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Create a certification course type

Bulk creating course types on an Interpodia platform is done through a Import Template - this guide will help you fill it!

System architecture

Definitions

  • Course Type: (or course module) Refers to the categorization or classification of an educational or training program (eg: courses, workshops, e-learning courses, in-person training, ect...). A Course Type can be used: 
    • To grant credits to its participants
    • As a prerequisite to validate a membership requirement
    • As a prerequisite to validate a certification level
  • Course Type Group: Refers to a grouping of courses based on shared permissions. Our system manages 2 types of permissions: 
    • Organizations with import permission: These organizations have permission to import CourseRecords, configure Certification Levels and also create Courses from any CourseType under this group.
    • Organizations with course creation permission: Organizations that can create Courses with any CourseType under this group.
  • Course Record: Refers to the documented record on one's profile containing the following information: 
    • Course Type Name
    • Course Session Name (aka event the person participated in)
    • Completion Date
    • Evaluation or Attendance Status
    • Applicable Credits Earned

  • Course Credit:
    • Can be earned by completing a course type
    • Can be used to validate level, or complete membership requirements.
  • Course Evaluation: Refers to the process of evaluating one's participation to a specific course type. Passed evaluation grants the participant with a course type completion date, and (if applicable) the relevant credits. 
    • Evaluation Form: Our system provides the capability to create specific evaluation forms for each course type. These forms are designed to be completed by the evaluator once they have finished evaluating the participant.
  • Attendance Tracking: Refers to the process of recording the presence or absence of individual at a specific event/course.
  • Course Staff Member Type: Refers to the classification of individuals who are involved in the administration, instruction, or support of a particular educational course or program. Our system manages 3 types of role: 
    • Facilitator: They are associated with events and can get Course Credits
    • Evaluator: They can submit pass/fail evaluations for participants and can get course credits
    • Attendance recorder: They can mark attendance for participants and can get course credits
  • Attribute: Refers to the collection of information against one's profile. In the context of CTS management, we use attributes to store: 
    • Completion/Achievement dates (DateTime Attribute)
    • Level Achievement Flags (Option Based Attribute. EG: Yes, I have completed Level 1)
    • Permission Flags (Option Based Attribute. EG: Yes, I'm an approved Entry Level Evaluator)
  • CourseType External ID: Refers to a unique identifier (code/id) assigned to a specific course type for referencing/integrating with external systems. 
    • NCCP id (module)
    • CSIA id
    • Client's specific site id
  • Certification Level: Refers to a specific classification within a system of certifications. It indicates the level of skills an individual has reached in a specific field of knowledge (eg: I'm a level 1 ballet dancing coach)
    • Level Achievement: In our system, a level is defined by the completion of one or multiple course types.
    • Level completions can:
      • Allow one to participate in higher level courses
      • Validate membership requirements 
      • Allow one to act as a facilitator/evaluator on a course type

Course Type Setup

If you are in the process of uploading the list of course types that you need to track on your Interpodia Platform, your Account Manager has provided you with a blank Import Template Google sheet to fill out. This document is typically titled "Education Management System - New Course Type Import (ORGANIZATION NAME)".

The list of information to be provided is: 

  • In the "CourseTypeGroups" tab: the list of course type group needed - at least one. Each group can have different set of permissions.
  • In the "Course Staff Members Types" tab: you need to provide the list of staff roles that you would like to manage. For each role, please indicate if there are any prerequisites for being added to a course in that role.
    • Name: Admin Name of the type of staff (eg: "Learning Facilitator - Entry Level" would be the type of staff that can be added as facilitator on Entry Level Course Types)
    • Course Staff Role: Select between: 
      • Facilitator: They are associated with events and can get Course Credits
      • Evaluator: They can submit pass/fail evaluations for participants and can get course credits
      • Attendance recorder: They can mark attendance for participants and can get course credits
    • Attribute Needed to have this Staff Role: Please let us know if there us any prerequisite for being added to a course in that role.
  • In the "CourseTypes" tab: 
    • CourseTypeGroup: Among the ones listed in the "CourseTypeGroups" tab
    • CourseType Name: Name of the course type to manage (will be used in course registration processes setup, in course records, ect...)
    • CourseType records will be imported (yes/no): Do you require the ability to import course records from an external system, either through an API or by uploading a CSV template in bulk? If not, then course records will need to be manually entered directly into the Interpodia Dashboard.
    • CourseType External ID (eg. NCCP id): If you'll be importing course records from an external system, please indicate the external system name and associated course type ID in that system. 
    • Course Credits Earned: Does completing that course type grants you with any credits? We can track credits for participants, evaluators, facilitators, attendance recorders.
    • CourseType requires evaluations: If yes, then the course type will required a 'pass/fail' status to be recorded against the course record for each participant. 
    • CourseType requires attendance tracking: If yes, then the course type will required a 'attend/did not attend' status to be recorded against the course record for each participant. 
    • Survey to be used for evaluation form: If your course type necessitates an evaluation, would you like a customized evaluation form to be attached for completion by the evaluator?

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