Courses Management Service user guide

Version 1.0 - Last Updated: 25 Oct 2023

This guide will help you to use the Courses Management Service (CMS), available through the HE Gateway. This page lists the chapters in each section of the guide. 

Getting started

This section will tell you what CMS is, how to access it and where to find support.

What is the Courses Management Service?

Explains what CMS is and what you will use it for.
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Accessing the Courses Management Service

Explains how to access CMS.
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Provider information

Covers the information on CMS about your university or college.
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Higher education provider support

Tells you where to find help with any questions about CMS.
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Service agreement and standards

This section outlines our and your responsibilities around CMS.

Our responsibilities

Covers our responsibilities around course management.
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Your responsibilities

Covers your responsibilities around course management.
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Provider attributes

This section covers attributes such as designation, provider category, locations and fee caps.

Designation

Explains the domiciles to which your courses can be designated.
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Category

Covers the different meanings of provider category depending on your location.
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Fee caps

Explains what fee caps are and how are they used on CMS.
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Locations

Explains the location types you can use on CMS.
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Eligibility

This section covers some general principles of course eligibility. There is more specific information on eligibility for each course type in the Creating courses section.

Qualifications

Lists the available undergraduate and postgraduate qualifications.
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Equivalent or lower qualification (ELQ) exceptions

Explains when students who want to study a secondary qualification may be eligible for funding.
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Studying abroad

Explains the eligibility requirements for courses that include overseas study.
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Determining mode of study

Explains how to determine if your course is in attendance or distance learning, part-time or full-time.
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Course data fields

This section gives you an overview of the course data fields you can use on CMS.

Add Course

Gives an overview of the data fields in the Add Course section on CMS.
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Course Details

Gives an overview of the data fields in the Course Details section on CMS.
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Attributes

Gives an overview of the data fields in the Attributes section on CMS.
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Creating courses

This section tells you how to create courses on CMS.

Creating a full-time undergraduate course

Explains how to create a full-time undergraduate course.
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Creating a part-time undergraduate course

Explains how to create a part-time undergraduate course.
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Creating a postgraduate master’s course

Explains how to create a postgraduate master’s course.
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Creating a postgraduate doctoral course

Explains how to create a postgraduate doctoral course.
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Creating an initial teacher training (ITT) course

Explains how to create an ITT course.
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Creating an FE initial teacher training (ITT) course

Explains how to create a further education (FE) initial teacher training course
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Creating a Postgraduate Healthcare course

Explains funding packages for Postgraduate Healthcare courses
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Courses to support DSA applications

Explains how to add a course to allow your students to access DSA support.
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Updating course details for a new academic year

Explains how to update a course when it has been rolled over from a previous academic year.
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Editing courses

This section tells you how to edit existing courses on CMS.

Which courses can you edit on CMS?

Explains what courses you can edit and when.
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Editing undergraduate courses

Explains what to keep in mind when you edit undergraduate courses.
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Editing postgraduate courses

Explains what to keep in mind when you edit undergraduate courses.
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Closing a course

Explains when and how to close a course.
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Course search and export

This section tells you how to search for and export courses.

Course search and filter

Explains how to use the course search and filter options on CMS.
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Course export

Explains how to export your courses in a file.
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Higher education short courses

This section covers the higher education short courses trial running from 1 September 2022 until 31 August 2025.

Provider eligibility

Explains which providers are eligible for the short courses trial.
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Student eligibility

Explains student eligibility for higher education short courses.
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Course eligibility

Explains course eligibility for higher education short courses.
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Student application process

Explains the student application process for higher education short courses.
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Student offer letter

Where to download the student letter offer.
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Adding short courses to CMS

Explains how to add higher education short courses to CMS.
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