> ## Documentation Index
> Fetch the complete documentation index at: https://docs.firstrespondershub.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up a course

> Turn on provider access, complete the setup checklist, and write the message students see with their codes

This guide walks through turning a course into one that sends vendor access codes. Do this **before** students enroll or buy, if you can. Some settings lock after the first student has access.

## Where to go

1. Open [**Program Dashboard → Courses**](https://www.firstrespondershub.com/program-dashboard/courses).
2. Open the course.
3. Use the course sidebar:

| Section              | What you do there                                              |
| -------------------- | -------------------------------------------------------------- |
| **Course setup**     | Name, delivery model, and (if you sell it) price and max seats |
| **Learning content** | Modules and lessons (only if the course includes lessons here) |
| **Student access**   | Provider name, fields, timing, and the student message         |

<Info>
  **Student access** only appears after you choose **Access from another provider** or **Both**. Only **program owners** can edit it.
</Info>

## Step 1: Choose a delivery model

In **Course setup**, pick how students get this course:

* **Lessons on FirstRespondersHub** — no vendor codes
* **Access from another provider** — codes or links only
* **Both** — lessons here plus vendor access

Save. If you picked a provider option, **Student access** appears in the sidebar.

<Warning>
  You can still edit the course after students enroll (title, lessons, price, codes, timing, and the student message).

  What you **cannot** change later is the **delivery model** (Lessons / Access from another provider / Both). That locks once any of these exist:

  * A student is **enrolled** in a program that includes this course
  * Someone has **purchased** the course on its own
  * The course already has an access-code delivery (even if it is still pending)

  The picker still looks clickable. Saving a different model then fails. If you picked the wrong one, make a new course.
</Warning>

## Step 2: Complete Student access

Open **Student access**. The top of the page shows **Setup progress**. You want **Ready to deliver** (5 of 5).

| Checklist item                             | Done when                                                          |
| ------------------------------------------ | ------------------------------------------------------------------ |
| **Access fields are set up**               | You have at least one field, and every field has a label           |
| **Same-for-everyone values are filled in** | Shared fields (like Course ID or course website) have a value      |
| **Access codes are in stock**              | If any field is unique per student, you have unused codes imported |
| **Provider contact is saved**              | **Provider name** is filled in (for example, Jones & Bartlett)     |
| **Student message is written**             | You wrote the instructions students see with their codes           |

Work through the four tasks on the page.

### Provider and access details

1. Enter **Provider name**. Example: `Jones & Bartlett` or `American Heart Association`.
2. Choose **Start from a vendor preset**:
   * **Jones & Bartlett (Navigate)**
   * **American Heart Association**
   * **Custom**
3. Review the fields. Each field is either:
   * **Same for every student** (you type it once)
   * **One per student** (it comes from imported codes)

You can add, rename, or reorder fields. For a full walkthrough of each preset, see [Vendor presets](/student-access/vendor-presets).

<Warning>
  After students have already received access, field types lock. You can still edit labels and the student message. You cannot change what kind of field it is (shared vs unique).
</Warning>

### Codes and shared information

* For unique fields, click through to **Access codes** and [import your list](/student-access/import-and-manage-codes).
* For shared fields, type the value on this page (course website, Course ID, approval number, and so on).

If March and June need different Course IDs, set a course default here, then override it on the cohort. See [Different values per class](/student-access/different-values-per-class).

### When students receive access

Set two rules if the course is used both ways:

* **When enrolled students receive access**
* **When standalone purchasers receive access**

Options are explained in [When students get access](/student-access/when-students-get-access).

### Student message

Write the steps a student should follow after they get their codes. This text shows:

* In the student's dashboard, under **Instructions**
* In the access email, as plain text

You can use headings, lists, bold text, and links.

Click **Preview student email** to see a sample with placeholder values.

<Note>
  You do **not** edit the email subject or the first sentence. Those are the same for every organization. You only write the instructions block.
</Note>

**Example student message (Jones & Bartlett):**

1. Go to the course website in your access details.
2. Create or sign in to your Navigate account.
3. Enter the Course ID, then enter your Access Code.
4. If you get stuck, email our office. Do not share your code with anyone else.

## Step 3: Advanced operations (optional)

Open **Advanced operations** for refund and stock settings.

### After a refund, what happens to the codes?

| Setting                                      | When to use it                                                                                                                                                                  |
| -------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Hold the codes until someone checks them** | Default. After a refund, the code waits in a review list. A team member confirms it was never used before putting it back in stock. Best for AHA URLs and other one-time links. |
| **Reuse the codes after you cancel access**  | You can turn the student off at the vendor, then put the same code back in stock. Common for some LMS logins.                                                                   |

### If the student already has their codes, can staff still refund?

| Setting                                   | What happens                                                                                                                   |
| ----------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------ |
| **Allow the refund, but warn first**      | Staff see a yellow warning, then can continue.                                                                                 |
| **Stop the refund unless staff override** | Refund is blocked until someone checks **Override and refund anyway**. Use this when codes are expensive or hard to take back. |

### Stock alerts

You can email your team when you are about to run out:

* **Email when fewer than this many codes are left** — example: email when fewer than 10 unused codes remain.
* **Email when codes would run out within this many days** — example: you have 20 codes left and you have been using about 2 per day. That is about 10 days of stock. If you set this to 14, you get an email because 10 is less than 14.

See [Activity and stock alerts](/student-access/activity-and-alerts).

## After setup

1. [Import codes](/student-access/import-and-manage-codes) if you have unique fields.
2. [Assign the course to a program offering](/courses/assigning-to-offerings) and/or [turn on standalone sale](/courses/standalone-courses).
3. Watch **Pending deliveries** as students enroll or buy.

## Who can do this

Only **program owners** can change Course setup and Student access. Instructors can still view pending deliveries and a student's Access tab.