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Steps to view the details of a Course

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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

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

Expand
titlePreview the details of a Course
  1. Open the ‘Class’ or ‘Web’ Courses DataGrid from your main navigation menu on the left

    Course option from main navigation menu

     

  2. This will open your Courses DataGrid

    Course datagrid

     

  3. Find the Course you would like to preview by applying filters and/or searching the Courses DataGrid

    applying filters and searching in the Courses DataGrid

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

    Context menu within datagrid

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

    Preview pop out

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