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How can I assign specific credits to a course?

Sometimes, being considered proficient in a role requires a specified number of credits within a predetermined time frame. In Schoox, you are able to set up types of credits, and then create rules that determine success for those credit types.

Specifically, you can create types of credits, and associate them with a course, or a job, in a way that someone would know that a number of specific course credits should be acquired within a period of time. Moreover, you have the option to create lifetime-credits (that will not expire).

For example, “SEO Expert” could be a credit type. You can specify that a Unit manager who wants to be a SEO expert should have ten credits by the end of the year and that he can acquire them by taking courses of a specific category in your academy. To do so, you should associate each course with the relevant amount of credits and types of credits that it should have.

Let’s take the procedure step by step.


1. Create Types

First, you need to create Credit Types for your academy. To do so, navigate to your Admin tab from the upper navigation menu and select Credits. Under Credits, select Create Types. Give the type a name, and select both the period type and expiration period. Then, click on Add New Type.

Custom time period types start counting six months, or a year, from the day you add the type. Calendar time types count six calendar months or a calendar year. The hire date starts counting from the employees' hire date. Last but not least, by using the lifetime option, the credits will not expire.

You are able to edit or delete the Type from this panel at any time.



2. Create Rules

After creating the types, select Create Rules from the same panel. Select the Type, the related job and specify the number of needed credits. You can also select the courses category, which implies that credits will be acquired only from courses that belong in this particular category. Click on  Add New Rule to finish.


Please note that you have the option to recalculate the credits for employees that had completed their training prior to the rule set up. Simply click on the button Recalc. However, the credits and completions that will show up in the Credits Dashboard, will be only those that occurred in the defined time frame.

Note: When you select Recalc, no credits will be acquired if there aren't any course completions within the specific time frame you've defined.


3. Course Panel

You can specify the Types and Number of Credits for each course from the course panel. To do so, navigate to All Courses in the upper navigation bar and select Manage Course under the desired course. In the panel that opens, select Course Info. Scroll down and enter the information. Save before you close.


4. Credits Dashboard

You can track the number of completions per employee on a separate dashboard. In the admin panel, select Reporting from the left-side menu and Credits Dashboard.  Here, you can see the percentage of completions per job. Select the stats icon to filter this information per employee.


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