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Edit Existing Courses

Learn how to modify and update existing training courses in Training Manager Web Edition.

Overview​

Course information often needs updates over time. This guide shows you how to locate and edit existing courses to keep your training catalog current.

Prerequisites​

Before editing courses, ensure you have:

  • Data Administrator or System Administrator permissions
  • Access to the Course List page
  • Knowledge of which course needs updating

Step-by-Step Instructions​

1. Locate the Course​

Use the search functionality to find the course you want to edit:

  1. Navigate to the Course List page
  2. Click in the "Filter Courses" search box
  3. Type a few characters of either:
    • Course Title
    • Course Number

The list will automatically filter to show matching courses.

Search Course List

Search Tips
  • Use partial words for broader results
  • Try searching by course number for exact matches
  • Use keywords from the course title for content-based searches

2. Open the Course Detail Page​

Once you've located the course:

  1. Click on the row containing the course record
  2. This will open the Course Detail page where you can make changes

Click Course Row

3. Make Your Changes​

On the Course Detail page:

  1. Modify fields as needed by typing or selecting new values

  2. Update any relevant information such as:

    • Course title
    • Course number
    • Description
    • Category
    • Duration
    • Prerequisites

  3. Click the "Save" button to save your changes

Save Course Entry

Advanced Search Options​

If you can't find the course using basic search:

Check Your Search Scope​

Ensure you're searching the entire database by:

  1. Select Categories - Choose the top-level "Categories" on the left sidebar
  2. Check Filter Status - Verify the filter selection field (next to the search box) is set appropriately:
    • "All" - Shows all courses regardless of status
    • "Active" - Shows only active courses
    • "Inactive" - Shows only inactive courses
  • Try different keywords or partial course titles
  • Search by course number if you know it
  • Check if the course might be in a different category
  • Verify the course hasn't been deleted (check recycle bin)

Common Editing Tasks​

Updating Course Information​

Course Title Changes:

  • Update titles to fix typos or add clarity
  • Ensure consistency with organizational standards
  • Consider impact on existing training records -- editing the master course title will change it for all training sessions using that course
  • Avoid changing titles frequently to maintain historical accuracy -- consider creating a new course record if appropriate

Course Number Changes:

  • Be cautious with number changes
  • Consider historical reporting implications

Category Management​

  • Create new categories when needed
  • Maintain logical course groupings appropriate for your organization

Best Practices​

Before Making Changes​

  • Document current settings if making significant changes
  • Consider impact on existing training records and sessions
  • Coordinate with stakeholders for major course updates

After Changes​

  • Update related documentation if needed
  • Communicate changes to relevant staff

Troubleshooting​

Course Not Found​

Possible Causes:

  • Course might be inactive (check filter settings)
  • Course might be deleted (check recycle bin)
  • Search terms might be too specific
  • Course might be in a different category

Solutions:

  • Broaden search terms
  • Check all filter options
  • Verify category selection

Cannot Save Changes​

Possible Causes:

  • Insufficient permissions
  • Required fields missing
  • Duplicate course numbers

Solutions:

  • Verify all required fields are completed
  • Ensure course number is unique
  • Contact system administrator for permission issues

Version Control Considerations​

When making significant changes to courses:

  • Maintain historical records for compliance
  • Document change reasons and dates
  • Coordinate with training administrators

Next Steps​

After editing courses:

Next: Learn how to delete courses that are no longer needed.