Manage Live Sessions

There are two different places where you directly operate on live sessions, the Live Sessions Activity Page and the Live Session View Page. Each of those pages cover different goals in your learning admin workflow.

Live Sessions Activity Page

In the Activity Section, under Live Sessions tab, your activities are listed in a table like format giving you a high level overview of what is going on. Here you will find a list with all your previously created sessions. You can search for specific events using the Filter Bar and perform various actions from the row or table menu.

Create a Live Session

From the same page you can also create a new live session.

Go to the Activity Section and click on the Create button.
Select the Live Session option
The Create Live Session side modal form will appear
Fill in the form and submit it to create the new session. You can use the table below for a complete reference.
Once everything is done the Live Sessions List Table will update with the new item (the sorting needs to set as descending on the created at column)

Field	Description	Inherited from live course	Is Required
Course	The live course that will be used as a template	-	Yes
Name	The name of the session	Yes	Yes
Language	The language in which the course will be delivered. Determines the language of the session notifications	Yes	Yes
Start Date	In what day the session will take place	No	No
Type	Whether the session is physical, virtual and a classical live session or a conference	Yes	Yes
Virtual Location	The URL of the event if the session is virtual	No	No
Physical Location	The city in which the session will take place if the event is physical	No	No
Description	General details about the course that you want to also be presented to the learners	Yes	No
Agenda	An event agenda that can be included in future notifications	Yes	No
Registration Form	A survey that will be used when a learner tries to register to the session	No	No
Approval Type	The type of approval used on the session. By default is set to None	No	Yes
Approvers	Who can approver registration requests if the approval type is Hierarchic Managers	No	No
Vendor	Vendor that usually delivers that type of content. Useful for reporting actions.	Yes	No
Min Pax	The maximum capacity of the session	Yes	Yes
Max Pax	The minimum capacity of the session	Yes	Yes
Requirements	Special logistical requirements for the delivery of the course	Yes	No
Feedback Forms	A set of surveys that will be used to request feedback from learners	Yes	No
Enable Waiting List	Whether or not the waiting list flow is used on this session	No	No
Anonymize Feedback Responses	In some cases you might want to not see the names of the learners that provided feedback responses	No	No
Enable Calendar	Whether or not the calendar integrations is enabled for this session	No	No
Thumbnail	Image used in the Learning Portal to present the event to learners.	Yes	Yes
Schedule	The schedule of a session.	Yes	Yes

Edit a Live Session

You can edit a live session from two places:

From the Live Sessions Activity Page

Search for the session that you want to edit
Click on the Edit icon button at the end of the session row
The Live Session Edit side modal form will appear

From the Live Session View Page

Click on the Edit icon button from the top right corner of the page
The Live Session Edit side modal form will appear

Delete a Live Session

Live sessions can be deleted from the Live Sessions Activity Page or from the Live Session View Page. Just look for the delete icon button and confirm your action.

Keep in mind that in some cases it is better to cancel a session if you are further in the sessions lifecycle. To do this just update the session status to Canceled

Live Session View Page

The main place where you will interact with your event is the Live Session View Page. In here information is structured into different cards, each with a different session resource in mind.

Detailed information for each section are provided in the following documentation pages on trainers, location, learners, surveys and costs.

Change the status of a session

Go to the Live Session View Page
Click on the Session Status Dropdown under the session name
Select the new status that you want to use

Clone a Live session

There are scenarios where you might want to create another session, with the same course, for a group of learners that were not able to attend. To simplify this case we have added the Clone action. With this you can create another live session using the current one as a template.

Go to the Live Session View Page
Click on the Clone action button from the top right corner of the page
A new modal form will appear where you need to specify the name, start date, and learners that will be included in the new session.
After you submit the form your new session will become available.