Create an external training course
An external course records training that people complete outside Calm, such as a course run by an external provider. There are no steps for learners to complete in the app: you use the course to store results, track expiry, and grant personnel records.
You need the Manager or Admin role for the Personnel module. Course creation is available at your organisation's top-level site.
Create the course
Go to Training > Courses. The Course Library opens.
Click Create Course.
Under Course Type, choose Add an External Course. This is the option for training completed outside Calm, when you only need to store results.
Enter a Course Name. This is required: the form shows "Course name is required" if you leave it blank.
Add an optional Description explaining what the course covers.
Use Add Optional Details to add Validity, Training Provider, or Personnel Record (see the next section).
Click Add External Course.
Optional details
All three optional details are off by default. Add only the ones the course needs.
Validity sets a default expiry for future completions with no explicit certificate date. Enter a whole number of months in Validity Period (Months); it starts at 12, so 36 gives three years. If you remove Validity, completions keep no expiry unless one is entered on the result.
Training Provider records who delivered the training. Choose Linked Company to pick a supplier company already in your organisation, or Provider Name for free text.
Personnel Record fills one certificate-like personnel record when someone completes the course. Pick a Record Type (Accreditation or DBS Certificate). The completion date supplies the issue date and certificate expiry supplies the expiry date, and you can set defaults such as certificate number, level, and issuing body. See Grant a personnel record from completed training.
After you create the course
The course appears in the Course Library with External in the Source column. There is no publish step: an external course is ready to assign as soon as you save it. The course detail page shows a Personnel Record entry in the information sidebar when you set one.
Next, assign the course and record results: see Assign an external course and record results. For expiry monitoring, see Track training certificate expiry.
Edit an external course
Click Edit on the course detail page to open Edit External Course. You can change the Course Name, Description, and the optional Validity, Training Provider, and Personnel Record details. Changing Validity applies to future completions only.
Delete an external course
Click Delete on the course detail page. You need the Manager or Admin role for the Personnel module.
Open the course from Training > Courses.
Click Delete.
If the course has assignments, tick Delete all assignments and fulfillments. Assignments must be deleted before the course can be.
Training results are kept by default. Tick Also delete training results if you want them removed too.
Tick I understand this action cannot be undone.
Click Delete Course.