How to set up an MBSR template for a self guided program with certificate:
FORMS
Click on ‘Forms’ on Left side menu bar. This is where you enter your own forms for programs.
Click on the ‘Add Form’ button in Upper Right corner.
Enter the name of the form which you wish to create.
Enter what type of program it is for. For certificate programs that have quizzes which must be passed you should select the quiz and then hit create new form.
Click ‘Add Question’. Here you can enter the questions that you will have on the quiz. The quiz questions will need to be multiple choice in order for the program to score them and be able to issue the certificate at the end of the program. After you have entered all of the choices you will need to select the correct answer in the check boxes on the right side of the screen. This is how the program will know which answer is correct. After you have added all of the questions and selected the correct answer for each, hit save at the bottom. When the form is complete click on actions button on the upper right hand part of that page then hit publish the form button.
CERTIFICATIONS
Click on ‘Certifications’ on Left side menu bar. This is where you will design and create the templates for the different certificates that can be issued for your on-demand programs.
Click on the ‘Add Certification’ button in Upper Right corner.
Enter the name of the on-demand program.
Enter the description of the program.
Add how many years this program certification is valid for.
Add the Duration Unit for the length of time this program is valid for.
Add your logo to the certificate.
Add your digital signature.
Next you will choose which level of training this program is for - for example a level 1 training for someone new
Finally enter the description of the program which had been completed on the certificate.
COURSE TEMPLATES
Next go to ‘Course Templates’ tab on the Left side menu bar. This is where you will create the template for your curriculum for each type of program that you teach. For this program you will want to select "Custom Program." Click on the ‘Add Course Template’ blue button in Upper Right corner. You also have the option to click on the ‘Public Courses’ tab in upper menu bar to see any pre-populated forms you may want to use and modify. Here you can preview or customize to add.
Add what you want to call it. Enter what type of program. Hit ‘Start Editing Content’ button. The information to complete the steps will be listed on the Left side menu bar.
After the new course has been added you will need to add some information into the details section. For one demand programs you will need to toggle the on demand to on and if the content is set up in a sequence of sections that participants will need to move through you will also need to toggle on sequential completion required. If you will have mulitple program sessions like they have to complete a four part series to complete the course and have a certification issued you would toggle on the sequential block completion required.
Then you will see content. This will be any content that you would like participants to see when they get to their course dashboard. There is an example below:
Next you will see notifications. This is a place where you can schedule any emails that you would like to be sent to participants on a particular date.
The next section is Orientation. You will not need this for an on demand program.
The next section is Certification. For any program where there is a certification you will just need to toggle on the certification button.
The next section is forms here you can:
Here you will see forms that can be included in your participants registration process. Those should be put under the Registration Form.
Program Forms are for your course's pre- and post-assessments and will be available for participants to fill out during and after the course.
Simply click on the ‘add registration form’ or ‘add program form’ then select from the forms that you have created and published. Only published forms will be seen in the drop down.
Meditations
Next you will add your meditation recordings by clicking the ‘Meditations’ tab in the Course Template Left side menu bar. You can drag and drop or click ‘Select Meditations’ button to upload files from your computer. You can drag and drop to change the order of the meditations listed.
Settings
The settings section has a check list of settings you may want or may not want to use for any given class. Simply check disable on any that you do not want to use. The descriptions are as follows:
Discussions - This would be for a discussion topic you would like for people to be able to write in a class session. Please note should you choose this option you must monitor the discussion for appropriate content and ask people to remove anything not appropriate.
Files and attachments - This is for files (the best files to attach are PDFs) that you want to add for your class to see. For example the nine dots in week 1 of MBSR.
Forms - If you have created any forms for registration or to be filled out before or after the program ends this should be on and not disabled.
Meditations - If you course has meditations you need to have this on and not disabled.
Meetings - If you have filled out the meeting sections (this will come later in the instructions) this will give your participants reminders for the class on the day of class.
Reflections - This is for participants to fill out if you have asked them to send you a reflection in a particular week. You and the participant will be the only people who can see this.
Submissions - This is a place where you can ask participants to upload something and send it to you.
Videos - If you have included any videos in your session this should not be disabled.
Sessions
Add the different components that must be completed for this training program by adding content blocks which contain the materials required.
For the quiz at the end that must be passed prior to being issued a certificate you will click on the 'add form' button select the quiz that you created for this class. If there is a specific version of the quiz you can add that as well. You can also add any additional instructions. After you complete that you will see the quiz options where you can choose what the passing grade requirement will be to earn the certificate. If you would like for participants to be able to re-take the quiz you can check that on and add how many times they are able to do that. You can also check on the require a passing grade button if that is what is required for a certificate to be issued. Finally, you are able to hid the different program forms that go along with this class until certain dates.
This is the last step in completing your template as soon as you complete the sessions click on the actions button on the top right and select publish. Only published documents will be available to be added to programs.
CREATING A NEW PROGRAM
Once you have completed the previous steps and created course templates and forms you can start to create a new program.
Go to the side bar and click the ‘Programs & Events’ tab.
Click the blue button in the upper right corner ‘Add Program.’ Programs are Mindfulness based program cycles that you are teaching. You should create a unique program for each of them.
First: provide a name, then below select the program type from icons. From here you can also create a program from scratch not using an existing template. After the program is created you can then save it as a course template for future use if you would like to. Once you have chosen what you would like, then click the blue button ‘Add Program’.
On the left side bar you will see ‘Manage your program.’ Then click ‘Basic Info” - Add program name (this is the name students will see when search if shared publicly). Choose if you want it Private (viewed by invitation only) or publicly listed on the Mindfulness Standard and your own website to the public. Choose event type and experience level. Then you will enter the contact email where participants can reach out to you. The next dropdown ‘Category’ should have the course templates you created.
Location - Select how the event will be hosted. This will prompt you for further details.
Date and Time: - Click on the first box for the calendar. Scroll through and click on the date. If this is a one day event click the box on the right side that says ‘start and end on same date’
- Under the Date & Time Section you will see a choice for a live or on-demand course. Select on-demand and select the appropriate toggle for the type of sequential sequence the user will go through. There are more instructions on this in the course template section.
For the ‘Main Image’ box enter a picture (background image) this will be your public listing that will appear on the Mindfulness Standard program listing page for students searching for teachers and programs.
Under Summary - Provide an overview to market your event on its public listing page. Then hit ‘Save and Continue’ button. Under ‘About this program’ you can enter any other information you would like.
Registration and Cost: If you haven’t already added forms for this class you can add them at the top of the page. If you are using a course template that had forms already included they will show at the top of the page.
Enter the date registration closes on if you choose. Please note - students will not be able to register for the program after the registration date closes. We recommend you keep it open for One Full Week after your program starts. You can also choose to limit the number of attendees by clicking the box.
Program Cost Type: Enter the program cost type from the following choices - Free or Paid
Under Prices and Discounts you will enter the price(s) by clicking the ‘Add Price’ button.
Choose what currency you will be using.
Another feature is the discount codes option. This discount code can be used for people who you’d like to give a discount to but you don't want to be shown publicly. Examples: 100% means they will get the class for free. 50% will discount the program by 50%.
Payment methods - Choose the desired method. You have two options. If you have connected your stripe account you can click ‘Stripe Connect’. If you have a Stripe account click the dropdown menu to enable stripe payments. Click the ‘save and continue’ button at the lower right. If you have a third party billing system (e.g. Paypal or other) click Third Party. ** After you have finished this hit ‘Save & Continue’
Meetings: The meetings section is designed so that your participants will get a reminder about the class each week with the zoom link for the program. We found that this really helps with attendance and last minute tech questions from participants before they come to the class. This section is not required but a benefit to participants. To use this section simply click on ‘Add Meeting’you can add the title for example ‘Week 1’ then select the session linked with it. Next you will enter the start date and the time at the bottom of the box. You will enter the end date and time as well. If you have already included a link for the session if the course is online that will show up automatically. You can add a description if you would like but this is not required. Hit save to finish. Add a meeting for each class date that you have.
Notifications: The notifications section is a way to pre-populate messages that you will send to your participants and have the auto sent. The title is just for you and won’t be seen by participants. It might be first class reminder email for example. Then you can put in the date you want it sent and the message then hit save.
Orientation: If you have an orientation and it was included in your template that will automatically show up here. You will just need to fill in date time and location.
Certification: In this section you will select the certificate that you created which will be issued to the participant and the end of the program if they pass all the required tests.
Course Content Section: If you have created a template all of your course content will automatically populate in this section. If you are not using a course template see the course template section for: Home page, Forms, Meditations, and Settings all of the instructions are the same.
Sessions: If you have already sessions in the course template they will pre-populate. If you have not created them you can follow the directions in the course template section. The only difference in this section is that if you want to hide the classes until a certain date you will need to open each session and include the start date of the session at the top of the page. You will see a button next to that which says hide content until the start date. After you check that box the content will be hidden.
Publish and Share: is the last step to manage event listing.. Once you have published your program you can no longer make changes to the forms. When you are ready to publish click publish program. After the program is published you will get a program link that can be copied and pasted into emails and other communications to send participants directly to the registration page. You can preview what this course looks and what the registration looks like before publishing by clicking on the top right corner of the page. If at any point you would like to close the program you can click the close program button on the top left side of the page.
Next you will see ‘Create a Registration’ button. This button can be used to promote this program on other websites (enter any text you like it to say). After your program is published, if it is public it will now show up in searches on the Mindfulness Standard if students are looking for classes.
Participants: This section will help you manage all of the participant information.
Summary - You will see a list of everyone who has registered for your program. On the far right there is a heading called ‘Status’ which will tell you where a student is at in the registration process (e.g. pending, confirmed). If you click on the student’s name, you will be able to view all of the forms, reflections and submissions that are associated with that student. There is a copy clipboard button in the heading section. If you click on this button it will copy all participant email addresses so you can paste it into your own email. There is also a button and the top right ‘Download Data’ which you can click on if you would like the information in a CSV document.
Attendance: If you have virtual classes and you have added meetings to the meetings section, if participants click on that go to the class they will automatically show as attended in the attendance section. This won’t be perfectly accurate if they don’t join the meeting through the emailed link or the link on their home page. Either one of those will mark them as attended.
Forms: The forms section is a place where you can view all of the forms that participants have filled out and where you can see the status of where the forms are at.
Meditations: In this section you can see if people have mediated using the recordings which you have uploaded. It is a good way of seeing how much practice is being done. We can’t see how much time they spent only if they have meditated or not.
Videos: If you have any videos as a part of your program you can see if participants click on the link to view them. Again we aren’t able to see how much time they spent on them just that they clicked.
Reflections: This is a place where you can review any reflections that have been submitted.
Discussions: This is a place where you can view any discussions which have been submitted.