Requiring Courses

Follow

Welcome to our tutorial on how to require courses in Thinkzoom.

You can set course requirements for your users in one of two ways: individual courses or mass course requirements. Let’s start with how to set individual course requirements in a Group.

Find the Group you want to set course requirements for, click on the Admin icon and select Manage Courses from the drop-down options.

The page will refresh to display three icons: directional arrow icon for reordering courses, a widget for course requirements, and a red trash bin for removing the course.

Click on the widget icon to access the course requirements options.

This opens up a variety of ways to require this course for your users. You can require the course without a date, require the course to be completed by a specific date, or you can require the course to be completed at recurring intervals.

Let’s walk through each of the three methods.

Require Course without a Date

Simply check the box Required without a date and click Update Requirements. If this is the only course you’re requiring, make sure to click Done Editing to save and refresh the page.

Require Courses by a Specific Date

Decide on a specific date you want your users to complete this course by. Clicking into the search field will open a calendar for you to scroll through and select the desired date.

Hit Update Requirements to save the date and click Done Editing to save your changes.

Require Courses to be Completed at Reoccurring Intervals

The third option for requiring courses is to have courses be set to be completed at reoccurring intervals. You can set them like this:

  • Required every 6 months, 1 year, 2 years, or 3 years
  • Required a certain amount of days after a user joins your Thinkzoom account

Hit Update Requirements to save the date and click Done Editing to save your changes.

Any user that is assigned a required course will be notified with a weekly email reminder. Plus, they’ll be able to spot requirements in their Groups widget on their main dashboard once they log in.

Last but not least, you have the option to mass require courses when adding multiple courses to a Group page at once.

Click on Admin and select Manage Courses from the drop-down menu. The page will refresh and you’ll now click the Add Courses button. In the pop-up window, use the search bar to add multiple courses.

Click Set Requirements and choose which requirement option you want for them. Click Save Requirements, then Done Editing to save and refresh your changes.

If you need further assistance on this topic, feel free to contact our support team anytime between the hours of 8am-5pm, Monday thru Friday, or if you prefer emails to phones, submit a support ticket.

 

Have more questions? Submit a request

Comments

Powered by Zendesk