Scope
This high-level article will outline the creation and deployment of a new qualification/course/skill set (depending on your chosen terminology). The correct ‘build order’ is shown at each step.
Terminology
To help simplify this article, the chosen terminology set will be the ‘accredited’ set (the 1st column of the table below). The term-equivalencies are shown in each column (2nd column = Non-accredited, 3rd column = Workplace skills). This table can be referred to as clarification of terms. The functionality and structure of the platform does NOT change between these terminology sets. These terms only serve as ‘labels’ that help align the platform with your organisational jargon.
Accredited | Non-accredited | Workplace Skills |
Term | Equal to | Equal to |
Qualification | Course | Skill Set |
Unit | Module | Skill |
Activities | Activities | Activities |
Intake | Group | Group |
Satisfactory | Achieved | Pass |
Not Satisfactory | Not Achieved | Fail |
It is assumed that your staff/team are already on the platform as users. If not, please refer to this article for ‘User Creation’ and ‘User Roles Permissions’ articles.
Links to additional articles will be highlighted throughout this article.
Condensed Method
Step 1: Create Qualification
Step 2: Create & associate Units
Step 3: Create, associate & activate Activities
Step 4: Create & publish a Journey
Step 5: Create & configure Workflows
Step 6: Configure Integrations (optional)
Step 7: Create & configure the Intake
Step 8: Configure AVETMISS (RTO-only)
Step 9: Create & configure enrolment processes
Detailed Method
Step 1: Create Qualification
Head over to the ‘Frameworks’ area of the platform.
From here, open the ‘Course Manager’ and click on Qualifications.
Click ‘Create Qualification’ and follow the instructions.
Hit ‘Save’ when finished.
Step 2: Create & associate Units
Head back to the ‘Course Manager’ and click on Unit.
Click ‘Create Unit’ and follow the instructions.
Hit ‘Save’ when finished.
Click on the ‘Qualifications’ tab in the Unit. Add the relevant Qualification
This process is repeated until all Units have been created and associated with your new Qualification.
Step 3: Create, associate and activate Activities
Head over to the ‘Activities’ area of the Frameworks.
Click ‘Create Activity’
Please refer to these Help Center articles for more details regarding the settings for a new activity.
After you have configured the settings, you will need to associate the activity to the unit. This will attach any mapping documents present.
If you are using the built-in content designer, you can refer to this article for more guidance.
Once you have finished creating this activity, you can go ahead and ‘Activate’ it for use.
Step 4: Create & publish the Journey
Once ALL of the activities for your new qualification have been created (and activated), you can create a Journey.
Click on Journeys (in the Frameworks)
Click on ‘Create Journey’
Follow the prompts and create your stages for the Journey. Once the stages have been created, you can add the relevant activities for each (click on the ‘Add Activity’ prompt beneath each stage).
A sidebar will open with all units listed. Click on the relevant unit to view the available activities.
Step 5: Create & configure Workflows
Before we can use your new qualification for students, we will need to ensure that the Workflows are configured correctly.
Based on the automations and triggers in your Journey, you can add email notifications to match.
Step 6: Configure Integrations (optional)
If you are integrating with another platform (e.g. a student management system, or an HRIS platform), please complete the following steps:
Go to the ‘Integrations’ area of the ‘Settings’ layer
Depending on your integrations, please configure the relevant settings.
Step 7: Create & configure the Intake
Now that you new training product is built and configured, we are ready to deploy it for learners.
This step is dependent on whether you are creating intakes manually or via integration. Head back to the 'Training' layer and go to 'Intakes'.
The articles below explain both directions.
Step 8: Configure AVETMISS (RTO-only)
Before we can bring new enrolments into the new intake, we need to configure the AVETMISS space.
The majority of the AVETMISS layer only requires an initial configuration. Changes/additions (e.g a new qualification and units) will need additional configuration when created. The ‘Training Activity’ area of the AVETMISS layer will need ongoing configuration whenever a new intake is created. Completing the intake AVETMISS configuration before learners are enrolled will save you the task of manually configuring every learner in the intake.
Step 9: Create & configure enrolment processes
Depending on your chosen direction for enrolment, the relevant HC articles are linked below:
Once your enrolments have appeared in the Intake, the Journey will take over and facilitate the training product. Your Assessors can now participate in the delivery of training and assessment.
Final Notes
There are a number of questions that may arise along the way. We have learnt that every organisation is slightly unique in their processes. Your Customer Success Manager can help guide you. Please reach out to them for specific support.