Page Comparison

Preparation

•  Creating account for testing
•  Creating users for testing
•  Creating trainer for testing
•  Creating courses for testing

To test your platform and your processes without the risk of sending emails to your real users, please create the following:

1a. Account

1. Access your platform

1. .
2. Open the Accounts

1. DataGrid.
2. Click ‘Add’:
   
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3. Create a new account labelled ‘Test’ and assign it to any Main Account Group, you do not need to apply any contact or address details.

1b. Users

1. Access your platform

1. .
2. Open the Users

1. DataGrid.
2. Click ‘Add’:
   
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3. Create a new user called ‘Booked User’, with the email address of bookinguser@test.com and add them into the account ‘Test’ with the role of ‘Individual’.
4. Repeat this process for the following test users:

1. 
   
   Transfer User

1. - transferreduser@test.com
   Cancelled User

1. - cancelleduser@test.com
   New User

1. - newuser@test.com
   
   
2. Create a new user called ‘Manager User’, with the email address of manageruser@test.com and add them into the account ‘Test’ with the role of ‘Manager Role’.

1c. Trainer

1. Access your platform

1. .
2. Open the Resources ‘Manage’

1. DataGrid.
2. Click ‘Add’:
   
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3. Create a new External Trainer resource with the label ‘Test Trainer’

1. .
2. Provide the trainer with a name and the email address of trainer@test.com and provide them with full access to the My Teaching menu options.

1d. Courses

1. Access your platform

1. .
2. Open the Courses

1. ‘Calendar’ page.
2. Right-click on a date in the calendar and click ‘New Class/Web Course’:
   
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3. Create the new course selecting any course template

1. .
2. Set the cost to £0,

1. select ‘Test Trainer’ as your course’s

1. Trainer and then select any

1. Venue (if Class course).
2. Repeat this process and schedule a course on the following day using the same course template and the same

1. Trainer.