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Course Library: List View

Purpose Statement

The Course Library in the Training Module allows users to view, search, filter, enroll in, and manage training courses. Courses were formerly known as objectives and can be used throughout the Training Module to support training documentation, self-paced learning, compliance tracking, and standardized course management.

Administrators can create and manage courses, control whether courses are visible to end users, import courses, and maintain records. End users can use the Course Library to view available courses and self-enroll when that option has been enabled during setup.

Background Information

The Course Library provides a centralized location for managing training course content in First Due Training. Courses may include regular training courses, drills, or e-learning.

Depending on a user’s role, permissions, and course setup, the Course Library list view may allow users to:

  1. Search for courses.
  2. Filter the Course Library list.
  3. View course details.
  4. Self-enroll in available courses.
  5. Show or hide courses from the library.
  6. Import courses using a CSV spreadsheet.
  7. Import Global Courses purchased through an LMS provider.
  8. Edit, clone, deactivate, or delete courses.

Available actions are permission-dependent and may not display for all users.

Required Permissions

Exact permission names were not provided in the source material and could not be confirmed from publicly available First Due documentation. Confirm the applicable permissions in First Due > Permissions before assigning access.

At a minimum, users may need permissions related to the following Training Module functions:

  • View Course Library
    Allows users to access the Course Library and view course records.
  • View Course Details
    Allows users to open a course and review details such as course name, enrollment status, categories, topics, standards, and description.
  • Self-Enroll in Courses
    Allows end users to enroll in courses that have been made visible and enabled for self-enrollment.
  • Manage Courses
    Allows administrators to create, edit, clone, deactivate, or delete courses.
  • Import Courses
    Allows administrators to import courses using a CSV spreadsheet or import Global Courses from an LMS provider.
  • Manage Course Library Visibility
    Allows administrators to show or hide courses from the Course Library.

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Step-by-Step Guide

 

Navigate to the Course Library

  • Select Training from the main navigation menu.
  • Select Course Library.

 

Search for a Course

  • At the top of the Course Library page, locate the Search field or magnifying glass icon.
  • Enter the course name or related search term.
  • Review the filtered results in the Course Library list.

 

Filter the Course Library List

  • Select Filters at the top of the page.
  • Apply the available filter options as needed.
  • Review the updated Course Library list.

Bulk Options

  • Select one or more courses using the checkboxes to the left. 
    • The following options are available - generally these bulk options are available to module admins
      1. Show all selected in the Course Library - this makes the course available to end users in the Library
      2. Hide all selected from the Course Library
      3. Expand to see additional bulk options

 

  • Expanded Options
    1. Show the Course in Log Training - This makes the course available using the Log Training workflow
    2. Hide the Course from Log Training
    3. Archive the Course
    4. Unarchive the Course
    5. Delete

 

 

View Course Details from the Name Column

  • Locate the course in the Course Library list.
  • Select the view (eye) icon under the Actions Column
  • Review the course details modal.
  • The course details may include:
    • Course name.
    • User enrollment status.
    • Tagged categories.
    • Tagged topics.
    • Associated standards.
    • Course description.
    • Self-enrollment option, if enabled.
  • For more information about enrolling in a course, refer to the related article on Self-Enrollment.

 

Review the Course Status

  • Draft - Courses currently in development and not ready for use
  • Archived - Previously used courses that have been archived to preserve historical completions
  • Published - Course ready for use in Training
  • Published and In Use - Courses that have been published and are currently in use in training activities.
    • Some of the actions are unavailable once a course has been published and is In Use

 

Review the Course Version

  • In the Version column, the latest version of the course will appear in this column. 
    • Draft - Course is currently in development and not ready for deployment
    • v1, v2, etc. - Current version of the course


Review the Course Type

  • The Course Type column identifies the type of course.
  • Course types may include:
    • Instructor Led 
    • Online - LMS content purchased through a content partner or those created using Course Builder
      • Advanced Training is required to see this option. 

 

Review Course Library and Log Training Visibility

  • Visible in Course Library 
    • Usually reserved for Online courses for end users to self-enroll
  • Visible in Log Training
    • This setting is enabled so the course shows up using the Log Training Workflow
    • Examples of instances where a course may be hidden from Log Training
      • Online LMS course that cannot be completed through the Log Training workflow
      • Course associated with more traditional classroom instruction components


 

Review Enrollment Status

  • The Enrollment Status column shows the user’s current status for the course.
  • Statuses may include:
    • Not Enrolled
    • In Progress
    • Complete

 

Expand the Actions Column

  • Locate the Actions column.
  • Select the left arrow to expand available course actions.
  • Review the available icons.
  • The actions displayed are dependent on user permissions and course setup.

 

Items available under the actions column - Visibility and use are permission dependent.

  1. View Course Information 
  2. Clone the Course - If the Course is in Published status, the option to clone the course will be present.  This will hold historical data in place
  3. Edit the Course
  4. Self - Enroll in the Course 
  5. Archive the Course 
  6. View Version History
  7. Delete the course - only available for Instructor Led Course in Published and Draft status
  8. Publish the course

 

Best Practices

  • Use search and filters to quickly locate specific courses in larger libraries.
  • Confirm course visibility before expecting end users to access or self-enroll in a course.
  • Use clear course names to make courses easier to find.
  • Review categories, topics, standards, and descriptions before making a course available for self-enrollment.
  • Deactivate courses instead of deleting them when historical training records must be preserved.
  • Clone a course instead of editing it when the course has already been used in previous training activities.
  • Use caution when importing courses to avoid duplicate or incorrectly categorized records.
  • Avoid deleting courses unless you have confirmed the impact on previously recorded training.

 

Troubleshooting & FAQs

Why can’t I see the bulk actions?

The bulk actions is typically available to administrators or users with course management permissions. If you do not see it, confirm your Training Module permissions with your system administrator.

Why can’t I self-enroll in a course?

Self-enrollment must be enabled during course setup. The course must also be visible in the Course Library, and your user role must have access to enroll.

What is the difference between deactivating and deleting a course?

Deactivating a course preserves historical data while removing the course from future selection. Deleting a course may alter previously recorded training that used the course.

Why do I receive a warning when editing a course?

A warning appears when the course has already been used in a previous training activity. Editing the course may affect historical records. Consider cloning the course instead.

What does Enrollment Status mean?

Enrollment Status shows whether you are not enrolled, currently in progress, or have completed the course.

Can end users delete or edit courses?

Course editing and deletion are typically administrative functions and may not be visible to end users.

 

 

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