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Courses

TL;DR; A course is a self-contained learning experience that lives inside a department. A Company Administrator creates it, Instructors fill it with sections and activities and enroll people, an administrator sets it to Published, and learners can take it. This page covers creating and editing courses; the rest of the Learn section covers the pieces inside.

Where courses live

Every course belongs to exactly one department, which belongs to exactly one company — and it stays in the department it was created in; a course cannot be moved later. The department page shows how many courses it holds, and View Courses opens the list. Use that list as the starting point for anything course-related.

Creating a course

Creating a course requires Company Administrator access. Instructors cannot create courses; if you need one set up, ask your Company Administrator. Once the course exists, its Instructors build and manage its content — sections, activities, and Student and Observer enrollments — from the course's tabs.

The Create Course form asks for:

  • Course Title — the name learners will see. Required.
  • Course Code — the URL slug. Required, but it fills itself in from the title the first time you click into it. Lowercase letters, numbers and hyphens only, unique within the department.
  • Short Description — up to 500 characters, shown in course listings.
  • Long Description — shown on the course's Details tab.
  • Learning Objectives — one line each, shown as "What You'll Learn" on the Details tab.
  • Status — Draft by default. See Course Status and Visibility.
  • Visibility — Internal by default. Same page.
  • Delivery — Standard — one course, all content (the default), or Sell it by delivery channel, which creates one course per channel you tick: On-demand, Self-paced, Instructor-led. This choice is permanent: "A Standard course can never be split into channels, and a channel course can never be turned back into one — the only way to change it is to delete the course and create it again." A channel course can be given another channel later.
  • Estimated Duration — in minutes (for example, 480 = 8 hours).

There is no cover image, language or tag field. Course Title and Course Code are the only required fields; everything else can be edited later.

Title and description: make them useful

A good course title tells a learner what they'll be able to do after completing it, not what's inside. "How to Onboard a New Customer" beats "Customer Onboarding Training." "Handling PII Correctly" beats "Privacy Module 2."

The short description is what someone reads in the course list, and the long description is what they read on the Details tab before deciding whether to take the course. Between them, cover:

  • Who it's for — "New account managers in their first 30 days."
  • What they'll learn — "How to run a kickoff call, assign a success plan, and escalate risks."
  • How long it takes — "About 45 minutes."

Don't try to sell the course. Just describe it.

The course tabs

Opening a course shows a row of tabs. Learners see Content (the sections and activities) and Details (the course overview), plus Ask Lupo when the course's AI assistant is on. Instructors and administrators also see:

  • People — enroll and remove people and change their roles. Instructors can add Students and Observers; only a Company Administrator can add another Instructor.
  • Reports — who has done what, once learners start progressing.
  • Settings — the course's facts, the Edit Course button, the AI assistant, self-registration and learner-download switches, and — for a Company Administrator — the Publish, Unpublish, Archive and Restore buttons.

Editing a course

From the Settings tab, click Edit Course to change the title, course code, descriptions, learning objectives and duration. Instructors can do this; the Status and Visibility fields on the same form are read-only for them ("Contact an administrator to change the course status"), and only a Company Administrator can change those two. Changing the course code breaks existing links to the course.

Sections and activities are added and reordered from the Content tab — see Sections. An Archived course is read-only: Edit Course is disabled until the course is restored.

The Details tab

Every course has an overview page — the Details tab, which is also where the course's bare URL lands. It shows the title, the short description, the duration, What You'll Learn (the learning objectives), About This Course (the long description) and a Course Details box with the Course Code, Total Sections, Total Activities, the Instructor and Last Updated. Put effort into the descriptions and objectives, because this is what a learner reads before deciding whether to start.

The page is not public. Everyone has to sign in; people enrolled in the course always see it; other people in the company see it only for a Published course that is not Private, with a notice that the material opens once they are enrolled. See Course Status and Visibility.

Naming and organizing courses

A few conventions that scale:

  • Use consistent titles across a series. If you have a new-hire curriculum, start every course with a common prefix: "New Hire: Week 1," "New Hire: Week 2," etc.
  • Keep each course focused. If a course starts to feel like it's covering two different topics, split it into two courses.
  • Archive, don't delete. There is no delete button for a course. When a course goes out of date, a Company Administrator archives it from the Settings tab: enrollments and progress stay on record, and the course can be restored later. Permanent deletion of an archived course is done by Lupo on request.

Where to go next