Playbook course drafts are easily accessible and editable for those with Playbook admin access to worksites the course is enabled for. There are two places to edit Playbook course drafts, in Manager and in Playbook. Once a course has been published, it can only be edited in Manager. This article discusses how to edit published and draft courses in Manager.
In this article:
Edit a Playbook Course in Manager
Edit a Playbook draft in Manager
Publishing a draft
Edit a Playbook Course in Manager
- In Manager, navigate to Activities and select Courses
- Select the Playbook course you wish to edit.
- To only see Playbook courses, you can filter by course type.
- Note: if a course has not been published, it will not be listed in the courses. See Edit a Playbook Course Draft in Manager for details.
- Click EDIT COURSE.
- Select the pencil icon to edit a content section, or click the trash can to delete it.
- Move a section by click on the six dots on the upper left hand corner, drag and drop to desired location.
- To add more content, click ADD MORE located at the bottom center of the screen.
- Select SAVE AND CLOSE when completed.
- Decide to PUBLISH or SAVE DRAFT.
Edit a Playbook Draft Course in Manager
- In Manager, navigate to Activities and select Courses.
- Click Playbook Course Builder on the top right.
- Select on Load Course.
- Select the Playbook draft you wish to edit
- If another administrator is currently working on the draft, it will be locked for editing
- If another administrator is currently working on the draft, it will be locked for editing
- If the course is not locked, it will open and you can continue to add/edit content until satisfied with the course. Follow steps 4-6 in How to Edit a Playbook Course in Manager section.
- Click Save and Close.
- If you wish to save the draft and not publish, click Save Draft.
Publishing the draft
Your next and final step will be to publish a Playbook draft in Manager. For those step-by-step instructions, please refer to that section here.