Archive Course Templates
- Jenna Buttershaw
- Hannah Letch
Page Contents
Related Helpguide Pages
Learn how to add a new Custom Field to identify which of your Course Templates are no longer active, and filter the relevant DataGrids to hide your archived Course Templates.
Course offerings are continuously being updated; with course content being refreshed, and new courses being introduced, it is also the case that some courses are discontinued.
After several years of using your accessplanit platform you may find that your old courses are beginning to get in the way, causing your Course Templates DataGrid to be cluttered and making it harder to find the right template quickly.
Follow this page to learn the steps for creating your own ‘Archived’ custom field so that you can flag which of your Course Templates are no longer active and hide them away from key DataGrids!
Add your Archived Custom Field
Custom Fields are a way for you to capture custom information throughout your accessplanit platform, you can create custom fields in many areas, using a wide variety of field types including date fields, text boxes, and number fields! We will be adding a new checkbox custom field labelled Archived to your Course Templates.
Overview
To add an Archived field, you will follow these steps:
Decide the location of your new field
Add a new Archived Custom Field
Decide the location of your Custom Field
This step will decide where your new Custom Field will be available to edit
Add a Custom Field
This step will cover adding a new custom field into your platform for your Course Templates.
Set your old Course Templates to Archived
Now that you have a Course Template ‘Archived’ Field, you can update the relevant Course Templates to be archived!
Overview
To set a Course Template to be archived, you will follow these steps:
Update your Course Template
Check that the right Course Templates have been archived
Update your Course Template
This step is to update an individual Course Template to be archived
Check that the right Course Templates have been archived
This step is to review which of your Course Templates are archived and which are still active.
Create Filters to hide your Archived Course Templates
Now that you have set your old Course Templates to ‘Archived’, you can apply filters throughout your platform to hide these Course Templates to prevent them from being used and to tidy up the list of available Course Templates.
Overview
To hide your Archived Course Templates, you will apply filters to the following DataGrids:
Course Template selector for Course Scheduling
eLearning Courses
Knowledge Document Courses
Hide Archived Course Templates for Course Scheduling
The most important DataGrid to filter out archived Course Templates is the one which is used to select which Course Template will be applied during Course Scheduling
Hide Archived eLearning Course Templates
If you use eLearning Courses, this step will guide you through hiding your Archived eLearning Course Templates from your eLearning Courses DataGrid
Hide Archived Knowledge Document Course Templates
If you use Knowledge Document Courses, this step will guide you through hiding your Archived Document Course Templates from your Knowledge Document Courses DataGrid
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