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Getting Started with Connect



LearnLive Connect is a powerful tool for creating on-demand learning experiences that can be tracked for CPE credit. With it you can assemble CPE-worthy and CLE-worth learning experiences that are available on-demand. You can record your own audio video or audio through the LearnLive interface, or you can use pre-existing media. You can offer the resulting online courses to your end users with CPE tracking already built in.

Before you begin creating content, however, there a few housekeeping items you should put in order first.

Setting Up Housekeeping

Define offices and practice areas

Your company may have more than one office-- in some cases, many more. In order to better organize content and people, the LearnLive system tracks which offices both are associated with. In the LearnLive system, an office is not assumed to be merely a physical location (although you can track those as well) but a division of your organization. Before proceeding, it is best practice to create a data entry for each office in your organization.

Practice areas are an important means of categorizing and searching for program content in the university. Think of practice areas as being like subjects, or areas of study. If you’re migrating from Version 1, it’s likely that you will already have practice areas defined for your company, but if not, it’s generally a good idea to set those up before you begin creating programs. Your company probably already has practice areas defined for itself. Unlike official CPE fields of study, practice areas are unique to your company.

Customize your university

Your end users will access learning content through a university. The university itself is set up and ready for you to use, but you may wish to customize its appearance and features to match your company's policies and your end users' expectations. Your company's contract with LearnLive may include more than one university, and in that case you will likely want to differentiate them from each other by customizing their appearance.

Define custom fields for your user profiles

By default, creating a user profile is simple, and very little information is required. You may wish to track additional items of information for each user. It is best practice (not to mention common sense) to define these additional profile fields before you begin adding users.

Create evaluations if you need them

Evaluations are an important means of obtaining feedback from your end users on the quality and effectiveness of your learning content. They are also required for content to meet AICPA rules for CPE credit. The LearnLive system contains pre-built evaluations that are ready for use, which cover general situations, and which comply with AICPA rules for QAS content. However, you may wish to ask additional questions. You can create as many different evaluations as you wish, and you can assign a different evaluation to each program you create; or you may just assign the same evaluation to all your programs. The choice is yours.

If you plan on creating your own evaluation, or customizing any of the pre-built ones, it is advisable to do this before you begin creating programs, to make your work flow easier. However, you can create and attach evaluations at any time. If you plan on only using the pre-built evaluations, you may skip this step.

Create certificates if you need them

Certificates are necessary if you offer CPE or CLE credit for your programs. Your company's contract with LearnLive may allow you to use the LearnLive certificate, or you may issue your own certificates. If you are issuing your own certificates, you will need to construct a template from which they can be generated. You can start with a pre-built plan and customize its design and assign the items of information that you want to appear on it. In order to do this, you will need information on the organization that is sponsoring the content for CPE credit. You can enter that information once and have it appear on any number of different certificate templates. You should enter the sponsor information first, then proceed to creating certificate templates. If you are planning on using LearnLive's certificate, or if you do not need to issue certificates for your programs, then you can skip this step.

Getting Users into the System

Import user profiles or upload manually

If you are new to LearnLive, basic account information for your licensed professionals will be uploaded as part of the onboarding process. If you are migrating to LearnLive Compliance Version 2.0 from Version 1, you will likely already have user profiles stored in your company's account. In both cases, however, you may wish to add user profiles one by one, or in bulk.

Create instructor profiles if necessary

The instructors who teach your programs are an important asset. You may want to provide additional information about their qualifications and expertise to your end users. Additionally, instructor profiles are required for some kinds of CPE credit by the AICPA. You can create an instructor profiles once in the LearnLive system and it will be used in multiple locations throughout the learning process. Your instructors may also be end users, in which they will have a user account in the LearnLive system like any other user, or they may be simply references to individuals outside your organization, in which case they will not have an user account. You can upload a bio and a photo for the instructor in either case, and you may choose to include the bio and photo in the university or not.

Creating Learning Content

Create the program shell

With the release of LearnLive LMS Version 2.0, substantial changes have been made to the way programs are structured. Even if you are migrating to Version 2 from Version 1, we urge you to begin by reading Understanding programs and sessions. This will explain how programs and sessions are related to each other, and which information is relevant to each.

If you are planning on issuing CPE certificates for your programs, you should familiarize yourself with the additional rules necessary to comply with AICPA requirements. These rules touch on all aspects of the course construction and dissemination process.

At this point, you are ready to begin constructing a program. This process begins by creating an entry in the system and populating the metadata and descriptive information that will be used to register it in the university.

Create a webcast session for the program

As mentioned above, you should have a solid understanding of the relationship between a program and a session (if you haven't already done so, read Understanding programs and sessions). In LearnLive Version 2, a learning experience consists of both a program, which contains catalog descriptions and files, and a session, which contains final dates, times, and other specifics. You can think of it this way: The program answers the questions “what” ,“why” and “how”, and the session answers the questions “when”, “where”, and “how much”. In the LearnLive system, there are several kinds of sessions, i.e. content delivery methods, available: webcasts, rebroadcasts, webcasts, classroom sessions, and learning activities. The on-demand learning experiences you create through Connect are called webcasts because end users can access them on their own, at any time.

The first thing you'll need to do is create a data entry for a webcast session of the program you just created.

If this webcast is being offered for credit, you will need to assign the credit values for the session. You can assign a basic value to be used for all jurisdictions, or you can further refine and customize the credit offered in particular jurisdictions based on the requirements within those jurisdictions.

In order to offer credit, you will need to provide certificates to end users who successfully complete the session. By this time, you should have already created certificate templates for your company (unless you are using the LearnLive certificate). You'll need to associate one (or more) of those certificates with your new session.

At this point, you should also attach an evaluation to your session. When your end users have completed the session, they will have the opportunity to complete an evaluation giving feedback on the session. You can also specify, if you wish, that end users must submit an evaluation before they can receive a certificate.

Upload a slide presentation

Congratulations! You are now ready to begin assembling the content for your program. At the heart of every LearnLive webcast is a slide presentation. You must upload a slide presentation (.ppt or .pptx file type) for the webcast to operate successfully. If your program's content doesn't require a slideshow, don't worry. In this case, you can simply create a Microsoft PowerPoint slide deck containing one slide. You can put your company's logo on it, or include hyperlinks to additional resources, or other reminders. Once you have constructed your slide deck, uploading it is easy.

Upload additional files

Your program may need to make use of additional teaching materials. These can be attached at this time, and you can attach them the same way you would for a slide presentation. In fact, The great thing about the asset manager is that you can upload multiple files in one place. So if you have your content organized on your local drive, you can upload your slide presentation, handouts, highlights, extra multimedia files—in a matter of moments. You can put any number of files into the asset library, even if you don’t end up using them for any specific role. This is a handy feature that allows you to upload drafts of documents, supporting documents, copies of certificates, or really anything you want into the asset library for safekeeping. You can even collaborate with other program creators who are working remotely by using the asset library as a kind of drop box. You can control which files your end users have access to-- only those files assigned a specific role in the asset manager will be made available to your end users. Any other files will be available to other administrators but not to participants. You can also download any file you or anyone else working on the program has uploaded.

Create and position polls

Polls are a great method for increasing audience interaction, as well as getting feedback in real time about the material you are presenting. You can use polls as a tracking mechanism, or you can present them "just for fun" (the setting for tracking mechansism is located in the webcast creation form; see Create a webcast). You can include polls in your webcast even if you are using " participation checks" as the tracking system. Typically for NASBA-certified content, there will be 4 polls per 50-minute credit period, and if you are using polls as a tracking method you should try to adhere to this; however, if they are "just for fun" then any number is acceptable.

To create a poll, see this article:Create polls for a webcast

Once you have created you poll (i.e. written the question and recorded it in the database), you'll need to position in with regards to your slide presentation. Let's say you want to do a poll between slides 10 and 11, and another between slides 22 and 23. You can designate this fact in the LearnLive interface, and special screens will appear in the end users' interface whenever you click "next" from slide 10, or "next" from slide 22. These poll locations are also marked in the lesson menu that appears in the bottom left area of the participant interface so that participants can anticipate their arrival.

To position polls in a webcast, see this article: Position polls in a webcast

Create a rebroadcast, if desired

A rebroadcast is the name for a "repeat performance" of a webcast. Like a live webcast, the participants all log in to the LearnLive platform at a given time, and interact with the session in real time, but in a rebroadcast, the source of the audio-video track is a recording that is streamed directly off the server, rather than live audio/video published by a presenter. You can create a rebroadcast in two different ways: by playing back a recording of a live webcast, or by constructing one using a pre-recorded video and a slide presentation. The first method can be done with LearnLive ConnectTM, while the latter method requires using LearnLive's CaptureTM product.

To create a rebroadcast from a webcast, see this article: Create a rebroadcast from a webcast session

Test your finished session

Congratulations! You have now finished constructing your webcast. It is very important that you now test your session to make sure that it plays correctly, that the slides work properly, and that polls appear in the correct locations. You can preview any webcast at any time once the assets are all in place.

To test a webcast, see this article: Launch a webcast from the administrative area

Add to a catalog

Once you are satisfied that your program's content is accurate, that it runs properly, and that final credit evaluation is complete, you are ready to publish it for your end users. To do this, you will add the program and its session to a catalog in your university. You may have more than one catalog, and you may have more than one university, in which case you can add this program and session wherever appropriate.

Managing Activity

Enroll users in the session

In some cases, you may want to depend on your end users logging in to the university and locating and enrolling in sessions on their own. In other cases, you may want to directly enroll end users in a session. Enrolling users is not difficult. In the case of a webcast, being "enrolled" does not obligate the end user to perform any task at any particular time; it merely puts the session into the user's university account under "enrolled programs" to make it easier to find. Users may start the session on their own schedule, and may finish it over multiple sessions. It is perfectly OK for users to quit a session in the middle and return later; the system will remember their place. If you would like to require users to complete the session by a given date, you may also do so; see the article

Report on user progress for the session

Naturally you will want to know how well your end users are doing with regard to your program. Several reports are available for you to see how many end users have passed, and even more detailed information such as their quiz and final exam scores and responses. You can also view user evaluations, one by one or aggregated as a group.

More Help

If you can't find the task you are searching for on this page, be sure to look in the full index for Connect.

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This page has been accessed 5,197 times. This page was last modified on 11 January 2018, at 23:53.

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