Courses

Comprehensive guide to the ikigize courses system for creating structured learning programs with modules and sessions.


Overview

Courses are comprehensive learning programs that organize course blocks like modules or sessions into structured learning experiences. They represent the highest level of learning content organization in the ikigize platform, providing complete learning paths that guide learners from initial objectives to final outcomes.

Core Characteristics

Structure & Content

  • Title & Objective: Clear title and learning objective defining overall learning outcome
  • Description & Context: Detailed descriptions and contextual information
  • Duration & Effort: Expected duration and weekly effort requirements (1-40 hours per week)
  • Status Management: Draft, published, completed, or cancelled states
  • Template Support: Courses can be marked as templates for reuse
  • Embedding Support: Vector embeddings for intelligent search and similarity matching

Course Types

The platform supports multiple course types to accommodate different learning scenarios and delivery methods. From self-paced learning to live cohorts, intensive programs to micro-courses, each type is designed with specific learning patterns and outcomes in mind. Choose the type that best matches your educational goals and learner needs.

Self-Paced

Learn at your own speed with no fixed deadlines

Scheduled

Structured timeline with start and end dates

Live Cohort

Real-time sessions with instructors and peers

Hybrid

Combination of self-paced content and live sessions

Intensive

Short, focused, high-intensity learning experience

Micro-Course

Very short, focused learning (1-3 days)

Continuous Learning

Ongoing, subscription-style with regular updates

Certification Prep

Structured preparation for specific certifications

Course Structure

A course's learning path is built from a flexible outline of content blocks. Each block represents a distinct learning component—whether it's a module, session, task, or resource—and can be sequenced to create a coherent learning journey.

Blocks support time-based access control through optional start and end dates: a start date locks the block until that date arrives, while an end date establishes a deadline for completion. This enables course designers to pace learning, create cohort-based experiences, and ensure prerequisites are met before advancing.

Course progress is measured based on completed blocks. As learners complete each block in the outline, their overall progress percentage increases, providing clear visibility into how far they've come and what remains ahead.

Available Block Types

Example Course Outline

The following example demonstrates how blocks are organized into a course outline, showing locked/unlocked states, dates, and progress tracking:

Course Progress2 of 8 blocks completed

Progress is measured based on completed blocks. Complete all blocks to finish the course.

Introduction to Course Fundamentals

Get started with the core concepts and foundational knowledge

Completed
Jan 1, 2025

Kick-off Session: Welcome & Overview

Live interactive session to introduce the course and meet fellow learners

Completed
Jan 5, 2025

Core Concepts & Practical Applications

Dive deeper into the main topics with hands-on examples

In Progress
Jan 10, 2025

Practice Assignment: Apply Your Knowledge

Complete hands-on exercises to reinforce your learning

Available
Jan 15 - Jan 25, 2025

Q&A Workshop: Deep Dive Discussion

Interactive workshop to address questions and explore advanced topics

Available
Jan 20, 2025

Advanced Techniques & Best Practices

Master advanced concepts and industry best practices

Locked
Feb 1, 2025

Unlocks on Feb 1, 2025

Supplementary Reading Materials

Additional resources to enhance your understanding

Available

Final Project: Capstone Assignment

Demonstrate your mastery with a comprehensive final project

Locked
Feb 10 - Feb 25, 2025

Unlocks on Feb 10, 2025

Block Types & Features

Modules: Structured learning units
Sessions: Live interactive activities
Tasks: Assignments & exercises
Resources: Reference materials

Blocks with start dates are locked until that date

Blocks with end dates have deadlines

Course progress is calculated from completed blocks

Social Learning Integration

Courses are deeply integrated with ikigize's social learning features, enabling rich collaboration, communication, and community building throughout the learning journey.

Courses are deeply integrated with ikigize's social learning features, enabling rich collaboration, communication, and community building throughout the learning journey.

Real-time messaging and video conferencing for course communities

Course Integration:

Course-wide announcements and updates
Peer-to-peer learning conversations
Instructor office hours and Q&A
Study group coordination

Threaded discussions for in-depth course-related conversations

Course Integration:

Topic-specific discussion threads
Module and content discussions
Peer feedback and collaboration
Build course knowledge base

Structured collaboration tools for course projects and study groups

Course Integration:

Form and manage study groups
Coordinate group assignments
Share collaborative workspaces
Build lasting learning communities

Stay informed about course updates and learner activity

Course Integration:

Track course progress and milestones
Celebrate learner achievements
Discover active discussions and content
Stay connected with course community

Connect learners with mentors and peers for guidance

Course Integration:

Match learners with course mentors
Facilitate peer mentoring relationships
Track mentorship progress
Enable guided learning journeys

Discover relevant courses and connect with fellow learners

Course Integration:

Find courses matching your goals
Discover related learning paths
Connect with like-minded learners
Get personalized course recommendations

Ownership & Visibility

Course ownership and visibility settings determine who controls the course and how it can be accessed—both for joining as a learner and for using as a template. The ikigize platform provides a sophisticated dual-context system that gives you independent control over learner access and template replication.

Dual-Context Access Model
Your Course
Join Context

Learner Access

Who can discover
How they join
Access as students
Template Context

Template Access

Who can find template
How they copy
Create their version

Independent Control: Configure visibility and access conditions separately for each context

Ownership Types

Every course has an owner who controls its configuration, content, and access settings across both contexts:

User Ownership

  • Individual creator maintains full control
  • Can transfer ownership to organizations
  • Ideal for personal courses and independent creators

Organization Ownership

  • Organization controls the course
  • Multiple admins can manage
  • Suitable for corporate training and institutional courses

Public Ownership

  • Course is managed by the platform or broader community
  • Oversight by appointed platform administrators or moderators
  • Ideal for open educational resources or shared community initiatives

Understanding Dual-Context Visibility

Unlike traditional course platforms where visibility is monolithic, ikigize separates Join Visibility (where learners discover the course) from Template Visibility (where educators discover it as a reusable template).

Real-World Example: A university creates an excellent "Introduction to Data Science" course. They want:

  • Campus students to join and learn (Join Context: Campus visibility, Free to Join)
  • Other universities to use it as a template (Template Context: Public visibility, Free to Copy)

This dual-context system makes it possible. Students at the original campus can join, while educators worldwide can discover and adapt the course structure.

Join Context: Visibility Settings

Visibility determines where your course appears for potential learners to discover.

Public

Maximum exposure across the platform

Appears in public course catalogue
Searchable by all users
Maximum reach and visibility

Best for: Open courses, MOOCs, and community learning programs

Organizations

Visible to specific organization(s) members

Appears in organization catalogue
Visible only to organization members
Can be visible in multiple organizations

Best for: Corporate training, internal programs, and organizational learning

Campuses

Visible to specific campus(es) community

Appears in campus catalogue
Can be visible in multiple campuses
Campus-specific programs

Best for: Department courses, campus programs, and academic offerings

Private

Hidden from all catalogues

Accessible only via direct links
Maximum privacy control
Hidden from search results

Best for: Exclusive programs, work-in-progress, and invitation-only courses

Multiple Catalogue Visibility

Courses can be visible in multiple catalogues simultaneously. For example, a course can be:

  • Public + Multiple Organizations: Wide reach while maintaining organizational tracking
  • Multiple Campuses: Enable inter-campus collaboration and shared programs
  • Organizations + Campuses: Target specific institutional audiences across boundaries

Join Context: Access Conditions

Join conditions define the access requirements and enrollment process for learners.

Free to Join
Users can join immediately without any approval process

User Experience

Click "Join Course" → Instant access with default role assigned

1
User discovers course in catalogue
2
Clicks "Join Course" button
3
Immediately enrolled with default role (e.g., Student)
4
Can access course content right away

Admin Experience

New members appear automatically in the member list. No approval needed.

Configuration Options

Default role for new members
Optional enrollment capacity limit
Optional prerequisite requirements
Optional welcome message/onboarding flow

Ideal For

Public MOOCs and open courses
Community learning programs
Internal organizational training
Open educational resources

Not Ideal For

Programs requiring application review
Courses with limited capacity
Premium or paid content
Exclusive or selective programs

Join Context: Advanced Conditions

Beyond the three basic join types, course admins can configure additional conditions to control enrollment:

Prerequisites & Requirements
Ensure learners meet necessary requirements before enrollment

Course Prerequisites

Completed prerequisite courses
Minimum skill level or certification
Previous learning achievements
Required knowledge verification

Skill Assessments

Pre-enrollment skill tests
Placement assessments
Diagnostic evaluations
Proficiency requirements
Application Forms
Collect information and screen applicants effectively

Form Fields

Custom application questions
Professional background details
Learning goals and motivation
Relevant experience documentation

Screening Questions

Qualification verification
Commitment availability check
Technical requirements confirmation
Program expectations alignment
Payment & Licensing
Manage paid enrollments and licensing requirements

Payment Options

One-time course payment
Subscription-based access
Tiered pricing models
Payment plan options

License Verification

Active license requirement
Organizational license pools
Seat availability checking
License transfer handling
Time & Capacity Controls
Manage enrollment windows and participant limits

Time-Based Access

Enrollment window start/end dates
Seasonal or periodic offerings
Cohort-specific schedules
Early bird enrollment periods

Capacity Management

Maximum participant limits
Automatic waitlist creation
First-come-first-served handling
Priority enrollment systems

Template Context: Access Conditions

Template conditions determine who can copy and use your course as a template for creating their own version.

Free to Copy
Anyone who can see the template can copy and create their own version

User Experience

Click "Use as Template" → Template copied → Customize and publish

1
User discovers course in template catalogue
2
Clicks "Use as Template" button
3
System creates a copy owned by the user
4
User customizes content, settings, and branding
5
Publishes their version independently

Template Owner Experience

Template is copied freely. Track usage metrics and derivatives. No approval needed.

Configuration Options

Allow modifications
Attribution requirements
Derivative tracking
Version control settings
Usage analytics

Ideal For

Open educational resources
Community-contributed templates
Standardized training frameworks
Best-practice course structures

Not Ideal For

Proprietary content requiring licensing
Premium templates for sale
Courses requiring usage approval
Confidential course structures

Template Context: Advanced Conditions

Beyond the three basic template access types, template owners can configure additional conditions to control usage, monetization, and distribution:

Payment & Licensing
Manage paid template access and licensing requirements

Template Payment Options

One-time template purchase
Subscription-based template access
Tiered licensing models
Usage-based pricing (per copy/deployment)

License Types

Single-use license (one deployment)
Multi-use license (unlimited deployments)
Organizational license pools
Site license (campus/organization-wide)
Attribution & Usage Rights
Control how templates are attributed and what users can do with them

Attribution Requirements

Require creator attribution display
Visible credit in course materials
Link back to original template
Logo/branding requirements

Usage Rights

Commercial use allowed/restricted
Educational use only
Internal use only (no redistribution)
Derivative works permissions
Template Modification Permissions
Define what changes users can make to your template

Allowed Modifications

Full customization allowed
Content changes only (structure locked)
Branding/styling changes only
No modifications (exact copy only)

Derivative Controls

Can create derivative templates
Can share modified versions
Must share derivatives under same license
Cannot create competing templates
Usage Tracking & Analytics
Monitor and analyze template usage across deployments

Usage Metrics

Track number of copies/deployments
Monitor active course instances
View usage by organization/campus
Learner enrollment across derivatives

Compliance Monitoring

License compliance verification
Attribution compliance checking
Modification limit enforcement
Usage limit notifications
Version Control & Updates
Manage template versions and downstream update distribution

Version Management

Version-specific template access
Lock to specific template version
Auto-update to latest version
Choose version for new copies

Update Propagation

Push updates to derivative courses
Notify users of new versions
Optional update acceptance
Maintain derivative customizations
Template Support & Certification
Provide support and certification programs for template users

Support Tiers

Community support (forums/docs)
Email support for licensees
Priority support for premium licenses
Implementation consulting services

Certification Programs

Certified template facilitator training
Implementation best practices
Quality assurance guidelines
Badging/certification for compliant use

Dual-Context Configuration Matrix

Understanding how Join Context and Template Context work together enables powerful access control strategies:

Join vs Template Access Matrix
Understanding how Join Context (learner access) and Template Context (copying) can be configured independently
ScenarioJoin ContextTemplate Context
Public MOOC
Public
+
Free to Join
Public
+
Free to Copy
Public Course, Private Structure
Public
+
Free to Join
Private
+
Not Available
Template-Only Resource
Private
+
Not Available
Public
+
Free to Copy
Campus Course, Sharable Template
Campus
+
Free to Join
Organizations
+
Free to Copy
Selective Access, Licensed Template
Public
+
Ask to Join
Organizations
+
Ask to Copy
Organization Training, Internal Template
Organizations
+
Free to Join
Organizations
+
Free to Copy
Private Cohort, No Template
Private
+
Invite Only
Private
+
Not Available
Open Template, Selective Delivery
Campuses
+
Ask to Join
Public
+
Free to Copy

Key Insight

Join Context and Template Context are completely independent. You can have a course that's publicly joinable but private as a template, or vice versa. This dual-layer system gives you maximum flexibility in controlling both learner access AND course structure replication.

Roles & Permissions

Course roles define what specific users can do within a course. While ownership and visibility determine control and discoverability, roles grant the actual permissions to view, edit, manage, teach, and interact with course content and participants.

Understanding Course Roles

Course roles operate independently from visibility and join conditions. A user might discover a course through a public catalogue, join via "Free to Join," but need a specific role (like Instructor or Teaching Assistant) to facilitate learning or support students.

Key Points:

  • Owner = Automatic Superadmin: Course owners automatically have all Superadmin permissions
  • Multiple Roles Allowed: Users can have several roles (e.g., Instructor + Author)
  • Additive Permissions: More roles means more capabilities, never fewer
  • Explicit Assignment: Roles must be explicitly assigned; they don't inherit from other contexts
  • Role Hierarchy: Superadmin → Admin → Instructor/Author → Teaching Assistant → Student

Available Course Roles

Each role grants a specific set of permissions for working with course content, teaching, administration, and learning:

Superadmin

Complete control over the course

Key Capabilities:

All course management permissions
Manage course members and roles
Configure visibility and join conditions
Create templates and license course
View analytics and archive course
Full administrative control

Typical Users: Course owner, organization superadmins

Admin

Manage course operations and users

Key Capabilities:

Edit course content and structure
Manage course outline and blocks
Manage course members and roles
Create templates
View course analytics
Cannot license or archive course

Typical Users: Course administrators, program managers

Instructor

Deliver and facilitate course learning

Key Capabilities:

Edit course content
Create and manage sessions
Create templates
View course analytics
Grade and provide feedback
Cannot manage users or roles

Typical Users: Teachers, trainers, course facilitators

Author

Create and edit course content

Key Capabilities:

Edit course content and structure
Manage course outline
Create templates
Cannot manage users
Cannot view analytics or archive

Typical Users: Content creators, instructional designers, subject matter experts

Teaching Assistant

Support instructors and help students

Key Capabilities:

Edit course content
Support student learning
Grade and provide feedback
View course analytics
Cannot manage users or create templates

Typical Users: Teaching assistants, course tutors, peer mentors

Student

Learn and participate in the course

Key Capabilities:

View course content
Access course resources
Complete assignments and tasks
Participate in sessions
Track own progress
Basic learner access

Typical Users: Learners, participants, course members

Common Role Combinations

Users often benefit from multiple roles to fulfill complex responsibilities in course delivery:

Instructor + Author

  • Teach content AND create/edit materials
  • Ideal for: Subject matter experts who develop and deliver courses

Admin + Instructor

  • Manage operations AND teach
  • Ideal for: Course leads who handle both administration and facilitation

Author + Teaching Assistant

  • Create content AND support students
  • Ideal for: Advanced learners contributing content while helping peers

Instructor + Teaching Assistant

  • Usually redundant (Instructor already has TA capabilities)
  • Only assign both if you want explicit role clarity in the course roster

Complete Permissions Matrix

The following matrix shows exactly what each role can do at the course level:

Course Permissions Matrix
Complete permissions breakdown for each course role
Permission
Superadmin
Admin
Instructor
Author
TA
Student
Core Access
View Course
Access Course Content
Track Own Progress
Content Management
Edit Course Content
Manage Course Outline
Add/Remove Blocks
Create Sessions
Archive Course
Course Settings
Edit Course Settings
Configure Visibility
Configure Join Conditions
Configure Template Conditions
Templates & Licensing
Create Templates
License Course
User Management
Manage Course Members
Assign Roles
Remove Members
Teaching & Assessment
Grade Assignments
Provide Feedback
View Student Progress
View Course Analytics

Permission Scenarios

Scenario 1: Self-Paced Online Course

  • Superadmin: Course owner/creator
  • Admin: Course manager handling enrollments and updates
  • Instructors: Optional facilitators for live Q&A sessions
  • Authors: Content creators updating materials
  • Students: Self-paced learners
  • Result: Clear separation of content creation, administration, and learning

Scenario 2: University Course

  • Superadmin: Department head or course coordinator
  • Admin: Program administrator
  • Instructor: Primary professor
  • Teaching Assistants: Graduate students supporting instruction
  • Students: Enrolled students
  • Result: Traditional academic structure with clear teaching support

Scenario 3: Corporate Training Program

  • Superadmin: L&D (Learning & Development) director
  • Admin: Training coordinator
  • Instructors: Internal trainers and external consultants
  • Authors: Subject matter experts creating content
  • Students: Employees completing training
  • Result: Scalable corporate learning with multiple content contributors

Scenario 4: Cohort-Based Course

  • Superadmin: Course creator
  • Instructors: Multiple facilitators for different cohorts
  • Teaching Assistants: Cohort-specific TAs
  • Students: Cohort members
  • Result: Personalized cohort experience with dedicated support

Course Lifecycle

Every course on ikigize follows a natural progression from initial planning to ongoing maintenance. This lifecycle ensures that courses are well-designed, thoroughly tested, and continuously improved based on learner feedback and evolving educational needs.

1.

Planning & Design

Define the course vision, learning objectives, and structural foundation:

  • Define learning objectives and measurable outcomes that learners will achieve
  • Plan course structure and organize content blocks (modules, sessions, tasks, resources)
  • Set duration, effort requirements, and pacing strategy for the learning journey
  • Design assessment methods, evaluation criteria, and completion requirements
  • Determine visibility settings and join conditions for target audience
2.

Content Creation

Develop and curate comprehensive learning materials and resources:

  • Create or curate learning modules with clear objectives and structured content
  • Develop interactive sessions including workshops, discussions, and live activities
  • Prepare supporting resources such as readings, videos, and reference materials
  • Design assessments and projects that measure learning outcomes effectively
  • Configure block sequences, prerequisites, and time-based access controls
3.

Review & Testing

Validate content quality, learning progression, and user experience:

  • Validate content quality, accuracy, and alignment with learning objectives
  • Test learning progression to ensure logical flow and appropriate pacing
  • Review assessment effectiveness and ensure they measure intended outcomes
  • Ensure accessibility compliance and usability across different devices
  • Conduct pilot testing with sample learners and gather initial feedback
4.

Publication & Launch

Release the course and manage initial learner enrollment and engagement:

  • Set final visibility settings and configure join conditions for enrollment
  • Enroll initial learners or open registration based on access settings
  • Monitor learner progress, engagement patterns, and completion rates
  • Gather feedback through surveys, assessments, and learner interactions
  • Iterate on content and structure based on initial learner experiences
5.

Maintenance & Updates

Continuously improve and maintain course relevance and effectiveness:

  • Update content regularly based on learner feedback and changing subject matter
  • Add new modules, resources, and activities to enhance learning experience
  • Improve assessments and projects to better measure and support learning
  • Maintain content relevance and accuracy as knowledge and practices evolve
  • Analyze learning analytics to identify improvement opportunities and optimize outcomes