Creating a Course

Creating a Course

Applicable accounts: ‘Regular’ Account   ‘Enterprise’ Account


Almost every installation of FranchiZeTrainer is customized. Therefore your system may look different to the screen shots displayed in this guide.

A course is the highest level container for your learning content.  Creating a course in FranchiZeTrainer is simple and intuitive. The process below details the basic process for creating a course, including a description of the key fields.


1.  When logged into the Backend (as an Editor) navigate to LEARNDASH LMS > COURSES > Add New




2.  Enter a Course Title



3.  Enter a Course Description


This should be a brief description of the course. Usually a few sentences or a short paragraph will suffice. This description is shown to students before they join a course. Note you can upload pictures, video etc using the “Add Media” button and also you can utilise shortcodes to create tabbed items, boxes, etc.


4.  Fill out the Course Options


    • Course Materials: Enter a description of any materials needed for the course. In most cases this field will be left empty. Note this field accepts HTML markup if you wish to use it.


    • Course Price: In most cases this field will be left empty. There is an option to charge users to undertake a course and pay using PayPal, if you wish to use this feature please contact Hatchit Support.


    • Course Price Type: This should be left to default as “Buy Now” unless you have activated the ability to charge for courses. There are five options (Open, Closed, Free, Buy Now, Recurring).
      • Open: User is not required to login or register in order to access the content.
        Can also be used if protecting the courses with a non integration membership plugin.
      • Free: User is required to register and login in order to access the content.
      • Buy Now: Leveraging our built-in PayPal, user is required to purchase the course in order to access its content.
      • Recurring: To charge recurring payments using our built-in PayPal.
      • Closed: Can be used for internal training, where only users being manually assigned to the course can have access. Also useful if using one of our shopping cart add-on – fill out the URL box and the ‘Take this course’ button will link to the shopping cart product.


    • Billing Cycle:  This field is only visible when “Recurring” is selected as a Course Price Type (which you should not have done unless you have confirmed with Hatchit Support)


    • Course Access List: Users who join the course will have their UserID inserted here automatically via comma-separated-values. The UserID is always a numeric value.


    • Sort Lesson By:  Determines how lessons are sorted for the course.


    • Sort Lesson Direction:  Determines the lesson direction.


    • Course prerequisites: Use this if a user must successfully complete a different course before they can start this one.


    • Disable Lesson Progression – When checked, users can take the lessons and quizzes in any order they prefer.


    • Associated Certificate – Assign a certificate to the course. The certificate is made available on the Course page after successful completion of all course content, including lessons, topics, and quizzes.


In most cases your Course Options should look like the picture below:





5.  Set-up the Content Permission (Access levels) to the course


The Content  Permissions box deals with the who is allowed to access the course. It is based on the roles of user. You can select one or more roles that you wish to have access to the course, simple tick the relevant role. Note this doesn’t change the menu structure of the system.


See in the example below only Franchisees and Support Office Staff will be able to access this course:


6.  Add a Featured Image (Optional)


You can set a featured image for the course. This will display an image above the course. Just click the link “Set featured image” and follow the onscreen prompts.


7. Add a Category (Optional)


This is useful if you plan to list your courses by category using the Course List shortcode. By default FranchiZeTrainer will have a category for each access level, but you can create additional categories to group your courses in any manner you want.

 Note: The Categories page (Courses > Categories) displays any categories that you have created for courses, lessons, and quizzes. You can create categories on this page, or on the courses, lessons, and quizzes you are creating using the categories meta box (pictured above).


8. Add a Tag (Optional)


This is useful if you plan to list your courses by tags.

Note: The tags page (Courses > Tags) displays any tags that you have created for courses, lessons, and quizzes. You can create tags on this page, or on the courses, lessons, and quizzes you are creating using the tag meta box (pictured above).


9. Click PUBLISH


When you are ready to push your changes live then hit the Publish button.


10. After publishing, your Course Association is created


The Course Association is what you will use to map lessons, topics, and quizzes to your course.



Important note:
Do not un-check this association.
Do not add more than one association to a course.
Doing so will prevent users from being able to navigate through the courses properly.