3. Click OK.
Edit a Content Record
1. From Admin Navigation, click Content.
2. Expand the Content lists to locate the task to edit.
3. Click Edit or double-click the task to display the Edit Content window.
4. Click Show Assignments in the bottom of the Edit Content window to export a list showing learning tracks, students, user groups, certifications, and more assigned to / associated with this content and the content items where this piece is a Prerequisite and/or an Associated Resource.
5. Click the Category Options tab to add or remove this content to or from categories.
6. Click the General tab to update general information.
7. Click the Prerequisites tab to add or remove prerequisite content.
8. Click the Content Options tab to update content information.
9. Click the Mark Complete tab to add or remove other content to be marked as complete when this content is complete.
10. Click the Email Information tab to add or remove student and/or administrator names for email notification.
11. Click the Recommended Content tab to add or remove recommended content.
12. Click the Associated Resources tab to add or remove associated resources.
13. Click the Associated Dictionary Terms tab to add or remove dictionary terms associated with this content.
14. Click the Choose Content tab to add or remove bundled content.
15. Click the Files tab to update thumbnail or certificate information.
16. Click the Metadata tab to add or remove Action Rules or Notes.
17. Click the Change Log tab to view or export the changes made to this content.
18. Click the Statistics tab to calculate or export basic statistics for this content.
19. Click the Review tab to view Content Review/Expiration System settings for this content if review settings are active.
20. Click the Review History tab to view previous review information for this content. This tab will not display if review settings are not active.
21. Click the Ownership tab to add or remove Content Owners.
22. Click the Rating tab to set review options and review content ratings.
23. Click Save.
Delete Content
1. From Admin Navigation, click Content.
2. Expand the Content lists to locate the content to delete.
3. Click the content.
4. Click Delete.
5. Click Yes on the Delete Content pop-up.
Note: Deleting content also deletes associated student records. Content can be set to inactive to preserve student records in the General tab of the content record.
Best Practices
· Some wizard screens may not be needed, and, in many cases, can be bypassed by clicking Next.
· Keywords are best used for typos/misspellings and acronyms, for example, adding both "login" and "log in."
· Tags are best used for broad topics with numerous related content items, such as "Point of Sales System." When a student searches using a tag, they get a display of all related/tagged content. There are tools for administrators to manage tags for consistency.