To edit the data of a course, first locate it and select it in the main screen list of records. After that, click on the

button on the toolbar.

At this point, the data screen will be opened. The following sections will be available for editing:

The following subsections are available:

General data

The fields in this section will be displayed as completed, according to what was entered when creating the course (be it through addition, import or copy), but they can be edited. See the detailed description of the displayed fields in the Adding a course section.

Attribute

This section will only be displayed if an attribute is associated in the Attribute tab of the course type data screen. The attributes that have been filled out when adding the course can have their values edited, unless it is a blocked attribute. The way to fill out an attribute varies according to the configurations established when creating it.

Prerequisite

Use this section to add courses the user must have taken previously in order to be able to participate in this course. The prerequisites associated in this section will influence while selecting the participants of the training to which the course in question is related. To do that, use the following buttons located on the side toolbar:

	Click on this button and select the desired option: ▪Required: In the window that will be displayed, select the course that, forcibly, the user must have already taken in order to participate in the course in question. ▪Desirable: In the window that will be displayed, select the course that, preferably, the user must have already taken in order to participate in the course in question.
	Click on this button to change the course selected in the list of records from required to desirable and vice-versa.
	Click on this button to delete the course, and thus disassociate it from the record in question.
	Click on this button to view the data screen of the course selected from the list of records.

Content

In this section, it is possible to add the subjects that will be approached in the course and how they will be approached in a structured way. On the side toolbar, the following buttons are available:

	Click on this button to browse between the saved files on your computer, select multiple files and attach them to the course.
	Click on this button and choose the option that corresponds to the content you wish to add to the course. See a detailed description of each content type available in the Content section.
	Click on this button to edit the data of the content selected from the course structure.
	Click on this button to delete some content selected from the course structure.
	Click on this button to import the document associated in the Object section so it can also be a course content.
	Click on this button to change a required course to not required and vice-versa. Select the desired record before clicking on the button.
	Click on this button to preview the content selected in the course structure.
	Click on this button to change the order of the content selected in the structure upwards.
	Click on this button to change the order of the content selected in the structure downwards.

E-learning

In this section, the configurations of the course content availability are defined. Note that in order to be able to parameterize this section, it is necessary first, for the "Content" section to be properly configured. The following subsections are available:

Training content

Option	Enabled	Disabled
Make content available to the training participants	The training participants will also have access to the course content. Thus, when the training is under execution, the participants will receive the Training content task.	The training participants will not receive the "Training content" task when it is under execution.
Maintain access for participants after content execution	The content will remain available to training participants even after the end of its execution. The closed content can be viewed via the training data screen (View Employee Participation in training menu), through the training participation widget and through the employee profile.	The content will not be available for the participants to view after the training is closed.
Require participants to access the training content before sending it to the next step	The training will only be sent to the next step after all participants have executed the Training content task.	The training can be sent to the next step even if not all participants have accessed the training content.
Automate the training flow when finishing the content execution	When the Training content task is closed, the system will generate the evaluation configured for the participant who has executed this task and send the training to the next configured step, continuing the training flow.	The control team will have to manually send the training to the next configured step.
Allow terminating the access to content only when __ % of the contents were viewed	The access to content will only be closed if the participant has viewed at least a determined percentage of the content.	The access to content may be closed regardless of the viewing percentage.

Deadline for content access

Field
Deadline	Fill out this field to establish a deadline up to which the participants may access and execute the training content. In this case, enter the desired number of days, weeks, months or years.

Option	Enabled	Disabled
End access to content on time1	It will not be possible to access the content after the previously set deadline.	The participants will be able to access the content even if the deadline has expired.
Block the viewing of content after the deadline1	It will not be possible to view the content after the previously set deadline.	The participants will be able to view the content even if the deadline has expired.

1 - It will only be available to be enabled if the "Deadline" field is completed.

Self-enrollment

Option	Enabled	Disabled
Make course available for online training2	Participants may enroll in this course through the Available courses widget. Thus, on the side toolbar, the buttons that allow adding to whom the course will be applicable, as well as disassociating and viewing the data of the record selected in the listing, will be displayed.	Participants may only be enrolled by those responsible for the training/course.

2 - It will only be available if the "Make content available to the training participants" option has been enabled.

To add a new applicability to the course, click on the button on the side toolbar and perform the following steps on the screen that will be opened:

Use the Access type field to select one of the following options to define the applicability of the path:

Internal
All	It applies to all SE Suite users who have access to SE Training.
Organizational unit	It applies to SE Suite users of a particular business unit/department of the organization.
Department/Position	It applies to the SE Suite users of a determined department of the organization who hold a specific position.
Position	It applies to the SE Suite users who hold a specific position in the organization.
User	It applies to a specific SE Suite user.
Team	It applies to the members of a team already created in SE Training.
Object mapping	It applies to all SE Suite users who have the "Training" control allowed in the security list of the document associated in the "Object" section of the course.
Organizational mapping	It applies to the users who have the course mapped to exercise their positions.
Mapping per process	It applies to the users who have the course mapped to execute processes.
Process	It applies to the executors of a specific process.
Process/Activity	It applies to the executors of a specific activity of a process.

External
All	It applies to all external users who have access to the widget in the customer panel.
External user	It applies to a specific external user.
Company	It applies to all external users from a specific company.

According to the selected access type, Filters will be enabled to be filled in. Use them to make it easier to search for desired records.

If the selected access type is Organizational unit, the hierarchy of business units and the departments belonging to them (if any) will be displayed.

Check the business units and/or desired departments. By checking the "Consider sublevels" option at the bottom of the screen, the system will also consider the organizational units that are down in the hierarchy of the selected organizational unit. Note that by checking this option, if new organizational subunits (whether they are business units or departments) are subsequently added, they will be automatically added to the applicability list.

Next to the hierarchy, the system also makes available buttons that allow you to check all the sub-levels of a particular organizational unit or uncheck all sub-levels. Note that, by using the "Check all sub-levels" button, if new organizational sub-levels are subsequently added, they will not be included in the applicability list.

Then, click on the button on the toolbar of the selection screen. Depending on the access type selected and the values entered in the filters, the result will be displayed in the list of records, located at the bottom of the screen. Select those to which the course can be applied. Hold the SHIFT or CTRL keys down or check next to each item to select more than one record at a time.

Once done, save your selection.

Object

This section is only available if the SE Document component is part of the solutions acquired by your organization. In it, it is possible to associate with the course the document it will be about. On the side toolbar, the following buttons are available:

	Click on this button to associate a document with the course. On the screen that will be displayed, locate and select the desired document. Note that only documents that have the "Training" control checked and configured on their category will be available for selection. View specific documentation of the SE Document component for further details on document training control.
	Click on this button to disassociate the document selected in the list of records from the course.
	Click on this button to view the data screen of the document selected from the list of records.

▪It will not be possible to associate the same document with different courses.

▪If the Only qualified instructors in the revision option is checked in the revision of the training object document, only the users that are part of the revision route will be available for selection in the "Internal instructors" section described below.

Internal instructor

In this section, the employees of the organization who are able to administer the course in question are added. On the side toolbar, the following buttons are available:

	Click on this button to add an internal instructor for the course. See further details in the "Adding an internal instructor" topic below.
	Click on this button to edit the data of the association of the internal instructor selected in the list of records with the course.
	Click on this button to disassociate the internal instructor selected in the list of records from the course.
	Click on this button to define that the instructor selected in the list of records will be displayed as training instructor when a user enrolls in the training through the "Available courses" widget.

Add internal instructor

To add an internal instructor to the course, click on the side toolbar button and fill out the following fields on the data screen that will be displayed:

Field

Employee

Select, among the users saved in the system, the employee who can teach the course in question.

On the selection screen that will be displayed, use the search filters to find the desired user more easily. Check the "View users qualified for this course" option for the system to present only the employees who have already carried out a training course in question. Once done, save your selection.

Use the other buttons next to the field to fill it with the logged-in user data and clear it.

Proof

Enter data (courses, certificates, etc.) to prove that the selected employee is able to teach the course.

Option	Enabled	Disabled
Set as e-learning instructor	The previously selected employee will be displayed as training instructor when a user enrolls in the training through the "Available courses" widget. By default, this option is displayed as enabled by the system.	The employee will not be displayed as e-learning instructor.

Save the record after filling in the above fields. Associate as many employees as necessary, for only the instructors added in this section may be associated with trainings planned for this course.

Educational entity

In this section, the other organizations that offer this course will be added. On the side toolbar, the following buttons are available:

	Click this button to add an educational entity to the course. On the screen that will be opened, select the educational entity that provides the course and enter the necessary comments (certificates, recommendations etc.) on the selected educational entity. Save the record after that. Associate as many educational entities as necessary, for only entities added in this section may be associated with trainings planned for this course.
	Click on this button to edit the data of the association of the educational entity selected in the list of records with the course.
	Click on this button to disassociate the educational entity selected in the list of records from the course.

In this section, it is possible to add the course to the organizational mapping or process mapping. To do that, the following sections are available:

Organizational

Through this section, it is possible to establish that the course will be required or desirable to hold certain positions in the company. On the side toolbar, the following buttons are available:

	Click on this button to associate a position with the course. On the screen that will be opened, locate and select the desired department and position. Check the field of the "Required" column to determine that the course will be mandatory for the position or keep it unchecked to determine that the course will be desirable. Once done, save your selection. For a detailed description on how to perform this operation, see the Mapping requirements for department and position section.
	Click on this button to edit the course requirement for the position selected in the list of records (required/desirable)
	Click on this button to edit the course from required to unrequired and vice-versa for the position selected in the list of records.
	Click on this button to disassociate the position from the course.
	Click on this button to view the data of the relationship between the department and the position selected in the list of records.

Per process

This section is only available if the SE Process component is part of the solutions acquired by your organization. Through this section, it is possible to establish if the course will be required or desirable to execute certain processes (SE Process). On the side toolbar, the following buttons are available:

	Click on this button to associate a process or activity with the course. On the screen that will open, locate and select the desired process and/or activity. Check the field of the "Required" column to determine that the course will be mandatory for the process/activity or keep it unchecked to determine that the course will be desirable. Once done, save your selection. For a detailed description on how to perform this operation, see the Mapping courses and paths for process/activity section.
	Click on this button to edit the course requirement for the process/activity selected in the list of records (required/desirable)
	Click on this button to edit the course from required to unrequired and vice-versa for the process/activity selected in the list of records.
	Click on this button to disassociate the process/activity from the course in question.
	Click on this button to view the data of the process or activity selected in the list of records. Refer to the SE Process component specific documentation for a detailed description of the screen that will be displayed.

Click on the arrow below this option and select the option that corresponds to the documentation type that will complement the course information:

Attachment

In this section, it will be possible to add, delete, download and view the attachments related to the course. For further details on how to add attachments to the record, see the Adding attachments section.

Document

This section is available if the SE Document component is part of the solutions acquired by your organization. In it, it will be possible to add, delete, download and view the electronic file and the data of the documents related to the course. Refer to the Adding documents section for further details on how to add and/or associate documents from SE Document.

This section is available if the SE Competence component is part of the solutions acquired by your organization. Use this section to associate the competences that will be developed with the conduction of the course. On the side toolbar, the following buttons are available:

	Click on this button to associate a competence with the course. On the screen that the system will display, locate and select the desired competence. Use the CTRL and SHIFT keys on the keyboard or check next to each record to select more than one competence at a time. Once done, save your selection.
	Click on this button to disassociate the competence selected in the list of records from the course.
	Click on this button to view the data screen of the competence selected from the list of records. Refer to the documentation of the SE Competence component for a detailed description of the screen that will be displayed.

When evaluating competences of employees, the system will signal the competences that have been associated with a course they participated in. This evaluation is done by means of the SE Competence component.

This section is available if the SE Competence component is part of the solutions acquired by your organization. Use this section to associate the evaluation items related to this course. On the sidebar, the following buttons are available:

	Click on this button to associate an evaluation item with the course. On the screen that will be displayed, locate and select the desired evaluation item. Use the CTRL or SHIFT key on the keyboard or the checkbox next to each record to select more than one item at a time. Once done, save your selection.
	Click on this button to disassociate the evaluation item selected in the list of records from the course.
	Click on this button to view the data screen of the evaluation item selected in the list of records. Refer to the documentation of the SE Competence component for a detailed description of the screen that will be displayed.

In this section, it is possible to track the trainings related to this course. On the toolbar, the following buttons are available:

Click on this button and select the desired option:

▪Add training planning: The data screen will be displayed to add a training from this course in the planning step.

▪Add training execution: The system will display the data screen to add a training from this course directly in the execution step.

Click on this button to view the data of the training selected in the list of records.

After performing all the necessary configurations, use the Save, Save and exit or Save and new options.

Editing a course