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Creating a new Catalogue - Settings

Step 4 of Catalogue creation: final settings

Updated over 5 months ago

The Settings step is the final stage in creating a course catalogue in Smart Arena, where administrators can configure essential details to optimize the catalogue for users.

This step allows for the management of key settings such as enrollment deadlines, self-enrollment options, participant roles, and course details. Additionally, it provides control over the catalogue’s visibility and status to ensure it aligns with organizational needs.

Managing Deadlines

An enrollment deadline is the last date learners can register for a course, ensuring all participants are enrolled on time for efficient planning and management. A confirmation deadline is a final date for administrators to confirm users' participation, ensuring commitment and allowing finalizing resources and schedules. Both deadlines help streamline course management and improve organizational efficiency.

To set enrollment and confirmation deadlines using the Set Enrollment Deadline or Set Confirmation Deadline buttons:

  • first, check the box next to the course title(s) you want to configure. This ensures the selected course is targeted for the changes.

  • Then, click the Set Enrollment Deadline or Set Confirmation Deadline button located at the top of the Course Management section. A popup widow will appear, allowing you to select the desired date and time for the deadline.

  • Once you’ve chosen the appropriate date, confirm the selection by clicking Set deadline to apply the settings.

You can use this process to set deadlines for multiple courses of the catalogue at the same time.

Alternatively, you can set the deadlines directly in the course row for a more hands-on approach.

  • Locate the Enrollment Deadline and Confirmation Deadline fields in the corresponding row of the course.

  • Click on the empty field, and a calendar popup will appear for you to select the desired date and time.

This method is particularly useful when configuring individual courses or making quick adjustments without selecting multiple courses.

  • Once entered, the deadlines will automatically be reflected in the table, ensuring all information is up-to-date and easily accessible. 

Enable Self-Enrollment

  • If you want to allow users to enroll themselves in courses, first, check the box next to the course title(s) you want to configure.

  • Then, click the Set self-enrollment Deadline button located at the top of the Course Management section. A popup widow will appear, allowing you to turn on the self-enrollment toggle.

  • You can also enable this feature using the toggle in the Allow Self-Enrollment column individually, for each course.

When activated, users will be able to add themselves to the course. If the toggle is off, enrollment must be managed by an enrollee.

Manage Participants

The page provides options to manage participants. With the Set Enrollers and Set Confirmers administrators can assign users who can enroll into a course and confirm participants. Enrollers are assigned to handle the enrollment process for participants, while confirmers are responsible for verifying completion and approvals for the course.

The Select Enrollers and Set confirmers popups allow administrators to assign enrollers and for selected courses by providing a list of users. The popup displays user information, including their email, first and last names, organizational unit, and location, in a structured table format, the Details button takes us to the user profile.

At the top, tabs such as All Users, Groups, and Roles allow filtering based on specific criteria, and a search bar helps locate users quickly.

Alternatively, the same settings can be set individually for each course in the actions column, where the Group button represents enrollers and the Checkmark button represents confirmers

When assigning confirmers, confirmation levels can be created by clicking the Checkmark button in the Actions columns. Then, click on the Add confirmation level and select as many confirmers as you need. You can delete them with the trash can.

Confirm your choices. 

Catalogue Status

The Catalogue Status dropdown allows you to control the visibility of the catalogue to the users. Setting the status to Published makes it visible and accessible to users. Choosing Unpublished keeps the catalogue hidden until you are ready to launch, while Hidden keeps it active but not visible.

Once all settings are configured, click the Create button in the bottom-right corner to save and finalize the catalogue. If you wish to exit without saving your changes, you can click the Cancel button instead.

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