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Purpose Statement

Courses serve as templates for training classes, outlining major training points to ensure consistency and efficiency. By creating courses, departments streamline future class deployment and unify all sections of Training Setup within the Training module.

Background Information

Courses consolidate prior setup elements—such as instructor types, objectives, and categories—to build reusable training frameworks. This ensures repeatability, reduces manual entry, and improves reporting accuracy. Courses are searchable, sortable, and manageable via bulk actions.

Step-by-Step Guide

• Navigating and Managing Course List

  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. Note the Course ID is auto-generated and read-only.

     2. Enter Course Name
        

     3. Enter Class Name.
        

     4. Select any applicable Categories.

     5. Choose Topics linked to selected categories.

     6. Select Location from dropdowns.
        

     7.  Select Training Methods from the Dropdown.

     8. Assign any required Apparatus for the course.

     9. If using the Assets module, select relevant Assets.

     10. Enter a Video Conference URL if applicable.
         

     11. Add a Course Description.
         
         
         
         
         

     12. Toggle Limited Edits to restrict field changes when creating classes (affects Class Name, Category, Topics, Methods, IDs, and Objectives).

     13. Enable Self-Completion for personnel if desired.

     14. Add attachments such as agendas or handouts by drag-and-drop or upload.
         
         
         
         
         

  3. Complete the Class Admin section:

     1. Enter National Course ID as needed

     2.  Enter State Course ID as needed.
        

     3. Enter Internal Course ID as needed

     4. Add Estimated Water Usage if applicable.
        

     5. Select a Provider if used.
        

     6. Select a Accreditor used.
        
        
        
        
        

  4. Complete the Objectives section:

     1. Use the dropdown to select Objectives associated with chosen topics (multi-select enabled).

     2. Toggle Objectives Must Be Completed in Order to enforce sequential completion of objectives.

     3. Toggle Require attendees to complete all objectives Simultaneously to require attendees to  complete all objectives at once.

     4. Make selection of objectives as Optional  when creating a class from this course.
        
        
        
        
        

     5. Associate Standards with objectives, if not already linked.
        

     6. Designate if the objective requires a Score; enter total and required to pass scores.
        

     7. Enter Hours Required per objective.

     8. 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.
   
   
   
   
   

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

Best Practices

✅ Use clear, descriptive names for courses and classes.
✅ Limit edits to prevent accidental changes during class creation.
✅ Regularly update objectives to reflect current training requirements.
✅ Pin frequently used courses to relevant users’ dashboards for easy access.

Troubleshooting & FAQs

Q: Why can’t I delete a course?
A: Courses linked to training classes cannot be deleted and must be deactivated instead.

Q: How do I reactivate a deactivated course?
A: Filter inactive courses, select the desired course, and confirm reactivation.

Q: Can multiple objectives be selected for a course?
A: Yes, the objectives dropdown supports multi-selection.

Q: What happens if I enable Limited Edits?
A: Certain course fields become locked during class creation to ensure consistency.

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