Versions Compared

Old Version 5

changes.mady.by.user Sarah Bickerstaffe

Saved on

compared with

New Version Current

changes.mady.by.user Jenna Buttershaw

Saved on

Key

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

Steps to add resource requirements to a Course Template

Table of Contents
minLevel1
maxLevel2
style

Related Helpguide Pages

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

Learn how to define the Resource Requirements for your Course Templates.

Organised Course delivery begins with defining the essential resources that each of your Courses requires to run. From Trainers and Venues through to specialised equipment, a clear identification of these requirements gives you and your team a reliable checklist per Course to make sure everything is organised ahead of your start date.

resource requirements on a Course Template

Per Course Template in your platform you can define what Resources it needs to run, i.e. the Courses require a trainer, a venue, and a projector, and you can also pre-define which Resource should be used, i.e. the Courses typically have ‘John Smith’ as the trainer.

Follow this page to learn how to define the typical Resource requirements for each of your Course Templates.

Please Note

Your Course Template settings are used to define the standard settings for your Courses, however you can override and update most settings for each Course that you schedule.

It is possible to remove, and add additional, Resource Requirements when you schedule your Courses.

✅ Define a Course Templates' Resource Requirements

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

This step will run through how to add a Resource Requirement to your Course Templates

Expand
titleDefine a Course Template’s Resource Requirements

  1. Open the Course Template DataGrid from your main navigation menu on the left

    Course Templates main menu option

     

  2. This will open the course Template Course Templates DataGrid

    Course Template DataGrid

     

  3. Find the Course Template you would like to assign Resource Requirements to by applying filters and/or searching the Course Templates DataGrid

  4. Right click on the Course Template you wish to update and click ‘Resource Requirements’ in from the context menu options

    Resource Requirement selected within context menu

    If you need to create a new Course Template, please follow our dedicated guide before continuing

     

  5. This will open the Resource Requirements DataGrid for this Course Template

    Resource requirement datagrid

  6. Click the ‘Add Resource Requirement’ button

    add resource requirement button

  7. This will open the Resource Requirement Formform

    Resource requirement form

    Resource Type - Select what type of Resource is required when this Course is run.
    Resource Types are used to group your Resources, such as 'Internal Venue', 'Laptop', and 'External Trainer'. They are used to define what your courses need to run, and can be customised to suit your training needs.
    If you are missing a Resource Type see our dedicated page on Resource Types

    Resource Type drop down option


    Resource - This fields title changes depending on which Resource you select from the above dropdown. When (Optional): Use this option to pre-define a specific Resource to use when this Course Template is scheduled as a Course,
    If you decide to pre-select a Resource, when clicking the ‘Select’ button, a pop up will open with the available options based on your Recourse Type. From the pop up, select your the Resource you would like to allocate

    Resource pop up

    Quantity - Add the total number of the Resource you wish to add
    Cost - Add the Cost of your ResourceResources you need for this Course Template to run (i.e. ‘1' projector)
    Cost - If you would like to define how much your Resource costs to use on this specific Course, add a ‘Cost’ amount here, if you leave this empty then the standard Cost assigned to your Resource will be used instead to calculate your Course expenditure figures for profitability reporting
    Cost Per - Select what the cost Cost is per - for example, is it cost per Delegate, cost per Session etc.

    Cost per drop down menu

    Requirement Met -ticking checking this option will mark this Resource Requirement met so this is only used if you do not want this requirement to show as required for the Course

    requirement met checkbox Image RemovedForecast Expenditure - This value is optional and can be used to forecast how much this Resource will cost youforecast Expenditure Image Removed

    Your Course as ‘met’ which means that it will not be reported as a requirement to be organised, this option is typically only checked once a Resource has been allocated to the Requirement

    requirement met checkbox Image Added

  8. Your Course Template will now show your new Resource Requirement

    Resource Requirement showing new resource Image Removed Only add names/labels of the resources if you want this resource to be preselected each time you schedule this Courseresource requirements on a Course TemplateImage Added

  9. When you schedule Courses using this Course Template, they will now have the Resource Requirements listed as standard for you and your team to organise and assign

    resource requirements on a courseImage Added

Tip

Top tip!

Did you know that you can clone your Resource Requirements from one Course Template to many others?

If you have a lot of Course Templates that share the same requirements, you can quickly clone these from the Resource Requirements DataGrid