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Publishing a Fusion course
If you are publishing a Fusion course directly from the Fusion Course Creation section, then most of the required fields below will already be prepopulated.
Continue with the steps below to publish a Fusion course to your users.
A. Course
- Assign a Course Name and Description.
- Add or edit the Keywords. These are used within the My Compliance Library to help users locate assigned content.
- Determine if the course is to be Private or Public.
- By default, the 'Private' option will be ticked. This allows the admin to target users with a course, and only those selected users will be able to access the course.
- If this option is unticked, the course will be public and visible to all users within the Compliance Library.
- Choose whether the course should be part of a Campaign.
- If selected, the 'Target' and 'Email' tabs will be removed, as these are managed within your Campaign.
- Select a relevant Category.
- Upload an image or use one of the prepopulated images. This image is visible to targeted users within the My Compliance Library.
B. Settings
- If you would like the course to be available to users without the need to log in to the MyCompliance platform, uncheck the Requires User Logon checkbox.
- If you have purchased MetaEngage, then you will see a Send to MetaEngage checkbox. Selecting this option will send the course to the user's desktop.
- You can choose to assign a Certificate to users who pass the course. Choose from the System Certificate or upload your own Custom Certificate. More info here on the certificate options.
- Locate the course you would like to send to your users from the Fusion Course drop-down.
- Determine whether the course is to be mandatory or optional for end users.
- If you would like this course to be sent to users on a yearly basis, then select the Recur on Anniversary checkbox.
C. Target
You can now target users with the course via the Target tab.
⚠️ Note that this page will appear differently depending on which User Management option you have opted for.
Email-based & Federated Users:
- For both of these user types, you can either select individual users or full user groups* for targeting.
- *If you tick a top-level group, all users within that group will be targeted with the course. Any new users added to the group will also be automatically targeted.
SCIM Users:
- You can select users individually by ticking the box beside their name.
- The user list can also be filtered using the options above, such as 'Department', 'Group Name', etc.
- If you have SCIM Groups on the platform, toggle the Target view to Groups to select those instead.
AD Users - Active Directory:
- Users added via the Active Directory sync will appear in a tree structure reflecting your organisation's Active Directory.
- You can select individual users or an entire OU to be targeted with the course.
- User groups cannot be used for AD users; however, you can target Collectives.
D. Email
On the final tab, you can customise the email that will be sent to users to alert them that they have been targeted with a course. We recommend customising this email with your organisation's logo.
- Once customised, choose whether to send the email now (Send Now) or later (Send Later).
- When all required options have been selected, you can proceed to publish the Fusion course to your targeted users.