Add an Event Price

You can set up quick or one-off prices in Currencies or Training Tokens for any Event

You can predefine all your prices, in currency or in Training Tokens, in your Course Pricing so that your pre-set prices are available every time you create an Event. However, if you wish to add a quick, or one-off, price for your Event, you can do so within the Event itself. Please note that you’d still need to have appropriate Price Levels defined.

1. Click
2. Select your appropriate Price Level
3. Select Tokens or Currency
4. Select the correct Token Type or Currency from the drop-down
5. Enter the amount in currency or the number of Tokens
6. Click

Revenue

You can see forecasted income versus the income you’ve invoiced for.

This section lets you see if you’ve got forecasted income that has yet to be invoiced, and is reported from the perspective of:

• Student Registrations: when you add a student to an Event, it creates a registration using the Price you specify
• Mapped Items: these are additional Items linked to the Course, e.g. textbooks, course materials, etc.
• Linked Invoices: when you create an Invoice, you have the option to link Invoice Items to an Event

The Forecast column identifies the maximum invoiceable amounts, and the Invoiced column reports how much of the Forecasted amount has been Invoiced.

As all the figures here are calculated, there are no modifiable fields for this section, and is read-only.

The Cash Flow figure on the Event is the Revenue (Forecast) minus the Costs.

Costs

You can view and add costs to your Event, and raise Purchase Orders from the Costs section.

The sum of the Event Revenue (through Invoices) and Costs (through Purchase Orders) inform the Cash Flow figure on the Event. These Costs can be anything like refreshments or course materials.

By default, any Default Costs specified for Public and Private Events will be displayed in this section.

From here, you can:

• Add a Cost
• Edit a Cost
• Remove a Cost
• Raise a Purchase Order

Add a Cost

1. Click , this will open a new dialog box

2. Enter a Description for this cost: this will be displayed on the Event’s screen

3. Select the appropriate Currency this Cost is in

4. Enter the Amount, in monetary value per unit: this unit is defined in the next step, Quantity Type

5. Select the Quantity Type, this will multiply the above Amount by:

   • Everyone: the number of Personnel and Students (e.g. you want to buy a cake for everyone that is due to come to the Event)
   • Fixed: a fixed number (e.g. you want 200 cakes, regardless of how many people are due to come to the Event)
   • Personnel: the number of Personnel (e.g. you only want to buy cakes for your Personnel)
   • Students*: the number of registered students (e.g. you only want to buy cakes for your students)

6. Click

Your Cost will then be added to the Event.

Edit a Cost

1. Click on the Cost you wish to edit
2. Select Edit Cost, this will open a dialog box
3. Make your desired changes
4. Click

Your Cost will then be updated on the Event’s screen.

Remove a Cost

1. Click on the Cost you wish to remove
2. Select Remove, which will open a confirmation dialog box
3. Click to confirm

Your Cost will then be removed from the Event’s screen.

Raise a Purchase Order

1. Click on the Cost you wish to raise a Purchase Order for
2. Select Raise Purchase, this will open a dialog box
3. Select your supplier’s Account
4. Select your Company
5. Select the appropriate Nominal Account - please ask your accountant for further advice if you’re not sure which Nominal Account to use
6. Click

Your Purchase Order number will appear next to the Cost on the Event’s screen.

Add Session

1. Click or click on an empty space in a desired date in the Calendar view, this will open a new session dialog box.
2. Fill in the values as required or appropriate to your Session (these don’t need to follow any convention or template set previously, you can change the values to whatever you need them to be)
3. Click Save or Save & Add New Session if you would like to add another session.

Your Session will be added to the table.

Edit Session

If you’re editing a Session that was automatically created when the Event was created, the default values are taken from the Course Template - such as starting and end times, the code, and the title. The Location and Venue will be the same values as those specified when you created the Event.

You can make changes to the following information when you edit a Session:

• Session Start and End Date/Time
• Session Code
• Session Title
• Location
• Venue
• Notes

To Edit a Session:

1. Click on the Session you wish to make changes to
2. Select Edit Session, this will open a dialog box
3. Make your desired changes

Your Session will be updated in the Event’s screen.

When you add or edit your session you can also switch to the Students tab to see the students registered for that session.

In addition, switch to the Personnel tabs to add, edit or delete a session's Personnel. You can add different Personnel to different Sessions.

1. On the Personnel tab of the session, select Add Personnel.
2. Select the Type to be Administrator, Instructor, or Partner
3. Start entering the name of the Personnel, and select the one you require
4. [Optional] Add any notes desired: this will be displayed on the Event’s screen when viewing the Personnel section, e.g. travel notes
5. Click

Your Personnel will be added to the Session.

Duplicate Session

Sessions can be duplicated with all data (all tabs including custom fields).

To duplicate a session:

1. Click on the Session you wish to make changes to
2. Select Duplicate Session, this will open a dialog box
3. The dialog box will prompt you to enter a start date and time for the sessions.
4. The end date will be automatically calculated based on the session duration
5. Click Duplicate

Your new session will be added to the sessions table.

Add Session Resource

To add a resource to all sessions:

1. Click 'Add Resource' above the resource requirements, next to where you select the List or Calendar view. This will open the "Add Resource to All Sessions" dialog box.
2. You can filter resources by name, type, and location.
3. The list will display all resources, with available resources conveniently placed at the top.
4. Select the needed resources
5. If you want to add resources only to the sessions that require them, tick the checkbox labeled 'Add resources to required sessions only'.
6. Click OK, and the resources under "Added Resources" will be assigned accordingly.

In addition to adding resources to all sessions, you can also add Resources to particular Sessions if you need additional Resources on those particular sessions.

1. Click on the Session you wish to add a Resource to and select Add Resource. In the List view this will be using the pencil at the end of the row.
2. [Optional] Edit the booking start and end date and times: this is by default the duration of your session.
3. Select your Resource Type, this will change the fields under this to reflect that Type (as defined in Resource Types)
4. Enter the rest of the fields as appropriate
5. Click

New options will be available when you click on the Session once you’ve added Resources: Edit Resource, which also lets you Delete the Resource.

Edit Session Resource

You’ll only be able to access this menu item if you have added a Resource to a particular Session.

1. Click on the Session you wish to edit the Resource of
2. Select Edit Resource , this will open a dialog box
3. Click against the Resource you wish to edit, this will change the dialog box
4. Make the changes desired change to the Resource booking
5. Click

Your Resource will then be updated for the Session.

Delete Session Resource

You’ll only be able to access this menu item if you have added a Resource to a particular Session.

1. Click on the Session you wish to remove the Resource from
2. Select Edit Resource, this will open a dialog box
3. Click against the Resource(s) you wish to remove
4. Click to confirm your changes

Your Resource will then be removed from the Session.

Cancel Session

Canceling the Session lets you retain the Session information for the Event for historical and reference purposes, e.g. a session had to be canceled because of weather or transport conditions. This will change the Session Status to Cancelled, and also lets you reinstate the Session if you wish. If you wish to permanently remove the Session from the Event, see Delete Session.

1. Click on the Session you wish to cancel, a notification dialog box will appear

2. Select whether you’d like to send a cancel notification to your students and/or Instructors (see Templates to create your own notifications)

   • Yes: Select the Communication Template that you wish to use - you can edit these before sending

3. Click

Your Session’s status will be updated to Cancelled. Once a Session has been canceled, it can be Reinstated.

Reinstate Session

If you wish to restore a Cancelled Session, e.g., it was canceled due to a bad weather forecast, but the weather is actually turning out OK, then you can do this through here. You’ll only be able to access this menu item if you have Cancelled a Session.

1. Click on the Cancelled Session you wish to reinstate
2. Select Reinstate Session

This will restore the Session’s status to Active.

Delete Session

Deleting a Session will permanently remove the Session from the Event. If you wish to retain the Session information, not have the Session go ahead, and keep the option of reinstating the Session, then please Cancel the Session. Please note that once a student has been added to the session, you will not be able to delete the session, the session would need to be canceled.

1. Click on Session you wish to remove, a notification dialog box will appear

2. Select whether you’d like to send a notification to your students and/or Instructors

   • Yes : Select the Communication Template that you wish to use - you can edit these before sending

3. Click

Your Session will be permanently removed from the Event.

If the start or end times of an Event or Session that has Resources or Instructors associated with it change, the system will check for Resource booking conflicts. You will be prompted to resolve the Resource conflict before proceeding with the save.

Add LMS Content (from DMS)

You can add LMS Content that’s already stored in your DMS (Document Management System) straight to your Event.

1. Click
2. Select Existing from DMS , an Explorer/Finder style dialog box will appear
3. Navigate to your desired file and select it
4. Click

If you’ve just uploaded a SCORM file, you’ll have to change the LMS Content Type to SCORM.

If your Content is SCORM, you can choose to override the Learner's Max Attempts.

Please note, if you set different attempt limits on your SCORM package and Administrate, the lower limit will win. For example:

1. The SCORM content has a limit of 5 and you enter an Administrate limit of 2, so the Learner can only try 2x. (The limit is imposed - the Learner will not be able to click into the content - but you may have a conflicting message in the content itself of the number of attempts left.)
2. The SCORM content has a limit of 3 and you enter 10 on Administrate, so the Learner can only try 3x. (Setting 10 attempts on Administrate will not allow more attempts.)

Your LMS Content will be added to the LMS Content table of the Event. Once you’ve added at least one LMS Content Document to the Event, you’ll be able to:

• View LMS Content
• View LMS Content in DMS
• Edit LMS Content
• Archive LMS Content
• Hide LMS Content
• Remove LMS Content

Add LMS Content (local file)

If you don’t have your desired file already stored in your DMS (Document Management System) , you can upload a file from your computer (local file) from here and it’ll store in your DMS as well as be applied to your Event’s LMS Content section.

1. Click
2. Select Upload New File, this will open the DMS Upload Document dialog box
3. Either click to navigate to your local file, or drag and drop a file from your Windows Explorer/macOS Finder into the grey area
4. Select a DMS Folder how to create a DMS Folder)
5. The Name defaults to the name of the filename you selected for upload, but you can change this: this name will appear in the LMS Content section of the Event, as well as the name presented to your students when they’re in the LMS
6. Enter a Description, this will appear in the LMS Content’s section for your reference
7. Optionally select Categories to associate with the Document. Document Categories are used with Communication Templates to dynamically attach Event-specific Documents.
8. Click

You’ll have added a new Document to your DMS (meaning you’ll be able to access it from there in the future) and it’ll be added to your Event’s LMS Content section.

Once you have added at least one Document to the Event, you’ll be able to:

• View LMS Content
• View LMS Content in DMS
• Edit LMS Content
• Archive LMS Content
• Unarchive LMS Content
• Hide LMS Content
• Show LMS Content
• Remove LMS Content
• Add Separator
• Remove Separator

View LMS Content

You can view your LMS Content in your web browser. If your web browser doesn’t support the file type, e.g. a zip file, then the Document will be downloaded onto your machine for you to view externally.

You’ll only be able to access this menu item if you have added LMS Content to the Event through the DMS or by uploading a local file.

1. Click on the Document you wish to view, only under the Type, Archived, or Hidden Columns: clicking under the Name column will move the Content
2. Select View Document

Your Document will be displayed in your web browser or be downloaded onto your computer, depending on the file type.

View LMS Content in DMS

You can view your LMS Content in your DMS (Document Management System). This is useful if you want to see where it’s stored, or if you want to perform DMS functions on the Document.

You’ll only be able to access this menu item if you have added LMS Content to the Event through the DMS or by uploading a local file.

1. Click on the LMS Content you wish to view, only under the Type, Archived, or Hidden Columns: clicking under the Name column will move the Content
2. Select View in DMS

You’ll be taken to the DMS system, displaying the file in its folder.

Edit LMS Content

You can set how your uploaded LMS Content should be interpreted by Administrate’s LMS, and give each LMS Content a description, which will be displayed in front of the file name in the LMS Content table.

You’ll only be able to access this menu item if you have added LMS Content to the Event through the DMS or by uploading a local file.

1. Click on the LMS Content you wish to view, only under the Type , Archived , or Hidden Columns: clicking under the Name column will move the Content

2. Select Edit Item, a dialog box will be displayed

3. Enter a Description: this will be displayed before the file name in the LMS Content table

4. Select your LMS Content Type:

   • Resource: Used for downloadable content, e.g. PDF files. Shows a document icon in the LMS to the student
   • SCORM Presentation: displays a slideshow icon next to the content on the LMS
   • Quiz: displays a check mark icon next to the content on the LMS
   • SCORM: identifies that this LMS Content is SCORM-authored. Displays a slideshow icon
   • Video: identifies this is a video file that can be played within the browser. Displays a video "play" icon
   • External Activity: Displays an "open external link" icon

5. Click

Your LMS Content will now be updated in the LMS Content table.

Below is an image showing how the different types are shown to the Learner in our LMS:

Archive LMS Content

You can hide LMS Content from your students. This is useful if you want to reveal LMS Content at a later date or have temporary content uploaded without showing it to your students. Same functionality as Hide LMS Content.

You’ll only be able to access this menu item if you have added LMS Content to the Event through the DMS or by uploading a local file.

1. Click on the LMS Content you wish to archive, only under the Type, Archived, or Hidden Columns: clicking under the Name column will move the Content
2. Select Archive

Your LMS Content will no longer be shown to your students, and it will be also be hidden in the LMS Content table.

• To show archived content in the LMS Content table, simply click the "Show archived content" checkbox which is displayed above the table.
• Upon selection, any archived content will be listed in the LMS Content table.

From here you can also choose to show the LMS Content to your students again.

Unarchive LMS Content

By default, all LMS Content is unarchived. This menu item can only be accessed if the LMS Content has been Archived.

1. Click on the Archived LMS Content you wish to unarchive, only under the Type, Archived, or Hidden Columns: clicking under the Name column will move the Content
2. Select Not Archive

Your LMS Content will no longer be archived and will be visible to your students again.

Hide LMS Content

You can hide the LMS Content from your students. This is useful if you want to reveal LMS Content at a later date, or have temporary content uploaded without showing it to your students. Same functionality as Archive LMS Content.

You’ll only be able to access this menu item if you have added LMS Content to the Event through the DMS or by uploading a local file.

1. Click on the LMS Content you wish to hide, only under the Type, Archived, or Hidden Columns: clicking under the Name column will move the Content
2. Select Hide

Your LMS Content will no longer be shown to your students. From here you can show the LMS Content again.

Show LMS Content

By default, all LMS Content is shown. This menu item can only be accessed if the LMS Content has been set to Hidden.

1. Click on the hidden LMS Content you wish to show again, only under the Type, Archived, or Hidden Columns: clicking under the Name column will move the Content
2. Select Shown

Your LMS Content will now be visible again to your students.

Remove LMS Content

Note: You can only remove LMS Content that Students have not yet attempted from an Event. LMS Content with student attempts can be archived, but not removed. 

Removing LMS Content from the Event will not affect the file in the DMS (Document Management System), as it’ll remain there.

You’ll only be able to access this menu item if you have added LMS Content to the Event through the DMS or by uploading a local file.

To remove LMS Content that Students have not attempted:

1. Navigate to the LMS Content Table on the Event's Outline Screen
2. Click anywhere in the Type, Archived, or Hidden columns of the LMS Content you wish to remove (clicking under the Name column will move the Content
3. Select Remove , a confirmation dialog box will be displayed
4. Click to confirm

Your LMS Content will then be removed from the Event.

Add Separator

You can organise your LMS Content using Separators. These function as text headers for the content it comes under.

1. Click
2. Select Add New Separator, this will open a new dialog box
3. Enter a Description: this will appear in the LMS Content table and be displayed as a text header in the LMS
4. Click , this will add the Separator to the LMS Content and be displayed in bold
5. Drag and Drop its Name to move it to the appropriate position you wish for it to appear

Your Separator will be added and placed accordingly.

Edit Separator

You can edit the Description of the Separators.

You’ll only be able to access this menu item if you have added a Separator.

1. Click on the Separator you wish to edit, only under the Type, Archived, or Hidden Columns: clicking under the Name column will move the Content
2. Select Edit Separator
3. Edit the Description of the Separator
4. Click

Your Separator will be updated in the LMS Content table.

Remove Separator

You’ll only be able to access this menu item if you have added a Separator.

1. Click on the Separator you wish to remove, only under the Type , Archived, or Hidden Columns: clicking under the Name column will move the Content
2. Select Remove, this will open a confirmation dialog box
3. Click

Your Separator will be removed from the LMS Content table.

Add Document (from DMS)

You can add Documents that are already stored in your DMS (Document Management System) straight to your Event.

1. Click
2. Select Existing from DMS, an explorer/finder style dialog box will appear
3. Navigate to your desired file and select it
4. Click

Your Document will be added to the Documents table of the Event.

Once you have added at least one Document to the Event, you’ll be able to:

• View the Document
• View the Document in your DMS
• Remove the Document from the Event

Add Document (local file)

If you don’t have your desired file already stored in your DMS (Document Management System) , you can upload a file from your computer (local file) from here and it’ll store in your DMS as well as be applied to your Event’s Document section.

1. Click
2. Select Upload New File, this will open the DMS Upload Document dialog box
3. Either click to navigate to your local file, or drag and drop a file from your Windows Explorer/macOS Finder into the grey area
4. Select a DMS Folder (how to create a DMS Folder)
5. The Name defaults to the name of the filename you selected for upload, but you can change this
6. Enter a Description, this will appear in the Event’s Documents section for reference
7. Optionally select Categories to associate with the Document. Document Categories are used with Communication Templates to dynamically attach Event-specific Documents.
8. Click

You’ll have added a new Document to your DMS (meaning you’ll be able to access it from there in the future) and it’ll be added to your Event’s Documents section.

Once you have added at least one Document to the Event, you’ll be able to:

• View the Document
• View the Document in your DMS
• Remove the Document from the Event

View Document

You can view your Document in your web browser. If your web browser doesn’t support the file type, e.g. a zip file, then the Document will be downloaded onto your machine for you to view externally.

You’ll only be able to access this menu item if you have added a Document to the Event through the DMS or by uploading a local file.

1. Click on the Document you wish to View
2. Select View Document

Your Document will be displayed in your web browser or be downloaded onto your computer, depending on the file type.

View in DMS

You can view your Document in your DMS (Document Management System). This is useful if you want to see where it’s stored, or if you want to perform DMS functions on the Document.

You’ll only be able to access this menu item if you have added a Document to the Event through the DMS or by uploading a local file.

1. Click on the Document you wish to View
2. Select View in DMS

You’ll be taken to the DMS system, displaying the file in its folder.

Remove Document

You can remove your Document from the Event. This won’t affect the file in the DMS (Document Management System), as it’ll remain there.

You’ll only be able to access this menu item if you have added a Document to the Event through the DMS or by uploading a local file.

1. Click on the Document you wish to View
2. Select Remove, a confirmation dialog box will be displayed
3. Click to confirm

Your Document will then be removed from the Event.

Certificates

This generates Certificates for the Students registered for the Event. Certificates can be printed or emailed. When emailed, the Certificate will be attached as a PDF. You can edit the content of the email by editing the ‘Delegate Certificate’ System Email.

A default certificate template is provided however if you wish to customize this please see how to here - Additional Services.

To generate certificates:

1. Click
2. Select Certificates, this will open the Generate Certificates screen
3. Edit the Event Details and Student Details as appropriate
4. Select the Students you wish to Generate Certificates for
5. Click View Certificates to open the certificates in PDF Format or Send Certificate Emails to... to send the Certificates by email

Record Results

Click Record Results in the Student Options drop down to navigate to the Record Results screen where you can quickly record your students as Pass or Fail:

1. Click in the top right of the Student tab
2. Select Record Results, this will open the Record Results page
3. Click , this will display the options that you can select to Pass/Fail Students
4. Select the appropriate result for each Student.
5. To quickly record results for all Students on the page, click the Pass/Fail button at the top of the table. a time-saver if all but a few students passed.
6. You can reset the result, i.e., no selection, by clicking the "Not Recorded" button.
7. Click SAVE

From the Record Results page, you can also review your Students progress on the Course Content:

• Click the blue Progress arrow in the left column of the Record Results table.
• This will expand the progress section which shows a list of Course Content, and the Student's progress on each item.

Mark External Activity as Completed:

For Events with External Activities, you can manually mark External Activity as completed.

• With the progress section expanded in the Record Results screen, click the checkbox next to the External Activity and then click SAVE. 

If you wish to record more detailed information about how Students performed, please see Student Scores.

Individual Attendance

1. Click on the row of the student whose Attendance you wish to mark, this will open a sub-menu
2. Select Edit Attendance
3. Mark the Student’s attendance per Session
4. Click

Edit the attendance of a single student for all the Event’s Sessions

All Attendance

Using the Attendance Tool, you can take the attendance of all the students for all the sessions at the same time.

Edit the attendance of all the student for all the sessions at the same time

1. Click on 

2. Select Record Attendance

3. Click on a box that matches the student against a session:

   • 1 time: they have attended, indicated by a green tick
   • 2 times: they didn’t attend, indicated by a red cross
   • 3 times: clear attendance to “not taken”

4. Click

Your Student Attendance will be updated.

Create a Scores Template

Scores Templates are created against individual Courses and are not transferrable to other Courses or Events.

1. Navigate: Events → Course Templates

2. Select the Course Template for which you want to create a Score Template, ensuring you’re in the Basic Info tab

3. Click Edit Scores Template

4. Select New Template (this will be the default if you’ve not created any before)

5. Name your Scores Template in the textbox next to the Template selection

6. Enter the name of a column: this will be the name of your scores field, e.g. Pass, Examiner Notes, etc.

7. Select the type of field this column will be:

   • Text: used for recording text, e.g., notes
   • Checkbox: used for recording yes/no or true/false, e.g., Pass/Fail
   • Date: used for recording dates, e.g., date passed

8. [Optional] Select whether or not this column is Highlighted: this column will be displayed in the Event History Table in the student’s Contact, and for our Legacy Events system, this column will be visible in the Student’s table of the Event Screen

9. Click

10. Repeat Steps 6-9 as necessary

11. Click Save Template

Adding Fields to your Student Score Template

If you have existing Events created with this Course Template already, or if you have other Events you wish to use this Student Scores Template with, then you can manually apply the Student Scores Template to an Event.

Apply Student Score Template to an Event

Assuming that you’ve already created your Student Scores Template against the appropriate Course, you can then select your Scores Template from the Event Setup.

1. In the Setup Tab, Edit your Event
2. In the Scores Template field, select the Scores Template
3. Click

Apply your Scores Template to an Event through the Event Setup

Your Student Scores Template will now be applied to the Event. You can now Record your Student’s Scores.

Record Student Scores

In the Scores tab of the Students’ section, you can record/edit their Scores individually, or record/edit all your Students Scores in one go, using the  button. You can also export your Student Scores by selecting Export as XLS.

If you wish to record a simple Pass/Fail for any student(s), please see Record Results.

All Student Scores

You can record all your Students’ Scores at the same time and export them to an Excel spreadsheet

1. Click
2. Select Record Scores, this will open the Record Scores modal
3. Select or enter the appropriate result for each Student. Alternatively, you can use the Set All feature and make quick edits, which can further save you time. Note, you may need to click Apply for the Set All to be applied to the scores. You can reset the result (i.e. no selection) by clicking on the currently highlighted selection again. See the animation above for more information
4. Click

Your Student’s scores will now be updated. You can also Export your Student Scores as an Excel Spreadsheet from here by clicking Export as XLS.

Edit LMS Student

When editing an LMS Student, you can edit the LMS Student’s Access Expire Date, cancel them, and/or add Notes:

1. Click on the row of the Student’s name who you wish to edit, this will open a sub-menu
2. Select Edit Student
3. Make your desired changes
4. Select which notifications you wish to send (if any)
5. Click

Your LMS Student will be updated.

Reset Password/Setup LMS User

If you need to Set Up your LMS User manually, or Reset a Password for them to regain access, you can do this through:

1. Click on the row of the Student’s name who you wish to reset the password for, this will open a sub-menu
2. Select Reset Password / Setup LMS User , this will open a confirmation dialog
3. Click

A password will be sent to the Contact’s email address.

Contacts may also set up their LMS credentials themselves if your instance is configured to allow it. In this scenario, the Contact enters their username (usually their email address), and a password setup email will automatically be sent to that Contact. Please reach out to Support if you would like to enable this feature.

Print Feedback Form

If you always print these off a number of days before your Event starts, you can set this as a Task in your Event Workflows.

1. Click 
2. Select Print Form

Your Feedback Form, in PDF, will then be opened in a new tab. You can then print this from your browser (please see your browser’s documentation on how to do this if you’re unclear).

Enter Feedback

You can enter Feedback into Administrate. However, if you have a lot of students, then you may wish to consider asking them to complete their Feedback online using the Student Portal, or SurveyMonkey.

1. Click
2. Select Entry Wizard
3. Select the student who you’re entering Feedback for then click
4. Enter the Feedback, using the and buttons as appropriate
5. When you complete entering the Feedback for one student, select whether you’d like to enter Feedback for another student with or click to finish

Your Feedback will be updated with your entries.

Entering the Feedback per student

SurveyMonkey

For this section, please make sure you’ve:

• read our documentation, Integrate with SurveyMonkey
• got Students registered for your Event before continuing

The SurveyMonkey Documentation consists of:

• Selecting Surveys
• Changing Surveys
• Emailing Surveys
• Viewing Survey Results
• SurveyMonkey Troubleshooting

Selecting Surveys

As mentioned in Integrate with SurveyMonkey, you can select a default survey in the Basic Info tab in the Course Template. You can also select a different survey for the Event, by clicking on Select Survey.

You can select a specific SurveyMonkey survey for a particular Event

Changing Surveys

You can also change the survey which is associated with an Event, but you can only have one survey selected at a time per event.

You can set one survey per Event

Check which survey is currently selected through the ‘Selected’ column.

You can see which survey is selected by referring to the Selected column

Emailing Surveys

Once you have a survey associated with an Event, you can email survey invites, directly from Administrate.

Step 1:

Select the recipients of your survey. You can filter by the status of a student (Active or Expired), Instructors, and/or Administrators. Upon clicking Send, SurveyMonkey will queue the survey invite and will send it in 5 minutes after submission.

Step 2:

Tailor the content of your survey email, or select a pre-existing Communications Template. You can use merge fields relating to the Event, such as the Event Title or Instructor name. You won’t be able to use merge fields relating to the Student, as this email could be sent to multiple recipients with different names and addresses. The survey link is a required field as this directs the recipient to the survey to be filled out. Alternatively, you can copy the web link to a survey and share this with anyone via email (or any other messaging program), e.g. Students who weren’t originally registered for the Event, or those not listed as a Contact in Administrate. Please note that while results from these manual invites will feed back into Administrate, these respondents will be listed as “Anonymous Students”. Select who to send the surveys to, or copy the link to the survey to send to other recipients through email

Viewing Survey Results

Once you’ve shared your survey with your recipients (usually your Students), you can see whether you have any results by clicking View for that survey. You can also click the survey link itself to be taken to that survey on SurveyMonkey. You may want to do this, for example, if you want to see SurveyMonkey analytics.

Click View to see submitted results for your surveys

Once you’ve selected a survey to view, you’ll be presented with a list of respondents. The pop-out icon next to the respondent’s name links to their details on SurveyMonkey.

See individual results by clicking View on the appropriate respondent

You’ll be able to see whether or not the recipient has responded, as well as the date they did so. Click View to show the respondent’s answers, within Administrate (synced from SurveyMonkey).

An example of a respondent’s feedback synced from SurveyMonkey