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This procedure article assumes that ecommerce has already been enabled on your serversystem. If it hasn't, the enrollment methods listed below will not be available in your learning environment. If you do not see the enrollment methods described in the step-by-step guides below, please contact your administrator.

As an instructor, you are able to sell your courses and specify the fees for users to self-enroll. You can also be selective about who has free access to the course, who must pay for it, and how much each user should be (based on their cohort). Table of ContentsminLevel3(a) an individual users or (b) an entire site.

Step-by-step Guide

...

An asynchronous course is a self-paced course that does not contain any classroom or webinar activity.

To sell asynchronous courses:

  1. Go to the course in question

  2. Go to Course Administration > Users > Enrollment Methods

  3. Select the "

...

  1. Self enrolment (Advanced)" method from the "Add method" pulldown menu

  2. Fill out the first two sections of the web form as usual.

  3. In the "Payment settings" section, enable "Collect payment"

  4. Specify the various fees

    1. The

...

Selling Synchronous (or Blended) Courses

A synchronous course is a course that contains at least one classroom or webinar activity. It may also contain asynchronous activities such as reading material and videos, but it has at least one component where learners must show up at a specific date and time.

To sell synchronous or blended courses:

...

  1. The "Cost" is mandatory and is expressed as dollars and cents (e.g. 99.90). Do not put a dollar sign in the field nor a comma.
  2. The other fields are optional and for the most part, can be left as per the defaults.

    1. box next to the "Individual license" is meant to collect the fee for one (1) user license. In other words, if you enter "$10.00" and a user buys 3 licenses, they would be charged $30.00 total (plus applicable taxes.)

    2. The box next to the "Site license" fields is meant to collect the total fee for all users in a given site. In other words, if you enter "$1000.00" and a site has 500 users, they would prepay $1,000.00 (plus applicable taxes) total, and all 500 users could potentially enrol in the course without being prompted to pay again.

  2. Specify the currency

  3. Specify the sales tax

    1. If your organization is responsible for collecting and reporting taxes, please consult with your finance department regarding which sales tax you should be collecting. If Dual Code is acting as your Agent, please contact Dual Code if you're not sure what taxes to collect.

  4. Select one or more payment method.

  5. Specify when the license expires (e.g. when will all enrollments expire, in days)

  6. Click on the "Add method" button at the bottom of the page

Selling Courses via the OCI Marketplace

The OCI Marketplace was designed to promote collaboration across the healthcare sector. It is accessed by more than 750,000 Canadian healthcare professionals, including physicians, nurses, medical students and staff who use it to find reliable training resources in healthcare. By selling your courses via the OCI Marketplace, you are targeting one of Canada's largest network of healthcare professionals.

Given that the OCI Marketplace is meant to sell courses to healthcare professionals outside of your own organization, it's common that a representative from an organization (e.g. an HR Manager or Supervisor in a Hospital) purchases multiple course licenses on behalf of their staff (rather than asking every single employee to pay for the course using their personal credit card). As such, it's possible when selling courses via the OCI Marketplace to enable volume purchases and purchases on behalf of other users.

  1. Go to the course in question
  2. Go to Course Administration > Users > Enrollment Methods
  3. Select the "Self-enrollment (OCI)" method from the "Add method" pulldown menu
    1. Note that this method is not enabled on all systems. If you want to sell courses via the OCI Marketplace and do not see this method, please contact Dual Code via our Help Desk.
  4. Fill out the form.
    1. The "Payment Settings" section is where the cost is determined.
  5. Click on the "Add method" button at the bottom of the page

Important NotesImportant Notes

  • The “License expires after” value is different than the "Enrolment duration", which can be found on the same web page. The "License expires after" specifies how long after a purchase all enrolments will expire. The "Enrolment duration" specifies how long after a user enrols in a course they will continue to have access to the course. If the “Enrolment duration” is left empty, it means the user will continue to have access to the course until the license expires.

  • You can add multiple enrollment methods of the same type. By setting a value for "Only cohort members" in any method, you can therefore set different prices for different cohorts. For example, if you have a cohort called Preferred Partners, you can

    add a "PayPal Pro" enrollment method where "

    set "Only cohort members"

    is set

    to "Preferred Partners"

    (assuming you have a cohort called preferred partners)

    and set the

    cost

    “Individual license” to be $100

    , and

    per user. You can then add a second

    "PayPal Pro" enrollment method where "Only cohort members" is set to "Other Partners"

    enrollment method without any restrictions and set the

    cost

    “Individual license” to $200 per user. By doing so, the preferred partners would

    be

    pay $100 and everyone else would pay $200 to

    self-

    enroll in your course. In order for this to work properly, the "Preferred partners" enrollment method must be at the top of the page in the list of enrolment methods (e.g. above the non-restricted enrolment method). 

  • Using the same strategy as explained above, you can add a third / free enrollment method for your staff to self-enroll at no cost. If doing so, please make sure that you set "Only cohort members" to a cohort that represents your staff.

  • Given the complexity of refunds (who gets refunded, how much is refunded, how long do they have to get a refund, etc.), refunds must be are handled manually.

    If someone requests a refund, you can unenroll them manually and then go to the payment gateway and issue a refund in the amount of your choice.

     

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