There are two ways to schedule users to lessons in Velpic; manually, or via automatic rules.
To manually schedule a user a lesson
Go to the Manage tab on the header navigation.
Select Lessons from the left hand navigation
Select the Lesson to schedule by clicking the name of the lesson.
Click the Users Scheduled tab. If there are already users scheduled to this lesson they will appear as a list on this screen.
To add new user schedules, select Schedule a User, a pop-up will appear.
From the pop-up, select the start date for the schedule and updated the Grace Period if required
Click on users to add as required. If an incorrect selection has been made, click a user again to deselect.
Click the [Schedule] button.
Note
Users who already have a schedule set-up for the selected lesson will not display in the user selection pop-up.
Automatically Scheduling
1. From the lesson page, click the menu dropdown and select ‘Automatic Schedule.’
2. Click the ‘Add New Rule’ button, a menu dropdown will appear with the following rules.
New User Rule - when users are added to Velpic, immediately schedule them with the grace period specified.
Recurring Rule - Repeat any existing schedule at the specified interval, i.e every 3 months, with the grace period specified.
Group Rule - Assign all users in the selected group(s) to a lesson schedule, with the specified grace period. When a new group member is added, a lesson schedule will also be applied from the date they are added.
Lesson Completion Rule - Require prerequisite lessons to be completed by a user before the next lesson is scheduled.
3. On selection, the new rule will appear on the page with fields for customising the rule.