Purpose: This article explains what a Course Template is in Administrate, when to manage it, and which parts of the template control reusable training design before Events are created from it.
A Course Template is the reusable parent record for training. It defines the structure, content, pricing, communications, resources, and achievement rules that future Events inherit.
In this article:
- What a Course Template controls
- Course Template status
- Key Course Template areas
- When to manage Course Templates
- Important behaviors
- Course guides
What a Course Template controls
Course Templates typically define:
- title, code, and descriptions
- learning mode (Classroom, LMS, or Blended)
- documents and LMS content
- default schedule structure
- communication behavior via Triggers
- resource requirements
- pricing and linked items
- achievement rules
Events created from the template use this structure as a starting point, ensuring consistent delivery across your training catalog.
Course Template status
Course Templates move through these lifecycle states:
- Draft — not yet ready for scheduling or learner-facing use
- Published — available for Event creation and (where configured) visible in portals
- Archived — retained for history but no longer intended for active reuse
Once Events exist under a template, it becomes a durable structural record and should be changed carefully.
Key Course Template areas
Overview
Defines the training identity: title, code, learning mode, categories, levels, and descriptions. These fields control how the course appears internally and in learner-facing experiences.
Content
Sets default documents and LMS content so Events inherit the correct learning materials without manual setup.
Schedule
Defines the default session structure, including timing patterns and delivery format. Events inherit this and can be adjusted as needed.
Communications
Displays the Triggers configured for the Course Template.
These determine which communications are sent during the learner journey (for example, confirmations, reminders, and cancellations).
Resources
Defines resource requirements such as instructors, rooms, or equipment.
These appear as guidance when scheduling Events and help ensure consistent planning.
Finance
Manages Course Pricing and links Items used during booking and invoicing.
Achievements
Defines completion and achievement rules based on attendance, LMS progress, or blended criteria.
When to manage Course Templates
- when creating a new reusable training product
- when updating course metadata or learning content
- when adjusting default pricing or resource assumptions
- when changing communication or achievement behavior for future Events
Avoid making structural changes to templates that already have active or historical Events unless you understand the downstream impact.
Important behaviors
- Templates provide defaults, not locked values — Events can override most settings.
- Changes affect future Events, not existing ones, unless manually updated.
- Templates cannot be deleted once Events exist — they can only be archived.