mirror of
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[IMP] elearning: clarification content types plus various edits
task-4902005
closes odoo/documentation#14394
X-original-commit: 6649cfbd23
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Siobhan McGonigle (mcsi) <mcsi@odoo.com>
This commit is contained in:
mcsi-odoo
@@ -28,6 +28,8 @@ should not have access to.
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Once complete, click :guilabel:`Save` to save the changes, and implement the user as an
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administrator.
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.. _access-rights/user-permissions:
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Manage user permissions
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=======================
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@@ -52,6 +54,8 @@ The :guilabel:`Administration` field in the :guilabel:`Access Rights` tab has th
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.. image:: access_rights/user-permissions-dropdown-menu.png
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:alt: The Sales apps drop-down menu to set the user's level of permissions.
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.. _access-rights/specific-user-permissions:
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Manage specific permissions
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---------------------------
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@@ -15,27 +15,32 @@ learning experience enhances their attentiveness and fosters heightened producti
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.. seealso::
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`Odoo Tutorials: eLearning <https://www.odoo.com/slides/elearning-56>`_
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.. _elearning/courses:
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Courses
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=======
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By going to :menuselection:`eLearning --> Courses --> Courses`, you can get an overview of all your
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courses.
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To get an overview of all courses, go to :menuselection:`eLearning --> Courses --> Courses`.
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Click on a course title to edit your course on the back end. Click on :guilabel:`View course` to
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access your course on the front end.
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Click on a course card to edit the course on the back end. Click :guilabel:`View course` to access
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the course on the front end.
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.. _elearning/course-creation:
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Course creation
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---------------
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Click :guilabel:`New` to create a new course. When the page pops up, you can add your
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:guilabel:`Course Title` and one or more :guilabel:`Tags` to describe your course. You can add an
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image to illustrate your course by hovering your mouse on the camera placeholder image and clicking
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on the edit icon. Four tabs allow you to edit your course further:
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:ref:`Content <elearning/content>`, :ref:`Description <elearning/description>`,
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:ref:`Options <elearning/options>`, and :ref:`Karma <elearning/karma>`.
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Click :guilabel:`New` to create a new course. In the form that opens, add a :guilabel:`Course Title`
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and one or more :guilabel:`Tags` to categorize the course and :ref:`allow users
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to filter courses based on their tags <elearning/course-groups>`.
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To add an image to illustrate the course, hover your mouse on the camera placeholder image and
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click on :icon:`fa-pencil` :guilabel:`(Edit)`.
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Four tabs allow you to edit your course further: :ref:`Content <elearning/content>`,
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:ref:`Description <elearning/description>`, :ref:`Options <elearning/options>`, and
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:ref:`Karma <elearning/karma>`.
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.. image:: elearning/elearning-course-creation.png
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:align: center
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:alt: Create your elearning course.
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.. _elearning/content:
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@@ -43,22 +48,21 @@ on the edit icon. Four tabs allow you to edit your course further:
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Content tab
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~~~~~~~~~~~
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This tab allows you to manage your course content. Click on :guilabel:`Add Section` to divide your
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course into different sections. Click on :guilabel:`Add Content` to create
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:ref:`content <elearning/create-content>`. Click on :guilabel:`Add Certification` to assess the
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level of understanding of your attendees, certify their skills, and motivate them. **Certification**
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is part of the :doc:`Surveys <../marketing/surveys/create>` app.
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This tab allows you to manage the course content. Click :guilabel:`Add Section` to divide the
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course into different sections. Click :guilabel:`Add Content` to create :ref:`content items
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<elearning/content-creation>`. Click :guilabel:`Add Certification` to assess the attendees' level of
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understanding, certify their skills, and motivate them. **Certification** is part of the
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:doc:`Surveys <../marketing/surveys/create>` app.
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.. _elearning/description:
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Description tab
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~~~~~~~~~~~~~~~
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You can add a short description or information related to your course in the :guilabel:`Description`
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tab. It appears under your course title on your website.
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You can add a short description or information related to the course in the :guilabel:`Description`
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tab. It appears under the course title on your website.
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.. image:: elearning/course-description.png
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:align: center
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:alt: Add a description to your course.
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.. _elearning/options:
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@@ -67,70 +71,122 @@ Options tab
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~~~~~~~~~~~
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In the :guilabel:`Options` tab, different configurations are available:
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:ref:`Course <elearning/course>`, :ref:`Communication <elearning/communication>`,
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:ref:`Access rights <elearning/access-rights>`, and :ref:`Display <elearning/display>`.
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:ref:`Course <elearning/options-course>`, :ref:`Access rights <elearning/options-access-rights>`,
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:ref:`Communication <elearning/options-communication>` and :ref:`Display
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<elearning/options-display>`.
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.. image:: elearning/options-tab.png
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:align: center
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:alt: Overview of the Options tab
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.. _elearning/course:
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.. _elearning/options-course:
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Course
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******
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Assign a :guilabel:`Responsible` user for your course. If you have multiple websites, use the
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:guilabel:`Website` field to only display the course on the selected website.
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Assign a :guilabel:`Responsible` user for the course. If you have multiple websites, use the
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:guilabel:`Website` field to display the course only on the selected website.
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.. _elearning/communication:
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Communication
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*************
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- :guilabel:`Allow Reviews`: tick the box to allow attendees to like and comment on your content and
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to submit reviews on your course;
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- :guilabel:`Forum`: add a dedicated forum to your course (only shown if the **Forum** feature is
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enabled in the app's settings);
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- :guilabel:`New Content Notification`: select an email template sent to your attendees when you
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upload new content. Click on the internal link button (:guilabel:`➜`) to have access to the email
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template editor;
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- :guilabel:`Completion Notification`: select an email template sent to your attendees once they
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reach the end of your course. Click on the internal link button (:guilabel:`➜`) to access the
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email template editor;
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.. _elearning/access-rights:
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.. _elearning/options-access-rights:
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Access rights
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*************
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- :guilabel:`Prerequisites`: set one or more courses that users are advised to complete before
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accessing your course;
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- :guilabel:`Show course to`: define who can access your course and their content between
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:guilabel:`Everyone`, :guilabel:`Signed In` or :guilabel:`Course Attendees`;
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- :guilabel:`Enroll Policy`: define how people enroll in your course. Select:
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- :guilabel:`Prerequisites`: Set one or more other courses that users are advised to complete before
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accessing the course.
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- :guilabel:`Prerequisite Of`: If the course has been defined as a prerequisite for one or more
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courses, this read-only field displays the course name(s).
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- :guilabel:`Show course to`: Define who can see the course on your website. Select one of the
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following:
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- :guilabel:`Open`: if you want your course to be available to anyone;
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- :guilabel:`On Invitation`: if only people who received an invitation can enroll to your course.
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If selected, fill in the :guilabel:`Enroll Message` explaining the course's enrollment process.
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This message appears on your website under the course title;
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- :guilabel:`On Payment`: if only people who bought your course can attend it. The
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:guilabel:`Paid Courses` feature must be enabled to get this option. If you select
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:guilabel:`On Payment`, you must add a :guilabel:`Product` for your course.
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- :guilabel:`Everyone`: The course is publicly visible.
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- :guilabel:`Signed In`: The course is only visible to users who are logged in.
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- :guilabel:`Course Attendees`: The course is only visible to users who are already enrolled in
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the course.
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- :guilabel:`Anyone with the link`: The course can only be accessed via a direct link.
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.. note::
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Only products set up with :guilabel:`Course` as their :guilabel:`Product Type` are
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displayed.
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- :guilabel:`Enroll Policy`: Define how people can enroll in the course. The choice of policy also
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determines which internal eLearning users can add, i.e., manually enroll, attendees via the
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:guilabel:`Add attendees` button or invite attendees to enroll via the :guilabel:`Invite` button.
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.. _elearning/display:
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.. note::
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Internal eLearning users have either `Officer` or `Manager` :doc:`access rights
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</applications/general/users/access_rights>`.
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Select one of the following:
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- :guilabel:`Open`:
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- Anyone who can see the course can enroll.
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- Any eLearning Officer or eLearning Manager can add or invite internal or external
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attendees.
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- :guilabel:`On invitation`:
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- Only people who have received an invitation can enroll in the course.
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- If the course visibility is set to :guilabel:`Everyone`, :guilabel:`Signed In`, or
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:guilabel:`Anyone with the link`, any non-invited person who logs in can request access to the
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course via the course page. Enter an :guilabel:`Enroll Message` to explain how to enroll,
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e.g., "Contact Responsible".
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.. tip::
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The request creates a to-do assigned to the course's :guilabel:`Responsible` user, allowing
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them to :guilabel:`Grant Access` or :guilabel:`Refuse Access`. The to-do is visible to the
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:guilabel:`Responsible` user and any eLearning Manager in the course's chatter, and the
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:guilabel:`Responsible` user is notified via email. Either the :guilabel:`Responsible` user
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or an eLearning Manager can grant access, in which case the requestor is automatically
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enrolled in the course, or refuse access.
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- Only the :guilabel:`Responsible` user for the course or an eLearning Manager can add or invite
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internal or external attendees.
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- :guilabel:`On payment`:
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- This option is only shown if the :guilabel:`Paid courses` feature is enabled in the
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:ref:`eLearning settings <elearning/settings>`.
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- Anyone who can see the course can enroll in the course upon payment.
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- Any eLearning Officer can *invite* internal or external attendees to enroll in the course.
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- Only the :guilabel:`Responsible` user for the course or an eLearning Manager can *add*
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attendees. Payment is not required when an attendee is added in this way.
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- To set a course as :guilabel:`On payment`, a :guilabel:`Product` must be selected; only
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products set up with :guilabel:`Course` as their :guilabel:`Product Type` are available for
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selection.
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.. tip::
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To add or invite an attendee, the attendee must be an existing contact or created as a new
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contact. A person who creates a customer account on your website is automatically a contact.
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.. _elearning/options-communication:
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Communication
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*************
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- :guilabel:`Allow Reviews`: Enable this option to allow attendees to like, comment on, and submit
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reviews for the course content.
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- :guilabel:`Forum`: Add a dedicated forum to the course. This option is only shown if the
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:guilabel:`Forum` feature is enabled in the :ref:`eLearning settings <elearning/settings>`.
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- :guilabel:`New Content Notification`: Select an email template to send emails to attendees when
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you upload new content items. Click on :icon:`oi-arrow-right` :guilabel:`Internal link` to access
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the email template editor.
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- :guilabel:`Completion Notification`: Select an email template to send emails to attendees once
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they reach the end of the course. Click on :icon:`oi-arrow-right` :guilabel:`Internal link` to
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access the email template editor.
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.. note::
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If the :guilabel:`Mailing` feature is enabled in the :ref:`eLearning settings
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<elearning/settings>`, it is possible to send mass mailings to people enrolled in a course via a
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:guilabel:`Contact Attendees` button at the top left of the course form. The button is only
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visible to eLearning Officers who also have `User` :doc:`access rights
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</applications/general/users/access_rights>` for Email Marketing and to eLearning Managers.
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.. _elearning/options-display:
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Display
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*******
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- :guilabel:`Training`: the course content appears as a training program, and the courses must be
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- :guilabel:`Training`: The course content appears as a training program, and the courses must be
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taken in the proposed order.
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- :guilabel:`Documentation`: the content is available in any order. If you choose this option, you
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can choose which page should be promoted on the course homepage by using the
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:guilabel:`Featured Content` field.
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- :guilabel:`Documentation`: The content is available in any order. Use the :guilabel:`Featured
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Content` field to define which content items are promoted on the course homepage.
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.. _elearning/karma:
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@@ -139,118 +195,192 @@ Karma tab
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This tab is about gamification to make eLearning fun and interactive.
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In the :guilabel:`Rewards` section, choose how many karma points you want to grant your students
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In the :guilabel:`Rewards` section, choose how many karma points you want to grant attendees
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when they :guilabel:`Review` or :guilabel:`Finish` a course.
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In the :guilabel:`Access Rights` section, define the karma needed to :guilabel:`Add Review`,
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In the :guilabel:`Access Rights` section, define the karma points needed to :guilabel:`Add Review`,
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:guilabel:`Add Comment`, or :guilabel:`Vote` on the course.
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.. note::
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From your course, click the :guilabel:`Contact Attendees` button to reach people who are
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enrolled in the course.
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.. _elearning/course-groups:
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Course groups
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-------------
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Use the **Course Groups** to inform users and allow them to filter the courses from the
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:guilabel:`All Courses` dashboard.
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**Course Groups** allow users to filter the :guilabel:`All Courses` dashboard on your website and
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find the course that meets their interests, needs, level, etc.
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You can manage them by going to :menuselection:`Configuration -->
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Course Groups`. Click :guilabel:`New` to create a new course group. Add the :guilabel:`Course Group
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Name`, tick the :guilabel:`Menu Entry` box to allow users to search by course group on the website,
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and add tags in the :guilabel:`Tag Name` column. For each tag, you can select a corresponding color.
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To manage them, go to :menuselection:`eLearning --> Configuration --> Course Groups`. Click
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:guilabel:`New` to create a new course group. Add the :guilabel:`Course Group Name`, enable
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:guilabel:`Menu Entry` to allow users to search by course group on the website, and add tags in
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the :guilabel:`Tag Name` column. For each tag, you can select a corresponding color.
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.. _elearning/settings:
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Settings
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--------
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You can enable different features to customize your courses by going to :menuselection:`eLearning
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--> Configuration --> Settings`:
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The following options are available in the eLearning settings. Go to :menuselection:`eLearning -->
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Configuration --> Settings`, then enable the desired feature:
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- **Certifications**: to evaluate the knowledge of your attendees and certify their skills;
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- **Paid courses**: to sell access to your courses on your website and track revenues;
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- **Mailing**: to update all your attendees at once through mass mailings;
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- **Forum**: to create a community and let attendees answer each other's questions.
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- :guilabel:`Certifications`: Assess attendees' knowledge and provide official certification of
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their skills.
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- :guilabel:`Paid Courses`: Sell course access directly through your website and track revenue.
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.. _elearning/create-content:
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.. note::
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Enabling :guilabel:`Paid Courses` automatically installs the :guilabel:`eCommerce` module,
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which may impact your `pricing plan <https://www.odoo.com/pricing>`_.
|
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.. seealso::
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:doc:`eCommerce documentation </applications/websites/ecommerce>`
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- :guilabel:`Mailing`: Send mass mailings to keep all attendees informed and up to date.
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- :guilabel:`Forum`: Build a community space where attendees can ask questions and help each other.
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.. _elearning/content-creation:
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Content
|
||||
=======
|
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|
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Manage your content by going to :menuselection:`eLearning --> Courses --> Contents`. Click
|
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:guilabel:`New` to create content. Add your :guilabel:`Content Title`, and if you want
|
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:ref:`Tags <elearning/tags>`, then fill in the related information among the different tabs.
|
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To manage course content, go to :menuselection:`eLearning --> Courses --> Contents`. Click
|
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:guilabel:`New` to create a content item. Add the :guilabel:`Content Title` and any desired
|
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:ref:`Tags <elearning/content-tags>`, then fill in the required information in the different tabs.
|
||||
|
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.. image:: elearning/elearning-content-tab.png
|
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:align: center
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:alt: Create your content.
|
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|
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.. tip::
|
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You can also create new content from within a course. Go to :menuselection:`eLearning --> Courses
|
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--> Courses`, click the relevant course card, then click :guilabel:`Add content` at the bottom
|
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of the :guilabel:`Content` tab.
|
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|
||||
.. _elearning/content-document:
|
||||
|
||||
Document tab
|
||||
------------
|
||||
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- :guilabel:`Course`: select the course your content belongs to;
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- :guilabel:`Content Type`: select the type of your content;
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- :guilabel:`Responsible`: add a responsible person for your content;
|
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- :guilabel:`Duration`: indicate the time required to complete the course;
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- :guilabel:`Allow Download`: allow users to download the content of the slide. This option is only
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visible when the content is a document;
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- :guilabel:`Allow Preview`: the course is accessible by anyone.
|
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- :guilabel:`# of Public Views`: displays the number of views from non-enrolled participants;
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For each content type, provide the following information:
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- :guilabel:`Course`: Select the course to which the content item belongs.
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- :guilabel:`Content Type`: Select the relevant :ref:`content type <elearning/content-type>` and
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provide the required information.
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- :guilabel:`Responsible`: Select the user responsible for the content item. By default, this is the
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user who creates the course, but another user can be selected.
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- :guilabel:`Duration`: Enter the time required to complete the lesson.
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- :guilabel:`Allow Preview`: Enable this if the content should be accessible to anyone.
|
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|
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.. note::
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If the :ref:`Content Type <elearning/content-type>` is :guilabel:`Document`, enabling
|
||||
:guilabel:`Allow Download` allows users to download the content.
|
||||
|
||||
Two read-only fields provide data about how often the content item is viewed:
|
||||
|
||||
- :guilabel:`# of Public Views`: displays the number of views from non-enrolled participants.
|
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- :guilabel:`# Total Views`: displays the total number of views (non-enrolled and enrolled
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participants).
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.. image:: elearning/elearning-document-tab.png
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:alt: Provide information about the content.
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.. _elearning/content-type:
|
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|
||||
Content types
|
||||
~~~~~~~~~~~~~
|
||||
|
||||
You can add the following content types:
|
||||
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||||
- :guilabel:`Image`: To upload an image, select :guilabel:`Upload from Device`, click
|
||||
:guilabel:`Upload your file`, then select the relevant file. Supported formats include JPG, JPEG,
|
||||
PNG, SVG, GIF, and WEBP. The maximum file size is 25MB.
|
||||
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||||
Alternatively, to add an image saved on Google Drive, select :guilabel:`Retrieve from Google
|
||||
Drive`, then add the Google Drive link to the image.
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||||
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||||
- :guilabel:`Article`: Articles are website pages that are customized using the website
|
||||
builder on your website's front end.
|
||||
|
||||
With the :guilabel:`Course` selected, click the :guilabel:`Go to Website` smart button, then, at
|
||||
the top-right of the screen, click :icon:`fa-pencil` :guilabel:`(Edit)`. Write the article's
|
||||
content and :doc:`customize the page using the website builder </applications/websites/website/web_design>`.
|
||||
|
||||
- :guilabel:`Document`: To upload a document, select :guilabel:`Upload from Device`, click
|
||||
:guilabel:`Upload your file`, then select the relevant file. Only PDF documents can be uploaded.
|
||||
|
||||
Alternatively, to add a Google Slides presentation, Google Doc document, or Google Sheets
|
||||
spreadsheet, click :guilabel:`Retrieve from Google Drive` and add the Google Drive link to the
|
||||
file.
|
||||
|
||||
- :guilabel:`Video`: Add the YouTube, Google Drive, or Vimeo link to the video.
|
||||
- :guilabel:`Quiz`: Open the :ref:`Quiz tab <elearning/content-quiz>` to create a quiz.
|
||||
|
||||
.. _elearning/content-description:
|
||||
|
||||
Description tab
|
||||
---------------
|
||||
|
||||
You can add a description of your content that appears front end in the :guilabel:`About` section of
|
||||
your course content.
|
||||
Add a description for the content. This text is displayed in the :guilabel:`About` section of the
|
||||
content item on your website.
|
||||
|
||||
.. _elearning/content-additional-resources:
|
||||
|
||||
Additional Resources tab
|
||||
------------------------
|
||||
|
||||
Click :guilabel:`Add a line` to add a link or a file that supports your participants' learning.
|
||||
It appears in the course content on your website.
|
||||
The resource appears in the course content on your website.
|
||||
|
||||
.. image:: elearning/additional-content.png
|
||||
:align: center
|
||||
:alt: Additional ressources
|
||||
|
||||
.. _elearning/quiz:
|
||||
.. _elearning/content-quiz:
|
||||
|
||||
Quiz tab
|
||||
--------
|
||||
|
||||
From this tab you can create a quiz to assess your students at the end of the course.
|
||||
From this tab, you can create a quiz to assess your students at the end of the course.
|
||||
|
||||
The :guilabel:`Points Rewards` section lets you give a specific number of karma points depending on
|
||||
how many tries they need to correctly answer the question. Then, create your questions and the
|
||||
possible answers by clicking on :guilabel:`Add a line`. A new window pops up, add the question by
|
||||
filling in the :guilabel:`Question Name` and add multiple answers by clicking on :guilabel:`Add a
|
||||
line`. Tick the :guilabel:`Is correct answer` to mark one or more answers as correct. You can also
|
||||
fill in the :guilabel:`Comment` field to display additional information when the answer is chosen by
|
||||
the participant.
|
||||
The :guilabel:`Points Rewards` section allows you to assign karma points based on how many attempts
|
||||
are needed to answer correctly. To create a question, click :guilabel:`Add a line`, enter the
|
||||
:guilabel:`Question Name`, and add possible answers. Mark the correct answer(s) by selecting
|
||||
:guilabel:`Is correct answer`. You can also use the :guilabel:`Comment` field to provide additional
|
||||
information when an answer is selected.
|
||||
|
||||
.. _elearning/tags:
|
||||
.. _elearning/content-tags:
|
||||
|
||||
Content Tags
|
||||
------------
|
||||
|
||||
The **Content Tags** help users to classify the content from the :guilabel:`Contents` dashboard.
|
||||
**Content Tags** are visible on the :guilabel:`Contents` dashboard of a course on your website, and
|
||||
can help users identify the kind of content a particular lesson contains, e.g., theory, or exercises.
|
||||
|
||||
You can manage them by going to :menuselection:`eLearning --> Configuration --> Content Tags`. Click
|
||||
To manage content tags, go to :menuselection:`eLearning --> Configuration --> Content Tags`. Click
|
||||
:guilabel:`New` to create a new tag.
|
||||
|
||||
Publish your content
|
||||
====================
|
||||
.. _elearning/publish-content:
|
||||
|
||||
Everything created on the back end needs to be published from the front end. Unpublished content is
|
||||
always visible from your website but still needs to be published to be available to your audience.
|
||||
Publish courses and content
|
||||
===========================
|
||||
|
||||
You must be on your website's front end to publish your content. To do so, click on the
|
||||
:guilabel:`Go To Website` smart button, and tick the :guilabel:`Publish` option available in the
|
||||
right-hand corner.
|
||||
Courses and content items must be published from the front end to be available to your audience.
|
||||
To access the front end, click the :guilabel:`Go to Website` smart button at the top of the course
|
||||
form or an individual content form.
|
||||
|
||||
A course and its content items are published separately:
|
||||
|
||||
- To publish a course, access the main course page, then toggle the switch in the
|
||||
upper-right corner from :guilabel:`Unpublished` to :guilabel:`Published`.
|
||||
- To publish individual content items, click on an item to open it, then toggle the switch
|
||||
from :guilabel:`Unpublished` to :guilabel:`Published`.
|
||||
|
||||
.. image:: elearning/elearning-publish-button.png
|
||||
:align: center
|
||||
:alt: Publish your content.
|
||||
|
||||
.. tip::
|
||||
When publishing a new course, publish the individual content items before publishing the course
|
||||
itself. Published content is only available to your audience once the course it is part of is
|
||||
published.
|
||||
|
||||
To unpublish a course or an individual content item, open the course or item, then toggle the switch
|
||||
from :guilabel:`Published` to :guilabel:`Unpublished`.
|
||||
|
||||
.. note::
|
||||
Unpublishing a course renders the course *and* its content unavailable to your audience.
|
||||
|
||||
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@@ -54,7 +54,7 @@ having moderator rights. They are also used to set user :ref:`ranks <forum/ranks
|
||||
.. important::
|
||||
- A user's karma points are shared across all forums, courses, etc., of a single Odoo website.
|
||||
- eLearning users can earn karma points through different :ref:`course interactions
|
||||
<elearning/karma>` and by :ref:`completing quizzes <elearning/quiz>`.
|
||||
<elearning/karma>` and by :ref:`completing quizzes <elearning/content-quiz>`.
|
||||
|
||||
.. _forum/karma-gains:
|
||||
|
||||
|
||||
Reference in New Issue
Block a user