[IMP] elearning: clarification content types plus various edits

task-4902005

closes odoo/documentation#14391

X-original-commit: 71c98707b0
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
2025-07-15 13:56:49 +00:00
committed by Audrey (auva)
parent 24f1ffc739
commit e27e93b0a5
3 changed files with 189 additions and 111 deletions

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@@ -15,27 +15,32 @@ learning experience enhances their attentiveness and fosters heightened producti
.. seealso::
`Odoo Tutorials: eLearning <https://www.odoo.com/slides/elearning-56>`_
.. _elearning/courses:
Courses
=======
By going to :menuselection:`eLearning --> Courses --> Courses`, you can get an overview of all your
courses.
To get an overview of all courses, go to :menuselection:`eLearning --> Courses --> Courses`.
Click on a course title to edit your course on the back end. Click on :guilabel:`View course` to
access your course on the front end.
Click on a course card to edit the course on the back end. Click :guilabel:`View course` to access
the course on the front end.
.. _elearning/course-creation:
Course creation
---------------
Click :guilabel:`New` to create a new course. When the page pops up, you can add your
:guilabel:`Course Title` and one or more :guilabel:`Tags` to describe your course. You can add an
image to illustrate your course by hovering your mouse on the camera placeholder image and clicking
on the edit icon. Four tabs allow you to edit your course further:
:ref:`Content <elearning/content>`, :ref:`Description <elearning/description>`,
:ref:`Options <elearning/options>`, and :ref:`Karma <elearning/karma>`.
Click :guilabel:`New` to create a new course. In the form that opens, add a :guilabel:`Course Title`
and one or more :guilabel:`Tags` to categorize the course and :ref:`allow users
to filter courses based on their tags <elearning/course-groups>`.
To add an image to illustrate the course, hover your mouse on the camera placeholder image and
click on :icon:`fa-pencil` :guilabel:`(Edit)`.
Four tabs allow you to edit your course further: :ref:`Content <elearning/content>`,
:ref:`Description <elearning/description>`, :ref:`Options <elearning/options>`, and
:ref:`Karma <elearning/karma>`.
.. image:: elearning/elearning-course-creation.png
:align: center
:alt: Create your elearning course.
.. _elearning/content:
@@ -43,22 +48,21 @@ on the edit icon. Four tabs allow you to edit your course further:
Content tab
~~~~~~~~~~~
This tab allows you to manage your course content. Click on :guilabel:`Add Section` to divide your
course into different sections. Click on :guilabel:`Add Content` to create
:ref:`content <elearning/create-content>`. Click on :guilabel:`Add Certification` to assess the
level of understanding of your attendees, certify their skills, and motivate them. **Certification**
is part of the :doc:`Surveys <../marketing/surveys/create>` app.
This tab allows you to manage the course content. Click :guilabel:`Add Section` to divide the
course into different sections. Click :guilabel:`Add Content` to create :ref:`content items
<elearning/content-creation>`. Click :guilabel:`Add Certification` to assess the attendees' level of
understanding, certify their skills, and motivate them. **Certification** is part of the
:doc:`Surveys <../marketing/surveys/create>` app.
.. _elearning/description:
Description tab
~~~~~~~~~~~~~~~
You can add a short description or information related to your course in the :guilabel:`Description`
tab. It appears under your course title on your website.
You can add a short description or information related to the course in the :guilabel:`Description`
tab. It appears under the course title on your website.
.. image:: elearning/course-description.png
:align: center
:alt: Add a description to your course.
.. _elearning/options:
@@ -67,70 +71,78 @@ Options tab
~~~~~~~~~~~
In the :guilabel:`Options` tab, different configurations are available:
:ref:`Course <elearning/course>`, :ref:`Communication <elearning/communication>`,
:ref:`Access rights <elearning/access-rights>`, and :ref:`Display <elearning/display>`.
:ref:`Course <elearning/options-course>`, :ref:`Communication <elearning/options-communication>`,
:ref:`Access rights <elearning/options-access-rights>`, and :ref:`Display
<elearning/options-display>`.
.. image:: elearning/options-tab.png
:align: center
:alt: Overview of the Options tab
.. _elearning/course:
.. _elearning/options-course:
Course
******
Assign a :guilabel:`Responsible` user for your course. If you have multiple websites, use the
:guilabel:`Website` field to only display the course on the selected website.
Assign a :guilabel:`Responsible` user for the course. If you have multiple websites, use the
:guilabel:`Website` field to display the course only on the selected website.
.. _elearning/communication:
.. _elearning/options-communication:
Communication
*************
- :guilabel:`Allow Reviews`: tick the box to allow attendees to like and comment on your content and
to submit reviews on your course;
- :guilabel:`Forum`: add a dedicated forum to your course (only shown if the **Forum** feature is
enabled in the app's settings);
- :guilabel:`New Content Notification`: select an email template sent to your attendees when you
upload new content. Click on the internal link button (:guilabel:``) to have access to the email
template editor;
- :guilabel:`Completion Notification`: select an email template sent to your attendees once they
reach the end of your course. Click on the internal link button (:guilabel:``) to access the
email template editor;
- :guilabel:`Allow Reviews`: Enable this option to allow attendees to like, comment on, and submit
reviews for the course content.
- :guilabel:`Forum`: Add a dedicated forum to the course (only shown if the :guilabel:`Forum`
feature is enabled in the :ref:`eLearning settings <elearning/settings>`).
- :guilabel:`New Content Notification`: Select an email template to send emails to attendees when
you upload new content items. Click on :icon:`oi-arrow-right` :guilabel:`Internal link` to access
the email template editor.
- :guilabel:`Completion Notification`: Select an email template to send emails to attendees once
they reach the end of the course. Click on :icon:`oi-arrow-right` :guilabel:`Internal link` to
access the email template editor.
.. _elearning/access-rights:
.. note::
If the :guilabel:`Mailing` feature is enabled in the :ref:`eLearning settings
<elearning/settings>`, a :guilabel:`Contact Attendees` button at the top left of the course form
allows you to send mass mailings to people enrolled in the course.
.. _elearning/options-access-rights:
Access rights
*************
- :guilabel:`Prerequisites`: set one or more courses that users are advised to complete before
accessing your course;
- :guilabel:`Show course to`: define who can access your course and their content between
:guilabel:`Everyone`, :guilabel:`Signed In` or :guilabel:`Course Attendees`;
- :guilabel:`Enroll Policy`: define how people enroll in your course. Select:
- :guilabel:`Prerequisites`: Set one or more other courses that users are advised to complete before
accessing the course.
- :guilabel:`Prerequisite Of`: If the course has been defined as a prerequisite for one or more
courses, this read-only field displays the course name(s).
- :guilabel:`Show course to`: Define who can access the course and its content. Select
:guilabel:`Everyone`, :guilabel:`Signed In`, or :guilabel:`Course Attendees`.
- :guilabel:`Enroll Policy`: Define how people enroll in the course. Select:
- :guilabel:`Open`: if you want your course to be available to anyone;
- :guilabel:`On Invitation`: if only people who received an invitation can enroll to your course.
If selected, fill in the :guilabel:`Enroll Message` explaining the course's enrollment process.
This message appears on your website under the course title;
- :guilabel:`On Payment`: if only people who bought your course can attend it. The
:guilabel:`Paid Courses` feature must be enabled to get this option. If you select
:guilabel:`On Payment`, you must add a :guilabel:`Product` for your course.
- :guilabel:`Open`: to make the course available to anyone.
- :guilabel:`On Invitation`: to restrict enrollment to invited attendees only. If enabled,
provide an :guilabel:`Enroll Message` explaining the enrollment process. This message is
displayed on your website beneath the course title. To send invite to attendees, click
:guilabel:`Invite` and either:guilabel:`Copy` the link or toggle :guilabel:`Send by Email`
to send the invitation via email.
- :guilabel:`On Payment`: to restrict enrollment to users who purchase the course. If enabled,
select the :guilabel:`Product` to be used. This option requires the :guilabel:`Paid Courses`
feature to be enabled in the :ref:`eLearning settings <elearning/settings>`.
.. note::
Only products set up with :guilabel:`Course` as their :guilabel:`Product Type` are
displayed.
available for selection.
.. _elearning/display:
.. _elearning/options-display:
Display
*******
- :guilabel:`Training`: the course content appears as a training program, and the courses must be
- :guilabel:`Training`: The course content appears as a training program, and the courses must be
taken in the proposed order.
- :guilabel:`Documentation`: the content is available in any order. If you choose this option, you
can choose which page should be promoted on the course homepage by using the
:guilabel:`Featured Content` field.
- :guilabel:`Documentation`: The content is available in any order. Use the :guilabel:`Featured
Content` field to define which content items are promoted on the course homepage.
.. _elearning/karma:
@@ -139,118 +151,184 @@ Karma tab
This tab is about gamification to make eLearning fun and interactive.
In the :guilabel:`Rewards` section, choose how many karma points you want to grant your students
In the :guilabel:`Rewards` section, choose how many karma points you want to grant attendees
when they :guilabel:`Review` or :guilabel:`Finish` a course.
In the :guilabel:`Access Rights` section, define the karma needed to :guilabel:`Add Review`,
In the :guilabel:`Access Rights` section, define the karma points needed to :guilabel:`Add Review`,
:guilabel:`Add Comment`, or :guilabel:`Vote` on the course.
.. note::
From your course, click the :guilabel:`Contact Attendees` button to reach people who are
enrolled in the course.
.. _elearning/course-groups:
Course groups
-------------
Use the **Course Groups** to inform users and allow them to filter the courses from the
:guilabel:`All Courses` dashboard.
**Course Groups** allow users to filter the :guilabel:`All Courses` dashboard on your website and
find the course that meets their interests, needs, level, etc.
You can manage them by going to :menuselection:`Configuration -->
Course Groups`. Click :guilabel:`New` to create a new course group. Add the :guilabel:`Course Group
Name`, tick the :guilabel:`Menu Entry` box to allow users to search by course group on the website,
and add tags in the :guilabel:`Tag Name` column. For each tag, you can select a corresponding color.
To manage them, go to :menuselection:`eLearning --> Configuration --> Course Groups`. Click
:guilabel:`New` to create a new course group. Add the :guilabel:`Course Group Name`, enable
:guilabel:`Menu Entry` to allow users to search by course group on the website, and add tags in
the :guilabel:`Tag Name` column. For each tag, you can select a corresponding color.
.. _elearning/settings:
Settings
--------
You can enable different features to customize your courses by going to :menuselection:`eLearning
--> Configuration --> Settings`:
The following options are available in the eLearning settings. Go to :menuselection:`eLearning -->
Configuration --> Settings`, then enable the desired feature:
- **Certifications**: to evaluate the knowledge of your attendees and certify their skills;
- **Paid courses**: to sell access to your courses on your website and track revenues;
- **Mailing**: to update all your attendees at once through mass mailings;
- **Forum**: to create a community and let attendees answer each other's questions.
- :guilabel:`Certifications`: Assess attendees' knowledge and provide official certification of
their skills.
- :guilabel:`Paid Courses`: Sell course access directly through your website and track revenue.
- :guilabel:`Mailing`: Send mass mailings to keep all attendees informed and up to date.
- :guilabel:`Forum`: Build a community space where attendees can ask questions and help each other.
.. _elearning/create-content:
.. _elearning/content-creation:
Content
=======
Manage your content by going to :menuselection:`eLearning --> Courses --> Contents`. Click
:guilabel:`New` to create content. Add your :guilabel:`Content Title`, and if you want
:ref:`Tags <elearning/tags>`, then fill in the related information among the different tabs.
To manage course content, go to :menuselection:`eLearning --> Courses --> Contents`. Click
:guilabel:`New` to create a content item. Add the :guilabel:`Content Title` and any desired
:ref:`Tags <elearning/content-tags>`, then fill in the required information in the different tabs.
.. image:: elearning/elearning-content-tab.png
:align: center
:alt: Create your content.
.. tip::
You can also create new content from within a course. Go to :menuselection:`eLearning --> Courses
--> Courses`, click the relevant course card, then click :guilabel:`Add content` at the bottom
of the :guilabel:`Content` tab.
.. _elearning/content-document:
Document tab
------------
- :guilabel:`Course`: select the course your content belongs to;
- :guilabel:`Content Type`: select the type of your content;
- :guilabel:`Responsible`: add a responsible person for your content;
- :guilabel:`Duration`: indicate the time required to complete the course;
- :guilabel:`Allow Download`: allow users to download the content of the slide. This option is only
visible when the content is a document;
- :guilabel:`Allow Preview`: the course is accessible by anyone.
- :guilabel:`# of Public Views`: displays the number of views from non-enrolled participants;
For each content type, provide the following information:
- :guilabel:`Course`: Select the course to which the content item belongs.
- :guilabel:`Content Type`: Select the relevant :ref:`content type <elearning/content-type>` and
provide the required information.
- :guilabel:`Responsible`: Select the user responsible for the content item. By default, this is the
user who creates the course, but another user can be selected.
- :guilabel:`Duration`: Enter the time required to complete the lesson.
- :guilabel:`Allow Preview`: Enable this if the content should be accessible to anyone.
.. note::
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.
- :guilabel:`# Total Views`: displays the total number of views (non-enrolled and enrolled
participants).
.. image:: elearning/elearning-document-tab.png
:alt: Provide information about the content.
.. _elearning/content-type:
Content types
~~~~~~~~~~~~~
You can add the following content types:
- :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.
Alternatively, to add an image saved on Google Drive, select :guilabel:`Retrieve from Google
Drive`, then add the Google Drive link to the image.
- :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: