How to Create a Virtual Session

This guide walks you through setting up a Virtual Session which is used in conjunction with (Zoom) links in notifications.

By utilizing this method, upon registration, users will be sent the link in a Registration Confirmation notification.  

Prep

See the Links in Notifications guide for instructions on how to insert your zoom links and attach update your Registration Confirmation template

It is recommended that this step be done prior to creating a virtual session

Creating a Virtual Session

Step 1:

Click on Administration

Arrow pointing to the Administration link

Step 2:

Click on Learning Activities

Arrow pointing to the Learning Activities link

Step 3:

Click on the New Activity caret

Arrow pointing to the Learning Activities caret

Step 4:

Select Virtual Session

Arrow pointing to the Virtual Session selection option

Step 5:

Fill out required fields:

  1. Name
  2. Code (Please follow the Naming Convention)
  3. Description
  4. Owner
  5. Keywords
Highlight of the Learning Activities properties

Step 6:

Click the Optional button to proceed

Arrow pointing to the Optional button

Step 7:

Under Web Based Training, click on the General link

Arrow pointing to the General link

Step 8:

Click on the Launch method caret

Arrow pointing to the Launch method caret

Step 9:

Select Generic Document

Arrow pointing to the Generic Document selection option

Step 10:

Click the OK button

Arrow pointing to the OK button

Step 11:

Under Schedule, click the General link

Arrow pointing to the General link

Step 12:

Enter the start date and time and end date and time in the appropriate fields

Arrows pointing to the date and time fields

Step 13:

Click the OK button 

Arrow pointing to the OK button

Step 14:

Under Registration, click the Availability link

Arrow pointing to the Availability link

Step 15:

Check the Allow one click registration box

Arrow pointing to the Allow one click registration checkbox

Step 16:

Click the OK button

Arrow pointing to the OK button

Step 17:

Under Resources, click the Instructors link

Arrow pointing to the Instructors link

Step 18:

Leave the default selection of Select Instructor and click the Next button

Arrow pointing to the Next button

Step 19:

Click the Add button

Arrow pointing to the Add button

Step 20:

Enter the instructors name in the Search field

Arrow pointing to the Search field

Step 21:

Check the box coordinating to the individual's name

Arrow pointing to the checkbox

Step 22:

Click the Next button

Arrow pointing to the Next button

Step 23:

Leave the default selection of Qualified and Responsible checked

Highlight of the Qualified and Responsible checkboxes

Click the OK button  to proceed

Arrow pointing to the OK button

Step 24:

You will see the name populate under Instructor Name

Click OK to proceed

Highlight of the instructor name

Step 25:

Under Notifications, click the System link

Arrow pointing to the System link

Step 27:

Click on the View caret

Arrow pointing to the View caret

Select Active

Arrow pointing to the Active selection option

Step 28:

Check the box to the coordinating notifications you would like to inactivate

Arrows pointing to the checkboxes

Step 29:

Click the Inactivate button to inactivate the notifications and remove them from the current view

Arrow pointing to the Inactivate button

Step 30:

Switch the default notification template with the template that includes your link

If this was not done prior, you can come back and make the edits

See the Links in Notifications guide for instructions on how to utilize a custom link and attach them to your course

Step 31:

Click the OK button

Arrow pointing to the OK button

Step 32:

Click on the Validate for Production button 

Arrow pointing to the Validate for production button

Step 33:

Click on the Move to Production button

Arrow pointing to the Move to Production button

Need More Help?

Please contact the Employee Training Center at: