Custom Curriculum

Document created by 2891213 Support on Mar 26, 2015Last modified by 2261980 on Jan 24, 2017
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Custom Curriculum

Selecting a custom curriculum will allow you to select the recurrence and due date settings of your choice as you build your curriculum.  Unlike the other curriculum types, none of the settings will be pre-populated.

 

Creating a Curriculum

In order to begin creating your curriculum, click on Training & Enrollment > Curricula & Enrollment > +New Curriculum.

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Choose Custom, then click Continue.

 

This will bring you to the Curriculum Properties page.  This page is broken up into four steps:

  1. Title & Description
  2. Recurrence & Due Dates
  3. Modules
  4. Settings

Step 1: Title & Description

A unique title is required for each curriculum you create within your Relias Learning site.  These cannot be repeated, so you will need to be specific with your titles.  A description is not required, but is a useful location to provide information related to the purpose of the curriculum.

 

Step 2: Recurrence & Due Dates

Since you chose the custom option, the information on this page will not be pre-populated, and you will be able to select your settings as needed. 

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First, you will decide if your curriculum should be Recurring or Nonrecurring.

 

If you select Recurring, you have the option to decide whether the due dates for the modules will be Fixed to a specific calendar date each year (e.g., December 31) OR dynamically based on the Learner's previous completion date (e.g., 365 days after the prior completion date).  For more information on Fixed or Dynamic curricula, please see these articles: Fixed Date - Recurring Curriculum or Dynamic Date - Recurring Curriculum.

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If you select Nonrecurring, you have the option to determine whether the due dates will be based on a fixed calendar date (e.g., December 31), the Learner's hire date, or the date the Learner is enrolled into the curriculum.  For more information on Nonrecurring curricula types, please see these articles: Orientation - Nonrecurring Reassignable, Fixed Date Nonrecurring, and One-Time Only.

 

Step 3: Associating Modules with Curricula

Next, you will begin adding modules to the curriculum.  To do this, click on the Add Module(s) button and search for the modules you want to add.

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Clicking on +Add Module(s) will pop up a list of all of the available modules in your site.  You can search using words that may be included in the title, or you can filter the list of modules by using the three available filters, or by clicking on the +Filters button to the right to reveal additional filtering options.

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Once the modules have been chosen, click on the check box beside the name(s) and click Add.

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Close the window when you have added the modules.  Once you have added the modules you want to include in your curriculum, you will need to choose the due dates for your modules.

 

Please Note: How you set due dates will be dependent on the settings you chose in Step 2.  For more information on setting due dates, please view the appropriate article listed above.

 

Step 4: Settings

This will be the section that allows you to choose the curriculum settings:

  • How soon the modules will be available to the Learners before their due dates
  • If modules completed outside of the curriculum can count towards requirements in the curriculum
  • How soon reminder emails will be sent to Learners
  • If the curriculum is approved for enrollment

How should modules be available?

  • Always Available: Choose this option if you would like enrolled Learners to have access to the modules immediately, regardless of the due date.  Please keep in mind that if you choose this option, if a Learner takes a module that is due 1/31/2015, the next occurrence, 1/31/2016, will automatically become available and can be taken in 2015.
    • Please note: As a best practice, Relias recommends that you set an availability window for your modules, as opposed to leaving them Always Available.
  • Only Available ___ Days Before Due Date: If you would like to restrict enrolled Learners' access to the modules up to a certain number of days before the module due date, choose this option.  Simply enter the number of days before the due date you want the modules to be available.  For example, if the module is due 1/31/2015, and you enter Only Available 30 Days Before Due Date, the module will become available to Learners on 1/1/2015.
    • Please note: As a best practice, Relias always recommends this option.

 

When do modules completed outside of this curriculum enrollment count towards this requirement?

  • Days Prior To Curriculum Enrollment (formerly Reporting Start Date): all curricula except curricula that have the one-time only setting enabled feature this option.  This indicates, at the time of enrollment into the curriculum only, how far in the past the system should look by default when considering whether or not to apply previous module completions toward the curriculum requirement.  For example, many of your Learners may have completed a module in March, either as an elective or as part of another curriculum. The following December, you enroll Learners into a curriculum that includes that same module.  If you set this setting to 365 days prior to curriculum enrollment, the system will apply completions within the previous 365 days toward the curriculum requirement when Learners are enrolled.  Those Learners will not be required to complete the training again.  If a Learner completed the module, but did so more than 365 days ago, he/she will have to complete the training again.  If you do not want to count previous completions at all, leave the number of days as 0.
    • Please note: As a best practice, Relias recommends this option when using Dynamic Recurring curricula.
  • Days Prior to Module Due Dates: this option allows you to set the completion window to look back a specified number of days before the due date, regardless of whether it was completed in the same calendar year as the due date.  It can also reject a completion if it falls outside of the window the Administrator has determined.  For example, if the Days Prior to Module Due Dates setting is set to 90 days for a module due on January 30, 2015, a completion of the module on November 3, 2014 would count toward the January 30, 2015 requirement, and the next due date would rollover to January 30, 2016.  However, a completion of the module on October 3, 2014 (outside of the 90-day window) would not count towards the January 30, 2015 requirement.
    • Please note: As a best practice, Relias recommends this option when using Fixed Recurring curricula.

 

Remind Learners/Send Warning Emails

Warning Emails are enabled by default, if disabled no warning emails are sent. With this setting enabled, warning emails pertaining to your Learners' due dates are set to the following delivery schedule:

  • The first warning email is sent 30 days prior to a module's due date
  • Follow-up emails will be sent once per week until the relevant modules are completed. 

 

Approved for Enrollment

If you want to save the curriculum, but want to continue to modify the curriculum and not allow Learners to be enrolled in it, you can select No.  This will prevent the curriculum from displaying to Learners in your site as available for enrollment.  You cannot un-approve a curriculum that has actively enrolled Learners.  When you are ready to make this curriculum available for enrollment, change the selection to Yes.

 

Once you have completed the steps, click Save Curriculum.  If you are ready to start enrolling Learners, click Save and Go to Enrollment.  For more information about Enrollment, please visit our Enrolling Learners with Auto Enrollment or Manually Enrolling Learners in Curriculum articles.

 

Remember:  Each property you set at the curriculum level will be true for ALL modules in the curriculum.  If you have a training that needs to carry a different property than the other modules in the curriculum, you will need to create a new curriculum.

 

To get back to the Knowledge Base and the master list of topics, please click here: RLMS Knowledge Base

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