View all future, available, Courses

Owned by Jenna Buttershaw
Last updated: 04 Mar, 2024
13 min read

Steps to view all future, available, Courses

 

Learn how to view a list of all Courses that are available to your customers.

As a training admin it is always important to be on top of your upcoming Courses, whether this is to answer your customers' questions about Course availability, know which Courses may need to be cancelled or deferred, or keep on top of tasks and activity for these Courses, being able to quickly access a list of future, available Courses can make your administrative tasks much easier!

Class Courses DataGrid with two filters applied for Future Courses and Available Courses

 

Follow this page to learn the steps to view all future, available, Courses in your platform

View all available Classroom Courses

This step will run through how to access the list of Courses that are available for bookings

You will build DataGrid filters that you will be able to reuse the next time you want to view this information!

To view all available Classroom Courses, you will follow these steps:

  1. Access and filter your Class Courses DataGrid

  2. Display the information you require in your DataGrid

Access and filter your Class Courses DataGrid

This step will take you to a list of all future Classroom Courses that have places available for bookings.

  1. Access the Class Course DataGrid by going to Courses > Class in the main menu on the left-hand side

    Courses class menu

     

  2. This will open the Class Course DataGrid which will show all Class Courses within the Platform

     

  3. First check to see if you have an existing filter available in your DataGrid which only shows you future Courses
    Filters may be included in your filters bar, or they may be tucked away in the Filters drop-down box to the right of the filters bar, if you already have a filter available you can click on it to apply it to your DataGrid 

     

  4. If you do not yet have an existing filter, click on the ‘Filters’ drop-down button to the right of the filters bar

     

  5. Click on the ‘+ Create New’ option 

     

  6. Create your new filter using the following settings:
    Start Date - Period - Future

     

  7. Click the ‘Preview’ button to check that your filter works as you expect! 

     

  8. If you would like to save your filter for future use, provide your filter with a name and click on the 'Save' button

     

  9. Your DataGrid should now only show you Future Courses, and you will have a new filter in your filter bar which you can toggle on/off by clicking on it

Display the information you require in your DataGrid

This step will show you how to adjust the columns that are displayed in your Class Courses DataGrid so that you can see the information you need to see.

  1. Access the Class Course DataGrid by going to Courses > Class in the main menu on the left-hand side

     

  2. This will open the Class Course DataGrid which will show all Class Courses within the Platform

     

  3. Consider the information that you need to know about your available Classroom Courses
    This could include start date, venue name, available places, profitability forecast

  4. Remove any columns that you do not need to see in your DataGrid by right-clicking on them and clicking the ‘Remove Column’ option

     

  5. To add additional columns into your DataGrid, click on the ‘Change Columns’ button at the top right of the DataGrid results

     

  6. Use the ‘+' button to add new columns in, search for the column you require and click on the 'Apply’ button

     

  7. You will now see the information you need, within your DataGrid!

View all available Webinar Courses

This step follows the same process as the Webinar Course step above, it will run through how to access the list of web-based Courses that are available for booking.

You will build DataGrid filters that you will be able to reuse the next time you want to view this information!

To view all available Webinar Courses, you will follow these steps:

  1. Access and filter your Web Courses DataGrid

  2. Display the information you require in your DataGrid

Access and filter your Web Courses DataGrid

This step will take you to a list of all future Webinar Courses that have places available for bookings.

  1. Access the Web Course DataGrid by going to Courses > Web in the main menu on the left-hand side

     

  2. This will open the Web Course DataGrid which will show all Web Courses within the Platform

     

  3. First check to see if you have an existing filter available in your DataGrid which only shows you future Courses
    Filters may be included in your filters bar, or they may be tucked away in the Filters drop-down box to the right of the filters bar, if you already have a filter available you can click on it to apply it to your DataGrid 

     

  4. If you do not yet have an existing filter, click on the ‘Filters’ drop-down button to the right of the filters bar

     

  5. Click on the ‘+ Create New’ option 

     

  6. Create your new filter using the following settings:
    Start Date - Period - Future

     

  7. Click the ‘Preview’ button to check that your filter works as you expect! 

     

  8. If you would like to save your filter for future use, provide your filter with a name and click on the 'Save' button

     

  9. Your DataGrid should now only show you Future Courses, and you will have a new filter in your filter bar which you can toggle on/off by clicking on it

 

Display the information you require in your DataGrid

This step will show you how to adjust the columns that are displayed in your Web Delegates DataGrid so that you can see the information you need to see.

  1. Access the Web Courses DataGrid by going to Courses > Web in the main menu on the left-hand side

     

  2. This will open the Web Course DataGrid which will show all Web Courses within the Platform

     

  3. Consider the information that you need to know about your available Courses
    This could include start date, available places, profitability forecast

  4. Remove any columns that you do not need to see in your DataGrid by right-clicking on them and clicking the ‘Remove Column’ option

     

  5. To add additional columns into your DataGrid, click on the ‘Change Columns’ button at the top right of the DataGrid results

     

  6. Use the ‘+' button to add new columns in, search for the column you require and click on the 'Apply’ button

     

  7. You will now see the information you need, within your DataGrid!

Build a Dashboard Area to show you all available Courses

To build your new Dashboard Area, you will follow these steps:

  1. Add a new Dashboard Area

  2. Add a Statistics Gadget to show you the number of future, available Courses

  3. Add a DataGrid Gadget to show you a list of the future Courses with a status of ‘available’ that have places remaining

  4. Add a Summary Gadget to show you the number of available Courses per month

Add a new Dashboard Area

This step will show you how to add a new Dashboard Area to your Dashboard

  1. Click on the Dashboard main menu option to be taken to your Dashboard

     

  2. Click on the arrow icon button on the Dashboard Area drop-down box

     

  3. Click on the ‘Add Area’ option to create a new, blank, Dashboard Area

     

  4. Provide a name for your new Dashboard Area

  5. Click OK

  6. You will now have a new Dashboard Area which does not contain any Gadgets

     

  7. Move onto the next step to start adding Gadgets to your Dashboard Area!

 

Add a Statistics Gadget to show you the number of future, available Courses

This step will show you how to add a new gadget to your Dashboard Area which shows you a count of the booked Delegates assigned to next week’s Courses

Add a DataGrid Gadget to show you a list of the future Courses with a status of ‘available’ that have places remaining

This step will show you how to add a new gadget to your Dashboard Area which shows you the details of the booked Delegates assigned to next week’s Courses

Add a Summary Gadget to show you the number of available Courses per month

This step will show you how to add a new gadget to your Dashboard Area which shows you how many Delegates are starting their Course per day next week