Assigning Specific Credits to an Event

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, an ILT , 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. Read also: How can I create Credit Types?

2. Create Rules

After creating the types, select Create Rules from the same panel. Read Also: How can I create Credit Rules?

3. Event Panel

You can specify the Types and Number of Credits for each Event from the event panel. To do so, hover over Training in the upper navigation bar and select Events. Click on the Edit Event option under the desired event.

On this page, you can select to connect your event with up to 5 Credits! Just select the Credit from the dropdown and add the Number of Credits you want to be awarded upon event completion. To add another Credit just click the Add Credit button.


Don't forget to Save your changes!

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.



Tip! The credits are being awarded based on the event settings. However, the event instructor/ academy admin has the option to manually change the number of the awarded credits directly from the registrants' list:


So, as an example, let's say that users get 2 credits upon event completion. But due to the fact that they did not manage to cover all of the training material they were supposed to, they want to be able to change the number of the awarded credits to 1. Admins and Event Instructors can edit the number of the awarded credits per user if there is an active rule.

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