Courses

Courses are the training products that you offer, the catalogue of courses and training from which you create Events. A single Course can be created as either Public or Private in any Location. To do this, you’ll need to create a Course Template.

A Course Template serves 3 main functions:

1. Stores default values for each Course e.g. time/duration to save time when creating Events
2. Takes the course information and generates a PDF brochure that can be given to prospects
3. With a website integration (WebLink, WordPress Plugin, or REST API), your website will synchronise and display the information stored in the Course Template

The Course Templates serve all your training needs, be it Classroom or LMS (Learning Management System). You will see LMS-specific entries in the form of LMS Summary and LMS Resources in the Course Template.

You can access the Course Templates through Events → Course Templates in the menu.

When you visit the Course Templates screen,you can narrow down the list of Course Templates by searching in the text box, or you can view a set of options by clicking Filters. Here you’ll be able to filter down your Course Templates by:

• Course Status
• Course Level
• Price Level
• Course Category

(Read more about the definitions in the Basic Info tab)

View extra options to narrow your list of Course Templates by clicking ‘Filters’

You’ll also be able to see the status of your Course Templates:

You can set the status through the Options button in each Course Template, as well download the Course PDF and duplicate the current Course Template. Please note that the option to delete a Course Template will only appear if there have been no Events scheduled with it.

The Options button lets you set the status of the Course Template, and other functions

Please see the individual tabs for more information:

Personnel

Here you can set:

• Approved Instructors for this Course
• Default Task Workflow Groups

Select your qualified Instructors for this Course and define default Task Workflow Groups to apply for Events

Approved Instructors

Select the Instructors who are qualified to teach this particular Course. This will define the list of Instructors available for selection on the Event.  If you don't select any Approved Instructors, then you will be able to select any of your Instructors when you add Personnel to an Event.

Include dormant instructors : this will display Instructors that have been marked as dormant ( in lieu of deleting Instructors ).

When adding Instructors, you can filter by Pay Rate (specified text box in the Instructor tab of their Contact) or Qualifications .

You can search for your Instructors based on Rate and/or Qualifications

Once added, the Instructor will be displayed along with their Qualifications (Credentials) and Notes (Contact Notes):

Your Instructors will be displayed along with their Qualifications (Credentials) and Notes (Contact Notes)

Show Instructors on PDF : Checking this option will show the Instructor section on the Course PDF and the Instructors name and notes (from the Contact record).

Task Workflow Group

Set which Task Workflow Groups (comprising of Event Workflows ) to apply when you schedule an Event using this Course Template. Use CTRL (PC) or ⌘ (Mac) + mouse click to select multiple Task Workflow Groups.

Content

Set your default Event Documents and LMS Content here. This will save you time when you have a default list of Event and/or documents you wish to apply to an Event scheduled from your course. Please see the relevant aforementioned Events documentation, for more information on how to use this section.

Set your default Event Documents and LMS Content in the Content tab

Schedule

In the Schedule tab, you will be able to specify a default Learning Mode and Schedule for your Events.  The schedule also determines the Duration (in days) display, based on the number of sessions due to be created, for WebLink and WordPress integrations.  The days and times will be applied to your Event’s Sessions. You’ll be able to modify these when you schedule your Event, using the Session Editor , so don’t worry if these values are not exact. For more information see our documentation on Events.

Set your default Learning Mode and Session days and times in the Schedule tab

Learning Mode	See Events Learning Modes
Session Start Time	Define what time your Sessions (physical classroom time, etc.) usually start
Session End Time	Define what time your Sessions usually end
Daily / Weekly	Define whether you base this Course on a number of days or weeks that this runs for: this selection will determine whether you choose Every n Days or Every n Weeks below. Select the days on which the training will usually be held.
Every (days)	How many gaps per days selected, e.g. every day = 1, every 2nd day = 2, etc.
Every (weeks)	How often you need to repeat the week’s training, e.g. every week = 1, every fortnight = 2, etc.
Ends (Occurrences)	Daily: the number of Sessions to create, based on the Weekly: the number of weeks to repeat the pattern
Registration Deadline	See Registration Deadline

Finance

Here you can manage your Course Pricing and link Items to your Course Template. Please refer to the inline links to see further documentation for these functions.

Add and Edit Price and Item Mapping information from the Finance tab