Recommend a Course

Administrators who have been given permissions have the capability to search for courses in the catalog and recommend them to other users. This document provides a step-by-step walk-through of the process for recommending courses.

Your portal and screen views will reflect your organization’s specific naming conventions, terminology, and configuration choices.

1. Click Course Catalog in the tabs along the top of the screen.
2. Search for a course using any of the search tools. See Search for Courses for more details.
   

   

3. From the list that displays, locate the course you wish to recommend, then click Recommend.
   

   

4. On the Share this course screen, select when and to whom you wish to recommend the course.
   

   

   
   
   • Recommend On: Select when the recommendation will be visible to the selected user(s).
   • Expire On: Select the expiration date for the recommendation if desired.
   • Set Dynamically republish: Allow the system to refresh the list if members migrate in or out of the selected group.
   • Set Staff Position: Select members by staff position.
   • Set Admin Rights: Select members by their administration rights
   • Set Locations: Select members by their location.
   • Set People: Search for members by name in the system.
   • Set People Advanced: Advanced member search tools.
   • View/Remove People: Make edits to your list
   • Set Staff Groups: Select groups from a previously created list.
   • Click Show Recipient List to preview the list of intended recipients.
5. When you’ve made your selection(s), click Finish.
6. In the pop-up box, click Yes to complete the process.
7. The recommended course will display in user(s) Recommended Training channel.