Courses are collections of multiple training templates assigned at one time. This collection of articles walks through course template management.

NOTE: Only administrator users have the ability to add/edit training course templates.

2. Enter your dashboard, then from the menu on the left select Training > Training Course Templates.

3. To create a new template, click on Page Actions in the upper right corner and select Create Course Template

4. You will then be taken to the template creation page. You will be able to add:

5. After you click Add Training Template, you're taken to a page with a drop-down menu of all templates. Select the first one you'd like to add, and hit Next:

6. You are taken to the page with that training template's details. You can make changes, or leave the template as-is. Click Create when you're satisfied with the training details:

****REPEAT STEPS 5 AND 6 UNTIL YOU HAVE ALL TRAINING TEMPLATES ADDED TO THE COURSE YOU WANT TO INCLUDE****

7. If you checked the Release Sequentially box, make sure to reorder the training by clicking and dragging the trainings until they are in the order you want them:

8. When finished, click Create:

2. Enter your dashboard, then from the menu on the left select Training > Training Course Templates.

3. Find the course template you'd like to edit, and click on it:

4. Once you have selected the training template you wish to edit, you will be taken to the training course template creation page. Click on Page Actions -> Edit Template in the top right corner.

5. You will be able to edit all sections of the training template. Once you are satisfied with your changes, click the blue Save button at the bottom of the page.

Duplicating a training course template is useful if you need to have a very similar template with minor changes. This allows you to copy an existing template, make your changes, and save it as a separate template.

1. Log in on the web at https://www.ireportapp.com/login

2. Enter your dashboard, then from the menu on the left select Training > Training Course Templates.

3. Click Page Actions and then choose Duplicate Course Template:

4. Choose which template you want to copy from the drop-down menu, and click Create:

5. You are taken to the Course Template Creation page with all of the information pre-populated based on the original template you selected. Make any changes you would like to, and then click Create. This will finalize your copy of the course and result in a separate template.

1. Log in on the web at https://www.ireportapp.com/login

2. Enter your dashboard, then from the menu on the left select Training > Training Course Templates.

3. From the list page, check the box next to the template(s) you wish to archive. Then click List Options -> Archive Templates.

4. Your template(s) are now archived. You can view them at any time by clicking the Archived tab.

1. Log in on the web at https://www.ireportapp.com/login

2. Enter your dashboard, then from the menu on the left select Training > Training Course Templates.

3. Find the template you'd like to delete, and click on it:

4 . Once you have selected the training template you wish to edit, you will be taken to the template creation page. Click on Page Actions -> Edit Template in the top right corner.

5. Once clicked, the Edit Template button becomes the Delete Template button under Page Actions. Click the Delete Template button:

6. The system will ask you to confirm you'd like to delete the template. If you are sure, click Delete and it will be removed from the templates page:

​​For any questions, please don’t hesitate to contact Customer Success using one of the following methods: