Editing Course Info

Updated October 14, 2026 02:36

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.

Course Title

Providing a descriptive and concise title is recommended for search-ability.

Description

Ownership

System Requirements

This is an open text box to explain any requirements, such as minimum browsers, or mobile app versions, etc.

Course Tags

Add tags for similar words that may not be found in the title or the description of the course. Tags are searchable, as well as fall into the search priorities along with title and description.

Level and Language

Currently, the Level does not impact Schoox in any way. The Language selection will be a major part of multilingual academies. The default for a course is English.

Training Category

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

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

Course Estimated Duration and Course External ID

The Course Estimated Duration is setup as (Hours:Minutes:Seconds), and can be combined with other courses to provide an estimated time for a Curriculum.

The Course External ID is a way to track a course behind the scenes, as a unique identifier, or an ID that was migrated from another system to match records.

Award Certificate Upon Completion of the Course

Do you want a certificate to be sent to the learner when they complete this course?

If yes, you will be presented with an optional certification expiration period.

If no, then you may either not want a certificate sent out, or this course may be part of a curriculum that sends a certificate once they have completed a group of courses.

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 mustALWAYSbe 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? These components can added to the certificate for regulatory mandates if needed.

Next and Back Navigation Buttons

This setting controls whether the Next and Back buttons appear while a learner takes the Course. It applies to both academy and external courses, and to the Course whether it's taken on its own or as part of a Learning Path — a Learning Path always follows the setting configured on the Course itself and can't override it. You can change this setting at any time, even after the Course is live.

There are two separate toggles — one for web and one for the mobile app — so you can control each experience independently. Both are turned on by default. Beneath the toggles, Schoox explains: if these buttons are hidden, learners will be able to navigate through the Course using the provided list of steps.

When you turn a toggle off, the Next and Back buttons stop appearing on every step type they'd otherwise show on — lectures, exams, events, polls, on-the-job training, and SCORM — and the Course content expands to use the space the buttons would have taken up. Learners then move between steps using the list of steps in the Course player instead.

Multiple Completions are Allowed

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.

Compliance Course

By selecting "Yes", this allows this course to populate on the Compliance Dashboard. This should be used more sparingly, so as to keep the dashboard clean and meaningful.

Default Setting is "No".

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

If the Discussion Board is turned on, topics will be created automatically for each lecture in a course. Additional topics can be added to engage and increase communication around the course.

Self-enrollment Approval

If select hourly audiences require approval due to limited available hours, courses can be made public, but require approval before the enrollment goes through and access is granted.

If Course is Part of a Learning Path

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.

License

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.