Change the date of a Course

1. Open the Courses ‘Calendar’ page from your main navigation menu on the left

   Open

   

    

2. Use the date finder and Calendar view selector to find your Course

    

3. Once you have located the Course you wish to move, click and hold the Calendar entry, and drag the Course to a different working day

    

4. Click the ‘OK’ button once the Course date has been moved

    

1. Open the Courses ‘Calendar’ page from your main navigation menu on the left

    

2. Use the date finder and Calendar view selector to find your Course

    

3. Right click on the Course and click ‘Delegates’ from the context menu options

    

4. This will open a pop up showing the Delegates DataGrid for this Course

    

5. Select all ‘Booked’ Delegates using the ‘Select all’ checkbox in the top left of the DataGrid (this will highlight all selected blue)

   
   
   

6. Using the mass actions drop-down button in the top left of the DataGrid, click ‘Email’

    

7. This will open the ‘Email Details’ pop up box

   From here you can selected whether the Email is a premade Template, or AdHoc if you will be writing an email from scratch

    

8. Under the ‘Sender & Recipient’ section, you can leave this as ‘Booking User Email Address’ to contact the booking user for each of the Delegates, or change this to ‘Delegate’ email address to contact the Delegate’s directly

    

9. If you are not using an existing Email Template, from the ‘Creation Type’ drop-down, select ‘AdHoc’ to access the options to write your email

    

10. This will display additional text boxes for you to write the subject and body of your email

     

11. Once you have added your ‘Subject’ and ‘Body’ of your email, you can select a signature if required

     

12. Once you are happy with the contents of your Email, click the ‘Send’ button

     

The recipient of your email will now be notified of Course change!

1. Open the ‘Class’ or ‘Web’ Courses DataGrid from your main navigation menu on the left

    

2. Find the Course that you’d like to email your trainers for, by applying filters and/or searching the Courses DataGrid

    

3. Right-click the Course and click ‘Email’ from the context menu options

    

4. This will open the ‘Email Details’ pop up window

    

5. From here you can selected whether the Email is a premade Template or AdHoc if you will be writing an email from scratch
   If you have a Template then you can select this by clicking the ‘Select’ button, and skip to step 8

    

6. From the ‘Creation Type’ drop-down, select ‘AdHoc’ to access the options to write your email

    

7. This will display additional text boxes for you to write the subject and body of your email

    

8. Under the ‘Sender & Recipient’ section, select ‘Trainer Email Addresses’

    

9. Once you have added your ‘Subject’ and ‘Body’ of your email, you can select a signature if required 

    

10. Once you are happy with the contents of your Email, click the ‘Send’ button

    
    You have now issued an Email to any Trainers assigned to your Course.