The copy course offer function allows you to create a new Course Offer using an existing one as a template. This can save time when setting up a new intake while maintaining the structure and configuration of the original offer.
The Course Offer copy process enables you to selectively copy components such as Unit Offers, checklists, elearning offers, enrolment checklist templates, and Sales+ settings. During the process, you can choose which elements to include and configure new Unit Offer codes where required.
Before you begin:
Required Knowledge: Course Offer
Required LRM Access: Admin
Required Pre-Steps: Set up Course Offer
1
Copy Course Offer
- Navigate to LRM > Offers
- Search for the Course Offer you wish to Copy.
- Click the Course Offer Code to take you to the Selected Course Offer > Dashboard page.
- At the top right corner, click Action > Copy
2
Review and Edit the new Course Offer
- Modify the details in each card: Code and description; Start and end dates; Custom fields if any, Reporting and Compliance details as required
- Click Next
3
Review and Select Copy Options
Choose which information from the source Course Offer should be copied to the new Course Offer.
Tick Select All to copy all available data, or choose individual items as required.
If a data type has not been configured on the source Course Offer, the option will be disabled and display No data. Only data that exists on the source Course Offer can be selected for copying.
You can copy Lists, Checklists, Enrolment Template Checklists, Elearning Offers and Sales+ Settings.
After selecting the data to copy, choose one of the following options:
- Confirm Copy – Completes the Course Offer copy process without copying any Unit Offers. You can choose to add unit offers later. See How to Add Unit Offers
- Confirm Copy and Copy Unit Offers – Saves the Course Offer and proceeds to the Unit Offer copy process, where you can select and configure the Unit Offers to be copied.
4
Add Unit Offers
Review the selected unit offers, and click Next.
5
Configure Copy Options
Configure the following:
- Copy Options > Select All will select all copy options so all available settings, dates, checklists, and related information are copied to the new Unit Offers.
- Unit Offer Code: Choose how the Unit Offer code for the new unit offers should be generated.
- Copy from selected Unit Offers: Uses the same Unit Offer code as the source Unit Offer being copied.
- Set from Unit Code plus suffix: Generates a new Unit Offer code using the Unit Code and an additional suffix you specify. Useful when creating a new delivery period, intake, or version. (e.g. BSB101_JUL_2026). Just enter the required suffix. (e.g. _JUL_2026).
- Copy Child Unit Offers: Copies any Child Unit Offers linked to the selected Unit Offers and creates corresponding Child Unit Offers under the new parent Unit Offers. See Linked Unit Offers (Parent/Child Relationships)
- Set Unit Offer dates from the selected Course Offer: Updates the new Unit Offer start and end dates to match the dates of the selected Course Offer.
- Set Unit Offer details from the selected Course Offer: Copies relevant details from the selected Course Offer to the new Unit Offer, helping ensure consistency between the Course Offer and its associated Unit Offers.
- Copy Checklists across for each Unit Offer: Copies any checklists attached to the source Unit Offers to the new Unit Offers.
- Copy Enrolment Checklist Templates for each Unit Offer: Copies enrolment checklist templates from the source Unit Offers to the new Unit Offers.
- Click Confirm Copy Unit Offers.
6
The Course Offer copy process is now complete.
You are now on the Unit Offers page for the new Course Offer, where you can review and update Unit Offer details as required.
