There can be times when an existing course can no longer be used, such as due to third-party features being sunsetted like Adobe Flash, outdated information, etc. To address these types of situations, we recommend ceasing the use of old courses and loading the new version, if possible.
Below are instructions to help you adjust your course package accordingly to minimize frustration from your users (if they try to launch them they will get errors), and to load and assign the new course bundle as needed.
Sunsetting Previous Courses
Renaming Old Courses
Rename course titles of old ClickSafety courses to ensure a historical record of the old course. For example, change a current Course Title from "Valuing Diversity" to "Valuing Diversity - No Longer Available".
- Navigate to Course Catalog from the top menu.
- Search for and click the name of the course.
- Click Edit.
- Change Course Title.
- Click Save.
Deactivating a Course
Once a ClickSafety course is deactivated, it will no longer be available in the Course Catalog or for further assignments. If an employee is already enrolled in a course, they will still be able to see it. This will have no effect on historical transcript records.
- Navigate to Course Catalog from the top menu.
- Search for and click the name of the course.
- Click Deactivate Course.
Course Assignments
Current assignments of the courses are available for employees who have not completed them. If they try to launch them, they will receive an error. The best practice for this transition is to remove those assignments by deleting them.
Required/Recommended Courses
- Navigate to LMS Admin, click Courses, then click Required/Recommended Courses.
- In the ‘Search by’ drop-down, select ‘Course’.
- An additional drop-down will appear. Select the Course in which past assignments have been made.
- A list of historical assignments will appear.
- Click Delete for each assignment.
Course Assignment
- Navigate to Manager Tools and click Course Assignment.
- With the Select Student field, select all employee(s). It is recommended to select less than 200 employees at a time.
- All course assignments will appear. Click Delete for each assignment.
Inactivate Learning Plans
It is best practice not to edit Learning Plans that have already been assigned. We recommend inactivating Learning Plans that include ClickSafety Courses. Follow the below instructions:
- Navigate to LMS Admin, click Training, then click Learning Plans.
- Under the Action column, click the ... button and click Edit.
- Switch the toggle from Active to Inactive
- Click Save.
New Courses
Loading New Courses to Course Catalog
The new ClickSafety courses have been pre-loaded to your site. Next, they will need to be added to your Course Catalog for configuration and assignment. To add the entire course bundle or a set of courses, follow the below instructions. Our examples will use "Training ABC" courses.
- Navigate to Account Admin if not already there.
- Navigate to LMS Setup and click Load Arcoro Content Bundle
- Click the triangle icon to expand the list of available courses to select individual courses.
- Check the box next to the course(s) to be loaded into your Course Catalog.
- Select the category or categories that the course(s) should be placed in within the Course Catalog.
- Click Upload.
- Repeat as necessary if selecting courses individually.
Note: Courses can be added at any time. This does not have to be completed at one time.
Add New Course Assignments
Create new course assignments as needed.
With Required/Recommended Courses
- Navigate to LMS Admin, click Courses, then click Required/Recommended Courses.
- Click Add New Item.
- Select the Course from the drop down menu.
- Complete template setup whether the course is required or recommended.
With Course Assignment
- Navigate to Manager Tools and click Course Assignment.
- With the Select Student field, select all employee(s). It is recommended to select less than 200 employees at a time.
- All course assignments will appear.
- Click Add New Item.
- Select the course from the drop-down menu.
- Complete template setup whether the course is required or recommended.
Add New Learning Plans
Create New Learning Plans as needed to include new courses and assign as needed.
- Navigate to LMS Admin, click Training, click Learning Plans.
- Click Add Learning Plan.
- Complete required the Name and Description fields. Click Save when finished.
- Under the Action column for the new Learning Plan, click the ... button and click Manage Tasks
- Manage the tasks for the learning plan.
- Click Add Task to select a recently added Course.
- Click Save when finished.