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Administrator Guide
Last Updated: 2025-01-10
Reference: Sample QuickTips for Create Course

Reference: Sample QuickTips for Create Course

You can use these sample QuickTips as a starting point when adding your own QuickTips to the
Create Course
task for Workday Learning using the
Guidance Workspace
report.
The sample information we provide might not apply to your business needs or tenant configuration. Modify and review all information according to your tenant requirements before publishing this guidance to your tenant.

Course Details

Field
QuickTip Title
QuickTip Description
Considerations
Create Blended Course
Create Blended Course
A blended course can contain a combination of digital content and scheduled, instructor-led lessons.
You can use a blended course as a template to schedule offerings at different times and locations. Learners can select the offering they want to enroll in.
You can also use a blended course to create a digital course with different versions that contain only digital content. The blended course can contain any lesson combination of external content, media, and surveys.
Do you have more specific guidelines for when users should choose a particular course type?
Create Digital Course
Create Digital Course
A digital course is a combination of digital content items that don't include scheduled, instructor-led or training activity lessons.
You can include any lesson type except
Instructor Led
and
Training Activity
lessons.
You don't need to schedule digital courses, so course offerings don't apply.
Do you have more specific guidelines for when users should choose a particular course type?
Skills
Skills
Select skills that are relevant to this course.
You can select skills by category, or you can select
Recommended Skills
to choose from skills identified by machine learning based on the title and description of your content.
If a relevant skill isn't available, you can access the
Create Maintained Skills
task to create it.
Security Category
Security Category
Select a security category to restrict access to this course.
Workday doesn't apply effective dating to this prompt, so changes to blended courses affect all course offerings.
Do you want to provide more explanation about the security categories you've defined?
Language
Language
Select languages to display this course when learners browse the learning catalog in those specific languages.
Exclude from Recommendations
Exclude from Recommendations
Select to exclude the course from recommendations worklets on the Learning dashboard and on these reports:
  • Opportunity Graph
    (in the
    Popular for This Role
    section)
  • View Competency
Exclude from Search and Browse
Exclude from Search and Browse
Select to exclude courses from appearing in the
Browse Learning Content
report and global search results.
Administrators, assessors, and instructors for excluded courses can still view it using global search.
If you've customized the
Browse Learning Content
report for your company, Workday recommends that you manually update the
Exclude from Search
and
Browse
filter on pre-existing reports.
Disable Express Interest
(Blended courses only)
Disable Express Interest
Select this check box to disable the
Express Interest
button for learners.
Effective Date
Effective Date
Select the date that this version of the course is active from. Select a future date to postpone availability for scheduling course offerings.
Workday applies effective dating so that you can:
  • Report on their changes over time.
  • Schedule course offerings based on the course version that you're viewing.
A version is effective until you add a new version. When you add a new version, Workday replaces the current version. The current version expires unless its effective date is in the future. In that case, you can still edit it to plan future enhancements.
Time Value
Time Value and Total Course Duration
When you select a
Time Value
, Workday displays the
Total Course Duration
field.
Use these fields to help learners estimate how long it will take to complete all of the lessons in the course, including any instructor-led lessons and digital content.
Depending on how long you think the class lasts, overestimate and round appropriately.
Example: When you select
Minutes
from the
Time Value
prompt, round to the nearest 5 or 15 minutes when you enter the
Total Course Duration
.
Enable Auto-Enrollment from the Waitlist
(Blended courses only)
Enable Auto-Enrollment from the Waitlist
Select this check box to enroll learners from a waitlist automatically when space in a course offering becomes available.
Ensure that you also set the
Waitlist Capacity
field.
Status
(Digital courses only)
Status
Select whether the course is open or closed for enrollment.
When you change a course to
Closed
, learners who enrolled in the course, then started or completed it, can continue to access the course from the
Progress
menu on the
Learning
dashboard.
Requires Enrollment
(Digital courses only)
Requires Enrollment
Clear this check box if learners don't need to enroll to take the course.
When you clear the check box, the course is available on demand. When learners begin the on-demand course, Workday creates an enrollment record in the background to support reporting.
Course Number
Course Number
Enter a course number to identify the course.
Do you have specific guidelines that the user should follow?
Minimum Enrollment Capacity
(Blended courses only)
Minimum Enrollment Capacity
Enter the minimum number of enrollments that make the course offering viable. The default is zero.
If the number of enrollments doesn't meet this value, the course offering can still go ahead as scheduled. The value is for reporting purposes only.
Maximum Enrollment Capacity
(Blended courses only)
Maximum Enrollment Capacity
Enter the maximum number of learners who can enroll in a course offering. Enter a value greater than zero to enable learners to enroll.
Waitlist Capacity
(Blended courses only)
Waitlist Capacity
Enter the number of spaces on the waitlist.
Enter a number greater than zero to configure a waitlist for the course.
Unlimited Capacity
(Blended courses only)
Unlimited Capacity
Select to indicate that there's no limit to the number of learners that can enroll in a course offering.
Selecting this check box overrides the
Maximum Enrollment Capacity
value.

Versioning

Field
QuickTip Title
QuickTip Description
Considerations
Version Schema
(Blended courses only)
Version Schema
Select a version schema for the course.
Version schemas enable you to version content consistently. This provides the ability to automatically label blended courses in your organization, and enables you to track and report details such as content and learner consumption.
Do you have guidelines on how to choose a version schema?
Custom Version Label
(Blended courses only)
Custom Version Label
Enter a unique name for your versioned content so that learners can more easily identify which version to consume.
This value acts as an override for the schema label when you've selected a version schema, if the
Display Schema Label to Learners
check box isn't selected.
Version Notes
(Blended courses only)
Version Notes
Enter any required notes about the course version.

Expiration Rules

Field
QuickTip Title
QuickTip Description
Considerations
Retrain Window Value
Retrain Window Value
To specify the time period for a retrain window, enter a number in the
Retrain Window Value
field and select a unit of time from the
Weeks/Months Before Expiration
prompt.
The retrain window triggers retraining content to display on the
Required For You
slider within the defined window.
The retrain window recognizes a successful completion for initial assignments and retraining assignments if a learner completes the content when the retrain window is open.
Expiry Period
Expiry Period
Select an expiry period that applies to enrollments for this course.
In the grids, you can select rules to change the default expiry period for certain groups of workers or extended enterprise learners.
Workday automatically adjusts the expiry period of the course for learners who meet the rule conditions of a learner group rule.
The expiration date, duration, or recurrence frequency setting is the default expiry period for learners who don't meet the conditions of any expiration rule.
Advanced Learning Expiration Rules for Workers
Advanced Expiration Rules for Workers
Select expiration rules that define learner group rule conditions and expiry periods for workers.
Access the
Create Learner Group Rule
task to create new condition rules.
Workday automatically adjusts the expiry period of the course for learners who meet the rule conditions of a learner group rule.
Advanced Learning Expiration Rules for Extended Enterprise Learners
Rules for Extended Enterprise Learners
Select expiration rules that define learner group rule conditions and expiry periods for extended enterprise learners.
Access the
Create Extended Enterprise Learner Group Rule
task to create new condition rules.
Workday automatically adjusts the expiry period of the course for learners who meet the rule conditions of a learner group rule.

Competencies

Field
QuickTip Title
QuickTip Description
Considerations
Competencies
(grid)
Competencies
Select any competencies that relate to this course.
Workday tags the course and course offering with the selected competencies.

Cost

Field
QuickTip Title
QuickTip Description
Considerations
Price (Training Credits)
Price (Training Credits)
Enter the number of training credits that the course is worth.
In the grids, you can change the default price for certain groups of workers or extended enterprise learners.
Advanced Pricing Rules for Workers
(grid)
Advanced Pricing Rules for Workers
Select rules to change the default pricing for workers that meet certain conditions.
Access the
Create Worker Pricing Rule
task to configure rules to select in this grid.
Advanced Pricing Rules for Extended Enterprise Learners
(grid)
Pricing Rules for Ext. Enterprise Learners
Select rules to change the default pricing for extended enterprise learners that meet certain conditions.
Access the
Create Extended Enterprise Learner Pricing Rule
task to configure rules to select in this grid.

Lesson Details

Field
QuickTip Title
QuickTip Description
Considerations
Allowed Instructors
(Blended courses only)
Allowed Instructors
Before you add lessons, select the instructors who can teach classroom training and webinar lessons in this course.
Allowed Assessors
(Blended courses only)
Allowed Assessors
Before you add training activity lessons to this course, select the assessors who can assess them.
Location
(Blended courses only)
Location
Before you add lessons, select active locations where you can schedule classroom training for offerings of this course.

Lesson Order

Field
QuickTip Title
QuickTip Description
Considerations
Enforce Lesson Order
Enforce Lesson Order
Select to apply the order number sequence defined in the lesson order.
When selected, learners can't access self-directed mandatory lessons until they complete the previous required content.
To enforce lesson order, you must have at least 2 mandatory lessons, with one of them being self-directed.
Lesson Order
Lesson Order
Enter a number to specify where this lesson occurs in the course.
Lessons display in sequence from 1-
n
by default. You can reorder the sequence by changing the number in this field.
If you want to ensure that learners complete the required lessons in the designated sequence, select the
Enforce Lesson Order
check box.
Make Lesson Mandatory
Make Lesson Mandatory
Select to indicate that the lesson is required for course completion.
Clear the check box if you want to make the lesson optional. You can add both mandatory and optional lessons in a course.
Track Attendance
(In-person and virtual classroom lessons)
Track Attendance
Select if you want to record attendance for this lesson for learners who enroll in the course.
Track Grades
(In-person and virtual classroom lessons)
Track Grades
Select if you want to record grading details for this lesson for learners who enroll in the course.
If you select the check box, the primary instructor or a learning administrator must provide the overall course grade.
Provide Course Grade
(Media lessons)
Provide Course Grade
Select to nominate this media lesson as the one that provides the overall course grade.
This check box is only available for:
  • Videos that contain multiple choice questions as video interactions and have a
    Passing Score
    value set.
  • Packaged content.
Content URL
(External content lessons)
Content URL
Enter the URL of external content or existing lessons.
Survey
(Survey lessons)
Survey
Select a survey to present to learners.
Do you have specific surveys that users should select in certain circumstances?