Leo User Guide

Courses: Course Templates

Updated on

A Course Template is the Template record that controls the basic settings for its individual Course iterations (called Course Sections or Rotations). This article will show you how to create a new Course Template from which you can then create new Sections (or Rotations).

Path: Home > Course Management > Course Settings > Courses > Course Templates > New Course Templates


  1. Search Courses: Search by text, double-click to see all.
  2. New Course Template: Create a New Course Template.
  3. View All: Generates a list of all active Course Templates. Deleted and Hidden records are NOT included.
  4. Hidden: View all Course Templates that have been Hidden.
  5. New Records: View all Course Templates created within a date range.
  6. Duplicates: View all Course Templates that have the same name. Some institutions create separate Courses for different campuses, so Leo allows duplicate names.

New Course Template

Each Course Template requires a unique abbreviation to identify it as the source for any instance (Section/Rotation) of the Course that will be based on it, as well as allow it to tie back to your Registrar system.

Usually, this unique abbreviation is a combination of the Section and/or Course name (ex. PHYS101 for "Physiology 101").

NOTE: It is up to your institution to decide the naming convention that should be used.

  • Click Save Abbreviation to save your new abbreviation and exit this screen.

NOTE: There is no minimum character length for this identifying code. The system will let you know when you've hit on a unique abbreviation.

Course Template Screen

Required fields are marked with a red asterisk (*).

  • Name: This is the general name for your new Course - it must be unique.
  • Course Description: This is the basic description of your new Course and applies to all Sections. This field can be edited at a later date, if necessary. This field is optional. To add a video to your course description refer to Embed Video in Description article.
  • School Year: This defines which year of the curriculum this Course will primarily be taught in.
  • Lock School Year: If you set this field to Yes, this Course Template will not be affected by updates of the Registrar feed.
  • Course Type: This determines what type, of Course, this will be (ex. classroom, clinical, lab, etc.). This is a required field.
  • Primary Course: Set this field to Yes if this Course will be an official part of the curriculum and reported in your CIP report.
  • Rotations: If the Course will be taught more than once per year (if it will have more than one Section/Rotation), or if it will be a clinical Course, set this field to Yes. If set to Yes, Rotation number will be shown in the Event and Course Screens. If this Course will be a didactic, or classroom, Course, set this field to No.
  • BG Color (Legacy Theme): This option currently is not available in Leo. Please leave this set to white.
  • FG Color: This option currently is not available in Leo. Please leave this set to white.
  • Background Color: This defines the Calendar Color to represent the Course if you have selected ‘Calendar colors based on Course.’ If you are using Event Type to define your Calendar Colors, the Course Templates’ Background Colors will not take effect. Make sure to choose a color that contrasts well with white font.
  • Source: Select the source for this Course Template. Your options include: import, manual, or roster.
  • Catalog: For this field, type the Registrar's catalog number for this Course.
  • Credits: For this field, type the number of credits this Course will provide, according to your Registrar.
  • Deleted: To delete this Course Template, set this field to Yes. To un-delete, set this field to No.
  • Hidden: If you do not want this new Course to be visible in the system (for example, if you are creating it ahead of time), you can set this field to Yes to keep the Course hidden until you are ready to make it visible. To make the Course visible, return to this screen and set this field to No.

Click Save Changes to save and exit this screen.

TIP: If you plan to create Rotations for your new Course, see article on How to create a new Course Section/Rotation.

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