Training Setup: Courses

Training Setup: Courses

Purpose Statement

The Courses section within the Training Module Setup allows administrators to create reusable training templates that standardize class delivery and ensure consistency across your Fire/EMS department. Courses serve as comprehensive blueprints that combine all training setup components—categories, topics, objectives, standards, locations, methods, providers, and accreditors—into structured templates for efficient and repeatable training class deployment.

Background Information

Courses represent the culmination of all training setup components, functioning as templates that outline the major points of training classes to make future deployment easier and more consistent. They integrate categories, topics, objectives, standards, locations, training methods, providers, and accreditors into cohesive training frameworks. This approach ensures standardized delivery while reducing setup time for recurring training programs. Courses can be customized with specific apparatus requirements, asset associations, video conferencing capabilities, and user restrictions. The system supports both flexible course creation and controlled deployment through limited editing options and user-specific dashboard pinning.

Required Permissions

These permissions are located in the Admin Section of Training Permissions:
  1. Manage Courses--Allows User to access the Courses section of Training Setup.

Video


Step-by-Step Guide

1.  Go to Training Module> Setup > Courses.




2.  Use the Search bar to find courses by name or filter criteria.




3.  Sort columns ascending or descending by clicking column headers.




4.  Select one or more courses using checkboxes then select the Trash Can icon to bulk delete courses.




Adding a New Course

1.  Click Add Course.




2.  Complete the Class section:

  1. 2A.  Note the Course ID is auto-generated and read-only.
  2. 2B.  Enter Course Name
  3. 2C.  Enter Class Name.
  4. 2D.  Select any applicable Categories.
  5. 2E.  Choose Topics linked to selected categories.
  6. 2F.  Select Location from dropdowns.
  7. 2G.   Select Training Methods from the Dropdown.
  8. 2H.  Assign any required Apparatus for the course.
  9. 2I.  If using the Assets module, select relevant Assets.
  10. 2J.  Enter a Video Conference URL if applicable.
  11. 2K.  Add a Course Description.




  1. 2L.  Toggle Limited Edits to restrict field changes when creating classes (affects Class Name, Category, Topics, Methods, IDs, and Objectives).
  2. 2M.  Enable Self-Completion for personnel if desired.
  3. 2N.  Add attachments such as agendas or handouts by drag-and-drop or upload.




3. Complete the Class Admin section:

  1. 3A.  Enter National Course ID as needed
  2. 3B.  Enter State Course ID as needed.
  3. 3C.  Enter Internal Course ID as needed
  4. 3D.  Add Estimated Water Usage if applicable.
  5. 3E.  Select a Provider if used.
  6. 3F.  Select a Accreditor used.




4.  Complete the Objectives section:

  1. 4A.  Use the dropdown to select Objectives associated with chosen topics (multi-select enabled).
  2. 4B.  Toggle Objectives Must Be Completed in Order to enforce sequential completion of objectives.
  3. 4C.  Toggle Require attendees to complete all objectives Simultaneously to require attendees to  complete all objectives at once.
  4. 4D.  Make selection of objectives as Optional  when creating a class from this course.




  1. 4A.  Associate Standards with objectives, if not already linked.
  2. 4F.  Designate if the objective requires a Score; enter total and required to pass scores.
  3. 4G.  Enter Hours Required per objective.
  4. 4H.  Delete objectives using the Trash Can icon or reorder them using the Cross Arrows icon.




 5.  Objectives can be rearranged into a custom order by using the crossed arrows icon, if desired.




6.  Click Save to create the course; it will appear in the course list.





Pinning Courses to User Dashboards

1.  Click the Thumbtack icon to pin a course or the Broken Link icon to unpin.




2.  Toggle Add All System Users to pin this course to all Users

3.  In the modal, use the Search and Filter options (scheduling module-based if enabled) to locate users.

4.  Use Include All Available Users or Remove All Selected Users for bulk actions.

5.  Select personnel from the available list to add them as pinned users; click names to move between available and selected lists.

6.  Click Save to confirm pinned users and the course will appear on selected users’ dashboards.




Bulk Unpinning Courses

1.  Select courses with the Link icon using checkboxes and then Click Unpin Courses to remove courses from all users’ dashboards.




Deactivating, Reactivating, Editing, and Deleting Courses

1.  To deactivate a course, click the X icon and confirm; it will be removed from the active list.




Reactivating Courses

1.  Reactivate by filtering with IS ACTIVE = No
2.  Find the course, Select the Checkmark and confirm.
3.  Click Reset to return to the active courses view.




Editing Courses

1.  Edit courses using the Pencil icon.





Reactivating, Editing, and Deleting Courses

2.  Delete courses with the Trash Can icon only if they have never been used.


Alert
Once a course is associated with a training class, it cannot be deleted—only deactivated.

Best Practices

Do's

  • Create descriptive course and class names that clearly identify the training content
  • Use the limited edits feature for standardized courses that should maintain consistency
  • Copy and paste video conference URLs to ensure accuracy
  • Associate relevant apparatus and assets when utilizing those modules
  • Include comprehensive descriptions to help instructors understand course objectives
  • Pin frequently used courses to appropriate user dashboards for easy access
  • Regularly review and update course content to maintain relevance

Don'ts

  • Don't create courses without selecting appropriate categories and topics
  • Don't skip the objectives section as it defines learning outcomes
  • Don't delete courses that have been used to create training classes
  • Don't forget to set required hours for each objective
  • Don't overlook the scoring requirements for assessment-based objectives

Tips & Recommendations

  • Plan your course structure using the established categories, topics, and objectives before creation
  • Use the multi-select dropdown efficiently when choosing multiple objectives
  • Take advantage of topic-objective linking by setting up relationships in advance
  • Consider the logical flow when ordering objectives and use the reorder functionality
  • Utilize the search functionality to quickly locate specific objectives
  • Test video conference URLs before finalizing course setup
  • Use bulk operations for managing multiple courses simultaneously

Troubleshooting & FAQs

Q: What does "Limited Edits" restrict when users create classes from this course?
A: Limited Edits restricts modifications to class name, training category, training topic, training methods, national course ID, state course ID, internal course ID, and objectives.

Q: Why can't I see certain topics or objectives when creating a course?
A: If the "limit category topics and objectives" setting is enabled, only topics linked to your selected category and objectives linked to your selected topics will be available.

Q: How do I allow attendees to complete objectives in any order?
A: Disable the "Required Order" toggle and enable "Simultaneous Completion" to allow flexible objective completion.

Q: Can I delete a course that has been used to create training classes?
A: No, courses that have been associated with training classes cannot be deleted. Use the deactivate function instead to preserve historical data.

Q: What's the difference between pinning and unpinning courses?
A: Pinning makes courses visible on specific users' dashboards for quick access. Unpinning removes them from dashboards but keeps the course active in the system.

Q: How do I associate standards with objectives within a course?
A: Standards can be associated with individual objectives within the course creation process, even if they weren't previously linked to the objective.

Q: What happens when I enable self-completion for a course?
A: Self-completion allows attendees to complete the course independently without instructor oversight, typically used for online or self-paced training.

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