Learn - Managing events with Instructor-led training 101

In this article, we'll set out the end-to-end steps to create, manage, share, and report Instructor-led training. Attached to the end of this article you'll also find the key learning points for Instructor-led training, taken directly from the 'Instructor-led training 101' Course in The Academy - if you're new to Events in Learn, check it out for the full picture for creating, sharing, managing and reporting Events.

We'll cover how to:

• Create the learning
• Share the learning
• Book places on the Event
• Prepare for and manage the Event

Create the learning

First, you'll need to create the learning. Follow the steps below to create Instructor-led learning, ready to share with your people.

1. Create an Instructor-led Lesson
2. Create an Event 
3. Assign an evaluation form to the Event
4. Set the properties for the Event
5. Create a Course
6. Assign the Lesson to the Course

If you're new to building Courses in Learn, take a look at the 'Course builder flow chart' in The Academy. This one-page job aid will guide you through all the essential steps to build and share Courses, including the easy to forget step of assignments.

Share the learning

So your Course is ready, now it's time share it with your people, as either mandatory or optional learning.  To make the learning mandatory for your people:

1. Create a Group
2. Add a User to the Group 
3. Assign the Course to the Group

Steps to make the learning optional for your people:

1. Create a Catalogue
2. Assign the Course to the Catalogue
3. Create a Group
4. Add a User to the Group 
5. Assign the Catalogue to the Group

Book places on the Event

Depending on the content, learners may self-select the Event. Alternatively a booking can be made for them:

• Empower managers to book and manage Events for their team
• Book multiple learners into a single Event
• Book a single learner onto multiple Events

Prepare for and manage the Event 

Keep track of attendance, and assuming you've reached the minimum numbers to proceed:

1. Print a register of Event attendees
2. Update attendance for the Event
3. View the Event Evaluation report

Learner notifications

Learners can be sent a number of different notifications through the booking process. LMS administrators can switch individual templates on and off and edit the wording of email templates as required. View  'Messages and notifications 101' for more details. 

Found this 101 useful? 

Here's a full list of all 101 articles:

• Reporting and Analytics
• LMS roles and responsibilities
• Build and share learning
• Accreditations
• Instructor-led training
• Notifications and messages
• Continuous Personal Development (CPD)

Ask the Community🤝

Want to connect with peers and hear how they manage Instructor-led training in their organisations? Our customer Community is a great place to get quick, relatable advice - so jump in, ask your question, and learn from the wider customer Community. 

Get deeper learning in The Academy🎓

The Academy provides structured learning paths you can follow at your own pace, along with live events where you can connect with the Kallidus team and fellow learners. Here's some relevant content to get you started:

• Manage Instructor-led training with Events: create, share, manage, and evaluate Events
• Event Hacks: top tips for saving time and working efficiently with Events

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