Before You Begin:
- The module must already exist. Settings tabs only become available after a module has been created and saved.
- Certificates must be created on the Certificate Administration page before you can assign one to a module.
- If your organization awards something other than CEUs — PDUs, Clock Hours, Contact Hours, or plain Credits — set your term first on the Credits settings page. The tab and field labels described below will then use your wording instead of CEU.
- Deleting a module is permanent and cannot be reversed.
In This Article
- How to access the Edit Module screen
- Basic Info settings
- Access Control settings
- Certificate & CEUs settings
- Scoring settings
- Advanced settings
Access the Module Editor Page
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Click the drop-down menu in the top-left corner of the page and select Portal Administration (Fig. 1).
Figure 1. The Portal Administration menu option -
Select the Learning Management System Module Administration card (Fig. 2).
Figure 2. The Portal Administration screen and Learning Management System Module Administration card -
Click the Edit Mode toggle near the top-right corner of the screen if it is not already activated (Fig. 3).
Figure 3. The LMS Module Administration screen with Edit Mode toggle activated and Pencil Icons visible on Module Cards - Click the Pencil Icon near the top-right corner of the Module Card you would like to edit.
Basic Info Settings
Click the Basic Info tab (Fig. 4) toward the left of the screen to manage the following settings.
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Image for Module: Upload an image or use an icon with a solid color or gradient background.
- To use an icon with a solid color or gradient background, click the Use Icon/Color button. Select the background type, your colors, and your icon. Click Save.
- To use an image, click the Upload Image button, then either drag and drop the image file into the space provided or click Add a File and select the desired image.
- Preferred file types include JPEG and PNG.
- A minimum resolution of 526 pixels by 180 pixels is recommended.
- Upon uploading an image, you will be able to crop it with the built-in cropping tool. Position your image so it appears correctly in the provided space, then click OK.
- Title: The module title appears on the module card. There is a 120-character maximum.
- Subtitle: The module subtitle appears on the module card below the module title when a user rolls over the card. There is a 100-character maximum.
- Description (optional): The module description appears above the module's list of courses. The description can include rich text, which supports bulleted or numbered lists. You may also include bold, italic, underlined, or linked text.
- LMS Categories (optional): Categories can be created, edited, and deleted on the Learning Management System Categories page. Select them here from the pop-up menu — more than one can be assigned to each module.
- Keywords (optional): Enter any keywords associated with this module. The keywords will help improve search results for users.
- Estimated Completion Time (optional): Provide an estimate of how long it may take a user to complete the module. Choose Days, Hours, or Minutes from the pop-up.
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Module Structure: GZ Learn modules can be structured in one of three ways.
- Full Structure: Module > Courses > Chapters > Activities & Actions
- No Courses: Module > Chapters > Activities & Actions
- No Courses or Chapters: Module > Activities & Actions
To learn more about Module Structure, see the Getting Started with Modules article.
Access Control Settings
Click on the Access Control tab (Fig. 5) to manage and modify the following settings.
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Open Enrollment: Select which groups of users can open-enroll themselves in this module.
- If you'd like this module available to a specific Group of Users, select the preferred Group from the pop-up.
- If you'd like this module available for open enrollment to everyone, select All Users.
- Leave this field blank if you don't want this module available for open enrollment.
- See Manage Module Assignments to learn how to assign specific Users to your Module.
- When a Module is designated as open enrollment, a field will display allowing you to assign Users to a Group upon enrollment. In the Assign users to these groups upon enrollment section, select the preferred groups from the drop-down menu.
- Automatic Enrollment (optional): Select which Groups are automatically enrolled in the Module. Select All Users from the pop-up to enroll everyone.
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Advanced Settings
- Prerequisites Modules (optional): Select any Modules that need to be completed before starting this Module.
- Timed User Access: Provide each User a set amount of time to access the Module. The time for each User begins once they begin the Module.
- Lock Module After Completion: Check if you would like to restrict access to the Module after the User completes it.
- Group Assignments: Manage User access by selecting the Groups to be assigned to the Module.
- Show User Enrollment: View a list of Users who can be assigned this Module on an individual per-user basis. If Groups were previously assigned and saved through the Group Assignments section, those Users will be checked and grayed out in the list, signifying that the User is part of a Group. Upon checking or unchecking a User from this list, the assignment is set or unset immediately. Note: Assigning Users through Groups is recommended.
Certificate & CEUs Settings
Click on the Certificate & CEUs tab (Fig. 6) to manage and modify the following settings.
Continuing Education Units: Enter the number of credits this module provides. The number entered here displays on the standard certificate template.
This tab and the field label above use whatever credit term your portal is set to. The default is CEU, but if your organization awards PDUs, Clock Hours, Contact Hours, or something else, you can change the wording once and it applies here, on certificates, on the module-complete screen, in reports, and in notification merge-field descriptions. Set your term on the Credits page under Portal Administration > Settings.
Available Certificates: If preferred, select from one of the available certificates. Users will receive the chosen certificate upon completing the module. To learn more about creating certificates, view the Creating and Managing LMS Certificates article.
Scoring Settings
Click on the Scoring tab (Fig. 7) to manage and modify the following settings.
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Module Submission Style: Select whether answers to the activity questions need to be submitted for review before the module can be considered complete.
- Select User must submit the module after answering all questions if you want the user to submit the module after answering all questions.
- Select No final submission required if you want to allow questions to be submitted as the user progresses through the module.
- Correct Answers Required: Select whether a user is required to answer all activity questions correctly for the module to be considered complete. Select Yes or No depending on preference.
Advanced Settings
Click on the Advanced tab (Fig. 8) to manage and modify the following settings.
- Custom ID / External ID: If preferred, enter a client-provided external ID that can be used to look up this module from the API.
- Course Images: Select whether you prefer courses in this module to have images. Similar to module images, course images are displayed when viewing your list of courses in card view. Course images are optional. To use them, check the Allow courses in this module to have images checkbox.
- Module Completion Message: Enter a custom completion message that will be displayed when users complete this module.
- User Module Progression: Select whether you would like to require users to complete each course or chapter of this module in order.
- eSignature: Select whether you would like to require users to submit an eSignature when completing this module.
- Duplicate Module: Click the Duplicate Module button to duplicate this module along with the associated courses, chapters, activities, and actions.
- Delete Module: Click the Delete Module button to delete this module from the portal. Note: Deleting a module is not reversible. Please use caution when deleting.
Common Pitfalls
- Setting credit values before setting your credit term: Certificates are generated once, at completion, and keep the wording in place at that moment. If you plan to award something other than CEUs, change the term on the Credits settings page before learners start finishing modules — there is no way to reissue certificates with new wording.
- Assigning a certificate that doesn't exist yet: The Available Certificates list only shows certificates already built on the Certificate Administration page. Create the certificate first.
- Assigning users individually instead of by Group: Per-user assignments set immediately and are harder to audit later. Assigning through Groups is recommended.
- Deleting a module to "start over": Deletion is permanent and takes all associated courses, chapters, activities, and actions with it. Duplicate the module instead if you want a clean copy.
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