Courses

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


Overview

Courses are structured learning programs built around a course outline. The outline defines the learner journey as an ordered sequence of blocks (read, watch, do, join, and module), each with its own access conditions and completion behavior.

Core Characteristics

Structure & Content

  • Title & Objective: Clear title and learning objective defining overall learning outcome
  • Description & Context: Detailed descriptions and contextual information
  • Outline-Driven Journey: One ordered block list that powers learner flow and authoring
  • Status Management: Draft and published workflow with publishing checks
  • 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

Course Structure

A course's learning path is built from a flexible outline of content blocks. Each block represents a distinct learning component and can be sequenced to create a coherent journey.

In the editor, blocks are grouped into five authoring categories:

  • Read: Documents and reading resources
  • Watch: Video resources
  • Do: Tasks and practical assignments
  • Join: Sessions and meetings
  • Module: Structured module units

Available Block Types

Outline Editing Experience

Course admins and content editors can manage the outline directly:

  • Add new blocks from the five category entry points
  • Reorder blocks with drag-and-drop
  • Configure unlock conditions per block
  • Duplicate supported block types for faster authoring
  • Remove outdated blocks safely

Learner Experience in the Outline

For learners, the outline acts as the single source of truth for what to do next:

  • Locked blocks clearly show why they are not yet available
  • The next actionable block is highlighted by progression logic
  • Task and session states are reflected directly in block status
  • Progress is calculated from completed countable blocks

Example Course Outline

The following example demonstrates a realistic block flow with mixed types, unlock states, dates, and progress tracking:

Course Progress1 of 4 countable blocks completed

Progress is based on countable learner blocks (tasks, sessions, and resources), not module wrapper blocks.

Module: Foundations of Systems Thinking

Module • Order 1

Completed

Unlock condition: always unlocked

Read: Framing the Problem Space

Read resource • Order 2

Completed

Unlock condition: always unlocked

Do: Map Stakeholders and Constraints

Task • Order 3

In Progress

Unlock condition: finish previous block

Deadline: Apr 15, 2026 • 5:00 PM

Join: Live Design Critique

Session • Order 4 • 90 min

Available

Unlock condition: course start

Watch: Case Study Walkthrough

Watch resource • Order 5

Locked

Unlock condition: date & time (Apr 20, 2026 • 9:00 AM)

Unlocks on Apr 20, 2026 • 9:00 AM

Block Types & Features

Modules: Structured learning units
Sessions: Live activities in the flow
Tasks: Assignments and submissions
Resources: Read/watch support material

Unlock options: always unlocked, finish previous, date & time, course start

Blocks can include scheduling and deadlines

Progress is calculated from completed countable blocks

Publishing Readiness

Course publishing is tied to the quality and completeness of the outline.

Before publishing, course editors should verify:

  • Sufficient outline blocks are present
  • Linked block entities are in a publish-ready state
  • Session-specific scheduling/location requirements are met
  • Course title, description, objective, and cover image are complete
  • Learning Graph mapping is set when needed

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 the outline itself. A user may be able to view a course but still need elevated roles (for example Instructor or Admin) to edit outline blocks, configure conditions, or publish.

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 (planned)
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 (planned)
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 (planned)
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 (planned)
Cannot manage users
Cannot view analytics or archive

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

Coach

Support and guide student learning

Key Capabilities:

Support student learning and progress
Provide personalized guidance
Grade and provide feedback
View course analytics
Cannot manage users or create templates (planned)
Focus on student success and engagement

Typical Users: Learning coaches, mentors, student success specialists

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. Template and licensing rows are planned features.
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 (Planned)
Templates & Licensing (Planned)
Create Templates (Planned)
License Course (Planned)
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