Skip to main content

Historical courses

In the following article you will learn how to create historical courses that were or will be conducted outside of the platform.



To create an in-person course, you need to go to In-person Courses >> General >> Courses.


Next, the course list will be displayed.


All courses that have been created will be displayed and can be edited and/or deleted. 


To create a new course you will have to click on Add new.


You must complete the information required in Basic Data: 

  • Course name: Choose one that you can easily identify

  • Course image: this image is optional.

  • Modality: E-Learning, in-person or distance learning course 

  • Learning Provider: A list will be displayed with all those providers created in the data center.

Once you have finished filling in the data you must click on Next.


Then you will need to configure the Access Rules.

  • Objectives: A brief summary of what participants are expected to learn from the course.

  • Duration: the number of hours covered by the course.

  • Course modules: You can add more modules by clicking on Add New

Once you have finished filling in the data, click Next.



Course measurement:

Here you can select 2 types of measurement:

  • Satisfaction measurement:

    • Enable or disable the measurement

    • Choose the evaluation tool

    • Enable or disable the sending of emails and reminders.

  • Measurement of learning

    • Enable or disable the measurement

    • Choose the evaluation tool

    • Enable or disable the sending of emails and reminders.

Once you have finished configuring the measurements, click on Finish.



Once the information has been completed, the historical data course will be created and the message "Element created successfully" will appear.


All information entered can always be edited again.



You will now see the Basic Data, where you can configure the settings you have seen previously.

You can also click on Additional Information.

A new type of configuration called SENCE will appear. Here you will be able to:

  • Enable or disable funding via SENCE

  • Enter the SENCE code

  • Select an expiration date for the SENCE code.


Once you have finished configuring SENCE, click Save Changes.


Then you can go to Measurement Plan >> Configuration



Emails for participants:

  • Main email subject

  • Main email content.

  • Reminder email subject.

  • Reminder email content.

Once you have finished configuring the emails you should click on Create and Edit.

Finally, you can configure a Transfer Evaluation.

Here you can:

  • Enable or disable the measurement

  • Choose the evaluation tool

  • Enable or disable the sending of emails and reminders.

  • Choose the methodology to be used: A single survey or 2 separate surveys, one before and one after completing the course.

  • Enable or disable the Supervisor Evaluation.

  • Add another source


To finish, click on Create and Edit.

Going back to previous steps, you can click on "Quick Actions" to download a report. There can be 3 types of files:

  • CSV

  • JSON

  • XLS


Also if you are looking for a particular course to edit or delete, you can filter by clicking on the funnel icon, the categories are:

  • Name

  • Fundable via SENCE 

  • Sence Code



Remember, if you need assistance or have any questions you can contact us through our chat or email. We are happy to help you!