Learn how to edit course settings and catalogue settings in Form LMS.
✅ Before you start: You need the Site admin or Admin role.
Once a course has been created by or shared to your organisation, it can be edited.
How to edit a course
Go to Catalogue → Courses → find the course you want to edit → click Edit.
Course settings
These settings can be edited as soon as a course has been created. If a course has been shared to other workspaces, changes to these settings are automatically pushed to all workspaces with the course.
Details
General information about a course can be added in these fields:
| Field | Description |
|---|---|
| Name | The name of the course. |
| Description | The description of the course. |
| Duration | The estimated length of the course. Format: Hours:Minutes. |
| Labels |
Labels help identify courses and can be filtered on. To add a label:
Once created, labels can be used across multiple courses. |
| Image | The course image is visible when browsing courses and on the course page itself. |
ℹ️ Course details are only editable on courses created in the same workspace.
Content
The content page is where pieces of learning (for example, SCORM modules or events) are added to the course.
| Field | Description |
|---|---|
| SCORM module |
SCORM modules are pieces of digital content launched in a separate window for learners to complete. They must be uploaded to the Form LMS module library before they can be added to a course: Uploading a SCORM module
|
| Event |
Events allow face-to-face or virtual sessions to be added to a course. When a learner is enrolled on a course, they can view the available sessions for events within the course.
Once an event has been created, sessions can be created within it. |
| Note |
A text note that appears for learners when viewing the course content.
|
| Section |
Sections group pieces of content together, creating separated topics within the content.
Once created, content can be added to the section by dragging it in using the drag handles, or by adding it directly within the section. |
ℹ️ Course content is only editable on courses created in the same workspace.
Attachments
Attachments are PDF documents that can be added to courses as supplementary material.
- To upload an attachment: Select Upload → find and select your PDF file → select Open → wait for the attachment to upload → select Save changes.
- To remove an attachment: Select the Bin icon.
ℹ️ If you are editing a course shared from another workspace, you can hide previously added attachments and add your own.
Useful links
Any URL can be added to a course as a useful link. This could be links to your organisation's website, internal documents hosted on SharePoint, or public articles related to the course content. Useful links can be visible to all learners or restricted to enrolled learners only.
- To add a useful link: Select Add link → enter the URL and display text → select visibility settings → select Add link → select Save changes.
- To remove a useful link: Select the Bin icon.
ℹ️ If you are editing a course shared from another workspace, you can hide previously added useful links and add your own.
Publish a course
Courses are automatically published when the first SCORM module or first event is added to their content. When a course is published:
- It becomes available for enrolments, withdrawals, auto-enrolments, workflows, and reports.
- Its catalogue settings become available for editing: Certificates, Feedback forms, Reminder notifications, Enrolment and visibility.
ℹ️ Published courses are available only in the workspace they are created in. Site admin users can share the course to other workspaces using the share option.
Catalogue settings
Once a course has content added, its catalogue settings can be edited.
ℹ️ Catalogue settings are per-workspace. If a course is in multiple workspaces, the catalogue settings can differ in each.
Certificates
Certificates are awarded to learners when they complete a course. There are three options:
-
Default: Award learners the default certificate template on completion.
- Configure this in Setup → Site settings → Certificates.
-
Custom: Award learners a certificate template that is not the workspace default.
- Configure custom templates in Setup → Site settings → Certificates.
- None: Do not award learners a certificate.
Click Save changes at the bottom of the page after making any changes.
Feedback forms
Feedback forms are sets of questions presented to learners after they complete all course content. Responses can be surfaced in reports, providing useful insight to keep your courses engaging.
Before enabling feedback forms on a course, they must be enabled in workspace settings: Feedback form templates.
There are three options:
-
Default: Display the default feedback form to learners.
- Configure this in Setup → Site settings → Feedback forms.
-
Custom: Display a feedback form that is not the workspace default.
- Configure custom forms in Setup → Site settings → Feedback forms or by selecting Create new form at the bottom of the page.
- None: Do not ask learners to complete a feedback form.
Click Save changes at the bottom of the page after making any changes.
How feedback forms affect completions and enrolments
- Learners must complete the assigned feedback form (if any) to complete the course.
- If a learner is in progress and a feedback form is added, they must complete the form to finish the course.
- If a learner has a status of Awaiting feedback and the feedback form changes, they must complete the new form.
- If feedback forms are disabled or removed from the course, learners with a status of In progress or Awaiting feedback do not need to complete a form. Learners with Awaiting feedback status complete the course instantly. This may take some time to process.
Reminder notifications
Course reminders are email notifications sent to learners who have been enrolled but not completed a course. There are three options:
-
Default: Send learners the default reminder notification.
- Configure this in Setup → Notifications.
- By default, the reminder sends 7 days after enrolment.
-
Custom: Send learners a reminder notification that is not the default.
- To create a custom reminder: Select Custom → select Create new copy → edit notification content, timeframe, and resend settings → select Save notification.
💡 Custom reminder notifications appear in Setup → Notifications and can be used across courses.
- None: Do not send learners any reminder notifications.
Click Save changes at the bottom of the page after making any changes.
Enrolment and visibility
Enrolment settings
Courses can be set to open or conditional enrolment. The enrolment type affects whether a learner can self-enrol or must request enrolment.
| Option | Description |
|---|---|
| Open | Learners can enrol themselves. |
| Conditional | Admins or managers must approve enrolments before the learner can access the course. |
Click Save changes at the bottom of the page after making any changes.
Visibility settings
Visibility settings let you choose who can see the course. For example, you may want to make some courses visible only to specific sets of learners.
| Option | Description |
|---|---|
| Hidden (default) | This course is hidden to all learners. Only visible to admins for use in workflows, auto-enrolments, and manual enrolments. |
| All | This course is visible to all learners. |
| Specific | This course is visible to learners in the selected organisation units. |
Click Save changes at the bottom of the page after making any changes.