I. Items such as this in the Admin Resource Centre assume that you have the administration rights profile to create and manage trainings and events. If you need access to any of these sections, please contact your organization’s Training Lead or see the article Create and manage rights profiles and roles and learn which rights you need;
II. Please note that male gender is used generically in support articles to reduce content.
Lära LMS allows you to create, manage and market your training and events directly on your organisation’s training portal. The training can take place in several instances, which are called “sessions”. It is in these sessions that your course or training content will be deposited. See the article Creating and manage sessions for this purpose.
Create and configure training and events
To create a new training, go to the “Courses and Events” tab in the “Administration” menu and then to the “Courses and Events” tab. Click on “New Course or Event” (or select from the list the training to be modified).
To create a new training course, you can only give it a title (section “General Information”) title, press the “Create” button at the bottom, and then come back to finalize the parameters. However, we advise you to complete all of the sections below before creation.
The "General Information" tab is used in particular to manage the basic information of your training, as well as the information presented in the catalogue. You can also set the information for basic search filters, such as type, category or language.
Please see the article Create and manage text templates to learn more about this.
The “Visual” tab is used to define the background image of your training or event. Notifications from sessions or resources in this training will display this header image.
To create a new visual, click the “New Visual” button. Please refer to the article “Creating, Managing and Using Visuals” for more information on this topic. If not, select your visual:
Registrations and catalogs
The “Registrations and Catalogues” tab defines who will be able to register for the training sessions, how and under what conditions
As discussed in Creating and Managing Catalogs, a user’s ability to view and register for catalog training is a marriage of parameters: the training must be in a catalog displayed to the user and the "Registration" and "Visibility in catalogues" must be configured consistently.
Note: these parameters have an influence on the ability of the user to register on his own for training. You can administratively register users at any time, which overrides these settings.
Note: The values in the “Default settings for new sessions” section will only apply to new sessions created. See the Default settings for New Sessions section of this article.
Note: the option to share on social networks offers the ability to share a pre-formatted display of the training, but does not restrict the ability to share the training if it is deemed public.
Filters and attributes
The “Filters and attributes” tab allows you to associate attributes of custom filter groups with your training. Please see Creating and Managing Catalogues for more information on creating filter groups.
The “Administration” tab is used to define the service provider (or training provider), as well as the administrative branch, to identify which users will have the right to manage this training:
Branches: Click “Add Branch” to add your training to another branch of the organization chart. Please see the article Managing the Organization Chart and its Branches for more information.
|Note: the "Branches" section only appears once the training has been created.|
The “Self-Declaration” tab provides the ability to define a date range during which the completion of the training must have taken place during the self-declaration of accredited training. Please refer to Creating and Managing Training Regulations and Managing My Continuing Education Claim for more information about self-declarations.
Grading and certificate
The “Rating and certification” tab is used to define the certification to be issued, if applicable, when completing a session, as well as the value of your training, which can be expressed in “Credits”, “Hours”, “UFC” or “UEC”. See the article Managing user folders and their nomenclature to learn how to modify this nomenclature.
The “Pricing” tab is used to define one or more pricing for registration with purchase for training sessions. The transaction will be conducted using the payment methods of the service provider selected under the "Administration" tab. Click the “Add Price” button.
|Note: Pricing is one of the default values for new sessions Default settings for new sessions.|
IMPORTANT! The price paid by the registered user is the price of the session settings.
Note: The restriction rules are used to target which users, once authenticated, will apply the pricing at the time of purchase. For example, you could create a public rate, and a preferential rate targeting employees in your organisation. It is currently not possible to create your restriction rules independently. Please contact your sales advisor about this.
The “Taxes” section is used to define whether fees for registration transactions will be applied, as well as their application mechanism.
Note: The taxes on Lära LMS are applied in accordance with the spirit of the laws of Canada and Quebec, in that they are calculated on the basis of a marriage between the location of the user conducting the transaction (the billing address that he enters during the transaction) and the location of the service provider (set out in the service provider settings). Thus, if the session is deemed to be held remotely, the location of the buyer will be considered. If the session is deemed to take place in the presence, it is rather the location indicated under the “On-site Sessions” section that will be considered, since the user is deemed to travel to follow the transaction at the location of the service provider.
|The “Forum” tab is used to enable or disable the discussion forum for all training sessions. It is however possible to limit the exchanges of participants to their session only;|
Click the “Create” button at the bottom of the page, or “Save and Finish”.
Default settings for new sessions
We have seen that under the “Registrations and Catalogs” tab there are “Default settings for new sessions”. These values are automatically reported to the new sessions created. The fees applied to the training follow this same principle.
What is important to understand is that the registration takes place on the session, so it is the parameters of the session that matter, not the “New Session Defaults” defined on the training. When you pressed the “Create” button when creating your training, a session was created automatically, and you were directed to it. This “new session” then borrowed the characteristics (default values and pricing) of the training. Each new session created from the “New Session” button at the training level will also borrow the default characteristics of the training.
Here is an analogy to illustrate this concept. Consider that the “Formation” is a parent, and that the session is her child. When the child is born to its mother, it inherits its characteristics (default values of the new sessions and pricing). In our example opposite, the mother’s brown hair was given to the child at birth.
Changing the characteristics of the mother after the fact will have no effect on the child already born. By changing the mother’s hair to blond, for example a little crazy, we would notice no effect on the child’s hair. It is the same principle with sessions already created: they become independent entities.
On the other hand, by creating a brand new session, this new session will inherit the current default values of the training. The blonde mother giving in this example birth to a blond child.
It is incumbent to repeat that what matters are the settings of the session, or the child. Users register at the session and these settings will be applied when registering. You can therefore change these parameters on the session, such as changing the price (child’s hair dyed in blue), for example, but this change will not apply on the training (mother with blond hair in the example opposite).
It is therefore preferable to set the session properly and duplicate it, rather than changing the default values on the training. By duplicating the session, it is as if you were “cloning” the child, copying exactly its characteristics. In our example, we have duplicated the session, the two sessions have exactly the same characteristics.
With this same principle, you can later modify the session settings, since once created, they are independent and have their own settings. Please see Create and Manage Sessions for more information about sessions, their creation, settings and duplication s pour en savoir plus au sujet des sessions, de leur création, de leurs paramètres et de leur duplication.
Additional tabs and options
Once your training is created, or when you modify a training already created, several tabs are available at the training level (example below), in addition to the parameters we have just completed. These tabs offer different options at the training level.
The “Sessions” tab of the training presents all the sessions of this training. You can also create new sessions, which will inherit the training defaults, that is, some of the settings in the “Settings” tab of the training.
You can also duplicate sessions and their content and perform several administrative actions using the “Options” column button on sessions. Please see Creating and Managing Sessions for more information about sessions, their creation, settings and duplication.
The “Registrations” tab presents a complete list of participants registered for all training sessions. You can also enter each session to view the list of participants. Please see Managing Training and Training Program Registrations for more information.
This is also where you can conduct administrative registration with or without payment and contact participants.
The “Waiting List” tab allows, when the waiting list is activated on one or more sessions, administrative management of the participants registered on the waiting list. Please see Managing Registration for Training and Training Programs.
The “Catalogs” tab allows you to add the training to one or more catalogues, to remove it or to consult the catalogues in which the training is displayed. Please see the article Creating and managing catalogs on this subject.
The "Equivalences" tab allows to define courses that are equivalent, meaning that the completion of two equivalent courses would not give the sum of the values of the two courses, but a partial value or a complete equivalence.
For example, if 30 hours of training were given in English (Training A) and French (Training B), the two courses could be equivalent to 30 hours. Thus, the user who would complete training A and B would have only 30 hours on file.
(Mor to come)
Delete a training
To remove a training from your environment, go to the “Courses and Events” tab in the “Administration” menu, then to the “Courses and Events” sub-tab.
Click the Options button in the “Options” column of the training to be deleted and then click “Delete”.
Note: No session must be active for the training to be deleted.
IMPORTANT : This operation is irreversible.
To cancel active sessions, select the training you want to delete and go to the “Sessions” tab.
Click the “Cancel Session” button. Repeat this process for all sessions and then proceed to delete the training.