ScreenSteps includes Courses for Growing Business plans and above. If your plan does not include courses and you would like to use them, you can upgrade your plan.
Confirm you have enabled Courses
Create a New Course
Add content to your course
If you want to organize your existing articles into a course, just click + Add existing article to select articles from your knowlede base. If you want to create a new article from scratch, click Create new article.
From the menu, you can search for articles or click on the Manual > Chapter and select the articles you want.
You can also rearrange the articles in this view AND change how the title appears in the course.
For example, if your article is titled "Verify who the account owner is" and you want it to appear as "Introduction" in your course, you can modify that here.
Update Course Properties
Within the Properties tab, you can include:
- Estimated time to complete the course
- the purpose of the course
- The default message that will be included on the email invitations that go out (which are optional)
- Restrict the course to only be viewable to users who have been invited
Publish your course
Add users to the course
You do not have to add users to your course right now if you're not ready to send it out. You can always come back and add them later.
Only users who are Learners, Admins, and Editors will be available to add. Readers do not have access to courses.
If you have set up Viewing Groups in ScreenSteps, you can filter your list by clicking on the applicable Group.
Don't worry, this will NOT send out invitations right away––you still have one more step.