This document covers the following topics:
Create a 'New Course'
NOTE: You can only assign one 'type' of 'Class' per 'Course'. As such, if your organization offers both physical and online class options, you will need to create (2) separate 'Courses' - one for 'Online' the other will be associated to 'Physical' classes.
To begin the process of creating a new ‘Course’, navigate to the 'Courses' tab. For more information, on how to get there, click here.
- From the 'Courses' tab, select the (green) 'New' button:
- You will be presented with a dialogue window where you can populate the 'New Course' dialogue:
NOTE: The 'Valid For' term should be represented as a number of months. For example, if a certification earned is valid for 3 years from the date of issue, you would enter a value of 36 months into the 'Valid For' field.
- To complete the entry of the course, select the (blue) 'Create' button:
- You will be presented with a (green) success message indicating your 'Course' was successfully created.
You should now note the 'Course' listed within the grid. As this 'Course' was created manually you should also note an 'x' within the 'Cloned' column.
Clone a Course
While you have the ability to create your own ‘Course’ definition(s) manually, Trades Wallet also provides a means for you to 'clone' - or copy - ‘Course’ definitions that already exist within the Trades Wallet Community.
Edit Course Details
Once you have a 'Course' established, you can edit and update the details of said 'Course' as required.
For more information about editing 'Course' details, click here.