There are many circumstances in which a course must be updated at some point in the deployment life-cycle.       
iLMS offers a few options to accomplish this task, but selecting the right method of an update can be challenging without knowing the Pros and Cons of each option.       

The options for course updates are listed below, continue reading to learn the how and why of each option.

1. New Course        
   Recommended if at all possible for best performance.
2. New Version       
   This option works well if you are mid-deployment and you've made a few minor changes to the same course.
3. Update Content       
   This option should be used only in extenuating circumstances when the content currently in use needs to be completely replaced during a deployment.

New Course

Uploading a New course is the cleanest option as far as preserving functionality, analytics, and user progress of its predecessor. This also mitigates any issues that could be caused by changes to the file structure between old and new courses.       
This is because uploading your updated course as new course keeps them entirely separate. The new course would be its own entity with its own independent settings. User enrollment would not automatically carry over in this case.       

This option is recommended if the previous course is not in active deployment as that is when it's easiest to get all the users enrolled and transitioned into the latest course.       
If you are mid-deployment, transitioning enrolled users from the old course to the new course can pose a challenge.

      
To upload a New Course, follow the steps below:

1. From the Admin Portal navigate to the Courses Tab
2. Select SCORM/CMI5 from the Menu
3. This will bring you to the course import tool as well as the list of all currently previously courses.
4. On this page, select the appropriate option from the drop-down. (Usually SCORM 1.2 & 2004)
5. Then click the "Choose File" button to select the course file you would like to import and hit “OK”

New Version

Uploading your updated content as a New Version of existing content is the second-safest option when it comes to preserving the integrity of the original course's file structure and reporting.       
Adding a New Version to your original upload ensures the following.       
* Current enrollment and any enrollment rules associated with the previous course are applied to the new version seamlessly.       
* All users who are in progress can continue with their current version without being disturbed.       
* Any users launching training from that point forward will view the newest version       

This option works well if you are mid-deployment and do not want to transition user enrollment to a new course.       

If the updated course is structurally different from the previous course or has different settings or IDs in relation to the exam; however, this option could still negatively affect existing reporting and analytic or not function well under the older courses settings.

To upload your update as New Version of the existing course, follow the steps below:

1. From the Admin Portal navigate to the Courses Tab
2. Select SCORM/CMI5 from the Menu
3. This will bring you to the course import tool as well as the list of all currently previously courses.
4. On this page, locate the course which you would like to update and click the " " to the left of the title to expand options.
5. This will display a few nested course details and from here clicking "Create New Version" will take you to the appropriate upload screen to add a new version to the existing course.

      

Update Content 

The final option for updating your course is to Update Content. This option has the most inherent risks as it overwrites the files of the existing course. Structural and setting differences between the new and old course will have the largest impact when using this option. 

If considering this option, it will work best when changes between the old and new course are very minute, for example, text changes on a slide. 

A good thought exercise for determining if a content update is a right answer is to imagine performing the same process in the File Explorer on your desktop machine.       
If you were to copy all the new files into the directory of the old course, how much would be replaced? how much would be added? how much of the old set of files would remain?

If the changes between new and old courses are indeed very minor. Then you can update the existing content by following the steps below:

1. From the Admin Portal navigate to the Courses Tab
2. Select SCORM/CMI5 from the Menu
3. This will bring you to the course import tool as well as the list of all currently previously courses.
4. On this page, locate the course which you would like to update and click the " " to the left of the title to expand options.
5. This will display a few nested course details and from here clicking "Create New Version" will take you to the appropriate upload screen to add a new version to the existing course.

Bulk Update Transcript enables the iLMS to integrate and retain historical course transcript data from another LMS through the use of properly formatted CSV files. This feature will create historical courses which are shell courses that have no content, but retain the course transcripts. It is most useful for cases in which course transcript data from one LMS needs to be integrated into the iLMS.      
For most cases, this process needs only to be done once. 

Tips and Best Practices

• Please upload a.CSV file only. 
• Download the template by clicking on Download Template link under the CSV Format section and fill in your data in the specified format. Refer to the Required Formats chart at the bottom of this page. 
• To perform a quick one-time Bulk Update Transcript, upload the template, select Submit to Process, set a schedule under the Settings tab for Daily, todays date, and a few minutes past the current time. 

Location:      
Organization Admin -> Courses -> Bulk Update Transcript

Settings Sub-tab

Various settings are available to customize usage of the bulk update transcript service for file validation and processing.

Enable Bulk Update Transcript      
Check this box to turn on the automatic bulk update transcript process, removing the check will cease and desist previously set related processes. Be sure to un-check this box, once Bulk Update Transcript has finished running if a one-time set up is all that is needed. 

Schedule       
For updates that are needed on a regular schedule, the iLMS will retrieve CSV files according to the radio button selected: daily, weekly, monthly, or yearly. 

Once the Start Date and Start Time fields are filled in, the selected date and time will specify the first run for the schedule; it will continue to run at the same time according to the time-frame set above.

Clicking on the blue radio button will clear the date, it will not turn off Bulk Update Transcript. 

Note: One time only bulk update transcripts do not need to be set.      
(This feature is helpful if 2 LMSs are running, and the iLMS needs to retrieve updated course transcripts regularly.)

Settings

For each user record in the bulk update transcript CSV file, applicable business rules can be specified by checking one or more of the following options: 

• Create Unrecognized Courses and Sessions      
  Check here, if your CSV will contain courses and/or sessions that do not exist in iLMS.      
  This feature is helpful when needing to import historical transcript data without actually uploading the course associated with the transcript.      
  The field below is used to specify the prefix for these courses. 
• Set ILT Session End Date same as Session Start Date if Session End Date is Missing (For Instructor Lead Courses Only)      
  Check here, if the ILT session end date is missing and it is desired for this rule to fill in the ILT session end date to be the same as the session start date. 
• Set Enrollment Date and Start Date Same as Completion Date if those are Missing      
  Check here, if the enrollment date and start date are missing, and it is desired for this rule to fill in the completion date to be the same as the enrollment date and start date. 
• Update Blank Values for Non Mandatory Fields in Transcript      
  Checking this option overwrites blank values in non-mandatory iLMS fields if they are not populated in the CSV 
• Process only if all Records are Good      
   Checking this option will prevent the file from processing if it contains records with errors. 
• Use Default Values for Room, Location, and Instructor if the Respective Values are Missing (For Instructor Lead Courses Only)      
  Check here, if values for Room, Location and Instructor are missing in the CSV and it is desired to use their respective default values.

Notifications

Check this box will send a notification to the email address listed as primary organization administrator each time a bulk update transcript file processes      
You can CC other recipients on the emails as well using the "Also Notify" option.      
The Edit Notification Template link will open an editable sample notification email.

File Process Order

 Use this menu to select the processing order of CSV files in the FTP directory by File Name or Time Stamp, either in Ascending or Descending order.

CSV Format

 Select whether to use the iLMS default CSV upload template      
Click on the "Download Template" link to see the standard iLMS bulk update transcript template.      
or 

Convert an existing CSV file into a format compatible with iLMS. 

Mapping Fields      
When converting an existing CSV file, the fields of that file must be mapped 1:1 to the iLMS built-in fields and the column number specified according to the Upload Fields and Required Formats chart (bottom of this article).

File Upload Sub-Tab 

Simply upload a CSV file with this drag and drop feature or through the Select a file option to validate and process it by the bulk update transcript service.

Upload File Upload a .CSV file created according to the selected format:      
iLMS default format OR custom format as per mapping details. 

Just select one or more .CSV files, then drag and drop them in the designated area. 

They will be uploaded simultaneously. 

To start processing the file, Bulk Update Transcript under the Settings tab must be enabled, and a time must be set.

Certain fields are required when updating transcripts in the system:      
Fields marked with an * in the default template or If using a custom CSV, the mapping section, are required in order to process.

•  Username      
  This will be the unique identifier field as set for your users. Email or Employee ID.      
  Learn More Here: iLMS Fields and Unique Identifier
• Course Name       
  Name of the course to be updated in the transcript data 
• Course Status       
  Status of the course to be updated in the LMS
  • Enrollment Date       
    (Required only if records belong to a certification-enabled course) 
  • Is Certification Enable+      
    (Only required if records belong to a certification-enabled course) 
  • Session Start Date, Session End Date, Room, Location      
    (Only required if records belong to an ILT course)

Uploaded File Details      
Displays the details of the uploaded files from the iLMS and the upcoming schedules for the next bulk update transcript process.

• File Name       
  Uploaded files with corresponding timestamps will be available as links. View and download the file by clicking on each link. 
• Upload Date and Time       
  Displays file upload date and time into system. 
• File Validation Status       
  Displays the following status
  • Pending File       
    Yet to be validated 
  • In-Progress       
    File is validating 
  • Completed       
    Validation complete 
• Validation Report       
  Displays a View Details link after file validation completes. 
• Submit To Process       
  Click on the check mark to submit files for bulk transcript processing. Pending files can also be submitted files for processing. 
• Remove       
  Click on the red button to remove the file at any time before the processing starts. A validation pop-up will appear. 
• Refresh       
  Click this button to refresh the grid page.

FTP Setup Tab 

The details for ones FTP server, such as credentials and connection types, can be configured here.

FTP Details 

• Save Check Connection       
  After entering the company's FTP server details, clink on this link in the upper right corner to test the connection and ensure it is functioning properly. 
• FTP Type      
  Select one of the radio buttons: FTP+SSL, FTP+SSH, or plain FTP. Each type will open its own extended window with designated options below. Please Note: Plain FTP is unencrypted and insecure. 
• Host Name      
  Enter the address for the FTP server (either a DNS address, such as myftp.mycompany.com or a publicly available IP address.) 
• Port      
  Enter the FTP port to which the FTP server is set to bind. 
• FTP Mode      
  Select Active or Passive, depending on the server configuration. 
• Remote Directory      
  Enter the directory that contains the applicable .CSV files, with / being the default root directory. 
• Anonymous Login      
  Check here, if the server allows this option and an anonymous FTP login is desired. 
• Username      
  Specify the FTP user here. 
• Password      
  Specify the FTP users password here.

Proxy Settings

• Use Proxy       
  Checking this box will expand the mandatory fields that enable the use of a proxy server to connect to the FTP server.      
  Otherwise, this feature will not be activated.

• Proxy Name       
  Enter the DNS name or IP address for the proxy server. 
• Port       
  Enter the port that is configured for the proxy server. 
• Proxy Type       
  Select either Socks4, Socks4a, Socks5, HttpConnect, FtpSite, FtpUser, or Ftp Open from the drop down menu. 
• Username       
  Enter the username to authenticate to the proxy server.      
  Password       
  Enter the password for the user to authenticate to the proxy server.

SSL and SSH settings

• If using FTP+SSL (FTPS)
  • Upload the SSL certificate for the FTP server and optionally provide its password. 
  • Select either Implicit or Explicit TLS or SSL as a security method, and optionally define which TLS or SSL protocols are allowed. 
  • Also, one can choose whether to use the Clear Command Channel command for the iLMSs FTP client connection.

• If using FTP+SSH (SFTP)
  • The private SSH key used for the server can be uploaded, and the password can be optionally provided.

• If using plain FTP
  • No further configuration is necessary on this form

• Plain FTP is the least secure option, and therefore, is not recommended.

Bulk Update Transcript Log

The bulk update transcript log page displays all logs of successful and unsuccessful bulk update transcript processes.      
During the bulk update transcript process, improperly formatted records are not processed.      
If the bulk update transcript is performed, an error log is generated as well as a CSV file with all of the improperly formatted records listed under "Bad Records"      
 In addition, a CSV file is created with all of the successfully processed records displayed as "Good Records"

• View Log File      
  The log file displays basic facts about the bulk transcript update and a list of errors. Types of errors include:
  • Missing Field Information      
    The record was missing information in one of the required fields. 
  • Course Does Not Exist      
    The Create unrecognized courses and session checkbox was not checked. This error will occur when a Course or Session for the given transcript record does not already exist in the system. 
• Download Good Records File      
  Displays the error-free records that were processed successfully by the bulk transcript update. 
• Download Bad Records File      
  Displays the bad records that failed during the bulk transcript update process. Use this file to make corrections, then upload and update the transcript for the remaining records.

Required Field Formats for Bulk Transcript Update 

When converting an existing CSV file for the purposes of bulk updates, the fields of that file must be mapped 1:1 to the iLMS built-in fields and the

Upload Field Required Formats

The course catalog provides an easy way to organize courses into searchable categories. You can turn the catalog on or off, choose which courses to display in the catalog, and which courses to hide from the catalog. 

Users can browse or search the catalog, and depending on settings, self-enroll in courses.     

Location:     
Courses Tab -> Catalog

Catalog Sub-Tab

To edit the catalog and its visibility to learners go to the Courses Tab and select Catalog.     
Here on the Catalog tab you can see all courses in your catalog.     
There are check-boxes to filter the courses displayed to include courses and curricula that are visible or not visible to learners. 

Settings Sub-Tab 

Allows you to display or not display the catalog in the Learner Center so that if you do not want to use this feature you don't have to. 

Catalog Settings for Courses

Each course has the settings explained below. To access the settings for a particular course, navigate to the Courses Tab -> SCORM/CMI5 and click the title of the course you'd like to edit.

• Display this course in Learner Center Catalog      
  By default all courses are not displayed in the Learner Center catalog.     
  Use this option to display a particular course.
• Show Author/Instructor name in course description      
  Shows the name of the course creator / owner in the catalog. This is ideal of instructor-led training. 
• Show Author/Instructor name in course description as Email link     
  Allows users to contact the author / instructor via email. This is ideal of instructor-led training. 
• Course Location      
  Allows you to set the location of this particular course in the catalog. 

Enrollment Settings 

Each course has the settings explained below.

• Open Enrollment     
  Registered Users can self-enroll Ideal for optional training, this setting will display an enroll link in the course description allowing the user to self-enroll. Before a user starts a course he or she can un-enroll. 
• Closed Enrollment     
  Users must be enrolled by an admin Ideal for mandatory training, this setting prevents the user from self-enrolling, allowing the admin to control who is enrolled. 
• Allow users to request enrollment through the catalog      
  This allows users to email an enrollment request for closed enrollment courses. For example, if you have a limited number of licenses you might make a course closed enrollment and then allow individual users to request enrollment via email. A request enrollment link is displayed in the catalog. On clicking the link an email opens up addressed to the primary org admin account with the course title in the subject line.

Due dates allow organizations to set a deadline by which training must be completed.    
In iLMS you can set up reminders to be sent to users based on whether or not the user has exceeded the due date, ensuring that training completion remains top of mind. (Learn about automatic reminders here: Automatic Reminders)

Direct    
If a user is enrolled into a course via their profile, through the individual course, in bulk by csv, or by the Learning Path, their enrollment path will be listed as "direct".    
If a user's enrollment is direct then the user will be assigned the default due date unless otherwise specified.    
Learn about these enrollment methods here: Course Enrollment Methods

Curriculum    
If a user is enrolled into a course as a result of being assigned a curriculum, it will still apply the default due date for each course, but the curriculum will also have its own default due date set in the Curriculum settings.    
Learn More about Curricula: Curriculum Enrollment

Group    
If a user is enrolled into a course/curriculum via a group the group can specify its own due date rules that will override the defaults set for the course/curriculum.    
Learn more about Group Course Assignment: Group Course Enrollment

Exceptions to the Default Due date can also be altered for specific regions, divisions, and departments or for individual users to fit your organization’s needs. This can be done with the settings pages shown below.

Default Due Date

The default due date set for a particular course is set in the course settings.    
To change these settings first locate the course, click the course title, and go to "General" under settings in the left-hand column.

Here you can set the course to be due a certain number of days after assignment, or on a specific date if desired.

Other Due Date Rules

Due dates can apply to all users who are enrolled in the course, or to suit the specific needs of an individual, group, or department other rules can be created for just those segments of users. To set due dates that deviate from the default, go to the course settings, select "Enrollment & Due Dates" from the left column, and go to the "Due Dates" tab. The screenshot below provides more details on how to create these rules.

Modifying Due Dates Post-Enrollment

If for any reason the due date(s) set upon enrollment need to be changed, this can be done for an individual user by navigating to their transcript and changing the date manually.    
User Profile and Transcript    

To change the date for several users an admin can utilize features found in the following locations:    
User Search and Filter (Best if date change is for one course, multiple users)    
Bulk Update Course Transcripts (Best if needing to update dates for multiple courses, multiple users)

The copy course tool allows you to copy courses. 

Location:   
Courses Tab -> Copy Content

New course copies appears as a separate course in the course list and the new courses have their own unique content / media files.   
This is a useful tool when you must give training on an annual basis or require varied course settings for whatever reason.

Operation

  
This dropdown lets you select the desired action to perform, in most cases this will be used to "Copy Course".   
_{The other options apply to components of iComposer courses, and older course-building tool that resides within iLMS.}

Source

• Course Name   
  This option allows you to select the course in the system of which you'd like to make a copy.
• Course Version   
  Since courses often have multiple versions if there have been updates to the material, you also have the ability to select a particular version of the course to copy. Usually you'll want to the most recent copy.
• Destination Properties   
  New Course Name/ New Course Code    
  Allows you to input the new course name and course code.
• New Course Version Type   
  This option is often self-selects, based on chosen course.   
   If selecting a regular course file, this will default to "Multiple Version"

If a user's course is in Completed status, whether they passed or failed, iLMS will lock their progress. In this case, an administrator will have to reset their course progress to "Not Started" for a learner to retake the course.

1. Find the Learner's Profile

Navigate to Users -> Find Users to search for the user.

Click on the user name when the search is complete to view their transcript information.

2. Navigate to Transcript

Navigate to Transcript tab which will show the status of all courses enrolled to the user. Click on the word "Fail" and a pop-up will open to allow you to change the status.

3. Change Course Status

Change the status to "Not Started" from the drop down box and click "Update" to save the change. The user can now re-take their course.

Depending on the context, one of two rules will apply to un-enrollment actions, which are outlined in a table below.  
The general rule, transcript integrity, states that any actions taken by the user must be kept in the transcript unless explicitly removed by an admin. These actions include starting a course, completing a course, completing an exam, etc.

Un-Enrollment

The transcript integrity rule works in tandem with the group integrity rule, which states that if any user is a member of a group or curriculum they must have all courses in the group or curriculum. 
To un-enroll a user from one of these courses requires removing them from the group or curriculum.

The final factor affecting un-enrollment is that a course can have multiple enrollment paths.

Each course has an enrollment path, which defines how the user came to be enrolled in the course, e.g. direct or via a group, curriculum, or department. 
Since a single course can have multiple enrollment paths, to remove a course from a user, all enrollment paths must be removed.

The enrollment paths for a particular course are displayed on the "Enroll in Course" tab of a user's profile (see: User Profile and Transcript)

Intent, Expectation, and the Exception Log

How the iLMS behaves depends on the intent and expectation of the admin as defined by the context.  
There are two scenarios:

1. An admin wishes to explicitly remove a specific course from a specific user.  
The admin can do this by removing one enrollment path at a time.  
In these cases a CSV exception log file is created so that anyone still enrolled after the action is noted as well as their full enrollment path.  
The admin can use this file to complete the un-enrollment process.

2. An admin wishes to remove a course from a group, curriculum, but not any specific user (implicit un-enrollment). 
In this case no exception log file is generated.

Action Contexts

Please see the rules table below to fully understand the action contexts

Rules

Deleting a Group or Curriculum

The policy management feature in iLMS allows your company to manage organization policies, share them with employees, and maintain records of policy acknowledgment. 

Location:

Courses Tab -> Policy Management

Create a new policy

Get started by creating a new policy. Click the "Add Policy" button.

Fill out the form with details about your policy and upload a policy document in PDF format.
Clicking help icons next to the form fields will provide additional information about that field. 

Additional details about each field can be found below.(click to enlarge image)

Policy Title

This is the title that will appear for the policy in the iLMS admin console.
It will also serve as the title learners see for the US-English version of your policy by default. This can be modified later.

Status

• Draft
  When marked as a draft, this policy will not appear as an option for enrollment in menus.
• Active
  Active policies appear as an option for enrollment in menus where applicable, such as Learning Path and Group Enrollment.
• Inactive
  Once a policy is no longer needed for new assignments it can be retired by marking it inactive.
  Enrollment and acknowledgment records for the policy will remain, but the policy will no longer appear in some enrollment menus when creating new enrollments. It can be changed back to active if needed.

Acceptance Criteria

Users can accept policy documents by checking a box or boxes depending on your company's preference.
The tool offers a few different behaviors.

• User must accept only final page
  This option requires learners to check the acceptance box when they reach the last page of the policy document.
  The checkbox will not enable until the last page.
• User must accept each page
  This option requires the learner to check a box at the bottom of the page for each individual page of the policy document.
• User can accept policy on any page
  This option requires the user to check the acceptance box once from any page in the document.

Acceptance Text

This is the text that will display next to the box that users must check when acknowledging/accepting the policy. Input in this box will serve as the text used for the US-English version of your policy document by default. 
This text can be modified for each language.

Upload File

Add a PDF file that provides the details of your policy. To add the file either drag and drop where indicated or click "Select a File" to browse files on your device. 
A different PDF can be used for each language. Learn more about adding additional languages later in this article.

Allow Download

This option is enabled by default. When enabled this option will allow users to download a copy of the PDF file.
If disabled the download option will not appear.

Minimum Required Time

This option offers the ability to set the minimum amount of time that learners must spend viewing the policy document. If a time requirement is in place, learners will not be able to submit acceptance of the policy until they have spent the required amount of time viewing the document. Once the time requirement is reached the option to submit is enabled provided they have met acceptance criteria. 

Description

This field displays additional information about the policy. It is only visible to iLMS admins when editing the policy.

Edit Policy or Add Additional Languages

To make changes to your policy, or to simply add support for additional languages locate the policy you would like to modify and click the edit icon in the "Actions" column.

(click to enlarge image)

Modify any of the original policy details as needed. 

Add Another Language

(click to enlarge image)

• To add additional languages click the "Add Another Language" button. 
• Select a language from the dropdown, fill in the details and provide another PDF file to display for the selected language.
• Click the green checkbox to save the details for the language. 
• Repeat this process for each language.
• To edit details for an existing language click the edit icon for the particular language.

Enroll Learners in a Policy

Once the policy is ready and set to "Published" status it can be assigned to learners much like a course. 
Policies typically appear in enrollment menus alongside courses for assignment.
There is a special section in the Learning Path tool that lists available policies.

Learn about different enrollment methods here:
Summary of Enrollment Methods