Skip to content
English
Sign in
Visit Our Website
  • There are no suggestions because the search field is empty.

Section Overview: Course Wizard - Course Creation

This section allows you to choose how you want to start building your course. You can either create a new course from scratch or use an existing template to streamline setup.

Course Creation Options

There are 2 options:Screenshot 2026-02-06 at 1.40.39 PM

Create a New Course from Scratch

Select this option to start fresh and manually enter all course details.

  • All Course Wizard fields will be available

  • Best for brand-new courses or one-off events

  • Full flexibility to customize every section

Create a Course from Your Template Manager

Select this option to duplicate a saved template and automatically populate your course with preconfigured details.

  • Speeds up course setup

  • Ensures consistency across repeated or recurring courses

  • Reduces manual data entry

Once selected, choose a template to auto-fill your course with the saved template details.

 

Template Types & Editing Rules

Non-Approved TemplatesScreenshot 2026-02-06 at 1.51.59 PM

These are internal templates created by your organization that have not gone through a joint provider approval or course verification process.

  • All Course Wizard fields remain fully editable

  • Ideal for internal training or non–joint provider courses

 

Approved Joint Provider TemplatesScreenshot 2026-02-06 at 1.52.48 PM

These templates have been reviewed and approved through a joint provider partnership or by a regulating body.

  • Certain sections of the Course Wizard will be locked to maintain compliance

  • Locked sections cannot be edited

  • If changes are required in locked areas, a new course must be submitted for approval

Important:
Approved Joint Provider Templates allow the offering company to use the joint provider approval for up to one year from the approval date, without paying joint provider fees for each posting.
However, each course must still be posted individually.

 

Pending Joint Provider TemplatesScreenshot 2026-02-06 at 1.52.34 PM

Pending templates are courses that are currently in the joint provider approval process but have not yet been approved.

Until approval is complete, pending templates function the same as non-approved templates:

  • All Course Wizard fields remain fully editable

  • No joint provider fee waiver applies while the template is pending

Because the template has not yet been approved, any course created from a pending template does not receive joint provider benefits.

Important Consideration

To avoid paying additional joint provider fees, it is recommended to complete the approval of the original course. Once approved, the template can be used as an Approved Joint Provider Template, allowing you to reuse the approval for up to one year and streamline future course postings.