Overview

This pathway covers how to set up paid/unpaid events and the administrative side including reporting and invoicing.

Links

1. Creating and Managing Events
   

2. Invoicing Events
   

3. Setting up and managing area forums for member councils

E-Learning

Overview & Scope

• The e-Learning module in Odoo allows you to create and manage online courses, media, quizzes, forums, and (to some extent) certifications.

• Its design is more suited for modest LMS functionality (internal training, online courses) rather than a full-blown enterprise-grade LMS.

• In Community edition (v14), some features you see in later versions or in Enterprise might be missing or need modules/apps contributed by the community.

Key features:

Given that Odoo’s official documentation is more up-to-date for versions ≥15, you will need to test some parts in v14 carefully (behaviour may differ) — but the core concepts largely apply. Odoo

Also note: you may need to install and enable supporting modules (Surveys, Website, etc.) to get full functionality.

Installation & Prerequisites

1. Install the eLearning / LMS module

   • From the Apps menu in Odoo, search for “eLearning” or “Learning” and install the module (module name often website_slides or website_slides_crm in Odoo 14). Cybrosys Technologies+1

   • If the module isn’t visible, ensure that you have the “Apps” filter set to show “un-upgraded” and disable the “Apps” filter of “Installed” only.

   • You may also need to enable developer mode to see all modules.

2. Dependencies / supporting modules

   • The Website module is essential, since course pages are exposed via the website frontend.

   • The Surveys module is often used to build quizzes / assessments.

   • Optionally, the Mail / Discuss / Mass Mailing modules help with communications (notifications, invites).

   • Ensure your server configuration (HTTP / media hosting, video streaming, file uploads) supports the types of content you want to upload (size limits, storage, CDN / streaming for videos).

3. Configuration / settings

   • After installation, go to eLearning → Configuration → Settings (or Website → Configuration → Settings, depending on how your version integrates) to enable features (forum, certification, paid courses, mailing) Cybrosys Technologies+2Cybrosys Technologies+2

   • Set default templates / email notifications (new content, completion)

   • Configure access policies, enrolment rules, and permissions (who can create / edit courses).

4. Permissions & access rights

   • Decide which user groups can author / edit courses, content, quizzes.

   • The public (website visitor) vs logged-in user access (some content may be restricted).

   • If you intend to sell courses, you’ll need to ensure the eCommerce / product integration is set up correctly.

Using the eLearning Module

Once installed and configured, here’s how you typically use it:

1. Course Management

• Navigate to eLearning → Courses → Courses

• You see the list or Kanban view of existing courses (each card shows course title, number of views, duration, attendees, etc.) Cybrosys Technologies+1

• You can switch to List view to see fields like Name, Course Type, Visibility, Enroll Policy, Responsible person etc. Cybrosys Technologies+1

• Click New to create a new course.

When creating / editing a course, there are several tabs / sections:

• Basic fields: Course name, tags (for filtering / categorisation), image (thumbnail / cover) Odoo+1

• Content tab:
    • Add Sections: break the course into logical sections / modules
    • Add Content: add individual content items (video, document, quiz, etc.)
    • Add Certification: if you want an assessment / certification at end

• Description tab: short description or summary that appears on the website course page

• Options tab: controls behaviour
    • Responsible user / instructor
    • Communication: email templates for “new content” or “completion”
    • Forum: whether to allow forum per course
    • Access rights & enroll policy (see below)
    • Display mode: Training (sequential) vs Documentation (free navigation)

• Karma tab: set gamification parameters — how many “karma points” to reward for course finish, reviews, etc.; also define karma required to add comment / review / vote etc. Odoo+2Cybrosys Technologies+2

Enroll / Access Policies

In the Options (or Access rights) section, you define:

• Show course to: Everyone / Signed-in / Course Attendees

• Enroll Policy:
    • Open: anyone can enroll
    • On Invitation: only via invitation (send invite link or email)
    • On Payment: user must buy access (requires product / eCommerce integration)

• Prerequisites: require learners to complete other courses before enrolling

• Display / Navigation: whether content must be followed in order (training) or freely accessed (documentation)

Once the course is defined and published, users can view it from the website (frontend) and begin engaging with the content.

2. Content Management (Inside Courses)

• Under Content → Contents, you see all content items created across courses

• When you click Add Content (from inside a course or directly), you define:

  • Title
  • Tags
  • Content type (Video, Article / Document, Quiz, Certification)
  • Responsible user, duration or time estimate
  • Option “Allow Preview” (for making a snippet / preview visible)
  • Attachments / external links / resources
  • In quiz / certification content, define questions, possible answers, correct answer(s) etc. Cybrosys Technologies+2Cybrosys Technologies+2

• You can organize content items into sections, control visibility (draft / published)

• Content items may have their own “additional resources” (files, links)

3. Learner Experience / Frontend

• Learners discover courses via your website (your site menu / course catalogue)

• On a course page, they see course summary, cover image, description, content structure

• If the course is open / enrollable, they can enrol (or request invite / purchase)

• Once enrolled, they see the content (in sequential order or freely, depending on the mode)

• They can mark modules as complete, take quizzes / assessments (if configured), view forums / discussions, leave comments or reviews

• On completion, potentially receive certification / badge if set up

4. Forums & Community

• If Forum is enabled (in configuration and per-course), you can link a discussion forum to courses

• Enrolled learners can create posts, answer questions, comment, vote, etc.

• Helps build community, peer support, and engagement

5. Quizzes, Assessment & Certification

• The quiz / assessment capability depends on integrating with the Surveys module (or equivalent)

• For content items you label as Quiz or Certification, you define questions and answers (single or multiple choice)

• You can set scoring, pass thresholds, reward karma points based on attempts etc.

• On passing, learners are marked as successful; reports store results

• Certification templates (if enabled) may allow you to deliver certificates (PDFs etc.)

6. Reporting & Analytics

• Under eLearning → Reporting, you get analytics for:

  • Courses: views, completions, number of attendees, duration etc.
  • Contents: popularity, completion rates
  • Certifications / Quiz performance
  • Forum / Community engagement
  • Reviews & feedback

• Views may be Kanban, list, pivot / graph etc. Cybrosys Technologies+1

• Reports help you understand how learners are interacting, identify drop-off points, content that underperforms, etc.

7. Communication / Notifications / Mass Mailing

• Using configured email templates, you can notify learners when new content is added, when they complete courses etc.

• The “Contact Attendees” button (from within a course) lets you send a message / mailing to enrolled learners

• If Mailing / Mass Mailing is enabled, you can do bulk emails. Odoo+2Cybrosys Technologies+2

Limitations & Caveats (in Community v14)

When using the 14 Community version, be aware of some constraints:

• Some features in later versions (15, 16, etc.) may not exist or may be less polished in v14

• The certification / survey / quiz functionalities may be more limited — you might need to customise or integrate third-party modules

• Video streaming / hosting: large video content may require external media servers or CDN rather than serving directly

• UI / frontend experience base may be basic — you may need to theme / modify website templates for better learning UX

• Access control / security for content might need fine-tuning for more complex rules

• Handling paid courses: you need tight integration with eCommerce & accounting modules; some parts may not be fully “out of box” in v14

• Scalability & performance — for many learners, heavy content, concurrent activity (forums, video streaming) — you might need to optimise your infrastructure

• Reporting and analytics are basic — for deep learning analytics, you might need custom extensions

Example Workflow (Step by Step)

Here is a sample workflow to set up a simple course:

1. Install required modules (eLearning, Website, Surveys, Mail etc.)

2. Configure eLearning (enable forum, certification, mailing, paid courses)

3. Create course groups / tags for classification

4. Create a new Course:
     • Title: “Introduction to Recycling Processes”
     • Tags: “recycling, environment, basics”
     • Cover image
     • Under Options: set Responsible user, enable Forum, set Enrollment to “Open”

5. Under Content tab:
     • Add Section: “Basics”
     • Add Content item: video “What is Recycling?”
     • Add Content item: document “Recycling Materials Guide”
     • Add Content item: quiz “Basics quiz”
     • Optionally, Add Certification content at end

6. Under Description tab, write the course summary

7. Under Karma tab, set e.g. 10 karma for completion, 2 karma for reviews etc.

8. Publish the course, configure its visibility on your website

9. Learners enroll, access content, take quiz, post in forum

10. Monitor via Reporting, gather feedback, update content as needed

Tips & Best Practices

• Plan the learning flow / pedagogy: decide whether content is linear (must do in sequence) or modular (free access)

• Chunk content: break into shorter sections / microlearning units rather than long videos

• Use preview / teaser content to encourage enrolment (allow partial preview)

• Engagement via forums / discussions — encourage learners to ask questions, comment

• Use gamification (karma / points) sparingly and meaningfully — reward behaviour (reviews, participation)

• Iterate based on analytics — drop-off at content items may indicate difficult or confusing material

• Use certifications / quizzes to reinforce learning

• Keep UI / layout clean — course pages should be easy to navigate

• Offload heavy media (videos) to streaming / CDN / external platforms (YouTube, Vimeo) and embed rather than host large files

• Back up content and test restores — you may update content frequently, so version control / backups help

• Consider custom modules / community addons to enhance features (e.g. richer quiz types, advanced reporting, SCORM import, badges, gamified dashboards)