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Adding or Modifying a Training Course

Before Training Web site end users can learn about a course that your organization offers, you must add a listing for the course. You can modify a course listing at a later time, if you choose. For more information about importing and setting up an AICC- or SCORM-compliant course, see Importing an AICC or SCORM Course.

Some of the available course setting values depend on records in the Administration - Data > List of Values list. List of Values (LOV) setting names are mentioned throughout the Training administrative procedures in this guide.

For information about:

This task is a step in Process of Setting Up Training Courses.

To add or modify a course

  1. Navigate to the Administration - Training screen > Course Details view.
  2. In the Courses list, create a new record or select an existing course, and complete the fields.
  3. Scroll down to the Description field, and enter a detailed description of the course.

    Some of the fields are described in the following table.


    Admin Notes

    Use this text field to enter administrative notes about the course. The notes are not visible to the end user.

    Access Period (Days)

    Number of days the course may be accessed. The value in this field is used to manage how long users have access to Web-based training courses. For example, if this value is set to 90 days, a user can take and retake the course an unlimited number of times for 90 days after the registration date. After the access period, the user will have a record of the course in the user's transcript, but will not be able to launch the course, unless the user re-enrolls in the course.

    The Registration date (the date when the user enrolls), plus the Access Period, equals the number of days the end user will have access to the course.

    Waitlist Limit

    Select the check box to manage the waitlist to unlimited size or Max Size, depending on user-defined criteria. If a waitlist is not allowed, then overflow enrollees receive a message that the class is full and class enrollment is no longer allowed.

    The value in this field only applies to classes. You can adjust the value in the detail form for the course.

    Auto Confirm

    Select the check box to allow administrators to manage restricted-enrollment courses and classes.

    When this check box is not selected, enrollment defaults to Pending Approval status until administrator confirms enrollment. The default value is selected.


    Required value, does not have to be unique. This field is used for internal identification.


    The duration of the course in days.


    Expiration date for the course. Typically used for Web-based courses.

    If a date is:

    • Specified, then no associated class sessions can be held later than this date. Sessions are removed from the catalog.
    • Not specified, then the course does not expire.

    If the course is self-paced, then the course cannot be run later than this date.

    If you specify a value, be sure to choose a future date. Using a past date or today's date prevents the course from appearing in end-user screens.

    External ID

    An identifier used when tracking third-party courses.

    Featured Training

    When selected, the check box flags the course as a featured course on the Training home page.

    Completion Criteria

    Determines criteria for defining course completion. The values are Test Based, Launch Based, or Lesson Based.

    Typically, this is set to Test Based so that the course is complete after a test is taken and passed. For an AICC or SCORM course, completion criteria defaults to Lesson Based. The values are: Test Based, Launch Based, and Lesson Based.

    Setting the Completion Criteria to Test Based sets the enrollment status to:

    • Completed-Passed. If the enrollee passes all the tests within the maximum allowed test attempts
    • Completed-Failed. If the enrollee fails all tests, or does not pass at least one test within the max attempts

    NOTE:  For Instructor-Led and Distance-Learning courses, please review the course Completion Criteria. Setting the criteria to Test Based can affect the status of the registration because the student could try the test before attending the class.


    The medium in which the course is delivered.

    The values are Instructor-Led, Web-based, Distance Learning, CD-ROM, Exam, Third-party, Document, Bundle, Subscription, Recorded Event, and Competency.

    If the format is:

    • Instructor-Led or Distance Learning, the administrator must set up a Class Schedule. For more information, see Setting Up Class Schedules and Sessions.
    • Bundle, an administrator must add the courses to the bundle using the Course Details Bundled Courses view. For more information, see Creating a Training Catalog and Categories.
    • Web-based, an administrator must add course launching information. For more information, see Defining Course Launching Links.
    • CD-ROM, Exam, Third-party, Document, Competency, Subscription, or Recorded Event, then the course behaves the same as if the format were Web-based. These different values allow you to identify different types of asynchronous training for the user.


    Numeric value that specifies the course length in hours.

    Internal ID

    An identifier used internally when tracking courses by a third-party provider.

    Job Profiles

    Associates the course with one or more specific job roles. End users can then locate the course using a search by job role.

    For information on creating new job profiles, see Siebel Employee Relationship Management Administration Guide.

    Launch Type

    An attribute specifying the type of content that is launched.

    NOTE:  This is only for AICC SCORM courses.


    Select for a catalog and all of its categories to be visible only to the access groups associated with the category.

    For the access groups functionality to work, the Private check box and the access groups need to be defined.

    Max. Attendees

    Use to manage number of enrollments for a course. Typically used for Web-based courses where network bandwidth may be constrained.

    Waitlist Count

    Use this value to manage maximum number of waitlisted students enrolled for a course. The value in this field only applies to Class Schedules.


    Use this text field to communicate additional information to end users.


    The company sponsoring or teaching the course, which may differ from course vendor. It can also specify the division within an organization for whom the course applies.


    General information about the provider for the course.


    Popularity rating for the course. Manually specified by the administrator.


    Attribute indicating the source of the course internally in an organization. Examples are Customer Education, End-User Education, and so on.


    The current status of the course. A course must have Status set to Active to be listed on the Training Web site and allow registration. The default value is Inactive.

    Valid values are:

    • Active. The course is available to end users whose Access Group settings allow visibility.
    • Inactive. The course is not available to end users.
    • End of Life. The course was previously available, but now retired. It is not available to end users.
    • Pre-Release. The course is in development, and not available to end users.
    • Pending. The course is not available to end users. It was previously available, but now unavailable while the course is adjusted.
    • QA. The course is in quality assurance review, and not available to end users.
    • Near Term. The course is awaiting release date, and not available to end users.


    Associates one or more skills tests with the course.

    For information about creating skills tests, see Creating and Modifying Skills Tests.

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