Add a Course for a Learner

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Overview

Institutional Administrators can add courses to a learner's account from the learner's Member Information page. The Add a Course feature provides two options:

  • Enrollment via Enrollment Questions (recommended when learners should be assigned courses based on institution-configured enrollment questions)
  • Choose Courses from a List (allows administrators to directly select available courses)

Before You Begin

Navigate to the learner's record:

  1. Log in as an Institutional Administrator.
  2. Select Admin.
  3. Navigate to Institution Management.
  4. Select Members > Member Search.
  5. Locate and open the learner's account.
  6. On the learner's Member Information page, select Add Courses.

Member Information page showing the Add Courses link for a learner with no current course enrollments.

Method 1: Add Courses Using Enrollment Questions

Use this option when course assignments are based on your institution's enrollment questions.

Step 1: Select Enrollment via Enrollment Questions

  1. Select Enrollment via Enrollment Questions.
  2. Click Submit.

 

Add a Course page with Enrollment via Enrollment Questions selected and Submit button displayed.

 

Step 2: Answer Enrollment Questions

The system will display the enrollment questions configured for your institution.

  1. Select the appropriate category or categories.
  2. Click Next.

Enrollment question page displaying course category options such as Human Subjects Research, Responsible Conduct of Research, and Good Clinical Practice.

 

Step 3: Select the Appropriate Learner Role or Course Group

Based on the category selected, additional questions may appear.

  1. Select the option that best matches the learner's role or research activities.
  2. Click Next.

Human Subjects Research enrollment question displaying course group options including IRB Members and Biomedical Research Investigators.

 

Step 4: Review Assigned Courses

The system automatically assigns the courses linked to the selected enrollment question responses.

Curriculum Information section showing the newly assigned course in the learner's curriculum.

 

Method 2: Add Courses from a List

Use this option to directly assign available courses to a learner.

Step 1: Select Choose Courses from a List

  1. Select Choose Courses from a List.
  2. Click Submit.

Add a Course page with Choose Courses from a List available as an enrollment option.

 

Step 2: Select a Course and Stage

The system displays available course groups and stages.

  1. Locate the course group you want to assign.
  2. Select the appropriate stage:
    • Stage 1 – Basic Course
    • Refresher stages, if applicable
  3. Click the appropriate button to continue and save the assignment.

Assign Learner Courses page displaying available course groups and stage selections for direct enrollment.

 

Step 3: Verify Course Assignment

After the course is successfully added, return to the learner's Member Information page and confirm the course appears in the Curriculum Information section.

Curriculum Information table showing an assigned course with stage, completion record number, and status information.

A Stage Conflict Resolution page may appear when a learner's previous coursework history conflicts with the stage selected during the course assignment process.

For example, a learner may be assigned to a Refresher stage based on the selected course or enrollment responses, but existing coursework records indicate the learner should remain in a different stage.

When this occurs:

  1. Review the stage suggested by the current course assignment.
  2. Review the stage indicated by the learner's existing coursework history.
  3. Select the appropriate stage placement.
  4. Click Submit to continue.

The selected stage will be used when the course is added to the learner's curriculum.

Stage Conflict Resolution page showing a learner with conflicting course stage assignments and prompting the administrator to select the correct stage before proceeding with enrollment.

 

Notes

  • Available courses depend on the subscriptions and content available to the learner's institution.
  • Enrollment Questions only display courses linked to the institution's configured enrollment question responses.
  • Not all course groups include multiple stages.
  • Administrators can review assigned courses from the learner's Curriculum Information section.
  • The Stage Conflict Resolution page may appear when adding courses through either the Enrollment via Enrollment Questions or Choose Courses from a List method. Administrators should select the stage that best reflects the learner's current training status and institutional requirements.

 

Need additional help?
Call 888-529-5929 during business hours or submit a request through our Support page with detailed information. Our team will follow up during business hours.
Administration