Create PD Playlists

Get Started

1. Choose PD Playlists from the main menu.
2. Click Create PD Playlist. (To edit an existing playlist, click the playlist title.)
3. Enter a Title.
4. Click Create.

Define Details

1. On the Details tab, edit the Title and enter a Description as appropriate.
2. Optionally choose Start and End Dates. If credit is assigned to the playlist, participants must complete all required courses by the end date in order to receive credit.
3. Select Include in Course Catalog to permit anyone to find and join the playlist. Otherwise, participants must be added manually by the playlist moderator or other participants. When enabled, control when participants can join the playlist using one of two settings.

• Allow participants to join starting on date - Select the first date a playlist participant can join this playlist. Use this setting to release a playlist into the catalog before participants can join.
• Do not allow participants to join - Select this option to never allow a playlist participant to join this playlist. Use this setting to expose a playlist in your catalog that may have an alternate registration process.

• Select Enable Certificate to issue a certificate to the playlist participant upon completion.
• To add playlist moderators, click Add Moderator. Find and select the desired users, then click Add Moderator(s).

• To add playlist curators, click Add Curator. Find and select the desired users, then click Add Curator(s).

  

  The playlist curator will be able to add or remove participants for the assigned playlist. All other functions will be read-only.

• To attach files, such as agendas, click Attach File. Attached files can be viewed by all playlist participants.

• If you want participants to receive transcript credit for completing the playlist, select Allow Credit for Transcript. Enter the desired number of credits, then click Submit for Approval. Confirm your request.

  

  The playlist will not be available for release until the credit is approved.

• To save the playlist and keep working, click Save. To save the playlist and return to the dashboard, click Done.

Add Participants

1. Choose the Participants tab.
2. Select the desired participant options.
   
   • To hide the participant list from other participants, select Hide Participant List.
   • To enable participants to add other users, select Allow Participants to Invite Others. (This option is unavailable if Hide Participant List is selected.)
   • To enable participants to withdraw themselves, select Allow Participants to Withdraw from PD Playlist.
3. Click Edit Participants.

Add Dynamic Rules

1. Click Add Criteria, then choose Add Dynamic Rule.

2. Select the desired fields. Each field selected will open an associated list of specific criteria.

   

   Select more than one field at a time to create a multi-faceted, dynamic rule.

3. Select the specific criteria.
4. When you are finished making selections, click Add.
5. Choose Include or Exclude.

Add Staff Group

1. Click Add Criteria, then choose Add Staff Group.
2. Click + for the desired staff groups.
3. When you are finished selecting groups, close the modal by clicking the x.
4. Choose Include or Exclude.

Add Users Manually

Add User

1. Click Add Members, then choose Add User.
2. Select individual users or all the users on the page.
3. When you are finished selecting users, click Add.

Add Users Advanced

1. Click Add Members, then choose Add User Advanced.
2. Select the type of identifiers, the type of separator, and input the specific identifier(s). You can copy and paste the identifiers into the box provided.
3. Click Next.
4. From the list of users associated with the identifiers provided, select the desired users. Click Prev and Next to see all users.
5. When you are finished selecting users, click Done.

Add Courses

1. Choose the Courses tab.
2. To allow participants to add courses to the playlist, select Allow Participants to Add Courses. Courses added by participants will be optional.
3. Click Add Courses.
4. Find and select the desired courses.
5. Click Add. You can continue to add courses.
6. When finished adding courses, click Done.
7. In the course list, determine whether each course is Required or Elective.

Confirm Discussion Board

Discussion is enabled by default for every playlist. You have the option of turning this off.

1. Choose the Discussion tab.
2. To turn off the discussion board, deselect Enable Discussion Board.

For more details on moderating the discussion board and managing topics, see Moderate Discussion.

Configure Notifications

Messages can be configured for two trigger events.

• When a participant is added to the playlist
• When a participant completes the playlist

1. Choose the Notifications tab.

2. Select the desired notification.

3. Choose a Delivery Method.
4. For messages delivered via email, click the desired option for Email address in the From field.
5. Click Save.

Release the Playlist

You must release the playlist for it to be viewed by participants.

1. Click Release.

2. To confirm your action, click Release again.

Release will be unavailable if the playlist is awaiting approval for credit.