Create a new Classroom Course Template

Steps to create a new Classroom Course Template

1 Add a new Course Template
2 Add description text to your Course Template
3 Add your Course Template into a Category
4 Define the Resource Requirements for the Course

Related Pages

Learn how to set up a new course offering in your accessplanit platform by setting up a new Course Template.

Course offerings are continuously being updated; with course content being refreshed, and new courses being introduced. If you have a new classroom-based course that you would like to offer through your accessplanit platform you will first set up a new Course Template with the typical information about the course (such as cost and duration), you can then use this Course Template as a blueprint and save a lot of time when scheduling the course into the calendar!

If you will be offering a new in-person Course, follow this page to learn the steps to set up a new Classroom Course Template, ahead of scheduling the course dates.

Add a new Course Template

The first step is to add a new Course Template and include the typical information about your new Course, such as how much it typically costs and it’s standard duration.

Open the Course Template DataGrid from the Main Navigation Menu
Click the ‘Add Course Template’ button at the top of your DataGrid
This will open the new Course Template form
Enter the key details about your Course, including the Label, select ‘Class’ as the Course Template Type
Please note - the Course Template ID will automatically populate if you leave this blank
Enter the Course Timings, Number of Places, and Cost of the Course
Please note that your settings here will be automatically inherited by the Courses you schedule using this Course Template, however, you will be able to override them if any of these Courses have a different cost, duration, or min/max places
Course Timings -
a. Duration is how many days, hours or minutes your Courses will be and the Duration Type is whether it is Day, Hours, Minutes
b. You can now add a Default Start & End Time to your Courses. Neither of these options are mandatory, but when you do provide a default start or end time for a Course Template, this will override your global start/end time settings when you schedule this Course. This means that, for example, you can set your global start and end times as 9am to 5pm, and then use this option for any Courses that don’t follow that timeframe
Course Availability -
a. You can set the Minimum and Maximum places for your Course, this means that for example, 1 Delegate must book for the Course to go ahead and 20 Delegates is the maximum, the Course will automatically change to ‘Fully Booked’ once the capacity is reached.
b. You also have the option to set a Minimum and Maximum age for your Courses. For example, the minimum age maybe 16 and the maximum age 100. *Please contact a member of our Support Team if you wish to have age restrictions enabled, this is free to enable.
Cost -
a. The Cost is the total amount for your Course and the Cost Type is how the Course will be charged, for example, is it per Delegate, per Session, per Delegate per Day etc.
b. You can select whether your Course will be Tax Exempt or not by selecting the Checkbox available
c. You may allow Partial Payments for your Course which means Courses can be paid in parts rather than the whole payment at once. The Partial Payment Unit Type decides whether the Partial Payment will be fixed or percentage,
The Next step is Document Templates, If you have them, attach your Document Templates and Surveys to your Course Template
1. Sign-in Form - available to Trainers, this typically contains just a list of Delegate names with a space for them to sign their name
2. Register - available to Trainers, this typically contains more information about the Delegates for the Trainer(s) to reference
3. Certificate - the Course Certificate that will be emailed to the Delegate when they complete the Course (this must be set up as a Workflow)
4. Course Survey 1, 2 and 3 - the Surveys that can be emailed to the Delegate when they complete the Course (they must be set up as a Workflow)
5. Pre-Course Survey - the Survey that can be emailed to the Delegate ahead of their Course (this must be set up as a Workflow)
6. Trainer Survey Form - the Survey that can be emailed to the Trainer (this must be set up as a Workflow)
Check the ‘Advertise’ checkbox if you wish your Courses that use this Course Template to be available to book on your website
To track compliance and expiry dates for your Delegates on this Course, select an Award type and enter a lifetime (if left blank the Award will never expire)
Click the ‘Save’ button to create your Course Template

Add description text to your Course Template

If you will be advertising this course on your website or within your Learner Portal, it is a good idea to include description text about the course to help your customers decide if the course is right for them!

Once you have saved your Course Template, additional tabs will appear on the left of your Edit Course Template Form
Open the Text tab
Enter Aims, Objectives and a Summary of your Course Template, this information can be displayed on your website and in the Learner Portal to give your Delegates more information about the Course they are booking.
Enter Joining Instructions and Trainer Joining Instructions, this information can be included in your emails to your Delegates and Trainers via a Workflow.

Add your Course Template into a Category

Categories can be used to group your Courses, this can make them easier to search for on your website and allow you to run reports to compare your Courses and the bookings on them across your various categories.

Open the Categories tab
Click ‘Add’ on the Categories option
Select the Categories you would like to associate to your Course Template and click ‘OK’
Leave the ‘Keep corresponding awards updated’ checkbox checked if you would like the categories to also be assigned to the Course Template’s 'Awarded Awards'
Click the ‘Save’ button to assign your Categories to your Course Template

Define the Resource Requirements for the Course

This step allows you to define the types of Resources this Course requires when it is run, you can also pre-define Resources here (for example if you always use the same Venue every time this Course is run)

Open the Resources tab
Click ‘Add Resource Requirement’
Select the Resource Type this Course requires
If you would like to pre-define the specific Resource that will be used each time this Course is scheduled, select them as a Resource and review the auto-populated quantity and costs
Click the ‘Save’ button to assign the Resource Requirement to your Course Template