CES Course Management: Quick Guide

Owned by Nicole Babwar
Jul 19, 2023
3 min read

How to Create and Submit a Course

Step 1 - Manage My Courses Tile

To add a course:

  1. Select "Add a Course" on the Manage My Courses Tile

  2. In the Add New Course modal
    a. Enter the Provider Organization
    b. Enter the Course Name
    c. Enter the Course Number

  3. Select Save

Step 2 - Course Profile Page

To access the Course Profile Page, from the CE Provider Profile Page:

  1. You can access this page through the Course Index:
    a. Select "Manage My Courses" under the Manage My Courses Tile on the CE Provider Profile Page.
    b. Select a course listed by selecting View under the Action column of the Course Index.

    OR

  2. You can access this page by adding a new course (through the Submit a New Course Tile):
    a. Select "Add a New Course"
    b. Enter Provider Organization
    c. Enter Course Name
    d. Enter Course Number
    e. Select Save

Step 3 - Header Tiles

To update the Course Name:

  1. Select Edit in the Course Header Tile

  2. Update the Course Name on the Edit Course modal (Note: Provider Organization and Course Number are locked and cannot be changed)

  3. Select Save

Step 4 - Course at a Glance Tile

To update the Course at a Glance tile:

  1. Select Edit in the Course at a Glance tile to launch the Course at a Glance modal

  2. Choose whether this is a Nano learning course by selecting the Yes or No radio buttons for the Nano learning course field.

  3. Select a Live or On-Demand Course Delivery Type

  4. Select the appropriate Course Level

  5. Select the Learning Unit Type from the drop-down options of LU or LU/HSW

  6. Enter the Number of Learning Units

  7. Select the Language of this course

  8. Enter a price for Architect members, Associate members, and non-members (if applicable)

  9. Select Save

Step 5 - About this Course Tile

To update the About this Course Tile:

  1. Select Edit in the About this Course tile to launch the About this Course modal

  2. Enter the Description of course

  3. Enter any required Prerequisite Knowledge (optional)

  4. For traditional courses:
    a. Enter information for all four learning objectives (more can be added by clicking the Add More Objectives button once the initial four learning objective fields have been completed)
    For nano learning courses:
    b. Enter information for one learning objective (only one learning objective is required for nano learning courses)

  5. Select Save

Step 6 - Topics Tile

To complete the information on the Topics Tile:

  1. Select Edit in the Topics Tile to open the Topics modal

  2. Select a category from the drop-down menu.

  3. Select a sub-category (if necessary--some categories do not have sub-categories).

  4. Enter the keywords for the course (optional).

  5. Select Save.

Step 7 - Course Status Tile

To submit course for review:

  1. Once all red highlighted tiles have been completed, the Submit for Review button will become active. Select the Submit for Review button on Course Status Tile

  2. Enter a comment, if applicable

  3. Select Save

Once submitted for review, you can revert the course to draft if you need to make updates to the course.

  1. Select the Revert to Draft button on Course Status Tile 

  2. Enter a comment, if applicable

  3. Click Save

Your course will return to Draft status and may be edited.

How to Retire a Course

To retire a course:

  1. From the Approved status, select the Retire option from the Course Status Tile dropdown on the Course Profile Page.

  2. Enter a comment, if applicable

  3. Click Update

  4. Confirm the retirement request on the retire course modal by selecting "Yes."

How to Delete a Course

Delete Course Tile

To delete a course:

  1. Click on the Delete Course Tile on the Course Profile Page.

  2. Confirm the deletion by selecting "Yes".

Your course will be deleted from the database and you will be directed back to the Course Index.

How to Bulk Upload Courses

Coming soon...

Comments History Tile

To access Comments History:

  1. Select the View All Comments button on the Comments History Tile
    a. View an individual comment by selecting View Comment under the Action column
    b. Hide a comment by selecting Hide Comment under the Action column

How to View Courses: Course Index

To view a course from the Course Index:

  1. Select Manage My Courses on the Manage My Courses Tile

  2. Select View under the Action column to view the course profile page 

The Course Index can be sorted by alphanumeric ascending or descending order by selecting the title of the column you want to sort. 

How to Download Courses

To download the current listing of courses:

  1. Click on the Download Report button at the top right-hand corner of the Course Index

  2. Click on the exported csv at the bottom of the screen to open the report.