Title: Help Guide  
Owner: Rachael Oldfield
Creator: Rachael Oldfield 24 Jan, 2019
Last Changed by: Jenna Buttershaw 21 Feb, 2024
Tiny Link: (useful for email) https://accessplanit.atlassian.net/wiki/x/NoCkAw
Export As: Word · PDF  
Knowledge Base (229)
    Page: Account Finance Options Overview
    Page: Account Groups Overview
    Page: Accounts Overview
    Page: Additional Requirements Overview
    Page: Administration
    Page: Advanced Field Settings
    Page: Awards Overview
    Page: Broadcasts Overview
    Page: Calculating Discounts
    Page: Categories Overview
    Page: Charts
    Page: Checkout Baskets Overview
    Page: Checkout Options Overview
    Page: Checkout scenarios testing guide
    Page: Class Courses Overview
    Page: Communications Overview
    Page: Configure Forms Overview
    Page: Course Management Overview
    Page: Course Templates Overview
    Page: Creating a New Training Administrator
    Page: Creating Recurring Courses Overview
    Page: Credit Notes Overview
    Page: Custom Fields Overview
    Page: Custom List Items Overview
    Page: Custom report requirements
    Page: Dashboard Maintenance Overview
    Page: Dashboards Overview
    Page: Data Source Glossary
    Page: Data Sources
    Page: Defining your Finance Export
    Page: Defining Your Invoicing Process
    Page: Delegate Status Reasons Overview
    Page: Delegates Overview
    Page: Discounts Overview
    Page: Document Template Merge Fields and Glossary
    Page: Documents and File Store
    Page: Duplicate Email Address option
    Page: eCampaign Types Overview
    Page: eCampaigns Overview
    Page: eLearning Courses Overview
    Page: eLearning Packages Overview
    Page: Email Logs Overview
    Page: Email Templates Overview
    Page: Example Project Plan
    Page: Exchange Calendar Integration
    Page: Exclusivity of Courses
    Page: Exporting and Saving
    Page: Familiarisation
    Page: Fields
    Page: File Store Overview
    Page: Filling in the data sheets & documents
    Page: Finance Overview
    Page: Finance Settings
    Page: Getting Prepared
    Page: Getting Started - accessplanit fundamentals
    Page: Global Optimisation (Time Zones)
    Page: Help and Support - Getting Started
    Page: How much time do I need to give in Implementation?
    Page: How To: Account Finance Options
    Page: How To: Account Groups
    Page: How To: Accounts
    Page: How To: Add a Delegate to a Course
    Page: How To: Additional Requirements
    Page: How To: Administrate Product and Services 
    Page: How To: Associate Products and Services with Courses
    Page: How To: Awards
    Page: How To: Broadcasts
    Page: How To: Cancel Delegates
    Page: How To: Checkout
    Page: How To: Checkout Options
    Page: How To: Communications DataGrid
    Page: How To: Course Management
    Page: How To: Create a SendGrid account
    Page: How To: Create and Manage Products and Services
    Page: How To: Create Recurring Courses
    Page: How To: Credit Notes
    Page: How To: Custom Fields
    Page: How To: Custom List Items
    Page: How to: Dashboard Maintenance
    Page: How To: Dashboards
    Page: How To: Delegate Status Reasons
    Page: How To: Discounts
    Page: How To: eCampaign Types
    Page: How To: eLearning Courses
    Page: How To: eLearning Packages
    Page: How To: eLearning Plans
    Page: How To: Email Logs
    Page: How To: Email Templates
    Page: How To: Guide for Managers
    Page: How To: Import Accounts
    Page: How To: Import Awards
    Page: How To: Import Course Awards
    Page: How To: Import Course Dates
    Page: How To: Import Course Templates
    Page: How To: Import Delegates to an E-Learning or Knowledge Document course
    Page: How To: Import Job Roles to Users
    Page: How To: Import Jobs - General
    Page: How To: Import Manager Access
    Page: How To: Import Notes
    Page: How To: Import Opportunities
    Page: How To: Import Profiles
    Page: How To: Import Resource Course
    Page: How To: Import Resource Unavailability
    Page: How To: Import Resources
    Page: How To: Import Sessional Course Templates
    Page: How To: Import User Awards
    Page: How To: Import User's Management of Users/Accounts/Account Groups
    Page: How To: Import Users
    Page: How To: Industries
    Page: How To: Invoices
    Page: How To: Job Roles
    Page: How To: Knowledge Document Courses
    Page: How To: Knowledge Document Packages
    Page: How To: Legacy Reports
    Page: How To: Manager Access
    Page: How To: Meetings
    Page: How To: Opportunities
    Page: How To: Password Policy
    Page: How To: Placeholder Management
    Page: How To: Platform Events Log
    Page: How To: Price Schemes
    Page: How To: Purchase Products and Services
    Page: How To: Quick Booker
    Page: How To: Re-booking a Delegate on the same Course
    Page: How To: Report Engine
    Page: How To: Report Writer
    Page: How To: Resource Calendar
    Page: How To: Resource Management
    Page: How To: Resource Types
    Page: How To: Send an eCampaign
    Page: How To: Sessional Courses
    Page: How To: Shopping Basket Options
    Page: How To: Shopping Baskets DataGrid
    Page: How To: SMS Logs
    Page: How To: Switching to Checkout
    Page: How To: Tasks
    Page: How To: Tasks Kanban Board
    Page: How To: Trainer Access
    Page: How to: Training Providers
    Page: How To: Transfer a Delegate to another Course
    Page: How To: Translation Tool
    Page: How To: Unlock a User account
    Page: How To: Use the Auto-Target functionality of Job Role Awards
    Page: How To: User Roles
    Page: How To: Vouchers
    Page: How To: Web Courses
    Page: How To: Workflow Templates
    Page: Implementation Data Checklist
    Page: Implementation Process / What to expect
    Page: Import Jobs Overview
    Page: Import Profiles Overview
    Page: Imports Overview
    Page: Industries Overview
    Page: Invoice Overview
    Page: Job Roles Overview
    Page: Knowledge Document Courses Overview
    Page: Knowledge Document Packages Overview
    Page: Launching
    Page: Learner Portal
    Page: Legacy Reports Overview
    Page: Manager Access Overview
    Page: Meetings Overview
    Page: Multiple Training Providers
    Page: Notes Overview
    Page: Opportunities from the Enquiry Form
    Page: Opportunities Overview
    Page: Password Policy Overview
    Page: Phase 1 & 2 Outcomes
    Page: Placeholder Management
    Page: Planning & Building your Workflows
    Page: Platform Events Log Overview
    Page: Plug-Ins & Integrations
    Page: Price Schemes Overview
    Page: Process Mapping
    Page: Products and Services Overview
    Page: Quick Booker Overview
    Page: Registration Form Customisation - Shopping Basket
    Page: Report Engine Overview
    Page: Report Filters
    Page: Report Writer Overview
    Page: Reporting Overview
    Page: Resource Calendar Overview
    Page: Resource Management Overview
    Page: Resource Types Overview
    Page: Rich Text Editor Overview
    Page: Sessional Courses Overview
    Page: Shopping Basket
    Page: Shopping Basket Options Overview
    Page: Shopping Baskets Overview
    Page: Single Sign On (SSO)
    Page: Single Sign-On
    Page: Skills Profiles Overview
    Page: SmartGrids Overview
    Page: SmartGrids: Bookings
    Page: SmartGrids: Delegates
    Page: SmartGrids: Trainer Confirmations
    Page: SmartGrids: User Awards
    Page: SMS Logs Overview
    Page: Speed/Performance Issues
    Page: SPF / DKIM / SMTP: Prevent your system emails being caught by spam filters
    Page: Summary
    Page: Tasks Overview
    Page: Technical Support
    Page: Text Templates Overview
    Page: Trainer Access Overview
    Page: Training Providers Overview
    Page: Training Requirements
    Page: Translation Overview
    Page: Troubleshooting Report Issues
    Page: Upgrading a User to a Training Administrator
    Page: User Contact and Other Addresses Overview
    Page: User Courses Overview
    Page: User File Store Overview
    Page: User Financial Overview
    Page: User Main Account & Details Overview
    Page: User Management
    Page: User Roles Overview
    Page: VAT Options within accessplanit
    Page: Vouchers Overview
    Page: Waiting Lists - Shopping Basket
    Page: Web Courses Overview
    Home page: Welcome to the accessplanit Knowledge Base
    Page: What Is Process Mapping?
    Page: Why do we ask for a confidence rating?
    Page: Workflows planning
    Page: Workflows with Email Actions
    Page: Workflows with Note Actions
    Page: Workflows with SMS Actions
    Page: Workflows with Task Actions
Hierarchy
Children (10)
    Page: Communications Overview
    Page: Notes Overview
    Page: Platform Events Log Overview
    Page: Products and Services Overview
    Page: Shopping Baskets Overview
    Page: Global Optimisation (Time Zones)
    Page: Resource Management Overview
    Page: Modules for Text, Email and Workflow Templates
    Page: Translation Overview
    Page: Rich Text Editor Overview
Labels
Global Labels (2)
Time Editor  
21 Feb, 2024 15:45 Jenna Buttershaw View Changes
21 Feb, 2024 15:35 Jenna Buttershaw View Changes
19 Apr, 2023 13:46 Hannah Churchman View Changes
23 Nov, 2021 13:43 Sean Poole View Changes
16 Aug, 2021 11:17 Alice Pearson  
Outgoing Links
External Links (1)
    https://accessplanit.atlassian.net/servicedesk/customer/por…
Knowledge Base (21)     Page: User Management
    Page: Courses Overview
    Page: Accounts Overview
    Page: Resource Management Overview
    Page: SmartGrids Overview
    Page: Shopping Baskets Overview
    Page: Modules for Text, Email and Workflow Templates
    Page: Communications Overview
    Page: Opportunities Overview
    Page: accessplanit Integration & Developer Centre
    Page: Reporting Overview
    Page: Finance Overview
    Page: Dashboards Overview
    Page: How to: Raise a support ticket
    Page: Administration
    Page: Platform Events Log Overview
    Page: How To: Unlock a User account
    Page: Documents and File Store
    Page: Products and Services Overview
    Page: Tasks Overview DELETE
    Page: Imports Overview