Knowledge base Rise Up

Course Creation: Configuration and Workflow

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Prerequisites

Admin, Designer, and Author roles can create courses. What each role can actually do depends on the permissions an Admin has configured for that role.

Author permissions control:

  • Whether the author can correct exams
  • Whether the author can create memos for the Memorisation feature
  • Whether published courses require validation, or can be published without validation
  • Whether the author can create Online and Classroom modules, or Online modules only
  • Whether the author can import modules and steps only from their own courses, or from the entire platform

Designer permissions control:

  • Whether courses published by the designer require validation
  • Whether the designer can view and edit only their own courses, or all courses
  • Whether the designer can view and edit only the learning paths they created, or all learning paths
  • Whether the designer can create and edit their own catalogue resources, or all resources
  • Whether the designer can import modules and steps only from their own courses, or from the entire platform

Contact your Admin if your role does not have the permissions needed to complete a step in this article.

Overview

The course creation process lets you define, configure, and publish training content through a structured workflow, combining an initial setup step with a course editor organised into three tabs.

Once the initial setup is complete, the course editor is organised into three tabs: Configuration, Content, and Skills. Each tab displays a checkmark once its required elements have been completed, so you can see at a glance whether Configuration, Content, and Skills are all validated for a given course.

The process follows these main stages:

  • 1Define the course and select a creation method
  • 2Configure settings (Configuration tab) and build course content (Contenu tab)
  • 3Link skills, manage their questions, and configure memorisation (Compétences tab)
  • 4Review and publish the course

Regardless of the selected creation method, all courses are managed through the same three-tab editor.

 

Key elements
  • Structured entry point: every course starts with the same initial setup, ensuring consistent core information.
  • Flexible creation methods: courses can be created manually or generated using AI (Course Genius).
  • Three validated tabs: Configuration, Contenu, and Compétences are managed within the same editor, each marked with a checkmark once its required elements are complete.
  • AI skill recommendations: up to 4 skills suggested from your client repository and the ESCO framework.
  • Auto-generated questions: 10 questions per linked skill, extendable or replaceable manually.
  • Centralised memorisation: a single toggle inside the Compétences tab controls memorisation for the course.
  • Controlled publication: preview the course before publishing and identify elements that become locked afterward.

 

I — Start creating a course

Before accessing the course editor, you must complete an initial configuration step.

You will be asked to define:

  • Course title
  • Source language
  • Creation method

Go to: Left-side menu > Courses > Create Course.

 

II — Select a creation method

Create a course from scratch

Select Start from scratch to manually create and structure your course.

  1. Go to Courses in the left-side administration menu.
  2. Select Create Course.
  3. Enter the course title.
  4. Select the source language.
  5. Choose Start from scratch.
  6. Click Configure to access the course editor.
Good to know
This method gives you full control over the course structure and content.

Create a course with Course Genius

Select Generate with Course Genius to create a course draft automatically using AI. The course title and source language you entered are reused automatically.

  1. Go to Courses in the administration menu.
  2. Select Create Course.
  3. Enter the course title.
  4. Select the source language.
  5. Choose Generate with Course Genius.
  6. Click Configure.
  7. Continue with the Course Genius generation flow.
Good to know
The generated content can be edited and completed in the course editor, in the same way as a course created from scratch.

 

III — Configure content (Contenu tab)

Once the initial setup is complete, you are redirected to the course editor, on the Contenu tab.

  • Structure the course into modules and steps
  • Add and organise content (online modules, in-person modules, imported modules)
  • Configure course settings on the Configuration tab
  • Define completion and evaluation rules
Good to know
All courses use the same editor, regardless of how they were created. The Skills tab remains disabled until at least one module and one step have been created here.

 

IV — Manage skills and memorisation

The Skills tab centralises skill tagging, question management, and memorisation for the course. It becomes available once at least one module and one step exist in the Contenu tab.

Link skills

The AI automatically suggests up to 4 skills from your client skill repository and the ESCO framework, displayed in a dedicated recommended-skills section. You can also search the full repository manually.

  1. Click the "+" icon on a recommended or repository skill to link it to the course.
  2. The skill appears in the left sidebar, and the "+" becomes a checkmark confirming it is linked. A skill cannot be added to the same course twice.
  3. To add a skill not shown in the recommendations, use the search field in the repository, then click "+" the same way.
Skill logic
A skill is either linked or not linked — there are no intermediate states. Up to 10 skills can be linked to a single course.

Unlinking a skill: select Unlink on a skill in the left sidebar. A warning modal confirms that unlinking will delete the skill's related questions. If memorisation is active and the course is published, an additional warning is displayed; if you unlink the last remaining skill in that situation, the modal also warns that memorisation will be disabled as a result.

Unlinking is not reversible
Unlinking removes the skill's association with the course and deletes its related questions. It does not delete the skill from the repository, but the questions specific to this course cannot be recovered.

Manage skill questions

When a skill is linked, 10 questions are auto-generated for it automatically and used for skill-based memorisation and assessment. A placeholder is displayed during generation, and no action is possible on the skill until it completes.

Action How to do it
View auto-generated questions Expand the skill in the Skills tab.
Generate additional questions Use the generate-more-questions action to add 10 more.
Add questions manually Use the question creator — multiple choice, drag-and-drop, or open. The question must be validated before it can be saved; it becomes active immediately once saved.
Edit a question Select the question and use the edit action.
Delete a question Select the question and use the delete action.
Minimum question count
An informational message is displayed once a skill has fewer than 5 remaining questions. The course cannot be saved if a skill has zero questions — you are prompted to unlink the skill instead.

Configure memorisation

Memorisation is managed through a single toggle at the bottom of the Compétences tab. It applies to the whole course rather than to individual skills.

  1. In the Skills tab, locate the Memorisation toggle.
  2. Enable or disable memorisation for the course.
  3. Confirm any warning modal that appears, based on the course's current state (see below).
  4. Save the course settings.
Course state Behaviour when toggling memorisation
Not published Activated or deactivated without any warning.
Published, no enrolled users Activated or deactivated without any warning.
Published, users have completed the course A warning modal is displayed before activation. Users who already completed the course immediately start memorisation. The modal includes a link to manage course registrations.
Memorisation currently active, being deactivated A warning modal is displayed. Any ongoing memorisation cycles for learners are stopped.
Good to know
Newly linked skills apply only to new learners enrolling in the course going forward — they are not retroactively applied to learners already enrolled.

 

V — Review and publish

Before publishing, review the course configuration and structure across all three tabs.

  • Preview the course
  • Validate that Configuration, Contenu, and Compétences all show a checkmark
  • Identify locked elements

Once published, the course becomes available according to its distribution settings.

Important
Some elements may no longer be editable after publication (for example certificates or linked elements).

FAQ & Troubleshooting

  • Issue: The Compétences tab is greyed out and cannot be opened.
    Solution: This tab is disabled until at least one module and one step have been created in the Contenu tab. Add content first, then return to Compétences.

    Issue: The course cannot be saved and a skill shows zero questions.
    Solution: A skill with zero questions blocks saving the course. Either generate or manually add at least one question for that skill, or unlink the skill entirely — the platform prompts for this when the save is blocked.

    Issue: A newly linked skill does not seem to apply to learners already enrolled.
    Solution: This is expected. Newly linked skills apply only to new learners enrolling in the course going forward, not retroactively to existing enrolments.

    Issue: The Mémorisation toggle is missing from where it used to be.
    Solution: Memorisation is managed exclusively in the Compétences tab. Navigate there to find the toggle.
     
  • Are the three tabs completed in a specific order?
    — Configuration and Contenu can be worked on in either order, but Compétences only becomes available once Contenu has at least one module and one step.

    The AI skill recommendations don't seem relevant. Can I ignore them?
    — Yes. AI recommendations are suggestions only. You can dismiss any suggestion and add skills manually; you are not required to accept any AI-recommended skill.

    Can I link more than 4 skills to a course?
    — Yes. The AI recommends up to 4 skills, but you can manually search for and link additional skills from the repository, up to a maximum of 10 per course.

    What question types can I create manually?
    — Three types are supported: multiple choice, drag-and-drop, and open questions. A manually created question must be validated before it can be saved.

    Does linking or unlinking a skill affect learners already enrolled?
    — Adding or removing skills on a published course with active enrolments may affect memorisation for those learners. The platform displays contextual warnings — review them before saving.

    Can I modify a course after publishing?
    — Some elements remain editable, but others may be locked. Preview the course before publishing to confirm its structure.
  • Contact Rise Up Support
     

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