Create a new Webinar Course Template

Owned by Jenna Buttershaw
Last updated: 22 Dec, 2023
6 min read

Steps to create a new Webinar Course Template

 

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 webinar 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!

Main menu Course Template option

 

If you will be offering a new trainer-led, online Course, follow this page to learn the steps to set up a new Webinar Course Template.

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.

 

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

    Course Template option Main Menu option

     

  2. Click the ‘Add Course Template’ button at the top of your DataGrid

     

  3. This will open the new Course Template form

     

     

  4. Enter the key details about your Course, including the Label, select ‘Web’ as the Course Template Type
    Please note - the Course Template ID will automatically populate if you leave this blank

     

     

  5. Enter the typical duration, 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 these Courses have a different cost, duration, or min/max places

     

  6. Add in specific webinar details
    Please note these can be overridden at course date level so if you have a permanent link add it to the template but if you generate your webinar details per course you can leave this section blank

     

  7. 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)

       

  8. Check the ‘Advertise’ checkbox if you wish your Courses that use this Course Template to be available to book on your website

     

  9. 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)

     

  10. 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!

 

  1. Once you have saved your Course Template, additional tabs will appear on the left of your Edit Course Template Form

     

  2. Open the Text tab

     

  3. 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.

     

  4. 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

 

  1. Open the Categories tab

     

  2. Click ‘Add’ on the Categories option

     

  3. Select the Categories you would like to associate to your Course Template and click ‘OK’

     

  4. Click the ‘Save’ button to assign your Categories to your Course Template

 

Define the Resource Requirements for the Course

 

  1. Open the Resources tab

     

  2. Click ‘Add Resource Requirement’

     

  3. Select the Resource Type this Course requires

     

  4. 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

     

  5. Click the ‘Save’ button to assign the Resource Requirement to your Course Template