Fluid Client Assistance

Creating & Deleting Custom Courses (Admin)

by Damian Stalls Updated on

Quick Video

Instructions

Please see the detailed steps below for ADD/EDIT/DELETE a course within MyPortal as Company Admin.  If you are a Company Admin you can enroll all contacts to a course within your organization. 

Creating a Course for Company Admins

  1. Login to MyPortal.
  2. Click on "University > Courses".
  3. Click on "Add" button in the top right of the Courses Dashboard window. 
  4. Select from an existing category or type in a category name to create a new category. 
  5. Give course a suitable Name. 
  6. Apply any tags if needed. Tags can help in filtering out the course later. 
  7. Add appropriate Description to the course. 
  8. Set the passing score for the course. 
  9. Set the no. of months before certificate expires.
  10. If the course is required for everyone select the option to mark the course as a "Required course".
  11. To show the course on the courses home page select the option "Show on course home page".
  12. Add a suitable image to the course. 
  13. Click on "Submit". 

Creating a Lesson for Company Admins

  1. Login to MyPortal.
  2. Click on "University > Courses".
  3. Select the course created in the previous step or go through steps 1-12 to create a new course. 
  4. Click on the Lessons Tab to add a new Lesson.
  5. Click "Add Lesson".
  6. Write an Overview. 
  7. Provide details for the Lesson. 
  8. To add multiple Lessons click "Add Lesson" again. 
  9. Click Submit once all Lessons are added.

Editing a Course for Company Admins

  1. Login to MyPortal.
  2. Click on "University > Courses".
  3. Select any recently added course to Edit
  4. Click on "Edit" button in the top right of the Course Preview window. 
  5. Update course details.
  6. Click on "Submit". 

Quick Video

Deleting a Course for Company Admins

  1. Login to MyPortal.
  2. Click on "University > Courses".
  3. Select any recently added course to Delete
  4. Click on Trash icon in the top right of the Course Preview window. 
  5. Accept the Consent form. 
  6. Click "OK".
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