---
title: "Setting Defaults"
slug: "set-defaults"
tags: ["NFR"]
updated: 2024-09-27T15:16:58Z
published: 2024-09-27T15:16:58Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.skillable.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Defaults

Creating Users, Classes, and Courses have fields allowing Organizations to choose their own default values. The default value automatically displays when you are creating a new entity, and each of these items can be revised as needed. You can set defaults through Organization Preferences.

## Set Defaults

To set your defaults:

1. On the **Admin** menu, in the Organizations group, select **My Organizations**.
2. Select the organization **Name** to access the **Organization Profile**.
3. Select **Edit**.
4. Open the **Preferences** tab.

### Business Settings

You can set the days and times your organization is open; this displays when any user views your organization profile.

- **First Day of Work Week** - Set the first day of your normal work week.
- **Week Days** - Set the open and close times for your organization by selecting a day and select times from the Hour and Minute chart as well as either AM or PM. When saving a class, if any session is outside the business days or hours, a message will display showing that the class not within the hours of operation.
- **Microsoft Organization ID** - Input your Microsoft Organization ID.
- **Microsoft Location Id** - Input your Microsoft Partner ID.
- **Microsoft Campaign Code** - Add your Microsoft Campaign Code. [Microsoft Learn Partner ID and Campaign Code enable you to receive achievement redemption for each completed enrollment.](https://docs.skillable.com/docs/how-do-i-enable-microsoft-learn-courseware-and-achievement-code-access-in-skillable-tms-1)
- **Use Custom SMTP Settings for Notifications** - If you are using notifications and are worried about spam, this gives Skillable an authorized way to send email as another domain. This is in place to stop spam filters from triggering because of mismatched email headers and conform to security best practices.

### User Settings

Three defaults can be set for creating new user accounts: the User Password and the UserName Pattern.

- **User Password** - Type in a password to be used for all new user accounts. The password must be at least 8 characters long. Your default password is applied to users created directly in the Skillable TMS or can be used when importing users.
- **UserName Pattern** - Select either **E-mail** or **FirstName.LastName** for the default of new users username.

### Enrollment Settings

Enrollment settings allow you to add a Late Cancellation time period and text. When a student cancels their own enrollment, you can have a pop-up message appear letting them know their cancellation is considered late and you can add a message about your late cancellation policy.

- **Set window on Late Cancellation warning when student cancels an enrollment** - Input the number of days before class starts that qualifies as a late cancellation.
- **Late Cancellation warning text** - Type in the late cancellation information you want to relay to a student when they late cancel their enrollment.

### Class Settings

Several defaults can be set for the classes you create such as the class capacity, the pattern of days classes are held, the start and end times for classes, and the status of the class.

- **Use basic class editor** - Check the box to enable the basic class editor if you would like to only view the essential fields when creating or editing a class. All fields are still available when the **Advanced Settings** link is selected.
- **Class Status** - Select a default class status from the dropdown. Please note, for class functionality to work the status must be set to either **Scheduled** or **Guaranteed to run**.
- **Class Minimum Capacity** - Set a minimum capacity to use as a search for classes you may want to cancel if the minimum number of students have not enrolled. To use this search criteria, go to **Find Classes** and filter by **Has not Met Minimum Enrollment**.
- **Class Maximum Capacity** - Set a maximum capacity for classes. This restricts the total number of enrollments for your classes to the number you have set.
- **Use Event Training Key for self-enrollment** - Checking the box to use event training key enables the Event Training Keys on all newly created classes.
- **Class Session Pattern** - Check the days of the week you normally want your classes to run. Class session will be scheduled on the checked days and skip the unchecked days. For example, if you do not hold classes on Saturday and Sunday leave those days unchecked, if you scheduled a 10 day class, by default, it will only be scheduled on dates falling on Monday - Friday.
- **Class Session Start** and **End Time** - Set the class start and end times for your normal class day.
- **Enable Class Notifications** - Checking the box to enable class notifications defaults all newly created classes to having notifications enabled.
- **Enable reminder message when a classroom has not been added** - Enabling a reminder when a classroom has not been added will pop up a reminder message anytime you save a class that does not have a classroom.
- **Allow Wait List Auto Enroll For Classes** - Enabling auto-enrollment causes students in a wait-listed or requested status to be enrolled when an enrolled student cancels their own Enrollment for a class at maximum capacity.
- **Show Instructor Certification Filter** - When creating or editing a class and adding an instructor, the Instructor chooser dialog can be set to add the Instructor certifications filter by default. Certifications can be set on an instructor's User Profile to show which courses they are qualified to teach. Adding the filter when choosing an instructor will only show instructors who are set as certified to teach the course.
- **Show Organization filter to choose instructors from outside my organization** - When creating or editing a class and adding an instructor, the Instructor chooser dialog can be set to add the organization by default. Adding the filter when choosing an instructor allows you to select from organizations you have access to.
- **Uses Contract Instructors** - Check this box to opt in to use contract instructors, you gain access to view contract instructor contact information and the ability to schedule these instructors for your classes.

### Course Settings

Several defaults can be set for your courses, such as, adding a new icon, and set defaults for Course Feedback or course ratings.

- **Available Instructor-Led** - Check this box to have newly created courses default to have available instructor-led enabled.
- **Available Self-Paced** - Check this box to have newly created courses default to have available self-paced enabled.
- **Show "New" icon (# of days)** - Input the number of days you would like a new icon to display on Find Courses and a Course Catalog for any newly created courses.
- **Enable simple course feedback** - Check this box to have course feedback enabled on all newly created courses.
- **Display course ratings** - Enable course ratings based on Simple course feedback to show on the course catalog. Once checked additional choices show for a minimum of ratings to display and to only show if a minimum rating is set.
- **Total ratings required before displaying** - Input the number of ratings that must be submitted through Simple course feedback before the rating displays.
- **Specify minimum course rating** - Check specify minimum course rating to reveal a percentage field, enter the minimum rating that must be met for course ratings to display on a course catalog.
- **Automatically create course when new lab profile is found on lab sync** - Courses can be created automatically from newly published labs if the feature is enabled. For a published Lab Series, marking a Lab Profile complete triggers immediate creation of a course for a lab profile in the Skillable TMS. Additional set up is required by our help desk.
- **Program** - Input the Program set for the course for an automatically created course from a lab profile.
- **Content Provider** - Input the Content Provider set for the course for an automatically created course from a lab profile.
- **Publishing Group** - Input the Publishing group set for the course for an automatically created course from a lab profile.
- **Show activity status on**Activities**listings** - Enables showing the status of activities on Course Assignment and Class Enrollment pages.
- **Show activity score on activities listings** - Enables showing the score of activities on Course Assignment and Class Enrollment pages.

### Default Surveys on new Courses and Classes

Surveys can be set to be added by default on all new courses and all new classes. If different survey selections are added directly on a course, then a class based on the course inherits the course's surveys. Surveys can be added or changed on a class.

- **Student Survey** - Input a default student survey to be added by default to all newly created courses and classes.
- **Survey Availability** - Input the number of hours you want the student survey to show in the class activities after the event begins or before the event ends. Also input the number of days after the event ends the survey will be available for students to take.
- **Instructor Survey** - Input a default instructor survey to be added to all newly created courses and classes.
- **Organization Survey** - Input a default organization survey to be added to all newly created courses and classes.

### Miscellaneous Settings

- **Course Assignment - Use simple course assignment** - Enable using simple course assignment to use the most update user interface for Self-Paced learning.
- **Discussion Disclaimer - Set a Disclaimer** - Discussions can have a disclaimer message added which displays to users on discussion posts.
- **On-Demand Course browser - Show subscription profile name** - You can display the Subscription name when you have the On-Demand course browser enabled on the Subscription Profile.
- **Organization Room Calendar - Include external classrooms** - Organizations have several calendars available, the Room Calendar can have external classrooms display.
- **Achievements - Enable using Achievements** - Achievements allow you to award users for accomplishing designated parameters either automatically or by assigning them.
- **Participate in Global Achievements** - Any achievements set as global in the platform are enabled for your organization.

People who interact with the platform. Typically, we can break down users into three categories: Operations Managers, Instructors and Basic Users..

A class is a scheduled instructor-led event with a start and end time/date. Typically, these include lectures and hands on activities such as labs.

Bundles together content to then be set up for training through classes, subscriptions, and course assignments. Courses can include labs, videos, SCORM, LTI, external links, assessments, and documents. Courses must be assigned to a Content Provider and a Publishing Group to be available to set up for training.

An organization is assigned to each entity in the TMS, such as, users, classes, subscriptions, and courses. The organization is a basis to determine access given based on roles within the organization and management over the organization.

Organizations are the containers in which all objects in Skillable Studio reside. Each organization has two child orgs, Development and Production. Development is used for content creation and testing. Production is used only for content that is ready for consumption. Organizations also provide one of the security boundaries within the Skillable Studio platform.

Skillable's Training Management System. A learning management system designed to streamline the delivery, tracking, and reporting of your training programs.

An enrollment is the student registration for a class. Enrollments have multiple statuses, but only the Enrollment Status of Enrolled gives a student access to class. Within the enrollment the student will access the labs and activities and if set up digital courseware and virtual classroom for their class.

A late cancellation is a setting in the Organization profile that allows you to input a message to a student that is cancelling their enrollment in a class during a time frame prior to class starting. This assists in communicating your policy of cancelling an enrollment too close to a class start date.

Event training keys are used with classes in the TMS. Event keys are created within the class for use by multiple user, once created the key can be distributed to all learners to redeem to create enrollments in a class. The key allows redemption up to the number of Maximum Students in the class and can be redeemed by anyone until the Maximum Students limit is reached.

The user profile contains information about the user and their preferences, including roles, managed organizations, and settings.

Course feedback is an option allowing instructors and students taking a course through instructor led or self paced training to rate a course as positive or negative and leave a comment about the course.

A course catalog surfaces courses to allow viewing of available content.

A Lab Series is a container that holds one or more Lab Profiles. The Lab Series contains Lab Profiles and settings for the Lab Series. It is like the cover of a book, while the Lab Profiles are like the chapters within the book.

Labs in Skillable Studio are housed in a Lab Profile. The Lab Profile contains the information about the configurable settings and the virtual machines that make up a lab. For a Lab Profile to be published it must be part of a Lab Series.

Activities are configured in the instructions editor and represented in the lab instructions by a replacement token. Activities fall into two broad categories: Questions and Automated.

- Questions are multiple choice or short answer questions.
- Automated Activities interact with the lab environment (Virtual Machine/Container/Cloud Platform).

A course assignment delivers self-paced access to a course. A course is assigned to a student giving immediate access to the student. It can be accessed at any time for the duration of the assignment. The assignment duration begins and is billed when it is created.

TMS entity that can be applied the organization, course, or class to gather feedback from their learners to create even better experiences.

Self-Paced or On-demand training is associated with course assignments or subscriptions. Users are assigned training which can be accessed at any time by the learner at their leisure. Outside guidance or mentorship is often not provided with this type of training.

Discussions are chat boards for users who have taken a course through a class or self paced to interact about the material.

A subscription is an assignment to an individual for access to a set of courses for a set amount of time for self-paced access. Students can choose which courses to access from the subscription, which then open as a course assignment, and they can access the courses at any time for the duration of the subscription.

A subscription profile is a bundle of courses made available to students for a set amount of time for self-paced access. The profile sets the template for each subscription assigned to a student.

Achievements are a feature to recognize an accomplishment with the TMS. An achievement is automatically triggered by an action being completed in the platform, such as, a user launched a lab, completed a lab, completed a course or a set of courses. An achievement can be associated with a badge so that the badge is automatically assigned when the task is completed.