How to Edit Playbook Courses in Manager

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. For details on editing in the app, refer to How to Edit Playbook Courses in Playbook. 

Note: Once a course is created, it can only be viewed and edited by a Manager Admin who supervises the worksite. This ensures stronger content governance and collaboration at the worksite level, keeping drafts focused and secure until they are ready to be published.

Edit a Playbook Course in Manager

1. In Manager, navigate to Activities and select Courses.
2. 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. 
3. Click EDIT COURSE.
   
4. Once the course loads, you will be able to edit, delete, move and add content:
   • To edit content, select the pencil icon .
   • To delete content, click the trash icon .
   • To add content, tap the ADD MORE icon at the bottom center of the screen . 
   • To move content, click on the six dots on upper left corner of each question. Then drag and drop to desired location. 
5. Select SAVE AND CLOSE when completed.
6. PUBLISH or SAVE DRAFT.
   

Edit a Playbook Draft Course in Manager 

Draft courses are not yet published and will not appear in the Course Listing under Activities. For easier review and approval, you can access drafts from two locations in Manager. Follow the steps below to locate, review, and edit draft courses before publishing

1. In Manager, navigate to Activities:
   • Navigate to Pending Courses.
     
     - OR -
   • Navigate to Courses, then click Playbook Course Builder on the top right. 
     
2. Select the Playbook draft you wish to edit.
   • Note: If another administrator is currently working on the draft, it will be locked for editing
3. 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.
4. 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.