Versions Compared

Old Version 1

changes.mady.by.user Jenna Buttershaw

Saved on

compared with

New Version 2

changes.mady.by.user Hannah Letch

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Steps to view the details of a Course

Table of Contents
minLevel1
maxLevel2
style

Related Helpguide Pages

Panel
panelIconIdatlassian-note
panelIcon:note:
panelIconText:note:
bgColor#DEEBFF

Learn how to see an overview of a Course.

Ahead of your Course start date it is important to assess any remaining work, evaluate the Course’s profitability, and get a preview of all essential information. This will help you to make informed decisions about the Course, and keep your team informed.

The 'Preview' option available for your Courses not only provides a summary of the Course headlines, it also includes:

  1. A list of the Course’s Delegates

  2. A list of Placeholders on the Course (including how many spaces are left to allocate)

  3. A list of the Bookings

  4. A list of the Course’s Resource Requirements and whether these requirements have been met

  5. A list of Notes that have been added to the Course

  6. A list of Tasks for the Course (including their current status)

preview of a First Aid At Work Course

Follow this page to learn how to preview a Course’s details.

🔍 Preview the details of a Course

Panel
panelIconId17657261-765d-4027-b044-d86a9501c52f
panelIcon:accessplaniticon:
panelIconText:accessplaniticon:
bgColor#DEEBFF

This step will take you through previewing a Course to see an overview of it’s details.

Expand
titlePreview the details of a Course

  1. Navigate to Open the 'Courses ‘Class' ’ or 'Courses Web' DataGrid

  2. Search for or apply filters to find your Course

  3. Right click on the required Course

  4. Select Preview‘Web’ Courses DataGrid from your main navigation menu on the left

    Course option from main navigation menu Image Added

     

  5. This will open your Course DataGrid

    Course datagrid Image Added

     

  6. First check to see if you have an existing filter available in your DataGrid
    Filters may be included in your filters bar, or they may be tucked away in the Filters drop-down box to the right of the filters bar, if you already have a filter available you can click on it to apply it to your DataGrid 

    List of filters available within datagridImage Added

  7. If you do not yet have an existing filter, click on the ‘Filters’ drop-down button to the right of the filters bar and then click on the ‘+ Create New’ option 

    Create new filter buttonImage Added

  8. Depending on which Course you are looking to Preview, think about the kind of filter settings you would like to add
    For example, it may be Courses with the status of ‘Available’ or Courses in the the ‘Future’

  9. Click the ‘Preview’ button to check that your filter works as you expect! 

    Preview buttonImage Added

  10. If you would like to save your filter for future use, provide your filter with a name and click on the 'Save' button

    filter name and save buttonImage Added

  11. Your DataGrid should now only show you Courses that match your filter settings

    Course Datagrid with filter selectedImage Added

  12. Once you have located your Course, right click on the Course date to open the Context menu and select ‘Preview’

    Context menu within datagridImage Added


  13. This will open a pop out box which provides you with a ‘Preview’ of the Course selected

    Preview pop outImage Added

    The pop out will provide you with a breakdown of the Course’s basic information, a list of all Delegates, Placeholders, Bookings, Notes and Tasks.