Course Details Reference

Complete reference guide for all user interface elements, fields, and buttons in the Course management system.

Overview

This reference provides detailed descriptions of every element you'll encounter when working with course records in Training Manager Web Edition. Use this guide to understand the purpose and functionality of each field, button, and tab.

Toolbar Buttons

The course toolbar provides essential navigation and action buttons:

Button	Description	Additional Notes
Back	Returns to the previous page	Maintains your navigation history
Save	Saves all changes to the course record	Always save after making changes
New Course	Creates a new course record	See Add New Courses guide
Copy	Creates a duplicate of the current course	Useful for creating similar courses
Delete	Moves the course to the recycle bin	See Delete Courses guide

Toolbar Usage

• Use Save frequently to avoid losing changes
• Copy is helpful when creating course variations
• Delete moves to recycle bin - you can restore if needed

Course Information Tabs

Course details are organized into several tabs, each containing related information:

General Tab

The General tab contains the primary course information and default settings.

Basic Course Information

Field	Type	Description	Required
Course Title	Text	The name of the training course	Yes
Course Number	Text/Numeric	Unique identifier for the course	Optional*
Category	Selection	Course classification for organization	No
Status	Selection	Active or Inactive designation	Yes

*Course Number is auto-generated if left blank

Course Classification

Course Title:

• Enter a clear, descriptive name for your training
• Use consistent naming conventions
• Keep titles concise but informative

Course Number:

• Leave blank for automatic assignment
• Use manual numbering for specific schemes
• Must be unique across all courses

Category:

• Organize courses into logical groups
• Create new categories by right-clicking folder hierarchy
• Use consistent categorization for better organization

Status:

• Active: Course is available for use and assignment
• Inactive: Course is retained for historical data but not actively used

Default Session Settings

These fields set default values when creating new training sessions:

Field	Type	Description	Notes
Default Location	Selection	Primary location for course delivery	From Location hierarchy
Default Trainer	Selection	Primary instructor for the course	Personnel with "Is Trainer" = Yes
Default Fixed Cost	Numeric	Base cost per training session	Independent of student count
Default Student Cost	Numeric	Cost per student per session	Multiplied by number of students

Cost Calculation

Total Session Cost = Fixed Cost + (Student Cost × Number of Students)

Version Tab

The Version tab manages course versioning and document tracking.

Version Control

Field	Type	Description	Usage
Required	Yes/No	Whether this version requires retraining for version based requirements	Use "No" for non-functional updates such as typos. Ensure at least one version is Required if the course has related requirement records
Version	Numeric	Version number for tracking	Increment for each update
Effective Date	Date	When this version becomes active	Used for compliance deadlines

Document Information

Field	Type	Description	Example
Document Number	Text	Identifier for training materials	SOP-001, PROC-HR-001
Document Version	Text	Version of the training document	1.0, Rev A, v2.1
Document Title	Text	Official name of training document	"Safety Procedures Manual"

Version Management

• Set Required to "Yes" for significant content changes
• Use Effective Date to schedule version rollouts
• Maintain consistent Document Number schemes

Requirements Tab

The Requirements tab displays training requirements linked to this course.

Requirements List

Element	Description	Actions Available
Course Requirements List	Shows all requirements that specify this course	View, Edit, Delete
Requirement Details	Links to detailed requirement information	Click to view full details

For detailed information about requirements, see Manage Requirements.

Requirements Integration

Requirements determine who must take this course and when. Changes to course version details may affect requirement compliance.

Notes Tab

Free-Form Documentation

Feature	Description	Best Practices
Rich Text Editor	Formatting capabilities	Use for detailed course descriptions
Version History	Changes are tracked	Document reasons for updates

Common Uses for Notes:

• Detailed course descriptions
• Learning objectives and outcomes
• Prerequisites and recommended preparation
• Special instructions for trainers
• Equipment or material requirements

Files Tab

Document Management

Feature	Description	Supported Formats
File Upload	Attach training materials	PDF, DOC, PPT, images
File List	View all attached documents	Organized by upload date
Download Access	Retrieve uploaded files	Available to authorized users

File Management Tips:

• Upload current training materials
• Use descriptive file names
• Reduce file size for faster downloads and stay within quota limits (use links in the notes section for large files or streaming video; save pdf in black/white or greyscale to reduce file size if needed)

History Tab

Change Tracking

Information	Description	Details Available
Change List	Chronological record of modifications	Date, user, fields changed
Change Details	Specific information about each update	Click any row for full details
Audit Trail	Complete modification history	Maintained for compliance

History Tracking Includes:

• Field value changes
• User who made changes
• Date and time of modifications
• Previous and new values

Navigation and Workflow

Common Workflows

Creating a New Course:

1. Click New Course button
2. Complete General tab information
3. Set up Version information
4. Save the course record
5. Add requirements and files as needed

Updating Course Information:

1. Navigate to course details
2. Modify fields as needed
3. Add notes documenting changes
4. Save all modifications

Managing Course Lifecycle:

1. Create course with Active status
2. Update versions as content changes
3. Link to training requirements
4. Attach training materials to Files tab
5. Set to Inactive when course is retired

Field Validation and Requirements

Required Fields

• Course Title - Unique and descriptive
• Status - Active or Inactive

Optional but Recommended

• Course Number - For organization and reporting (blank for auto-generation))
• Category - For logical grouping
• Default Location - For efficient session planning
• Version Information - For change tracking and triggering of version-based requirements

Integration with Other Modules

Course Relationships

With People Management:

• Default trainers come from personnel records
• Training history links to course records

With Requirements:

• Courses are assigned through training requirements
• Version changes affect requirement compliance

With Sessions:

• Default values populate new training sessions

Troubleshooting Common Issues

Course Number Problems

"Duplicate Course Number" Message:

• Choose a different number
• Use auto-generation by leaving field blank
• Check if course already exists

Category Assignment Issues

Category Not Available:

• Verify category exists in hierarchy
• Create new category if needed

Default Trainer Not Showing

Trainer Missing from List:

• Verify person has "Is Trainer" field set to "Yes"
• Check if trainer is marked as Active

Related Topics

• Add New Courses - Creating course records
• Edit Courses - Modifying course information
• Delete Courses - Removing courses
• Restore Courses - Recovering deleted courses
• Manage Requirements - Linking courses to requirements
• Training Sessions - Scheduling course delivery
• People Management - Managing trainers and students

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This reference guide covers all aspects of the course details interface. Bookmark this page for quick access to field descriptions and functionality explanations.