---
title: "Managing and editing requirements"
slug: "managing-and-editing-content"
tags: ["edit certification", "manage certification", "Certification Management", "Path Editing"]
updated: 2026-08-13T16:01:46Z
published: 2026-08-13T16:01:46Z
canonical: "totara.help/managing-and-editing-content"
---

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

# Managing and editing requirements

Under the **Requirements** tab of a [certification](/totara-20/docs/what-are-certifications), Site Administrators and those with relevant permissions can adjust the certification’s structure and settings. This can include updating paths, recertification options, and sequence settings without recreating the certification.

> [!CAUTION]
> A warning banner displays when the certification is live, reminding users that any edits may affect learner progress or completion records. It is therefore recommended to take caution when editing live certification requirements and content.

To edit and manage certification content and requirements, either:

1. Go to *Quick-access menu > Certifications.*
2. Select the name of the category (or subcategory) in which the certification sits.
3. Select the corresponding cog icon (![](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-CKHZAAP1.png?sv=2026-02-06&spr=https&st=2026-11-09T16%3A41%3A27Z&se=2026-11-09T17%3A41%3A27Z&sr=c&sp=r&sig=4bOxCg%2B2i33ZTeMBv6UI8q5UTcH2Ry3fT0qRZqsc8Zs%3D)) for the required certification, or select the certification name to open it, then select **Edit certification details**.
4. Select the **Requirements** tab.

Or:

1. Navigate to the **Catalogue** via **Explore**.
2. Find and click on the certification you want to manage and edit.
3. Click the three dots (![](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-GMXN13NI.png?sv=2026-02-06&spr=https&st=2026-11-09T16%3A41%3A27Z&se=2026-11-09T17%3A41%3A27Z&sr=c&sp=r&sig=4bOxCg%2B2i33ZTeMBv6UI8q5UTcH2Ry3fT0qRZqsc8Zs%3D)) at the top right of the certification page and click **Manage certification**.
4. Select the **Requirements** tab.

### Edit the recertification details

1. Click the three dots (![](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-GMXN13NI.png?sv=2026-02-06&spr=https&st=2026-11-09T16%3A41%3A27Z&se=2026-11-09T17%3A41%3A27Z&sr=c&sp=r&sig=4bOxCg%2B2i33ZTeMBv6UI8q5UTcH2Ry3fT0qRZqsc8Zs%3D)) on the right of the **Recertification** section towards the bottom of the page under the **Requirements** tab and select **Edit recertification**.

![Certification requirements page showing initial certification path with Recertification menu](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-1774363525334.png?sv=2026-02-06&spr=https&st=2026-11-09T16%3A41%3A27Z&se=2026-11-09T17%3A41%3A27Z&sr=c&sp=r&sig=4bOxCg%2B2i33ZTeMBv6UI8q5UTcH2Ry3fT0qRZqsc8Zs%3D)
2. Edit the **Reference date**, and **Learners can request extensions**.
3. Click **Save**.

### Add a new path

To add a new path to your requirements

1. Clicking **Create path** within the **Certification paths** section.

![Certification path tile and cursor indicating clicking Create path](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-FSD12WQ4.png?sv=2026-02-06&spr=https&st=2026-11-09T16%3A41%3A27Z&se=2026-11-09T17%3A41%3A27Z&sr=c&sp=r&sig=4bOxCg%2B2i33ZTeMBv6UI8q5UTcH2Ry3fT0qRZqsc8Zs%3D)

Or
2. Hover your cursor between the two paths you want to create a new path and click the create path icon ( ![](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-WV9FY8OZ.png?sv=2026-02-06&spr=https&st=2026-11-09T16%3A41%3A27Z&se=2026-11-09T17%3A41%3A27Z&sr=c&sp=r&sig=4bOxCg%2B2i33ZTeMBv6UI8q5UTcH2Ry3fT0qRZqsc8Zs%3D) ) which will appear

![](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-YSSL9BPH.png?sv=2026-02-06&spr=https&st=2026-11-09T16%3A41%3A27Z&se=2026-11-09T17%3A41%3A27Z&sr=c&sp=r&sig=4bOxCg%2B2i33ZTeMBv6UI8q5UTcH2Ry3fT0qRZqsc8Zs%3D)
3. Then [create and add your new path](/totara-20/docs/creating-paths-requirements-tab) as needed.

Once you have added a new path you can edit the [multi-year recertification sequence](/totara-20/docs/multi-year-re-certification-sequences) of the paths.

### Edit a path

To edit an existing path, follow these steps:

1. Click the path you wish to edit.

![Cursor hovering over a path ready to click on to edit](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-XBGS1A60.png?sv=2026-02-06&spr=https&st=2026-11-09T16%3A41%3A27Z&se=2026-11-09T17%3A41%3A27Z&sr=c&sp=r&sig=4bOxCg%2B2i33ZTeMBv6UI8q5UTcH2Ry3fT0qRZqsc8Zs%3D)
2. If required, click the three dots (![](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-GMXN13NI.png?sv=2026-02-06&spr=https&st=2026-11-09T16%3A41%3A27Z&se=2026-11-09T17%3A41%3A27Z&sr=c&sp=r&sig=4bOxCg%2B2i33ZTeMBv6UI8q5UTcH2Ry3fT0qRZqsc8Zs%3D)) to the right of the **Requirements** page and select **Edit path details** to edit the details of the path or certification periods.
3. Once you have made the required changes, click **Save**.
4. If you need to edit course sets, click the three dots (![](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-GMXN13NI.png?sv=2026-02-06&spr=https&st=2026-11-09T16%3A41%3A27Z&se=2026-11-09T17%3A41%3A27Z&sr=c&sp=r&sig=4bOxCg%2B2i33ZTeMBv6UI8q5UTcH2Ry3fT0qRZqsc8Zs%3D)) in the top right of the course set and select **Edit**.
5. Make the required changes and click **Save**.
6. To add a [new course set](/totara-20/docs/creating-paths-requirements-tab#adding-course-sets), scroll past the last course set and click **Add course set**.
7. Complete the relevant setup for the new course set and click **Save**.
8. Once you have made the required changes to the path, click **Overview** to navigate back to the main **Requirements** page.

### Deleting paths

You can delete paths from the **Requirements** page.

1. On the path to be deleted, click the three dots (![](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/image-GMXN13NI.png?sv=2026-02-06&spr=https&st=2026-11-09T16%3A41%3A27Z&se=2026-11-09T17%3A41%3A27Z&sr=c&sp=r&sig=4bOxCg%2B2i33ZTeMBv6UI8q5UTcH2Ry3fT0qRZqsc8Zs%3D)) to the right of the path and select **Delete**.
2. From the confirmation pop-up, click **Delete**, or **Cancel** if you do not want to delete the path.

> [!WARNING]
> You cannot delete any paths which have learners assigned. However, it is always worth checking for [assigned learners in a path](/totara-20/docs/view-assigned-learners#assigned-learners-in-a-path) before attempting to delete. If you do attempt to delete a path with assigned learners, a pop-up will display with the warning: 'You are not allowed to delete ———. There are X learners assigned to this path. Reassign them first and then try to delete the path again.'

![Course badge](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/course-badge_programs-and-certifications.svg?sv=2026-02-06&spr=https&st=2026-11-09T16%3A41%3A27Z&se=2026-11-09T17%3A41%3A27Z&sr=c&sp=r&sig=4bOxCg%2B2i33ZTeMBv6UI8q5UTcH2Ry3fT0qRZqsc8Zs%3D) The Totara Academy has a whole course dedicated to using [Programs and certifications](https://totara.community/mod/page/view.php?id=24374) in Totara Learn. Here you can learn more on how to use programs and certifications, see best practices, and why not give it a go yourself.

Join the [Totara Community](https://totara.community/) for more resources to help you get the most out of Totara.

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