To create a course:
- Navigate to the Clinical module and select Courses & Trainings
- Click +ADD NEW on the top right-hand side

3. This is the basics page of a learning tree
-
- Name the course
- Under Type, choose:
- Private Learning Tree Template: to keep this course in your own account, and assign out to people, as needed
- Contact Learning Tree

4. After clicking the Create Learning Tree, you will be directed to the main learning tree page. A pop-up will appear, with Sharing & Access, Settings, Re-Order, Activity, Export, and Assign tabs
-
- The Settings tab will have Single-use (Readonly) selected from the License search bar, which helps accurately track progress and assign certificates
5. Similar to learning trees for contacts/clients, make branches and title pages. The first step is to decide what type of branch to create. There are four choices:
-
- Cumulative
- Data Collection
- Resource
- Library
6. Cumulative and Data Collection branches, are connected to goals and targets for clients, but can be used as staff evaluation tools in courses
7. One example of data collection used in a course is during new staff training. A data collection branch can be used to track staff progress on specific skills using a rating scale

8. A Resource branch, allows for uploads of various file types, such as articles or video training examples and presentations
9. You have the choice to insert multiple types of resources. Please note, once uploaded, resources cannot be viewed inside templates. Files and videos can only be seen once the course has been assigned
-
- Page
- Write a description, narrative, or instructions for your user in the course
- Video
- The video can be a file downloaded from your hard-drive, Youtube, Vimeo, or a file that already exists in CentralReach
- Upload any of these video formats: .avi,.wmv,.flv,.asf,.m4v,.mov,.mp4,.m4a,.3gp,.3g2,.mj2. Max upload file size is 1 GB
- File
- Upload any of these document formats: .xls, .doc, .pdf, .txt, .rft, .jpg, .jpeg, .gif, .png
- Q&A Test
- Q&A test answers are recorded and scored. Create:
- Multiple choice tests (only one answer correct at a time)
- Pass rate requirements
- A customized certificate of completion
- Form
- Forms can pose questions, but the answers are not scored. Answers can be:
- Free text
- Numeric value
- Date
- Single or multi-select answers

10. A library branch provides the ability to add branches from your template library. This is the fastest way to add multiple branches and is useful if you have a template for course creation, such as:

11. If you select a Q&A test branch, you will be prompted to enter some items
-
- Enter the amount of questions the user will need to pass. If you want to give out CEUS, type them into the box to the right
12. After the user completes the quiz, a certificate will generate. On this screen, this is where the author customizes the certificate text and other items

13. Below those settings, the author types in their questions and answers. The user can write the question, description, and then add answers. The author must click which answer is the correct answer, to generate the certificate correctly. When the author is done with questions and answers, click Save as a Draft

14. If Form is selected as the branch type, the author can enter questions and answers that are not restricted to multiple choice
-
- Add questions by clicking Add question. Type in the question
- Select the answer type. The type of answer will allow the author to customize if they want the answer to be single or multi-select to a yes/no response
- The author can add many questions and then click Save as Draft. Please note, questions can be marked as required, but, the answers on forms are not scored

15. When the course is finished being created, it is housed in that author’s library. If the author chose to make the learning tree a network template, it will also be available for download in your agency’s network marketplace
16. To assign a course to an employee, click on the course, then click the gear icon in the upper left-hand corner of the learning tree

17. Select Learning Tree Options and navigate the Assign tab in the menu. Take the course yourself, or assign it to another employee. This keeps the course in your account, but also assigns a separate learning tree to that contact

18. As the author, you can go into Courses & Trainings, and track staff progression both as a group and individually, in the Completed % column


19. Quiz certificates are downloadable and can be saved directly to an employee’s file in CentralReach to track resources
Click here to learn more about Learning Trees.