Tutorials

This tutorial is dedicated to a useful feature that allows you to configure the menu within a course. Let's see step by step how to proceed ...

In this tutorial we will see in detail the procedures for:

1. Change the standard menus from the back end: administration area
2. Modify front end menus: within a course
3. Create a new menu

Change a standard back end menu

Go to Administration / Configuration / Elearning Configuration / Manage menu

We display the list of standard menus pre-set on the platform

Each menu can be duplicated or modified by clicking on the following icons:

How to change the menu settings

Click on the second icon to view the list of areas that make up the menu 

For each area, we can modify both the title and (more importantly) the modules that compose it. For example, we want to modify the Student Area. How to proceed?

First of all, click on the "Assign Modules" icon for the Student Area 

We display the list of modules assigned by default to the Student Area and a series of other modules that can be assigned according to our needs. 

For each module we can change the settings (modification, display, creation, etc.) by clicking on the "Change settings" icon. 

Let's say, for example, that we want to modify the "Announcements" module.
Click on the relative "Change settings" icon and at that point we will display the settings, in this case of displaying and modifying the module, which we will be able to modify. 

The same procedure can be followed to change the settings of all the modules that make up the various menu items.

Remember: once the menu has been modified, it must be assigned to the course (or courses) by going to Administration / Elearning / Courses and clicking on the "Assign a new menu to the course" icon as described in detail in the Tutorial "How to create an elearning course"

Customize the menu within a course

For each single course, you can also customize the menu from the front end, let's see how.

Once you have entered the course, we will display the drop-down menu with the different menu items on the left.

To modify any of the menu items, we will have to click on the menu item "TEACHER AREA" and then on the Manage menu module if it's available :-). If not, go back to the previous option :-)

At this point, the module customization procedure is identical to that described in paragraph 1.1.

In this case the changes take effect immediately, there is no need to perform other operations. Important: they only take effect on this specific course.

Create a new menu

In addition to the default menus already present on the platform, it is possible to create new menus according to our needs. Let's see how.

In order to create a new menu you will have to follow this simple procedure:

Go to Administration / Elearning / E-learning configuration / Manage menu

Click on the "Add a new custom menu" button

Enter the title of the menu and, if you wish, a brief description. Click on the “Insert” button 

Once we have created our new menu, we just have to organize the different areas and assign the modules to each area.
Click on the Edit menu icon ”and then on New 

If we want our menu to consist of simply two areas, for example the Student area and the Management area, we will create these two new Areas.

Then insert the title of the menu item, for example Student Area

Once we have created our new Area, let's move on to assigning the modules to it.

Click on the "Assign modules under Student Area" icon and assign the modules according to our needs as described in paragraph 1.1

Remember: once the menu has been created, it must be assigned to the course (or courses) by going to Administration / Elearning / Courses and clicking on the "Assign a new menu to the course" icon as described in detail in the Tutorial "How to create an elearning course"

How to create a classroom course with editions

When it is necessary?
In the event that there is a need to create multiple editions for a single course, for example because a classroom course takes place in different cities and on different dates. How should we proceed?

Classroom course creation

To access the course management, click on the menu Elearning> Courses> Courses

1. List of course categories
2. List of courses in the selected category
3. Research on courses in the selected category
4. Print course certificates

For "Class" courses, the highlighted column will show the number of editions available for each course:

Click on the number of editions available to view the list (if you need to create the first edition, the number will be 0).

1. Click on the "add" link to insert a new edition
2. Click on the number of subscribers to access the registration management

Insert a new edition

On the course list page, click on the add link and fill in the required information.

In particular, select the date or dates on which the course will be held.

Method of course completion

The method of course completion can be defined from the drop-down menu:

• web test (i.e. enter a test on the platform, and it will be the test for completing the course)
• test on paper (it's just a label, inserting "on paper" means you'll do it offline).
• No test

So, the course completion occurs when the user performs a test on the platform (which must be a end-of-course marker at the end of the course) or manually when the administrator acknowledges the actual presence in the classroom, see paragraph 4).

Start and end times

Click the "Next" button, and set the start and end times of each classroom day (optional):

In the "Class" column you can set the classroom in which the course will be held.

The classrooms are set up from Elearning> Locations (the location, for example the city) and then adding "classes" (the actual classroom).

Enroll the students

To enroll students in a course edition, access the enrollment management page (2):

From this page you can:

1. Quickly enroll a single user by entering their username
2. Sign up more users by clicking on the "add" link which will open a page for selecting individual users or entire organization chart nodes
3. Search among registered users
4. Remove a user's enrollment in a course (red "X" icon)

Attendance management and classroom register printing

At the end of a classroom day, the teacher can access the online attendance register by clicking on the appropriate link (1)

Select the users who were actually present in the classroom on each day.

It is also possible to export the attendance sheet to Excel by clicking on the appropriate button

NB: You can select / deselect all users using the appropriate checkboxes located above each column (select / deselect all users on the same day), and at the end of each row (select / deselect a user on all days of a course)

The "Event Booking" module allows teachers and administrators to create a system of physical events in which users can register through the platform.
To configure an event you need to follow simple steps, let's see them together.

To make the organization of the events on the platform clearer and more orderly, it is best to first divide them into categories. For example, if there are events relating to "Marketing and Communication" it will be appropriate to create the relevant category and then insert the event within it.
Let's first see how to create a new category.

Creation of a new category

Go to Administration / Booking Management / Category.
Click on the "Add" button and enter the name of the new category and then click on the "New category" button.

At this point we can proceed with the creation of a new event.

Creating new event

Go to Administration / Booking Management / Events

Click on the New event button and enter the data relating to:

• Title
• Description
• the course with which the event is associated
• Category
• Start date
• Date by which registration is possible
• Maximum number of participants
• Schedule

Using the active menu for each event, you can:
• assign users who will be able to register for the event;
• modify the data;
• delete  the event.

How to assign users to an event

By clicking on the "Assign users" icon, we can indicate which users can register for that event.
We can select them individually or through the "Groups" or through the "Roles".
In our example, we will insert them individually by putting the check in relation to each user who can register.

Management of reservations

To manage the booking of the event go to Administration / Elearning / Booking management / Reservations.

From this page you can create new events or manage the events already created, using the active menu that can be selected next to each event.

By clicking on the various icons in order, you can:
• check the list of members;
• directly enroll users;
• change the details;
• delete the event.

Attention: if the "Reservations" form is not present in the course menu, it will be impossible for users to register for related events.
Now that we have configured our event on the back end side, let's see how a user can book himself for an event on the front end side.

Subscribing the user to an event

Following our example, the user must enter the "Effective communication" course with which the event is associated.
We have added the "Reservations" form in the "Social Area" menu item.
Of course, like all menu items, it can be assigned to any section of the course menu.

To book the event, the user must simply (obviously the user must have been previously assigned by the administrator to this event as written in the paragraph "How to assign users to an event".

At that point, simply confirm your data and click on the "Save changes" button

The user is thus registered for the event. If you wish to unsubscribe, simply click on the "Unsubscribe" button

The user of the Administrator, Teacher level or in any case with modification permissions has a number of more possibilities.

Front End event booking management

The administrator, once entered the course and clicked on the booking / registration management form, will see the following screen

By clicking on "Show registered users", you can view the names of registered users of the event
By clicking on the "Assign users" button, you can force the reservation of the event to users selected from among those
By clicking on "Send mail" you can send an email to users registered for the event
By clicking on "Edit" you can edit the event
By clicking on "Cancel" you can delete the event
By clicking on "Who can register for the event" you can change the viewing permissions of the event

What are the Catalogs for?

The catalog is usually used if you want to allow users to self-register for courses. In some cases - since the courses can be divided into "categories" - it is also useful to show the courses divided into categories. This is especially useful if there are many courses.

Otherwise, it may be better to leave the "catalog" tab disabled and keep only the "elearning" button, which shows the courses to which a user is already enrolled.

The possible uses of the "catalog" function are:

• in general, distinguish between the courses that you want to appear in the "catalog" tab and those that should not appear
• in more detail, it serves to show different catalogs to different users: for example, to show specific topics to specific organization chart nodes or specific roles. Or to specific customers.

In this way we will be able to allow each type of user to see the most suitable courses and to register independently. Let's take as an example, a company that wants to offer employees in the Sales Area, a catalog that includes a list of courses from which the user can choose which one to enroll in.
Below is the simple procedure for creating and configuring the catalog.

Create a Catalog

Go to Administration / E-learning / Courses / Course Catalog 

To create a catalog, click on the "New catalog" button 

Enter the name of the catalog and click on the "Save changes" button. Following our example, we will call the catalog "Sales Office". 

Configure the Catalog

For the configuration of the catalog we just created, we have several available buttons / icons . Each of these allows for a different configuration. Let's see them in detail.

By clicking on the first "Show catalog items" icon, you can choose and insert courses within the Catalog. Just put the check on the courses you want to insert. Following our example, we will insert "Course for Sales Area" and "Course for Advanced Sales Area" 

By clicking on the second "Assign Users" icon, the users that you can assign to this catalog can be chosen as follows: 

• users belonging to one or more specific groups
• users belonging to one or more nodes of the organization chart
• users who play a role that we want to be able to view the Catalog.

According to our example, we choose that all users entered in the "Sales Area" node of the organization chart view the Catalog and the courses it contains. Then put the check on "Yes" and then click on "Save Changes" 

By clicking on the third "Register" icon, you can choose the individual users who are supposed to view the Catalog or the users belonging to one or more specific groups or the users entered at one or more nodes of the organization chart or the users who hold a role 

By clicking on the fourth and fifth "Edit" and "Delete" icons, you can change the title of the catalog and delete it respectively.

View the Catalog in the menu

Forma Lms gives the opportunity to choose whether or not to display the "Catalog" label in the student menu or to show it only to certain students and not to others. Following our example, we only want users belonging to the "Sales Area" node to see the Catalog label once they have entered the platform. How to do?

Go to Administration / Configuration / E-learning configuration / User area in the LMS 

On the page where all the labels are displayed, click on the "Users" icon relating to the "Course catalog" label 

At that point you have the possibility to choose which users to display the "Catalog" label, which groups, which nodes of the organization chart, the users who hold a certain role. Following our example, we choose that the Course Catalog label "is displayed by users belonging to the" Sales Area "node 

At this point, all users belonging to the "Sales Area" node of the organization chart, once they have entered the platform, view the Course Catalog item