Courses

The Courses area is where Service administrators create and maintain the course catalogue for the scheduled services they administer: course definitions, documents, course instances, and session schedules. Customers and applicants browse published instances from Available courses; you prepare everything here before it goes live.

Courses appears under SYSTEM in the sidebar only when you administer at least one scheduled service. If you only administer on-request services, this menu item is hidden. You only see and manage courses linked to your services.

What are courses?

A course is a scheduled educational offering tied to one scheduled service and one subject. Customers buy seats on course instances (a specific run of the course with its own code, dates, language, professional, and price).

Course type	Description
Regular course	Fixed sessions with defined start and end dates. Each instance has individual calendar events.
Ongoing course	Recurring weekly (or similar) sessions without a fixed instance end date in the same way. Instances use event groups (day of week + time range) instead of a flat list of dated events.

Accessing Courses

Sign in with a Service administrator account assigned to at least one scheduled service.
In the left sidebar, open the SYSTEM section.
Click Courses.

Your scope

You can	You cannot
View, create, edit, and delete courses for services you administer	See or change courses for other services
Manage course instances, events, and documents for those courses	View or open courses from services where you are not a service administrator
Choose only your scheduled services when creating a course	View or select services outside your assignment in the Service dropdown

Courses list

The list shows courses for the scheduled services you administer (not the whole platform).

Table columns

Column	Description
Code	Unique course code (sortable)
Title	Course name (sortable)
Service	Linked scheduled service (sortable)
Course type	Regular course or Ongoing course
Duration	For ongoing courses: total hours; otherwise —
Date created	When the course was created (sortable; default sort: newest first)
Terms & conditions	Empty if none are active; Service if service-level terms are active for this course; Course if course-level terms are active
Actions	Row menu

Pagination shows Showing X–Y of Z results (20 courses per page by default).

Row actions

Action	Description
Manage	Open the course detail page (instances and documents summary)
Edit	Update course fields in a side panel
Documents	Open the dedicated documents page for this course
Terms and conditions	Open the course-level terms and conditions page (see below)
Delete	Remove the course (disabled if any instance has applications)

Use IMPORT COURSE INSTANCES (before ADD COURSE, top right of the table) to open the CSV import page, or ADD COURSE to create a new course.

Import course instances

Use this page to create many regular course instances at once from a CSV file for one of your scheduled services.

SYSTEM → Courses → Import course instances

Import works only for regular courses. If a row references an ongoing course, it is shown as a validation error. The Service dropdown lists only scheduled services you administer.

How to import

Select a Service from your scheduled services. The CSV upload field stays disabled until a service is selected.
Optionally download the example CSV file to see the required columns and a sample row.
Upload your CSV. The platform validates the whole file immediately.
If validation succeeds, Import becomes active. Click it to create the instances.
A success message appears, and a summary lists the created instance codes grouped by course.

If validation fails, errors are shown by row. Fix the file and upload again. Nothing is created until Import succeeds.

CSV columns

Column	Description
course_code	Must match the code of an existing regular course for the service you selected. Ongoing courses are not allowed.
instance_code	New code for this instance. Use only uppercase letters and digits (for example `INST01`). Length must be between 2 and 15 characters. Must be unique for that course.
physical_presence	Optional. Use `true`, `false`, `1`, `0`, `yes`, or `no`. If empty, it is treated as `false` (not required).
start_date	Required. Format: day-month-year, for example `01-09-2026`.
end_date	Required. Same format as start date, and must be after the start date.
number_of_participants	Required. Whole number of seats, at least `1` (for example `10`).
price_per_participant	Required. Price per seat (for example `500` or `500.00`). At most two digits after the decimal point.
language	Required. Name of an active language in the platform, for example `English` or `Swedish` (same spelling as in the system).
professional_email	Required. Email address of an active professional user.

Imported instances are created in Planning status, the same as when you create an instance manually.

Course terms and conditions

Open Terms and conditions from a course’s row actions to manage versioned terms that belong to that course only. These are separate from service-level terms. You can do this for courses linked to services you administer.

Courses → three-dot menu on a course → Terms and conditions

Page structure

If no versions exist, the page shows that no terms and conditions have been created for this course, together with a Create button.

When at least one version exists:

An Activate terms and conditions checkbox appears at the top (unchecked by default). Checking it activates course-level terms for this course; unchecking deactivates them. Creating a version does not activate terms automatically.
Activating course-level terms automatically turns off Activate service level terms and conditions for this course if it was on. While course-level terms are active, you cannot turn service-level terms back on for this course from create/edit.
The latest created version is treated as the current content version for the course.

Column	What it shows
TITLE	Title of the terms version.
DATE CREATED	When the version was created.
VERSION	Incremental version number (starts at 1 for each course).
ACTIONS	Three-dot menu with Edit and Delete.

Create

Click Create.
Fill in Title and Terms and conditions (rich text; required). You may include more than one language in the same text if needed.
Use the buttons at the bottom:
- Cancel – closes without saving.
- Save – saves the version, shows a success message, and keeps the dialog open.
- Save & Close – saves the version, shows a success message, and closes the dialog. On validation errors the dialog stays open.

Each new record gets the next version number for that course (1, then 2, and so on).

Edit

Choose Edit from a version’s actions menu to change its title or body. The same Cancel / Save / Save & Close behaviour applies.

Delete

Choose Delete to open a confirmation dialog. Type DELETE (or RADERA when the UI language is Swedish) to confirm, then click DELETE. If you delete the last remaining version, Activate terms and conditions is turned off automatically for the course.

Locked versions

If a version is linked to at least one submitted application for this course, Edit and Delete are disabled. Hovering the disabled options shows a tooltip explaining that the version cannot be changed because it is related to a submitted application. The server also blocks edit and delete for locked versions.

Creating a course

ADD COURSE opens a side panel in two steps.

Step 1 — Course type

Choose Regular course or Ongoing course. This choice cannot be changed after creation.

Step 2 — Course details

Field	Description
Title	Display name of the course
Code	Unique alphanumeric course code
Description	Full description shown to customers on the course page
Cover image	Optional image for catalogue cards
Service	Scheduled service this course belongs to (searchable dropdown; only your scheduled services are listed)
Subject	Subject under the selected service
Duration (hours)	Ongoing courses only — total hours shown in the catalogue
Require uploading files in applications	When checked, scheduled course applications must include uploads
Activate service level terms and conditions	Appears only when the selected parent service has Activate terms and conditions turned on and this course does not already have course-level terms activated. When checked and saved, the service’s terms become active for this course. Changing the service to one without active terms hides this option and clears it. You cannot enable this option while course-level terms are active.
Attendance tracking enabled	When checked, attendance can be recorded for this course. Automatically enabled and locked on when Certificates enabled is checked.
Certificates enabled	When checked, certificates can be awarded for attendees on this course. Requires Attendance tracking enabled.
Attended sessions required	Shown indented under Certificates enabled for regular courses only when certificates are enabled (see below)

Click CREATE to save.

Certificates and attended sessions

These options work together for regular courses only.

Setting	Behaviour
Certificates enabled	Turns on certificate awarding for the course. Attendance tracking enabled is switched on automatically and cannot be turned off while certificates remain enabled.
Attended sessions required	Appears below Certificates enabled when that checkbox is checked. Required percentage (0–100) of sessions an attendee must attend to be eligible for a certificate.

Editing a course

From the courses list, open the row Actions menu and choose Edit. The same fields as in step 2 above are available in a side panel (course type cannot be changed). Certificates enabled and Attended sessions required behave the same as when creating a course, except that Attended sessions required is disabled once at least one certificate has been generated for any instance of the course. If certificates are disabled after certificates have been generated, the attended-sessions percentage is kept in the background so it is shown again (still read-only) when certificates are re-enabled. Click UPDATE to save.

When you enable Certificates enabled on an ongoing course that already has completed attendees who need certificates or already have them, a confirmation dialog appears. It tells you how many new certificates will be created and asks whether you want to generate them. If some completed attendees already have certificates (for example after certificates were previously enabled and then turned off), the dialog also states how many attendees already have a certificate and how many new certificates will be created. The count of attendees who already have a certificate includes anonymized attendees, matching the certificates list. Only non-anonymized completed attendees without a certificate are counted toward new certificates.

Your choice	Result
Generate certificates	New certificates are created only for completed attendees who do not already have one, and only when their attendance is fully marked in every session. Each newly entitled attendee is notified by email and system notification. If any completed attendee without a certificate still has Not marked attendance in any session, or if an assigned professional is missing a profile signature, the update is blocked and an error message is shown.
Enable without generating	Certificates are enabled for the course, but no certificates are created for attendees who were already completed. Future completions can still receive certificates when marked Completed on the attendees report.
Close (cancel the dialog)	Returns to the edit form without saving.

If the ongoing course has no completed attendees who need a new certificate and no existing certificates on completed attendees, enabling Certificates enabled saves immediately with no dialog.

Attendance tracking cannot be unchecked after at least one attendance session has been recorded for any instance of the course. Enabling Certificates enabled also turns on attendance tracking automatically.

Course detail page

Open a course with Manage from the list. The page has three areas.

Details (left)

Read-only summary: thumbnail, title, description, code, service, subject, course type, duration (ongoing), file requirement, Activate service level terms and conditions (shown when the parent service has active terms or the course service-level flag is on), course-level terms activation when course terms are active, attendance tracking flag, certificates enabled flag, attended sessions required percentage (regular courses with certificates enabled), and date created.

Documents (right)

Lists files attached at course level on this page (name, size, uploaded at, download). Use the row action Documents on the courses list for full document management (add, edit, remove, Show in application).

Instances (bottom)

Table of all instances for this course.

Column	Description
#	Row index
Code	Instance code
Number of attendees	Count of attendees linked to the instance
Status	PLANNING (blue), PUBLISHED (green), or FINISHED (red)
Language	Instance language
Professional	Assigned professional
Start date / End date	Instance period
Actions	Manage, Edit, Delete

CREATE INSTANCE opens a full-page form (see below). CANCEL returns to the courses list.

Instance row actions

Action	Notes
Manage	Instance detail: events, course/instance cards
Edit	Side panel to change instance fields
Delete	Disabled if the instance has applications

Set the instance to Published and assign a Professional before customers can see the instance under Available courses and apply.

Course documents page

From the courses list, choose Documents on a row.

If the course has published instances, a warning appears: files uploaded here are immediately available for customers to download on the course description page and in course applications.

Column	Description
Description	Short label for the file
Name	File name
Show in application	Whether the file is offered as a template during application
Uploaded at	Timestamp
Actions	Edit, remove, download

Use ADD DOCUMENT to open a side panel with:

Field	Description
Description	Short label for the file
File	Document to upload
Show in service application as a template	When checked, the file can be used as a template during course applications

Allowed file types include PDF, PowerPoint, Word, Excel, CSV, OpenDocument, RTF, and plain text. Maximum size 50 MB per file.

Use the row Actions menu to Edit (description or show-in-application flag), Remove, or download a document.

Creating a course instance

CREATE INSTANCE on the course page opens a full-page form with:

Field	Description
Code	Unique instance code
Physical presence required	When checked, customers see a Physical attendance badge; otherwise Online
Start date	Required
End date	Required for regular courses; optional for ongoing
Number of participants	Capacity (seats)
Price per participant	Price in SEK
Language	Instance language
Professional	Delivering professional
Status	Planning, Published, or Finished

Submit with CREATE, then use Manage on the instance to add events.

Editing a course instance

From the course detail page, open the instance row Actions menu and choose Edit. A side panel lets you update code, status, physical presence, start and end dates, number of participants, price, language, and professional. Click UPDATE to save.

Regular courses — end date and finished status. For regular course instances, the end date cannot be set earlier than the end of the last scheduled calendar event. The Finished status is only available after that last event has ended. Instances with no events yet are not restricted by these rules. Published instances are automatically marked Finished only after the same condition is met.

Ongoing courses — changing the instance code renames events. When you change the Code of an ongoing course instance, every calendar event linked to that instance is automatically renamed to {Course title} - {new instance code}. This includes past, upcoming, and canceled events. Regular course events keep their manually entered titles and are not affected.

Managing a course instance

The instance page title is {Course title}: {Instance code}.

Course details and instance details

Two blocks show the course summary and instance fields: code, physical presence, number of participants, price per participant, language, professional, start date, and end date.

Events

Course type	Events UI
Regular	Table of events: #, Title, Start time, End time, Classroom, Actions. Total events is shown above the table. ADD EVENT opens a side panel.
Ongoing	Table by Day of week, Start time, End time, Start date, End date, Automatically create events for the next year, Classroom, and Actions (when the instance is in Planning). ADD EVENT opens the ongoing event form.

ADD EVENT is disabled when the instance status is Finished.

Regular course — create event

ADD EVENT opens a side panel with:

Field	Description
Title	Event title
Time zone	e.g. Europe/Stockholm
Start time	Start date and time
End time	End date and time
Repeatable	When checked, configure recurrence (available only after Start time and End time are set)

Repeat period

Value	Behaviour
Day	One event every day between the start time and the end of the series
Week	Events on selected weekdays (see below)
Month	Events on a monthly pattern (see below)
Year	One event per year on the same calendar date as the start time

Weekly repeat

When Repeat period is Week, select one or more weekdays (Monday through Sunday). At least one weekday is required.

Monthly repeat

When Repeat period is Month, choose how the day of each month is determined. The options use the Start time you picked—the labels update automatically when you change the start date.

Option	Description	Example
Monthly on day N	Same calendar date every month (day number from the start time)	Start on 15 March → events on the 15th of each month
Monthly on the nth weekday	Same ordinal weekday every month (e.g. first Monday, third Tuesday)	Start on the first Monday in March → Monthly on the first Monday each month
Monthly on the last weekday	The last occurrence of that weekday in each month	Only shown when the start date is already the last such weekday in its month (e.g. last Friday); then repeats on the last Friday of every month

For Monthly on the nth weekday, set Start time to the actual session you want (e.g. 10:00 on the first Monday of the month). The form derives “first”, “second”, … “fifth” and the weekday from that date—you do not type the ordinal separately.

If the start date is not the last occurrence of its weekday in the month, the last weekday option is hidden.

End of the series

Option	Description
On date	Generate events until the selected end date (cannot be after the instance end date)
After occurrences	Generate a fixed number of events; the maximum allowed count is calculated from the repeat rules and instance end date

Click CREATE to generate the events. The same monthly choices are available when editing a recurring event, subject to the same restrictions as delete.

Ongoing course — create event

ADD EVENT opens a side panel pre-filled with the course title and instance code:

Field	Description
Title	Event group title
Time zone	e.g. Europe/Stockholm
Repeat from	First date the pattern applies
Event time	Daily time range (from–to)
Repeat every	Weekday (e.g. Friday)
Automatically create events for the next year	When checked, events for the following calendar year are created at the beginning of December
Repeat until	Last date for the recurring pattern

Click CREATE to save the event group and generate sessions.

Ongoing course — event group actions

When the instance status is Planning, each event group row has Actions:

Action	Description
Edit	Change the recurring pattern
Delete	Remove the event group

For Published or Finished instances, event group actions are not available from this table.

Regular course — event actions

While the instance is not Finished, each event row has Actions:

Action	Notes
Edit	Update the event (disabled when instance is Finished)
Delete	Remove the event (disabled when instance is Finished or the instance has applications)

The Classroom column shows a link to the assigned classroom or custom URL, or a message when none is assigned.

Instance statuses

Status	Meaning
Planning	Not visible on Available courses; you can still edit the instance and (for ongoing) event groups
Published	Visible to customers and applicants; applications can be submitted
Finished	Run completed; ADD EVENT and most event edits are disabled

Account overview — how service administrator access is granted.
Services — scheduled services you administer (course ownership).
Applications — course applications submitted for your services.
Attendance — attendance for course events under your services (tracking must be enabled on the course).
Calendar — course instance events for services you administer.
Follow ups — follow-up threads linked to applications on your services.