Editing Course Info

Updated November 05, 2026 13:27

As part of the course creation process, you must set some parameters of how the course will function, be categorized, and provide instruction/information to learners. We've broken down the various sections of the Edit Course Info page below.

Edit Course Info Overview

This section becomes available after a course is created, or if you navigate back to the Manage Course panel. It allows you to customize a number of the behaviors of a course.

The Edit General Info page groups a course's settings into categorized sections. The settings described below are found in these sections:

Course details — the title, description and tags users see in the catalog

Classification — determines where the course sits in your catalog

Identification and duration — Course Estimated Duration and Course External ID

Certificate — Award Certificate Upon Completion of the Course and the Certificate Expiration Period

The remaining settings are under Advanced settings, in an accordion with these sections:

Completion & retakes — Multiple Completions are Allowed

Availability & compliance — Compliance Course and Self-enrollment Approval

Learning path behavior — If Course is Part of a Learning Path

Learner experience, Credits, and Licensing & internal notes — also in the accordion; they cover what users see and can do around the course, how the course handles credits, and who owns the content plus notes only administrators can see.

Course Title, Description and Tags

Providing a descriptive and concise title is recommended as a guide for the learners and for searchability. Tags assist also assist, but should be planned out ahead of time.

Classification

The course needs to have a home, whether that is a specific (sub) Category or Without Category, the course will need to be live somewhere.

Note: Courses can be saved in multiple categories and/or sub-categories to provide access to multiple audiences.

Level is a good way to understand on what kind of audience the course is focused. The default language will be English. Change it if needed. This is especially important if the course is offered in more than one language.

Identification and Duration

Certificate

Do you want a certificate to be sent to the learner when they complete this course? Note that learning paths also can provide certificates, so that may be an option not to enable one in a course.

Certificate Expiration Period

This period can be based on a rolling set of months, connected with the enrollment or completion date, or every year on a set date. The course can also be reassigned if desired, with a new reassignment due date.

For the full workings of the certificate, please check out the link to Certificates below.

Certificate Expiration Period Explained

The certificate expiration period can be set up via two formats, one is a rolling format based on enrollment or completion date, and the second is based on a set date each year.

Business Value

Based on business or compliance needs, certain courses may need to be automatically reassigned on a set period of time. With these options, those set periods can be configured and automated.

How Does it Work?

We've laid out both use cases below with examples of possible use cases.

Option 1 - Rolling Certificate

Certificate expires based on the user's enrollment or completion date. If the Reassign Course is set to "Yes", then a value must be entered in for the number of days before the expiration date arrives, that a user must complete this course.

Example 1: Twelve months as the user is enrolled the course will expire. The reassignment period is fourteen days.

Example 2: Twelve months as the user completes the course, it will expire. The reassignment period is 30 days.

Option 2 - Every Year on x Date

If there is a need for a certificate to expire on specific date every x number of years, this is a great way to leverage this functionality.

NOTE: A new field appears if this option is selected.

This option says that if a user completes training within x months before certificate expiration date, then it will count for this year's certification period. Let's put this into our example below

Example 1: Every two years on March 1st, our organization does compliance training based on federal law. We reassign users ninety days before the expiration date.

NOTE: The Certificate Expiration Shift Period must ALWAYS be larger than the Reassignment Period. So if we are reassigning 90 days before the expiration date, then the shift period needs to be at least 3 months.

If you try to reduce the shift period to less than the reassignment period, you will get the following error:

Show on Certificate

There are two options associated with this setting.

Do you want the Estimated Duration and Total Time Spent on the certificate?
Do you want the course instructor's name on the certificate?

Completions and Retakes

The behavior needs to be set based on the individual course and how learners can interact with it. Can they freely go back in and view the content over again (View lectures after completion without retaking the course), or do they need to retake the course to go back through the content (Retake is required to view lectures. Enables self-retake option for users)?

Lock Course if User Misses the Due Date

Selecting "Yes" for this option prevents users from making any additional progress once a due date has passed. It can be unlocked, but requires approval to do so.

"No" is the default setting, allowing progress to be made after any due dates.

Availability and Compliance

If the course is a compliance course — required for your organization for compliance purposes — toggle this to the right. By default, courses are not compliance courses.

Also in this section is a way to mandate that certain individuals, based on your organizational structure, must acquire approval before being able to enroll in the course.

Learner Experience

This section focuses on some options associated with how the course is experienced by the learner.

Next and Back Buttons

Does the course need navigation buttons shown at the bottom of the page? Some imported courses (SCORM or the like) may already have integrated next and back buttons; in which case you may want to disable the system buttons here.

Users Can Review and Rate the Course

Do you want feedback on your course? This is a public component that gives learners the ability provide their rating and feedback of the course.

Course Discussion Board

This setting is a Yes/No option and only appears when your academy has enabled the "Discussion boards in courses" setting. By default, it's set to No. Select Yes to turn on the discussion board for this specific course — learners and instructors will then be able to post and reply within the course's lecture and general discussions. Select No (the default) to keep the discussion board turned off for this course.

System Requirements

There may be technical requirements that you'd like displayed before the course starts. Enter them here.

Curriculum (Learning Path) behavior

This option allow for a course to maintain progress if it is part of one or more learning paths. Meaning if the curriculum is reassigned, a learner will not have to complete this course again due to the learning path reassignment. If the course itself is reassigned, then that would reset progress, and the completion would have to be reacquired.

Credits

If the course is connected to external credits, add them here.

Licensing and Internal Notes

Schoox's recommendation is to always select Copyright, as then the course, edits, updates, etc. will all fall to the course creator/owner.

Creative Commons means that others in the general Schoox community can edit this course. NOT RECOMMENDED FOR MOST AUDIENCES.

Administrative notes is just that — a place to leave notes, as an administrator, for others to reference later on.

Save changes when finished.