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Learn how to set up a new course offering in your accessplanit platform by setting up a new Course Template.

The first step is to add a new Course Template and include the typical information about your new Course, such as how much it typically costs and it’s standard duration.

1. Open the Course Template DataGrid from your main menu on the leftthe Main Navigation Menu

   

2. Click the ‘Add Course Template’ button at the top of your DataGrid

   

3. This will open the new Course Template form

   

4. Enter the key details about your Course, including the Label, select ‘Class’ as the Course Template Type
   Please note - the Course Template ID will automatically populate if you leave this blank

   

5. Enter the typical duration, places, and cost of the course
   Please note that your settings here will be automatically inherited by the Courses you schedule using this Course Template, however you will be able to override them if any these Courses have a different cost, duration, or min/max places

   

6. If you have them, attach your Document Templates and Surveys to your Course Template

   1. Sign in Form - available to Trainers, this typically contains just a list of Delegate names with a space for them to sign their name

   2. Register - available to Trainers, this typically contains more information about the Delegates for the Trainer(s) to reference

   3. Certificate - the Course Certificate that will be emailed to the Delegate when they complete the Course (this must be set up as a Workflow)

   4. Course Survey 1, 2 and 3 - the Surveys that can be emailed to the Delegate when they complete the Course (they must be set up as a Workflow)

   5. Pre Course Survey - the Survey that can be emailed to the Delegate ahead of their Course (this must be set up as a Workflow)

   6. Trainer Survey Form - the Survey that can be emailed to the Trainer (this must be set up as a Workflow)

      

7. Check the ‘Advertise’ checkbox if you wish your Courses that use this Course Template to be available to book on your website

   

8. To track compliance and expiry dates for your Delegates on this Course, select an Award type and enter a lifetime (if left blank the Award will never expire)

   

9. Click the ‘Save’ button to create your Course Template

   

If you will be advertising this course on your website or within your Learner Portal, it is a good idea to include description text about the course to help your customers decide if the course is right for them!

1. Once you have saved your Course Template, additional tabs will appear on the left of your Edit Course Template Form

   

2. Open the Text tab

   

3. Enter Aims, Objectives and a Summary of your Course Template, this information can be displayed on your website and in the Learner Portal to give your Delegates more information about the Course they are booking.

   

4. Enter Joining Instructions and Trainer Joining Instructions, this information can be included in your emails to your Delegates and Trainers via a Workflow.

   

Categories can be used to group your Courses, this can make them easier to search for on your website and allow you to run reports to compare your Courses and the bookings on them across your various categories.

1. Open the Categories tab

   

2. Click ‘Add’ on the Categories option

   

3. Select the Categories you would like to associate to your Course Template and click ‘OK’

   

4. Leave the ‘Keep corresponding awards updated’ checkbox checked if you would like the categories to also be assigned to the Course Template’s 'Awarded Awards'
   

5. Click the ‘Save’ button to assign your Categories to your Course Template

   

This step allows you to define the types of Resources this Course requires when it is run, you can also pre-define Resources here (for example if you always use the same Venue every time this Course is run)

1. Open the Resources tab

   

2. Click ‘Add Resource Requirement’

   

3. Select the Resource Type this Course requires

   

4. If you would like to pre-define the specific Resource that will be used each time this Course is scheduled, select them as a Resource and review the auto-populated quantity and costs

   

5. Click the ‘Save’ button to assign the Resource Requirement to your Course Template