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Coursebox User Manual

Last Updated: 13 August 2022

Learning Authors and Administrators

Create a Learning Module

The following article describes how Learning Authors and Administrators can create a Learning module.


Create new learning

To create a new learning module navigate the left menu. Then under ‘Learning’  click ‘create’ .





It will open to a page with your profile photo in the left hand corner.

This page gives an overview of your course. You can set all the parameters for cost, grading and give a description of the course with links to further reading or videos to watch. You can always come back and change anything ie if you haven't worked out the price or how you are going to grade the course.




Enter the title and add a description here then hit save.



The buttons in the editing bar give you options to change the text  much like  a word document.  you can add in a document, pictures or video by clicking the various icons and following the instructions for uploading.




Adding a video

Click on the movie icon and it will take you to a box to paste your URL into. The video can then be watched staying on the page. You can do the same with pictures or documents.




Setting up parameters of your course



Learnmore link

Add links to web sites or You Tube here






The buttons are always in the default ‘on’ position when you open this page. 

You have the option of turning them off, if these platforms are not set up. 

The activated social media icons will show up on the last activity page.



Start typing an address in the address finder and a list of addresses will be created to pick from.



Price & Tax

This is where you will set the GST or VAT tax amount is inserted.

Some education courses, course materials are GST exempt. 

Check with the ATO or your accountant for GST

Click the link below for VAT




Grading Method

This is where you set the grading method and pass rate. Click the drop down box to reveal the pass grade options



Pass grade

The method is either the sum of all grades or just completing the work. 

If you set the Pass grade at 80% for instance and the cumulative grades fall below 80% then that would be recorded as a fail. 

A pass grade is recorded for any score over 80%.



Think about what is an acceptable pass grade for your course. 

There are many factors to consider such as the industry, or industry standards or complexity of the course. 


Depending on the course you may want a 100% pass rate so consider the importance of the course and what is deemed satisfactory knowledge to pass.

For instance I am a diabetes educator and when I did the training for commening people on insulin pumps, the pass grade was 100%. 

I had to thoroughly  know what I was doing because missing a step could be potentially life threatening.




Show total learners

If enabled, it will hide the number of users in the Arlo event. This is only an option if you have Arlo synchronization for this course.



Save or delete draft


Describe the advantages of your Learning

This is where you describe the features and benefits of doing your course. When you have completed this section hit the ‘save’ button.


Skills and Knowledge

To update skills and knowledge on the Learning About page:

  1. Click the pen icon

  2. Type in a tag - this can be a new term or you can select from the tagging database





Your course is now ready to create the new learning.

Go to Drafts in the left hand panel and open your new learning.





If you click on ‘drafts’ in the left menu it will take you to the draft section. 




To  edit  click on the ‘cog’ next to ‘Publish’ central on the page in drafts. 


From here, you can fill out the page as described below or you can go to ‘drafts’ and edit this page from the drop box by pressing the cog

If you click on the arrow in the image box on your draft document it will take you to this page.  If you click on the Cog wheel it will reveal a drop down box.

Clicking Edit will take to back to the landing page and this has been covered earlier under Create



Duplicate allows you to duplicate an entire course and it will show up as a duplicate in your drafts. There are many reasons why you might want to duplicate a course! You may have a similar course with the same structure and it saves a lot of time. You may want to offer a shorter version of the course. You may be offering the same course to a different demographic with where language may need to be simplified for instance. So a very useful tool.


Delete allows you to delete an entire course. You may have no use for the course anymore or you may have created an extra course in error. When you press delete you will be asked if you really want to delete and you can cancel.


Hide in search

You may not want the course visible for anyone searching. Clicking on this then reveals a Make Visible option for when you want to reveal the course. 



Adding an administrator gives that person access to the course to enable them to contribute. This is also where you would also give access to any of the team at Coursebox if they are helping you. 

To add an administrator to the course Type ‘@’ and their name and their profile icon will pop up. Click the icon and then click add. The administrator would need a user profile to add them in.

The benefit of making someone an administrator is so

You may want them to contribute to your course in some way or you may want help from someone else  at Coursebox. By making them an administrator they can see what you are doing and help or contribute.



To delete an administrator click the Admin button in the drop down box and it will reveal your list of administrators. Delete by clicking the x




This may be another teacher you want to contribute to your course. 

Type in @ and the name and if they have a profile they will show up. Click add.


To delete a facilitator, click ‘Facilitator’ in the drop down box and it will reveal your list.  Delete by clicking the ‘x’.





A channel is a program created outside of your course ie a webinar.  Add a channel by typing @ and the name of the channel. When it appears click add.

I have a channel called ‘Starting someone on insulin’. It is a webinar and a live course being advertised through eventbrite. If I wanted students in one of my diabetes courses to participate in this webinar then I would add this to the course.  Channels is discussed  in more depth under ‘channels’ further in this document. 





Often there is no prerequisite to begin a course but you may need to complete and pass a module to continue on to the next module. Ie Module 1 could be a prerequisite for module 2 unless the modules are stand alone and can be completed in any order. 

To add a prerequisite course type ‘@’ and name of course to add.




At the bottom of the drop down box you can see  ‘Searchable’. Once your course is published you can tick the box If you want your course to be bible on the home page.




You have now set up the parameters for the course. 

Creating a learning Module

To create modules click ‘editor’ on the right.



You will be taken to this page where you will create your modules.



The left panel is where you create the different sections and activities within your course.

If you click overview it will take you back to the landing page and the description you initially wrote about your course. 



To change the title of the ‘Introduction’  click the pen, write the text and hit the ‘save’ icon. 



Sections and Activities

To create sections and activities click add activity or add section. To create a title click into the box and type the title.

You can plan ahead and create all of the sections and activities before you write the module. 




Managing Module Settings


  1. Under learning on the left hand panel go to ‘drafts;

This will open to a page with courses you have created. Below is an example of a page with several draft courses in various states of development.



  1. Across the top are navigation buttons to various areas in Coursebox. Let's have a look at each area.





  1. Clicking ‘All’ will take you to available courses for your interest


  1. ‘My learning’ are courses that….



  1. Click on Coursebox support for Coursebox support


  1. Clicking on ‘Drafts’ takes you back to your drafts.


  1. Click on the arrow in the picture box and it will open to your landing page.



  1. Click on ‘editor’ at the bottom of the page and it will take you to the page where you have been developing the course.




So let's get started!



Open Drafts

  1. Open Drafts from the navigation pane on the left. Find the new course you are working on and click editor at the bottom


Or if you are on the landing page in drafts then you can choose the get started button on the right.

The  Editor button below the get started button will also take you to the page you are working on. 



This is the page it will open to and this is where you will create your course.




On the left panel you will see New Learning with a cog and below you will see About and Introduction.

For New Learning click on the cog and the page will expand and show all that you need to develop the course.


Preview Mode

Once you have started editing your course, you can click on Get Started button to view the course in a Preview Mode.


In the preview mode, you can click on icon to go to Edit Mode and click on  icon to go to Preview mode. 



Setting up Module Sections

In Coursebox, you can divide your course into different sections and each section can have different activities. 


For example if your course have following table of contents:


  1. Introduction to Design Thinking

    1. History

    2. Modern Trends

    3. Reading References

  2. Application of Design Thinking

    1. Product Design

    2. Service Design


In this case, you have 2 sections and 5 activities. This way you can use Sections to have a logical division of courses and create better learning experiences for learners. 


Creating Sections


Click on the ‘Add Section’ button to create a new Section.


Enter the name of the section and click on Save icon to update the change.




Editing Sections




Click on Pencil icon to edit the name of the section.

Deleting Sections


Click on the Delete icon to delete the section. When you delete a section, all the activities within will also be deleted.

Locking Sections



Click on the Lock icon to lock the Sections. This will prevent from making any changes to the section and the activities within it.


Setting up Module Activities

Similar to sections, you can create, edit, delete and lock activities. 




By holding icon, you can drag and change the order of the activities. This provides a flexible way of arranging your activities after you have created a course. 


The course builder is divided into 3 sections:

  1. Navigation: This is where you manage your sections and activities.

  2. Main Content: This is where you can view the main course content.

  3. Controls: This is where you can view all the controls to add content and settings.




Adding Notes

The default content type of any activity is Note and it is automatically created by the system when you create an activity.




Note provides a  standard WYSIWYG control where you can add rich text and media content. It is similar to your wordpress blog post creator. 


You can also click on to view the HTML code of the content. This way you can customise your note using standard HTML and CSS.




If you want to create more notes, click on to create a new note content. This will be displayed below the previous note.


Adding Item: Gallery


Click on and choose Gallery from the drop down menu. 



Choose multiple image files from your computer and Click on Open to start uploading to Coursebox. 


All your selected images will be used to create a slide of images. You can use and icon to navigate between images.



Adding Item: Attachment

Click on and choose Attachment from the drop down menu. 


You can select pdf files, word documents and zip files from your computer and upload them.


These files will appear as attachments to your activity from where learners can download them.


Adding Item: Coursebox Live

Click on and choose Coursebox Live from the drop down menu. 


In the activity section, a button will be added which allows learners to request for one-on-one sessions with the tutor.


When a learner clicks on this button, a Learning Request message template will be created. Using this template, learners can directly send a message to the tutor.

Adding Item: Quiz

Click on and choose a quiz from the drop down menu. 


A quiz creator allows you to create 2 types of questions:

  1. Multiple Choice (Single): You use this when there is only one unique answer.

  2. Multiple Choice (Multiple): You use this when there are more than one answers.


You can also set a Pass Grade which will be used to generate scores which will be available in the course module report. 



Click on icon to create a new question.




Enter the question and Click on Add Answer to start providing different options.


Checkbox on the right answer. If you have chosen Multiple Choice (Multiple) then you need to select more than one option.



In addition to answers, you can also click on Add hint to add hints to the question which will make it easier for learners to answer the question.


Click on Save to complete the quiz creation. You can click on icon to add more questions.

Adding Item: SCORM


SCORM stands for “Sharable Content Object Reference Model”. It is a standard course content file type which is adopted by traditional eLearning systems to create a course. 


If you already have a SCORM file then you can import the file into Coursebox to automatically create the entire course with a click of a button.


For more information related to SCORM, visit the Wikipedia page to learn more.


Click on and choose SCORM from the drop down menu. 


Upload the SCORM zip file from your computer.


Once the import is complete, you can view your SCORM file as a part of your activity.




Using SCORM you can create a highly interactive course which takes advantage of all the HTML 5 features. 


Adding Item: Video

Click on and choose Video from the drop down menu. 


You can either upload a video or embed from some of the most popular video platforms like YouTube, Vimeo, Instagram, DailyMotion and YouKu.



You can enable Force Completion and Auto Play option for your video content. 

  1. Force Completion: This option prevents learners from skipping the video content.

  2. Auto Play: This option will play the video automatically when the activity is opened. 


Click on the Save icon to complete the process. You can repeat the process to add more videos.


*Note: When you copy a YouTube video link you need to ensure that it is a full length URL and not shortened version. Similarly, while sharing private videos of Vimeo you need to remove the additional code from the URL for it to work.


Full Length:

Shortened Version:


Private Vimeo Link:

Link that works: (You need to remove the end code from the URL)


Adding Item: Survey


In Coursebox you can create surveys by embedding Survey Monkey link. Survey Monkey is a free and popular survey creating tool.


Click on and choose Survey from the drop down menu. 



Paste the Survey Monkey link and enable Force Completion to ensure that learners do not skip the survey.


Click on Save to complete the process. Your survey will be embedded in the activity section. 




Adding Item: Slides

This is considered to be the most powerful feature in Coursebox because with this feature you can convert any powerpoint presentation into an interactive course. 

Click on and choose Slides from the drop down menu. 



Similar to videos, you can enable Force Completion and Auto play option for slides.


You can embed Google Slides or Canva and upload Microsoft Powerpoint files. 


Click on the Save icon to complete the process. You can repeat the process to add more slides. 




Please note that when you embed Google Slides presentation, you edit the presentation in real-time without the need to reupload the presentation.


Further, if you have provided the edit rights with your learners, they can also edit the presentation. This can allow a collaborative environment to engage with your learners.


Adding Item: PDF

In addition to uploading PDF files as attachments, you can also embed PDF files on your activities. 

Click on and choose PDF from the drop down menu. 



Managing Discussions

Each activity has a default discussion module attached to it. You can either enable or disable them. 



You have 3 options for discussion.

  • Anyone can post: Anyone can post on the activity.

  • Admins and facilitators: Only Admins or facilitators can post.

  • No Discussion: Disable the discussion module.



Click on the dropdown icon to edit the question. Click on Save Question to update the change.



Managing Assessment

Assessment is a great way to encourage learners' engagement on activities.



With assessment, you can create a break in your course where learners are required to submit something in order to proceed to the next activity.


You can encourage learners to write comments or submit recorded video to boost the engagement. 


In order to enable assessment, enable the Checkpoint option. The activity will be automatically made mandatory where learners need to engage.


You can also enable Pass Grade and provide a pass grade. This means that the course admin or facilitator will have to assess the content shared by the learners and provide a grade.




Once learners submit their entry, the admin will be provided with a button “Assess” to enter the passing grade. 


Click on Assess button to enter a passing grade, then click on to submit the grade.


Managing Files

In the files section, you can manage all the content added to the activities. 


Here, you can view the files which have been embedded and attached. 


Click on icon to delete the learning content from the activity.



Managing Layout

In the Layout section, you can change the order of the content and layout. 


You can choose either Double Column or Single Column layout from the dropdown.


You can click on the element and drag to change the order of the content.


Publishing a Learning Module

Once you have completed designing the course, you can save the changes and publish them. 




Go to the Draft of your learning section and chose the course which you want to publish. 


Click on the Publish button to make the course live. 


Click on Private to publish the course as a Private course. 


When you publish a course as Private, learners will need permission to access the course. 



Learners will see a “Request Access” button on the course. They need to click on the button to request access. Admin then can approve or deny access.


When a course is published as Public then anyone with the portal can access the course without the need of approval. Public courses will have a “Get Started” button on it. 


If you make it a paid course then you can publish the course only as Public and “Buy Now” button will appear for the course.



VIP only

In addition to making a course Private or Public, you can also make it VIP only. 


Click on icon to open a dropdown menu with multiple course options. Checkbox the VIP Only Option. 


This will make the course available only for VIP learners. 





From the dropdown menu, click on ‘Hide in search’ option to hide the course from the search.


Once the ‘Hide in search’ option is clicked, it will change to ‘Make visible’. You can click on it to make it again visible in search.



From the dropdown menu, click on “Searchable” to make it available on search result. This will be taken as a priority setting compared to Hidden setting.


Managing Module Enrollment

In your course page, Click on icon to open a dropdown menu from where you can enrol new learners or admins. 


Click onoption to enrol the learners. 



You can enrol learners in 2 ways:

  1. Individually: You can search individual members from the list and Click on Add to enrol the member.

  2. Uploading a CSV list: You can create a CSV list of members with the following details:

    1. First Name

    2. Last Name

    3. Email Address


Click on icon to upload the CSV file. Once the file is uploaded, an invitation will be sent automatically.

(Please ensure that the file is the same format as above, else the invitation will fail.)



Click onoption to add new admins.


Adding an administrator gives that person access to the course to enable them to contribute. This is also where you would also give access to any of the team at Coursebox if they are helping you. 


To add an administrator to the course Type ‘@’ and their name and their profile icon will pop up. Click the icon and then click add. The administrator would need a user profile to add them in.


The benefit of making someone an administrator is so you may want them to contribute to your course in some way or you may want help from someone else  at Coursebox. By making them an administrator they can see what you are doing and help or contribute.



To delete an administrator click the Admin button in the drop down box and it will reveal your list of administrators. Delete by clicking the x





Click onoption to invite all the members of a channel. 


Start typing ‘@’ to view the list of the channel. Choose the channel and click on the Add button to send the invite. 


You will be able to see the channels added to the invite list. You can remove it from clicking on the icon.




*Please note that when we enrol channel in your course, then the new members of the channel will automatically be enrolled in the course, and he/she will receive a notification. 



Managing Certificates

The following article describes how Super Administrators can create, edit, theme and manage certificates.


Certificates are great incentives for learners to complete the course and can also play an important role in branding your training programs. 


Creating and management certificates in Coursebox is simple and easy.

Creating Certificates

Click on the Certificates menu from the side navigation inorder to manage certificates. 




Click on the blank frame to create a new certificate. 




You can edit the following items to customise your certificates:

  1. Background Image: Upload a background image for your certificate design. (For best result, use 210mm X 297mm size to fit the certificate design.)

  2. Logo: Upload your company logo.

  3. Certificate Name: Enter the name of your certificate eg. Digital Marketing Course

  4. Signature: Include image of a signature.

  5. Authorised Name of Signature: Enter the name of the authorised signatory.

  6. Additional Text Notes: Enter additional notes which is optional.

  7. Footer Notes: Enter additional footer notes.


Styling the Certificate:

  • You can change the font style by clicking on the font option

  • You can change the font colour by clicking on the paint brush icon


Once you have made all the edits, click on save icon   to save the changes.

Editing Certificate theme

Click on the pencil icon on the top right hand corner of the certificate to edit the certificate theme.


Duplicating Certificates

Click on the icon on the existing certificate in order to duplicate the certificate.

Managing Modules in Certificates

Click on the ‘Manage’ option on the lower right corner of the certificate to assign the certificate to any module.

The system will prompt you to enter the module name which you want to assign to the certificate. 


You can remove the assigned module by clicking on the Remove button.


Channel Authors and Administrators

In Coursebox, you can create multiple channels which are similar to Facebook groups for your learning community. 


You can use channels to create cohorts of learners for your training programs. Channels can be either free to join, paid or invite only.


Click on Channels menu item on the left-hand navigation bar to access the Channel section.



Creating a Channel

Click on menu or button to create a new channel.




Fill in the details of the channel like:

  • Title: Name of the channel.

  • Code: If Arlo API is enabled, this code must match the course template code.

  • Member Fee: If this is a paid channel, set your monthly subscription amount here.

  • Additional Tax: Set your tax percentage based on your region's tax law.

  • Description: Provide more information about the channel

  • Groups: Check this box to allow all the group members to post in the channel.

  • Broadcasts: Setting this value will define when to send email broadcasts based on the number of posts made in the channel.

  • Default notification: This will define if the default notifications are to be sent only to admins or to everyone in the channel.


You can also change the Logo and Header Background image of the channel.


Click on icon to upload a background image of the channel. 

Click on icon to delete the background image of the channel.


Click on section to upload your logo or any graphics related to the channel.


Once you are done with the details, click on Save to save the channel as a draft.




Publishing a Channel

Click on the Publish button to publish the draft channel. 




Click on Private to make the channel private or Public to make it public to everyone in your training portal.


Once the channel is published you will find it in your My Channel Section.




Editing Channel


Click on the channel name to go to the channel page.

In the channel page, Click onicon to open a dropdown menu.


CLick on the Edit option to go to the edit section of the channel.

Adding more media to your channel

In your channel, you can add additional media and descriptions on the right hand side bar for your members.


Click on the pen icon on the top right corner of your channel to edit the description on the right hand side bar.




You can now change the Title, Description. Use the wysiwyg editor to format your text. 


You can also embed a Youtube or Vimeo video. Click on the Add button to attach an image or a file (pdf) to the description.


Click on Save to update. 


This section can be a great way for you to share reference teaching material with the members.


Adding Note to the Channel


Note is a great way to keep track of tasks for yourself and communicate with other admins of the channel.


On the right hand bar of the channel, click on  button to add a note.


Note has a similar UI as to other content blocks. You can add text, videos, images and files to the note. 


Click on Save to update your note. (Remember that the note will be only visible to other admins of the channel.)




Inviting a member to the Channel

In the channel page, Click onicon to open a dropdown menu.


Click on Members to view existing members and add new members.




Enter the name of the member and Click on Add. (Please note that the member should already be registered with your training portal.)


Publishing Content on Channel

In the channel, you can publish content to engage with your channel members. 


Here are the types of content which you can publish:

  1. Simple Text

  2. Adding Images or files

  3. Create and publish events

  4. Interactive content with HTML Embedd


You can choose to publish the content ‘NOW’ or schedule it for later date and time.


Publishing Simple Text


  • Enter the text in the input box.

  • Click on the to publish


Publishing Images


  1. Clickto add image to the post

  2. Select an image from your File Browser

  3. You can also add text to go with the image.

  4. Click on the to publish

*As the image will be loaded on web browser and mobile apps, it is recommended to maintain the size of the image below 1MB so that it can load faster. In addition, you can maintain the width of the image between 800px - 1000px.


Sample of an Image post.




Attaching Files to the post

If you want to share pdf files or other documents with your members, you can attach them on the post.


  1. Clickto add files to the post

  2. Select an file from your File Browser

  3. You can also add text to go with the image.

  4. Click on the to publish


*You can add multiple files to a post.


Sample of an File post.



Publishing Vimeo and Youtube videos

You can publish Vimeo and Youtube videos by directly sharing the link on the post. 



  • Enter the Text + Youtube or Vimeo Link in the input box.

  • Click on the to publish


Sample of vimeo video posted by just sharing the link.




Note on Vimeo videos:


  1. Donot simply copy the URL from the browser, instead use the Vimeo’s Sharelink button and click on COPY to copy the link.



  1. Under the Privacy Setttings, the video show have

    1. Either UNLISTED or PUBLIC

    2. EMBEDD ANYWHERE option.

  2. The vimeo video URL changes when you change their settings, so please ensure that you are copying the right link. For example:

    1.  < This is the type of link for Unlisted vimeo video

    2. < This is the type of link for public vimeo video


The same rule applies for YouTube videos as well.

Interactive content with HTML Embed

Advanced posting editor provides a powerful way of engaging with your members with interactive content. Ideally, any web element that can be embedded using HTML code can be shared with your members, as long as the content is public and visible to the public. 


The way HTML content is rendered on Web and Mobile is different, hence it is recommended to test your content on web and mobile app, before you start implementing them on your active channel.


You can use tools such as to test your HTML content. It is recommended that you have some experience with HTML and CSS, as it is beyond the scope of this document to talk about details of HTML and CSS. 


  1. When posting, click on the Advanced buttonfor more options.



  1. The Post editor will pop up. Now click on </> button on the toolbar.

← HTML Editor View


  1. Now paste your embed code or iframe code in it. The best way to find the embed code is to check the sharing option of your interactive element which you want to publish. Almost every interactive app such as surveys, quiz and games have an embeddable code available. You can also embed a website link as an iFrame, although it will not work if the website has disallowed iFrame. 


Here is an example of a iFrame code:


<iframe src="" title="W3Schools Free Online Web Tutorials"></iframe>


You can replace the link with any other website link to embed as iFrame.



In this example, we are using embed code from an app called TypeForm. Typeform allows you to create interactive forms. 



Grab the code and paste on to the editor.




  1. Don’t forget to click on </> button again to preview the post. Only once you are previewed your post, you can create them.




  1. Once you are fine with the content, click on the Create HTML post button. You can further preview your content and then click on the Send button to publish the content.




Once you have published the post, it will be visible to your network and learners can engage with your form, like or comment on it.




Testing your HTML Code


You can use this free tool to test your HTML :


You can enter the code on the left hand side and click on Run/View


Sharing Vimeo and YouTube Videos


In addition to directly sharing Vimeo and Youtube videos, you can also use Advanced mode. 


Advanced posting allows you to embed Vimeo, YouTube and other video platforms. However, to ensure that the video is properly rendered on web browser and mobile, please take a note of the following:


  1. Ensure that the video is embeddable on any websites and doesn’t have any restrictions.

  2. Ensure that the video is visible to any one with the link to the video. If you don’t want to make the video visible on your respective platform, you can choose to unlist them. 


Here are the privacy settings of Vimeo.

  1. You can either choose Unlisted or Public.

  2. Embed option should be ANYWHERE




Profile Management


All members of Coursebox will have their own profile page which they can edit.


  • Go to right menu

  • Click on down arrow

  • Choose Profile




In this section, you can view all the details about your profile and edit them.




This is the section where you can write brief descriptions about your professional experiences.


This is a section where you can tag skill sets like Marketing Experts, eLearning Expertise etc. This will help when people are searching members for specific skill sets. 

My Expertise

This is an area where you can update your Professional experience, education and certificates.


Update your professional work experiences.


Update your education level.


This is where all your earned certificates from the learning modules will appear.


This is where all the posts made by you on groups and news feeds will appear.


This is where you can see all the courses you have been enrolled in or have admin access.


This is where you can see all the groups or channels you have admin rights to or you are a member of. 


This is where you can view all the members who you have followed.


This is where you have access to all your reports. 

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