Course Creation, Step 1: Course Setup

Step 1 – Course Setup  

Step 1.1 – Create

In Create, you will be entering the general details and settings for this course.


These include:


  • Course Title: The name you’ll be giving this course.  This is searchable by Learners so make sure to include some keywords.
  • Course Description: Further detail about this course so that Learners know what they’ll be expecting to Learn.  This is also searchable on the Learner Dashboard.
  • Admin: This is the person responsible for this course.  They’ll be able to be contacted by the Learners if they have any questions about the course, so make sure you select the right Admin person.
  • Prerequisite: Here you can determine if a different course is required to be completed before Learners can access this course.  This is particularly useful for process training, onboarding and product training, where course work is best taken in a specific order. If you select a prerequisite, this course will still appear on a Learner’s Dashboard, however it will be greyed out and will indicate which course must be taken prior to accessing this one.
  • Curriculum: Choose the curriculum (or folder) in which you want this course to be housed.  You can also create a new Curriculum in the drop down. It’s always best to group similar courses in the same curriculum, such as Salesforce training.


If you’re creating a new course from scratch, you also have the ability to copy an already created course. This is particularly beneficial for recurring training where the content is updated, but the structure is not.  A good example of this is annual certifications.

Copying the course will carry over all existing Learn, Test and Pitch IQ content.  The course name will have to be changed as you cannot have more than one course with the same name.  You will also need to assign the groups to this course in Step 5 (see below for reference).


Step 1.2 – Add Modules

In this section, you will be selecting the different LearnCore modules you would like to include as part of this course.  Each course can have any combination of Learn, Test and Pitch IQ, however each course can only have one of each module.


The modules refer to different steps in the Course Creation process:

  • Learn refers to Step 2, and is where all your content will be housed
  • Test refers to Step 3 and is where you will create your tests, assessments, quizzes etc. that Learners will take to complete the course
  • Pitch IQ refers to Step 4, and is where Learners will practice the skills and knowledge they’ve gained in Learn and Test, and be scored and provided feedback by their Manager

Selecting the check box next to each module will include it as part of this course.

Step 1.2a – Add SME

For each module, you will have the ability to add a Learner as an SME (Subject Matter Expert) to assist with course creation. SMEs are usually Product Managers or sales superstars that you feel have the knowledge and skills to add valuable content to a course.



When you select an SME – who has to have Learner only access to LearnCore – you will be able to give them detailed instructions on what you would like them to add to the course.  You will also be able to assign a due date for their contribution in order to keep your roll out on track.

The SME will be able to create content as per normal for each step (please see below Steps 2, 3 & 4) and will submit their contribution to the course Admin for approval.

For more information on the SME process, please consult the SME Guide.

Step 1.3 – Course Options

The final section in Course Creation Step 1 is the ability to turn on and off several options for this course.


  • Allowing the Learn section to be downloaded in mobile for offline use means that any Learner who has downloaded the LearnCore app on their mobile device will be able to download individual courses, disconnect from network/wifi, and still complete that course within the app.  They will need to stay logged in to the app in order to complete it offline.  Once a Learner has completed a course offline on their mobile device, they will be able to reconnect to a network/wifi, and their course completion or progress will be saved.
  • Allowing Social for this course means that any Learner assigned to complete this course will be able to collaborate, comment and ask questions that are visible by their colleagues about the course.  Learners can reply to existing social threads or comments, or start their own.  This is a particularly valuable tool in making sure your Learners are collaborating and getting the most out of the content.
  • Show Social and Pitch activity across groups refers to having multiple groups assigned to the same course. For example, if you have 3 inside sales teams assigned to the same course, turning this on will allow everyone across the three groups to see the Social activity and Pitches submitted by people in the other teams. Turning this setting on will give your Learners the opportunity to collaborate with more people in the Social streams (mentioned above), and also view more Pitches submitted for this course by Learners outside of their own team. It gives Learners greater opportunity to collaborate with more colleagues, and see who the best salespeople are outside of their team.  Note: this setting can only be changed when the course is still In Development.  Once published, you will not be able to change this setting.
  • Send Course Invitation email will allow you to edit an email template that will be sent to all Learners assigned to this course, informing them it has been published and requires their completion.  Editing the invitation email is done in Step 6 (see below).

Ensure you have looked over the course option toggles at the bottom of the page. Click “Save and Continue” to move onto Step 2 – Learn.


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