Platform Set Up
Owned by Emily Sargant
Set Up Checklist
Whilst completing the familiarisation guide, use the checkboxes below to mark your progress. If you come across any issues or note any changes you would like to make, please contact your Implementation Manager.
Users
- Total number of users
- Correct permission set assigned
- Belong to the correct Account
- Email addresses
Check guide here.
Accounts
- Total number of accounts
- Belong to the correct Account Group
- Contact details
Check guide here.
Course Templates
- Total number of course templates
- Course template costs and (if present) price schemes
- Course template min / max places
- Course durations and sessions plans
- Categories
- Course text
Check guide here.
Course Dates
- Total number of course dates
- Trainers
- Venues
Check guide here.
Resources
- Total number of trainers
- My Teaching options for trainers
- Trainers and their associated courses
- Total number of venues
- Total number of other resources
Check guide here.
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