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Learn how to view a list of all Courses that do not yet have an assigned Trainer.

This step will run through how to access the list of upcoming Class Courses that do not yet have a trainer allocated to them.

You will build DataGrid filters that you will be able to reuse the next time you want to view this information!

1. Access the Class Course DataGrid by going to Courses > Class in the main menu on the left-hand side

   

    

2. This will open the Class Course DataGrid which will show all Class Courses within the Platform

   

    

3. First check to see if you have an existing filter available in your DataGrid which only shows you Courses that are missing a Trainer
   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 
   

4. If you do not yet have an existing filter, click on the ‘Filters’ drop-down button to the right of the filters bar

   

    

5. Click on the ‘+ Create New’ option 

   

    

6. Create your new filter using the following settings:
   Trainer IDs - Is Empty
   Start Date - Period - Future
   

   

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

   

    

8. To save your Filter for future use, enter a Filter name in the text box next to the green ‘Save’ button

   

9. Click on the 'Save' button

   

10. Your DataGrid should now only show you Courses that do not have a Trainer, and you will have a new Filter in your Filter bar which you can toggle on/off by clicking on it

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1. Access the Class Course DataGrid by going to Courses > Class in the main menu on the left-hand side

   

    

2. This will open the Class Course DataGrid which will show all Class Courses within the Platform

   

    

3. Consider the information that you need to know about your Courses
   This could include start date, Trainer ID, Trainer name, available places, profitability forecast
   

4. Remove any columns that you do not need to see in your DataGrid by right-clicking on them and clicking the ‘Remove Column’ option

   

    

5. To add additional columns into your DataGrid, click on the ‘Change Columns’ button at the top right of the DataGrid results

   

    

6. Use the ‘+' button to add new columns in, search for the column you require and click on the 'Apply’ button

   

    

7. You will now see the information you need, within your DataGrid

This step will run through how to access the list of upcoming Web Courses that do not yet have a trainer allocated to them.

You will build DataGrid filters that you will be able to reuse the next time you want to view this information!

1. Access the Web Course DataGrid by going to Courses > Web in the main menu on the left-hand side

   

    

2. This will open the Class Course DataGrid which will show all Class Courses within the Platform

   Image Modified

3. First check to see if you have an existing filter available in your DataGrid which only shows you Courses that are missing a Trainer
   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 

   

4. If you do not yet have an existing filter, click on the ‘Filters’ drop-down button to the right of the filters bar

   

    

5. Click on the ‘+ Create New’ option 

   

    

6. Create your new filter using the following settings:
   Trainer ID - Is Empty
   Start Date - Period - Future

   

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

   

    

8. To save your Filter for future use, enter a Filter name in the text box next to the green ‘Save’ button

   

9. Click on the 'Save' button

   

10. Your DataGrid should now only show you Courses that do not have a venuetrainer, and you will have a new Filter in your Filter bar which you can toggle on/off by clicking on it

    

1. Access the Web Course DataGrid by going to Courses > Web in the main menu on the left-hand side

   

    

2. This will open the Web Course DataGrid which will show all Class Courses within the Platform

   

3. Consider the information that you need to know about your Courses
   This could include start date, Trainer ID, Trainer name, available places, profitability forecast
   

4. Remove any columns that you do not need to see in your DataGrid by right-clicking on them and clicking the ‘Remove Column’ option

   

5. To add additional columns into your DataGrid, click on the ‘Change Columns’ button at the top right of the DataGrid results

   

    

6. Use the ‘+' button to add new columns in, search for the column you require and click on the 'Apply’ button

   

    

7. You will now see the information you need, within your DataGrid

   

   
   

This process will show you how to build a new Dashboard Area on your Dashboard for you to view a gadget that shows you all future Courses (Class & Web) that do not yet have a trainer assigned to them.

This Dashboard Area will then be available to you from your homepage each time you login so that you always have quick access this information!

1. Click on the Dashboard main menu option to be taken to your Dashboard

   

    

2. Click on the arrow icon button on the Dashboard Area drop-down box

   

    

3. Click on the ‘Add Area’ option to create a new, blank, Dashboard Area

   

    

4. Provide a name for your new Dashboard Area

   

    

5. Click OK

   

    

6. You will now have a new Dashboard Area which does not contain any Gadgets

   

    

7. Move onto the next step to start adding Gadgets to your Dashboard Area!

1. When you are viewing the Dashboard Area that you would like to add your Gadget to

   

    

2. Click on the ‘Add Gadget’ button at the top right of the page

   

    

3. Find the ‘DataGrid’ gadget and click the ‘Add Gadget’ button

   

    

4. The Gadget will be added to your Dashboard, however it now needs configuring

   

    

5. Click on the message within the Gadget to open the settings to set your Gadget up

   

6. Complete the following details:

   1. Header: Provide a name for your gadget that will make sense to you later, for example ‘Courses missing a venue’trainer’

   2. Auto Refresh: We recommend leaving this option disabled so that the gadget is not affecting the performance of your platform when you are not using it

   3. Auto-height: We recommend leaving this option unchecked so that you can change the height of the gadget yourself

   4. Module: Select the ‘Courses’ ‘Course Date’ module

   5. Columns: Select the Course information that you would like to include in your DataGrid Gadget, and select which columns you would like to sort your Courses by (for example, if you would like to see all the Courses that are running first, you can sort by the Start Date ascending)

   6. Filters: this is where we will define the criteria for the Delegates Courses we want to show in the Gadget! The filters we recommend for this are:

      1. Start Date – Period – Future (this will mean that the gadget is only counting Courses which are due to start in the Future)

      2. Course Status - Is In - Available & Fully Booked (this will mean that Courses that do not have these statuses will be ignored)

      3. Trainer IDs - Is Empty (this will mean that only Courses that do not have any venues Trainers assigned to them will be included)

          

7. Click Save to complete your Gadget

   

    

8. You can now reposition and adjust the size of your Gadget before moving onto the next one. You can do this by hovering over the edge of the Gadget and using the arrows to drag it to size