How to Edit a Training Series

Need to make a change to your Training Series? No problem! Admin Managers can update the launch date, upcoming sessions, and training assignments as needed.


There are just a few things to keep in mind, particularly once a session has gone live. Here's everything you need to know about editing your series.


Editing Rules


  • Launch date: You can change the series launch date up to 15 minutes before it is scheduled to go live.
  • In-progress or completed sessions: Once an individual session has gone live or has been completed, it is locked and can no longer be modified.
  • Upcoming sessions: Upcoming sessions can be edited. Click the Pencil icon next to an upcoming month to adjust the date. You can also use + Add or X on the module cards to add or remove assignments, or drag and drop assignments between sections.

How to Edit or Delete a Training Series


  1. Go to Training > Sessions in the left-hand navigation menu.
  2. Find your series in the list. Look for the Series tag to identify it.
  3. Click the Pencil icon to edit the series, or the Bin icon to delete it.


How to Rename a Training Series


Want to give your existing series a new name? You can update the title without creating a new series.

  1. Go to Training > Sessions.
  2. Find your series and click the Pencil icon.
  3. Click Complete Update in the top-right corner.
  4. Enter your new series name.
  5. Click Save Changes.

If you run into any hiccups, click the chatbot icon at the bottom right of your screen; our support team is always happy to help! 😊

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