Off the Shelf - Editor guide (responsive player)

In this article, we will explain how to personalise Courses using the Course Editor. This can help reflect your organisation's brand and add industry or organisation-specific information. It's useful for administrators to be aware of this functionality, as it allows them to make changes that align with the business's brand identity or to include new information that adds value to Course learning.

Details in this article relate to responsive player Courses. For older Kallidus Courses, refer to the article 'Off the Shelf - Quick start guide to the Editor'.

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How to set up a User as an editor

The editor role is typically assigned to Learning Administrators and is not usually accessible to learners.

If you have already been assigned the editor role for our courses, you will automatically be granted editor access to our new mobile-ready content.

If the editor role has not been assigned and is necessary for your organisation's Off-the-Shelf license with Kallidus, please get in touch with one of the following Kallidus representatives:

• Customer Experience Manager
• Support Team

To help the Support identify the User that needs the editor role, the User must:

1. Launch any Course from their account
2. Submit a ticket to Support, including details of which Course was launched and the exact time

This ensures accurate identification of the User for editor role setup.

How to brand courses

Personalising Courses to reflect the organisation's brand is possible, including using a logo or a specific colour scheme. Follow these steps to find out how this is done by editors:

1. Launch a Course from the Course view area
2. Navigate down to the Admin panel:
3. Select the Branding editor button
4. Select Choose file and go to the file with the required logo to select it for upload. Note that a logo can also be added to appear only on the certificate. Once uploaded and saved, the main logo appear throughout the Course towards the top right of the screen:
5. Select Pick a colour to change the main colour used throughout the Course for the User interface, such as buttons and progress bars. A HEX number can be typed directly in if this is known for your required brand guidelines or the colour selected from the colour options shown on the bar and from the main panel area:
6. Select Save branding to confirm and submit the changes and update all the Courses on your licence.

It is also possible to reset the primary colour to the default colour or remove/replace the organisation logo at any time by selecting 'reset colours to default', uploading a new logo, or selecting 'cancel'.

How to add content

1. Follow steps 1 and 2 from above to navigate to the admin panel
2. select Add/edit new screens:
3. Toggle Edit mode to on if this is set as off:
4. Once active, the Edit mode enabled message is visible across all screens. To turn it off, deselect the toggle:
5. Select Add screen or Add screen at start for the Course to be adapted and where the changes will be inserted. It is not possible to edit any pre-existing content:
6. Add in title to the pop-up window:
7. Add in duration
8. Tick the checkbox 'Require read confirmation' if a read confirmation is required from learners. Where selected learners must tick the read confirmation tickbox to be able to move on to the next page of the Course:
9. It is also possible to edit the confirmation text if required; otherwise, leave it blank to use the standard default text that is set up:

10. Select a screen type from the drop-down menu options. There are three screen types: Text, Upload file and URL :

Setting up screen types

There are 3 screen types:

• Text
• Upload file
• URL

Screen type: Text

This will allow a basic text editor with formatting to insert text, links or images. Images added here must be via a URL:

Once happy with the text, Save the screen or Preview to see it within the Course.

It can also be deleted if it isn't what is required by selecting Delete.

Screen type: Upload file

This allows the editor to upload and embed a document, video or image (Note: the maximum permitted file size is 100mb).

To do this, select Upload file as the screen type and then upload a file by dragging it into the box or selecting browse.

Once the file is uploaded, select Save screen or Preview to see it within the Course.

It can also be deleted by selecting Delete if it isn't what is required:

Screen type: URL

This screen type allows a URL to be added to any media so that the URL is embedded. This can include websites and hosted videos (YouTube or Vimeo):

Once the URL has been added, select Save the screen or Preview to see it within the Course:

It can also be deleted by selecting Delete if it isn't what is required.

How to move edits

There may be occasions when edits have been included and need to be moved somewhere else within the Course. To make the changes:

1. Navigate to the Browse menu with Edit mode enabled
2. Hover over the screen that needs to be moved and drag it to its new position:
3. Screens previously added can also be edited from the Browse menu or they can be deleted:

To find out information about the responsive player, see our FAQs.

For further assistance, please reach out to the Kallidus Support team.

Select this link for information about how to contact the Customer Support team, such as team opening hours, live chat, and raising a support ticket.

To access Off the Shelf eLearning product updates, helpful articles, guides and tutorials visit the Knowledgebase.