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Create a course from scratch through course manager

You can create a course from scratch through course manager and set up your course information page.

Andreea Nicoara avatar
Written by Andreea Nicoara
Updated this week

The CPL course creator tool allows you to create courses from scratch, manage their structure, and customise their appearance.

Access the course creator

To access the course manager follow the steps below:

  1. Login to course manager.

    • Log in using the credentials provided to you by your administrator.

    • Once logged in, you'll see the course creators' homepage. This page includes:

      • Sign Out button in the top-right corner.

      • Question Mark icon to access user guides.


Understanding user guides

The user guides are essential resources located under the question mark icon, they include:

  • Group Setup Guides: Learn how to organise your courses into groups.

  • Template Guides: Detailed instructions on using different course templates.

  • Question Bank Guides: Manage and create quiz questions.

  • Frequently Asked Questions: Solutions to common issues.


Understanding groups

Note: Groups don't affect course allocation or visibility for learners.

  • A group is a folder used to organise your courses.

  • They help split your courses into clear categories, such as compliance or induction, for easy access.

  • Groups are for organisational purposes only and don’t control who sees the courses.

Examples of groups

  • Compliance Group: Store compliance training, such as GDPR or Health and Safety courses.

  • Induction Group: Include onboarding courses for new starters.

  • Test Group: Organise test or draft courses under development.

Create a group

Before creating a course, you need to create a group, here's how to do it:

  1. From the homepage, click Create Group.

  2. Fill in the required fields:

    • Group Name: Name your group, for example, the compliance group.

    • Description: Briefly explain the group’s purpose.

    • Icon: Upload a custom image:

      • Click Upload icon and select an image from your computer.

      • Click Select files to upload.

  3. Click Confirm to save the group.

    • The new group will appear on the homepage with zero courses.


Create a course

Once your group is set up follow the steps below to create a course:

  1. Click on the group that you've set up.

  2. Click Create course.


Add course name descriptions and tags

The course information page is where you set up the essential course details that learners will see.

To set up your course information follow the steps below:

  1. Click the Course Name field at the top, then enter the course name.

    • As you type, you will see a live preview of how the course title appears on the learner's dashboard.

  2. Click the Description field and enter a description of the course.

    • Look for the character limit notice in grey text to ensure the text fits optimally for both desktop and mobile.

    • The preview updates as you type, giving you a live view of the tile design.

    • Add any additional details, like the course date, to make the description clear and relevant.

  3. Include Tags

    • Use the tags field to add relevant keywords or categories for the course.


Set up results page colours and pass mark

To set up results page colours and pass mark follow the steps:

  1. Click the colour selector to view options next to the text colour or background colour.

    • Basic: Pre-configured colours you can select instantly.

    • Advanced: Adjust lightness, saturation, and shade using sliders.

    • Hex Code Input: If you know the hex code for your organisation’s brand colours, type it directly into the box. The colour will be updated immediately.

  2. Click the toggle to set the pass mark for the end-course assessment.

    • Toggle the slider to set the percentage, such as 50%, 80%, or even 100%. This pass percentage determines how many questions learners must answer correctly to pass the course.


Generate test link icons and fonts

🤓 Tip: Once set, preview the course to ensure the fonts, styling, and sizes look good across the entire course. This ensures everything is ready for building.

To generate a test link follow the steps below:

  1. Click Create Course at the bottom of the page.

  2. Click Save.

    • After saving the course, you'll notice that the previously blank test link field is now visible when you return to the course.

    • Click Generate Link to create a link that allows you to preview the course externally. This helps review the course outside of the tool or share it with team members for feedback.

    • The link is only valid for seven days. After it expires, you can generate a new one.

  3. Click Choose File to upload a course icon.

    • You can upload or select an icon from the image or media bank.

    • Click the upload button to drag and drop the image file or select it manually.

    • After uploading an image, you’ll see a confirmation message saying File uploaded successfully in green.

    • Click Done, then click the green checkmark next to the icon you want to add.

  4. Click Configure Fonts.

    • You'll see options to set fonts for:

      • Headers.

      • Sub headers.

      • Body text.

    • Click each option to highlight it, then open the list of available fonts.

    • If you're unsure about the font styles, go to:

      • Click the question mark next to the Sign Out option to access the User Guides.

      • Scroll down to the Features section and click on the Fonts guide.

      • A PDF with a list of all available fonts and their styles will load. This is a helpful reference to determine which fonts you like.

  5. After selecting your fonts, click Save to apply.

Text not showing in preview due to copied styling

If your text appears in course creator but isn't showing in the preview, this is usually caused by hidden styling copied from Word or another source.

🤓 Tip: On Windows, you can paste as plain text using CTRL + SHIFT + V to prevent styling from being copied over in the first place.

To fix this issue follow the steps below:

  1. Copy the text out of the course.

  2. Paste it into Notepad to remove the styling.

  3. Copy it out of Notepad, then in the course manager, click X at the bottom of your paragraph.

  4. Re-paste the text then you can add the bold.


Disable feedback and lock course answers

At the end of the CPL course, there is typically a feedback page divided into four parts. This includes:

  • A rating toggle, usually a 5-star rating option.

  • A free text box for learners to leave any comments they wish to provide.

  • To disable the feedback page, simply tick the box labelled Disable Feedback.

  • If you decide to keep the feedback page enabled, you can access the feedback from the Course Feedback section. Here you’ll see any comments or ratings left by learners.


Lock answers for end assessment

  • Locking answers: The lock answers feature controls how learners can retake the end assessment.

  • By default, this option is enabled, meaning that learners are only allowed one attempt to pass the final assessment.

  • Unlimited attempts: If you prefer to give learners multiple attempts, you can disable the lock answer option by unchecking the box.

  • Managing attempts: If you want to limit the number of attempts, you can:

    • Set a predefined number of attempts, for example, three attempts.

    • After that, a manager or supervisor will need to unlock the course for the learner to retake the assessment.


Set up course module structure

After you've set up your course information follow the steps below to set up the course module structure:

  1. After setting your course information, click Save.

  2. Type the module name, then click Create.

    • To add additional sections, click Add, name the section and repeat the process for additional sections.

    • A CPL Learning course includes the following structure:

      • Intro Section: Contains an introduction page and learning objectives.

      • Content Sections: Sections one to three or four, contain the main learning content.

      • End of Learning: The final section, where the end test or assessment is located.

  3. Click Edit to reorder your sections.

    • Drag and drop sections to change the order.

  4. Click Done, then click Save.


Templates and favourites

Templates form the layout for your course content, while favourites allow you to reuse pre-customised templates to save time and ensure consistency.

  • The Add Favourite option is used to duplicate an existing template you’ve already customized with colours, images, and some content.

  • Using favourites can help you build faster and maintain a uniform design throughout your course.

  • The Add Template option is for images or icons such as logos or graphs that you don’t want to be cropped, select the Icon Template to display them in full.

  • If you’re working with generic stock photos or images that can be cropped slightly, use a Full-Page Template with a purple background.

Access Template Guides

To access Template Guides, click the Question Mark icon in the top-right corner. These guides provide:

  • An overview of the template and its purpose.

  • Previews to verify you’ve selected the correct one.

  • Recommended image sizes for backgrounds, icons, and other media.

  • Examples from existing courses for inspiration.

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