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TrainerCourse settings

Course settings

A course’s settings live at /admin/courses/[id]/settings — accessible from the Settings tab on the course detail page.

Cover image, title, description

  • Cover image — the visual identity. See Cover images.
  • Title — what the learner sees.
  • Description — one or two sentences below the title.
  • Department — which department’s learners get auto-assigned on publish. Can only be set to a department you have authoring access to.
  • Emoji — small visual marker shown next to the title in admin views. Optional.

Tags

Multi-select chips of available tags. At least one is required before the course can be submitted for approval.

Tags drive approval workflow routing — see Tags and Approval workflows.

Completion deadline

Optional date. If set, every learner assigned to this course gets a “Due in X days” badge on their dashboard counting down to this date. After the deadline, the badge turns red (“Overdue”).

If left blank, learners see no deadline indicator. They can still complete the course, but there’s no urgency cue.

Recertification

Two fields:

  • Require recertification — boolean. Off by default.
  • Recert interval — number of days. Quick presets: 365 / 180 / 90. Only matters if recert is on.

When a learner completes a recert-enabled course, the recert clock starts. After the interval elapses, the course reappears on their dashboard for re-completion.

See Recertification for the full mental model.

Visibility

  • Visible to learners — boolean, default true.

If set to false, learners can’t see the course on their dashboard — even though it’s published. Use this to:

  • Pause delivery temporarily while you make changes
  • Withdraw a course that turned out to have problems
  • Sequence rollout — publish to a small group first, flip visibility on for everyone later

Disabling visibility doesn’t remove existing assignments; it just hides the course from learners who would otherwise see it.

Push notifications

  • Enable push notification on publish — boolean, default false.

When true, learners get a browser push when the course is first published (or re-published after a major change). When false, no push fires — the course just appears on the dashboard.

Default is off because push notifications are easy to over-use. Turn on for high-priority courses.

Sequential modules (storage only, enforcement roadmap)

  • Sequential modules — boolean, default false.

The setting is stored, but the learner-side gate isn’t enforced yet. When enabled (post-roadmap), learners must complete modules in order — module 2 stays locked until module 1 is completed.

For now: leave on if you intend it as a future behaviour. The enforcement will land without a migration.

Prerequisite courses (storage only, enforcement roadmap)

  • Prerequisites — multi-select of other courses.

Same status as sequential modules: stored, not yet enforced. When enforcement ships, learners won’t see this course on their dashboard until they’ve completed every prerequisite.

Pass threshold

  • Pass threshold — integer 70–100. Default 70.

The minimum percentage required to pass each module’s quiz. Applies course-wide — all modules in a course share the same threshold.

The floor is 70. You can’t set it lower — that’s a compliance choice: trainers should be able to raise the bar for stricter courses, not lower it below the default.

Auto-assign on hire

  • Auto-assign departments — multi-select.

When a new user is created and assigned to one of these departments, this course is automatically assigned to them.

Useful for:

  • Onboarding courses (auto-assigned the moment a new hire is added)
  • Mandatory training (every Finance hire gets the Finance compliance course immediately)

If left empty, no auto-assignment happens — learners only get the course when their department gets a publish event.

Issue certificate

  • Issue certificate on completion — boolean, default false.

When true, learners who complete every published module of this course receive a PDF certificate emailed to them. See Certificates for the issuance logic.

The certificate template is set workspace-wide at Settings → Certificate Template. You don’t pick a per-course template; you pick whether the course issues one.

What can be edited at every status

SettingDraftPendingApprovedPublishedArchived
Cover, title, descriptionYesNoNoYesNo
TagsYesNoNoYesNo
DeadlineYesYesYesYesNo
RecertYesYesYesYesNo
Visibilityn/an/an/aYesn/a
Push notificationsYesYesYesYesNo
Pass thresholdYesNoNoNoNo
Issue certificateYesYesYesYesNo
Auto-assignYesYesYesYesNo

Some fields lock once a course is in flight to preserve auditability — if a course is approved at 70% pass threshold, you can’t lower it after publish without going through approval again.

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