Configuring Course Settings

The Settings tab provides comprehensive course configuration interface for modifying course properties, enrollment options, learner experience preferences, completion requirements, and compliance rules after initial course creation. Course settings control how learners access courses, navigate content, complete requirements, and maintain compliance with organizational training standards while supporting varied training scenarios from simple informational courses to complex certification programs.

Settings configuration enables administrators to refine course behavior based on evolving training needs, learner feedback, and organizational requirements without recreating course structure or content. Administrators modify course information, adjust access controls, configure display preferences, establish due date requirements, and implement compliance automation through centralized settings interface that persists changes immediately for active courses.

Requirements

To configure course settings, users must be assigned a security role with one of the following permissions:

• Administrator System Role
• Access Level: Training Manager, Manage Courses

Accessing Course Settings

1. Navigate to the Training module from your portal navigation menu
2. Click the Courses tab in the primary navigation
3. Click the course name requiring settings configuration
4. Click the Settings tab in course navigation
5. The Settings page displays with all configuration sections visible
6. Modify settings as needed within each configuration section
7. Settings automatically save when navigating away from Settings tab

Course Information Settings

Course Information section contains essential course metadata and identification fields that define course record and support course discovery across training catalog.

Name

Text field displaying and allowing modification of primary course identifier.

Purpose: Establishes course title displayed to learners and administrators in course catalog, navigation menus, and reporting.

Configuration Guidance:

• Update course name to reflect content changes or improved clarity
• Maintain naming conventions consistent with organizational training catalog standards
• Consider including topic, level, or audience information in course names for learner guidance
• Keep names concise while remaining descriptive for effective catalog browsing
• Changes immediately reflect throughout portal wherever course name displays

Description

Multiline text field providing detailed course overview and learning outcome summary.

Purpose: Communicates course objectives, target audience, prerequisites, and expected outcomes to prospective learners.

Configuration Guidance:

• Provide comprehensive description explaining what learners will achieve through course completion
• Include target audience information to help learners determine course appropriateness
• List prerequisites when prior knowledge or course completion is required
• Highlight key topics, skills, or competencies addressed in course content
• Use clear, engaging language that motivates learners and sets appropriate expectations
• Update description when course content evolves or learning objectives change

Estimated Duration

Numeric field indicating approximate course completion time in minutes.

Purpose: Helps learners plan time commitment and manage learning schedules effectively.

Configuration Guidance:

• Enter realistic time estimate based on average learner completion patterns
• Include time for lessons, quizzes, and expected review activities
• Consider varying learner speeds when establishing duration estimates
• Update duration as course content expands or contracts over time
• Use duration information in course descriptions and learner communications

Reference Code

Text field providing shortened course identifier for reporting and communication.

Purpose: Enables quick course reference in certificates, transcripts, communications, and reporting systems.

Configuration Guidance:

• Enter brief alphanumeric code that learners and administrators can use to identify courses
• Use consistent reference code format across training catalog for standardized identification
• Consider including course category, level, or version information in reference codes
• Maintain reference code uniqueness to prevent confusion across course catalog
• Include reference codes in certificates and transcripts for formal course tracking

Status

Dropdown field controlling course visibility and learner accessibility.

Purpose: Manages course publication state determining whether learners can discover and access course content.

Options:

Draft: Course is under development and not visible to learners. Allows content creation, testing, and quality review before publication. Status automatically selected if course contains no content at creation.

Published: Course is active and visible to learners based on sharing settings. Enables learner enrollment, course access, and progress tracking. Can be modified while published with changes reflected immediately.

Configuration Guidance:

• Maintain Draft status during initial development and major content revisions
• Publish courses only after content completion, testing, and quality validation
• Return courses to Draft status when significant modifications require learner access suspension
• Communicate course status changes to affected learners when Published courses undergo updates
• Verify course content exists before attempting to publish (system prevents publishing empty courses)

Manager

Lookup field assigning user receiving course notifications and maintaining administrative oversight.

Purpose: Designates course owner receiving course request notifications, completion alerts, and administrative communications.

Configuration Guidance:

• Assign manager when course ownership should differ from course creator
• Select user with appropriate availability and expertise for course administration
• Consider workload distribution when assigning course management responsibilities
• Leave blank to automatically assign course ownership to course creator
• Update manager assignment when organizational responsibilities change

Manager Responsibilities:

• Receives email notifications for course enrollment requests
• Receives course completion notifications for assigned learners
• Maintains course content quality and relevance over time
• Responds to learner questions and support requests
• Reviews course performance data and makes improvement recommendations

Course Access and Registration Settings

Course Settings section controls learner enrollment workflows, content access behaviors, and navigation options affecting learner experience and course accessibility.

Enable Self Registration

Checkbox setting controlling learner enrollment workflow and approval requirements.

Purpose: Determines whether learners can enroll immediately or must request course access with administrator approval.

Checked: Learners can enroll immediately in course without administrator approval, supporting autonomous learning and reducing administrative overhead.

Unchecked (default): Learners must request course access with administrator approval required before enrollment, enabling controlled access and prerequisite verification.

Enable Self Registration When:

• Course has no prerequisites requiring verification before enrollment
• Content is widely available without capacity constraints or restricted access
• Administrative overhead of approval process outweighs access control benefits
• Target audience should have unrestricted access to training materials
• Course supports open enrollment consistent with organizational learning culture

Disable Self Registration When:

• Prerequisites require verification before learner course access
• Course capacity is limited requiring enrollment management
• Restricted content should be accessible only to specific learner populations
• Administrator review of learner qualifications is necessary before enrollment
• Controlled access supports compliance or security requirements

Allow Course Review

Checkbox setting controlling post-completion course access for learners.

Purpose: Determines whether learners retain course access after completion for reference and review purposes.

Checked: Learners can access course content after completion for review and reference, supporting knowledge reinforcement and ongoing resource utilization.

Unchecked (default): Learners lose course access after completion, preventing post-completion review.

Enable Course Review When:

• Course content provides long-term reference value for job performance
• Learners benefit from periodic refresher review of course materials
• Course serves as ongoing resource library or job aid collection
• Organizational culture supports continuous learning and knowledge reinforcement
• Content does not contain sensitive information requiring access restriction

Disable Course Review When:

• Assessment security requires content confidentiality after completion
• Course contains time-sensitive information becoming outdated quickly
• System capacity considerations limit learner access to active courses only
• Compliance training does not require post-completion content access
• Organizational policy restricts completed course content availability

Language

Dropdown field indicating primary course content language for interface consistency.

Purpose: Selects language matching course content to support learner understanding and accessibility.

Configuration Guidance:

• Select language matching actual course content language used in lessons and assessments
• Maintain language consistency between course setting and actual content language
• Create separate course versions for different languages rather than mixing languages within courses
• Coordinate language selection with learner language filtering preferences in portal settings
• Update language setting only when course content language actually changes

Price

Numeric currency field for paid training programs requiring learner payment.

Purpose: Establishes course price when charging for training content or certification programs.

Configuration Guidance:

• Enter course price when charging for training content or certification
• Leave blank for free courses available to all qualified learners
• Coordinate pricing with payment processing systems to enable course purchase workflows
• Consider pricing strategy based on content value, development costs, and market positioning
• Update pricing based on organizational decisions or promotional strategies

Request URL

Text field providing custom page URL where learners can request course enrollment.

Purpose: Creates dedicated course request page URL that automatically includes course identification.

Configuration Guidance:

• Enter custom URL path when specialized course request page is desired
• Leave blank to use default course request workflow through standard portal interface
• URL automatically includes course ID parameter for proper course identification
• Use custom request URLs for marketing campaigns or external course promotion
• Test custom request URLs to verify proper course identification and enrollment workflow

Survey

Lookup field linking feedback survey for post-completion learner input.

Purpose: Attaches survey automatically prompting learners for feedback after course completion.

Configuration Guidance:

• Select pre-configured survey from available survey options
• Surveys must be created in Survey module before selection in course settings
• Use surveys to gather content quality feedback, relevance assessments, and improvement suggestions
• Leave blank if course completion feedback is not required or managed through external systems
• Analyze survey responses to identify course improvement opportunities and content gaps

Survey Workflow: Selected survey automatically presents to learners after course completion, capturing feedback while course experience is fresh and meaningful.

Display Settings

Display Settings control course organization, learner navigation, and content presentation affecting learner experience and instructional effectiveness.

Category

Dropdown field assigning course to predefined category for organizational grouping.

Purpose: Classifies courses into categories supporting learner browsing, catalog organization, and content discovery.

Configuration Guidance:

• Select category matching course subject matter, audience, or purpose from configured category list
• Use consistent category assignment to support intuitive learner browsing and course discovery
• Coordinate category selection with training catalog organization strategy
• Consider learner search and filtering behaviors when assigning categories
• Update category assignment when course focus changes or catalog reorganization occurs

Available Categories: Categories are configured in Training Module Settings under Manage Course Categories, enabling organizational customization of classification scheme.

Common Category Examples:

• Sales (sales training and methodologies)
• Certification (certification preparation and maintenance)
• Continuing Learning (ongoing professional development)
• Technical (product and technical training)
• Compliance (regulatory and compliance training)
• Onboarding (new user orientation and introduction)

Take Modules In Any Order

Checkbox setting controlling lesson sequence requirements and navigation flexibility.

Purpose: Determines whether learners must complete lessons sequentially or can access content in any order.

Checked: Learners can access lessons in any order, supporting flexible self-paced learning and non-linear content exploration without enforced sequence.

Unchecked (default): Learners must complete lessons sequentially in administrator-defined order, enforcing progressive knowledge building and structured learning path.

Enable Flexible Order When:

• Lessons are independent without knowledge dependencies requiring sequential completion
• Course serves as reference library or resource collection
• Learners have varying prerequisite knowledge supporting different entry points
• Self-directed learning approach aligns with course objectives
• Content organization supports topic-based access without progressive skill building

Enforce Sequential Order When:

• Lessons build on previous content requiring foundational knowledge before advancement
• Progressive skill development necessitates ordered completion
• Assessment placement depends on prior content completion
• Instructional design requires specific learning sequence for effectiveness
• Compliance requirements mandate structured training progression

Course Contents Sidebar Closed

Checkbox setting controlling course navigation sidebar visibility during lesson viewing.

Purpose: Determines whether course contents navigation displays or hides during learner course access.

Checked: Course contents sidebar is hidden during lesson viewing, providing distraction-free learning interface focused on content consumption.

Unchecked (default): Course contents sidebar displays chapter and lesson navigation during course access, enabling quick navigation and progress awareness.

Hide Sidebar When:

• Linear courses where continuous content flow enhances learning effectiveness
• Minimizing navigation distraction improves content focus and comprehension
• Sequential completion is enforced making navigation menu less valuable
• Screen real estate should maximize content display area
• Simplified interface reduces learner cognitive load

Display Sidebar When:

• Complex courses benefit from constant navigation awareness
• Learners need frequent topic switching and lesson selection capability
• Non-sequential access is enabled requiring easy lesson selection
• Course length makes progress tracking through navigation valuable
• Learner preference feedback indicates sidebar usefulness

Due Date Configuration

Due Date settings establish completion timeframe requirements, supporting accountability and program scheduling while enabling flexible completion windows appropriate to course complexity and learner availability.

Must Complete By

Dropdown field defining course completion timeframe and deadline enforcement.

Purpose: Establishes completion window creating urgency and accountability for course completion.

Options:

No Due Date (default): Learners can complete course at their own pace without deadline pressure or time restrictions.

Time Span: Learners must complete course within specified number of days after assignment, creating individualized deadlines based on enrollment date.

Configuration Guidance:

Select No Due Date When:

• Course serves as reference material or resource library
• Self-paced learning without urgency aligns with training objectives
• Organizational culture supports autonomous learning without deadlines
• Course content does not have time-sensitive relevance requiring prompt completion
• Learner circumstances vary significantly making standard deadlines inappropriate

Select Time Span When:

• Compliance training must be completed within regulatory timeframes
• Onboarding programs require timely completion for role readiness
• Time-sensitive content becomes outdated if not completed promptly
• Organizational accountability requires completion tracking and enforcement
• Certification programs have validity windows requiring timely completion

Time Span Configuration

When Time Span is selected, additional numeric field appears for day count specification.

Purpose: Defines number of days after course assignment when course must be completed.

Configuration Guidance:

• Enter realistic timeframe based on course length, complexity, and learner availability
• Consider typical learner work schedules and competing priorities when establishing duration
• Balance urgency with achievability to avoid excessive failure or incomplete rates
• Coordinate due date settings with reminder configurations in Training Module Settings
• Communicate due date requirements clearly during course assignment and through reminders

Calculation: Due date calculated from course assignment date, creating individualized deadlines supporting staggered enrollment while maintaining accountability.

Example Scenarios:

• 30 days for comprehensive certification courses
• 14 days for onboarding training modules
• 7 days for urgent compliance training updates
• 60 days for extended learning paths or complex technical training

Compliance Settings

Compliance settings support regulatory training requirements and certification management through automated expiration tracking and reassignment workflows ensuring learners maintain current knowledge and credentials.

Compliant For

Dropdown field defining how long course completion remains valid before expiration.

Purpose: Establishes compliance validity period requiring periodic recertification for ongoing compliance maintenance.

Options:

Forever (default): Course completion never expires, supporting one-time training without recertification requirements.

90 Days: Course completion expires after 90 days requiring recertification.

6 Months: Course completion expires after 6 months requiring recertification.

1 Year: Course completion expires after 1 year requiring annual recertification.

2 Years: Course completion expires after 2 years requiring biennial recertification.

Other: Custom compliance period with administrator-specified duration in days.

Configuration Guidance:

Select Forever When:

• Course content is foundational knowledge not requiring periodic updates
• No regulatory requirements mandate periodic recertification
• Organizational policy treats training as one-time completion
• Course serves as historical record without ongoing compliance implications
• Resource constraints prevent periodic recertification management

Select Specific Duration When:

• Regulatory requirements mandate periodic recertification intervals
• Content updates frequently requiring learner knowledge refreshment
• Industry best practices recommend periodic skill validation
• Organizational compliance standards require certification currency
• Certification programs establish validity periods for credential maintenance

Other Duration Configuration: When Other is selected, enter numeric value representing compliance validity in days for precise organizational requirements.

Automatic Retake

Dropdown field defining when learners receive automatic course reassignment before compliance expiration.

Purpose: Prevents compliance lapses through proactive course reassignment before certification expires.

Configuration Guidance:

• Select number of days before compliance expiration when system automatically reassigns course
• Consider realistic completion timeframe when selecting reassignment timing
• Balance early reassignment with avoiding excessive advance notice
• Coordinate automatic retake timing with learner notification preferences
• Test automatic retake workflow to verify proper reassignment behavior

Available Options: Typically include 7 days, 14 days, 30 days, 60 days, or custom intervals before expiration.

Reassignment Behavior:

• System automatically creates new course assignment for learner
• Learner receives email notification about upcoming compliance expiration and reassignment
• Original course completion record is retained for historical tracking
• New assignment has due date based on original expiration date
• Learner must complete reassigned course before expiration to maintain compliance

Best Practices:

• Set reassignment timing allowing sufficient completion time before expiration
• Communicate automatic retake policy to learners during initial course assignment
• Monitor reassignment patterns to identify potential compliance gaps
• Adjust reassignment timing based on learner completion data and feedback

Reassign When Users Fail

Checkbox setting controlling automatic reassignment upon course failure.

Purpose: Ensures prompt remediation opportunity when learners fail to meet course requirements.

Checked: System automatically reassigns course immediately when learners fail, providing immediate retry opportunities without administrator intervention.

Unchecked (default): Failed learners do not receive automatic reassignment and must request or be manually reassigned by administrators.

Enable Automatic Reassignment When:

• Critical compliance training requires immediate remediation after failure
• Organizational policy mandates prompt retry opportunity for failed assessments
• Automated workflow reduces administrative overhead while ensuring completion
• Learning culture supports immediate retry without administrator intervention
• Failure is typically due to comprehension gaps addressable through immediate review

Disable Automatic Reassignment When:

• Failure requires instructor intervention, coaching, or prerequisite completion
• Organizational policy restricts retry attempts or imposes waiting periods
• Manual review of failure circumstances is necessary before retry authorization
• Failure patterns suggest need for prerequisite training before retry
• Administrative oversight ensures appropriate remediation before reassignment

Apply Compliance to All Users

Checkbox setting controlling whether compliance changes affect existing learners.

Purpose: Determines whether compliance modifications apply retroactively to learners with existing course assignments.

Checked: Compliance changes apply to all users including pre-existing learners, updating expiration dates and reassignment schedules for entire learner population.

Unchecked (default): Compliance changes apply only to new course assignments, preserving existing learner compliance schedules.

Configuration Guidance:

Enable Retroactive Application When:

• Regulatory changes require immediate compliance updates across all learners
• Organizational policy changes mandate universal compliance recalculation
• Fairness considerations require consistent compliance requirements for all learners
• Compliance period shortening requires immediate application for risk mitigation
• System-wide compliance alignment simplifies administration and reporting

Disable Retroactive Application When:

• Existing learner commitments should be honored without retroactive changes
• Compliance period lengthening provides benefit not requiring immediate application
• Staged compliance transition is preferred over immediate universal update
• Learner communication about changes is pending requiring delayed implementation
• Testing compliance changes on new assignments before broader application is desired

Impact Considerations:

• Retroactive application recalculates all existing compliance dates and reassignments
• Learners receive notifications about compliance changes when applicable
• Reporting reflects updated compliance status immediately after application
• Reversed retroactive application is not possible requiring careful decision before enabling

Saving Settings Changes

Settings automatically save when navigating away from Settings tab, persisting configuration changes immediately without explicit save action.

Automatic Save Behavior:

• Changes save when switching to different course tab (Contents, Users, Certificate, etc.)
• Changes save when navigating to different course or module
• Changes persist immediately for active Published courses
• Draft courses retain changes for future publication

Change Impact Timeline:

• Course information changes reflect immediately in course catalog and navigation
• Access and registration setting changes affect new enrollments immediately
• Display setting changes apply to current learner sessions after page refresh
• Due date changes apply to new assignments immediately (existing due dates unchanged unless Apply Compliance to All Users enabled)
• Compliance changes apply based on Apply Compliance to All Users setting selection

Verification Recommendations:

• Review settings changes before navigating away from Settings tab
• Test configuration changes in Learner View to validate expected behavior
• Monitor learner feedback after significant settings modifications
• Communicate major changes to active learners when appropriate
• Document settings rationale for future reference during course maintenance

Best Practices and Recommendations

Course Information Management

Use descriptive, meaningful course names and descriptions that clearly communicate value to learners.

Update estimated duration based on actual learner completion data to improve planning accuracy.

Maintain reference codes consistently across training catalog for standardized identification.

Review course information periodically to ensure currency and relevance as content evolves.

Coordinate course information with marketing materials and learning catalog communications.

Access Control Strategy

Enable self-registration for widely available courses to reduce administrative overhead and support autonomous learning.

Disable self-registration for prerequisite-dependent courses requiring verification before enrollment.

Balance access control with learner experience considering organizational culture and training objectives.

Document enrollment policies clearly in course descriptions to set appropriate learner expectations.

Monitor enrollment request patterns to identify potential access control optimization opportunities.

Display Configuration

Assign courses to appropriate categories supporting intuitive catalog organization and learner discovery.

Enable flexible lesson order for reference materials and resource libraries without knowledge dependencies.

Enforce sequential lesson order for progressive skill development and structured learning paths.

Configure sidebar visibility based on course complexity and learner navigation needs.

Test display settings in Learner View to validate navigation experience before publication.

Due Date Configuration

Establish due dates for time-sensitive training including compliance and onboarding programs.

Set realistic completion windows based on course length, complexity, and learner availability.

Coordinate due dates with reminder configurations to support learner completion without overwhelming notifications.

Balance accountability with achievability avoiding excessive failure rates from unrealistic deadlines.

Communicate due date expectations clearly during course assignment and through reminder notifications.

Compliance Program Management

Set compliance periods matching regulatory requirements and organizational certification policies.

Configure automatic retake scheduling ensuring continuous learner certification without gaps.

Enable failure reassignment for critical compliance training requiring immediate remediation.

Monitor compliance expiration dates through reporting to verify automatic workflows function correctly.

Apply compliance changes retroactively only after careful consideration of learner impact.

Survey Integration

Select appropriate surveys providing valuable feedback for course improvement efforts.

Use post-completion surveys to gather learner satisfaction data and content effectiveness assessments.

Analyze survey responses regularly to identify improvement opportunities and content gaps.

Balance survey frequency with learner survey fatigue considering multiple course participation.

Communicate how learner feedback influences course improvements to encourage participation.

Change Management

Test significant settings changes in non-production environments when possible before production implementation.

Communicate major settings changes to active learners explaining rationale and impact.

Monitor learner completion patterns after settings modifications to identify unexpected impacts.

Document settings decisions and rationale for future reference during course maintenance.

Coordinate settings changes with stakeholders ensuring alignment with organizational objectives.

Troubleshooting Tips

Settings Changes Not Persisting

Verify you are navigating away from Settings tab to trigger automatic save behavior.

Check internet connection stability during settings modification for successful persistence.

Refresh browser page and verify settings changes are reflected after reload.

Contact system administrator if settings consistently fail to save despite verification.

Course Not Appearing After Publication

Verify course contains at least one chapter with lessons or quizzes before publishing.

Check course sharing settings allow intended learner visibility based on permissions.

Confirm learner security roles have appropriate permissions to view training module.

Review catalog filtering and search functionality to ensure course appears in expected locations.

Due Date Not Calculating Correctly

Verify due date setting is configured to Time Span rather than No Due Date.

Check that day count entered in Time Span field matches intended completion window.

Confirm learner assignment date is correct as due date calculates from assignment.

Review due date in learner course assignment to verify calculation matches expectations.

Compliance Not Expiring as Expected

Verify Compliant For setting is configured to specific duration rather than Forever.

Check that course assignments are old enough to reach expiration based on compliance period.

Confirm Apply Compliance to All Users was enabled if retroactive application is expected.

Review learner compliance dates in course assignment records to verify expiration calculation.

Automatic Retake Not Triggering

Verify Automatic Retake setting is configured with appropriate advance notice days.

Check that compliance expiration dates are approaching within automatic retake window.

Confirm email notification settings are properly configured for automatic retake alerts.

Review system logs or contact administrator if automatic retake workflow appears non-functional.

Learner Cannot Enroll in Course

Verify Enable Self Registration checkbox is enabled allowing autonomous enrollment.

Check course sharing settings permit learner access based on security role or group membership.

Confirm course Status is Published making course accessible to learners.

Review learner permissions ensuring training module access and course visibility.

Manager Not Receiving Notifications

Verify Manager field contains valid user with email address configured in user profile.

Check user email notification preferences allow training module notification receipt.

Confirm email templates are properly configured for course notification types.

Test notification workflow by triggering course request or completion to verify delivery.

Survey Not Appearing After Completion

Verify Survey field contains selected survey in course settings configuration.

Check that selected survey Status is Published making survey accessible.

Confirm survey configuration allows display based on completion conditions.

Review survey sharing settings permit learner access based on permissions.

Settings Tab Not Accessible

Verify you have Manage Courses permissions at appropriate scope level for course.

Check course sharing settings allow your modification access based on permissions.

Confirm you are navigating to Settings tab within Course Details page.

Refresh browser page if Settings tab appears unresponsive or inaccessible.

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