How to create an Event

Learning doesn't only happen online! Set up an Event inviting members to in-person or hybrid sessions!

Aaron-Spencer avatar
Written by Aaron-Spencer
Updated over a week ago

Events are designed for both IRL Classroom style sessions or even can be used for hybrid events - use events for when you want to associate a physical location to the learning.

To create your Event:

  1. Select Event from the Studio (Or the + Icon on the homepage)

2. Fill in the details of your event in the Information section.

  • Event Name - the title of the content, searchable by assigned Users.

  • Event Summary - a brief description, visible on the content card.

  • Event Type - choose from Conference to Workshop to Trade Show, and more.

  • Description - providing further detail about the Event session and adding any important links.

  • Channels - assign the class to the relevant Channel - usually based on the topics included.

  • Skills - map relevant Skills to your Event, so Users will know what Skills they'll gain, when attending.

  • Language - the language the Event will be held in. This can be viewed via the Dashboard data tables.

  • Collaborators - Contributors, Managers or Admins who can help you edit the content you're creating.

  • Cost Per Learner - if you want to make the Event into premium content, set a cost for Users to spend their Learning Budget towards.

  • Verifier - the subject-matter expert, responsible for checking the content based on the Verification Interval.

3. Choose your Date & Time Settings

  • Address - You can enter any address and the Google Map location will appear.

  • Additional Directions / Instructions - If you want to give specific details about the location or links (if online), here is the place.

  • Event Duration - This can be in Hours or Days. For the "Days" option, you can set the Daily Duration, in addition.

  • When do bookings close? - Choose how many hours Users can book on to the Event. If you set "0 Hours", this means Users can book up until the last minute.

  • Maximum allowed bookings - the maximum No. of bookings the Event can accept.

    • Cancel the session if the minimum number of bookings is not reached - If the number of bookings is lower than this amount, the session will be automatically cancelled.

4. Add any relevant documents in the Add Resources step, and then Assign Learners (Step Four).

Note✨: In the Release & Deadline step, you'll have the option to choose (using Open Source) whether you'd like your Event to be available for other Authors to use in a Pathway. If you make it available, then upon returning to the Assign Learners step later, you'll click Assignment via Pathways, to see in which Pathway(s) it has been used.

You can identify which users have been assigned/have access to it, via the Event directly or the Pathway, by viewing the Assigned Via column, in the table below.

Note✨: Once your Event is published, you'll be able to quickly assign Users, Custom Rules and Groups, via the the Content insights page, using the Assign Learners step shortcut.

  • Select the 3-dot menu for your Event and choose Assign Learners.

  • This will open the assignment slide-out screen, revealing the same details as shown in the editor. Some exceptions include:

    • Email notifications toggle: this will need to be controlled within the editor

    • Assignment via Pathways: this will show the number of Pathways your content is featured in, but to expand the list, you will need to go into the editor.

  • Select Update Learners to make your changes. A notification will appear in the bottom-right of the screen, confirming your assignment as updated.

5. Complete Step Five - Release and Deadline. Click Save & Publish to finish.

Fields include:

  • Open Source - this toggle allows you to choose whether other Authors can use your content (or not) within a Pathway they're editing.

  • Event availability - whether Users can gain access Immediately, or at a later date.

  • Event Deadline - allows you to add a deadline should this be required.

  • Renewal Cycle (Expiry Date) - this is great for compliance content, encouraging Users to re-attend, once the Event learning has expired.

  • Other Settings (Auto-enrol) - you can automatically assign the Users added to your Event, with this being a random-selection process. They'll receive a notification.

  • Reviews - this allows you to turn on the Reviews option for Users to leave their feedback about the content.

Note ✨: Keep in mind the following points...

  • For content that is already published: if you want to schedule it to become available at a later date, you will need to do the following: Unpublish the content > set the scheduled date > click "Publish" in order to (re)publish the content.

Take a look at a quick and easy video guide below:

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