Change the date of a Course

Steps to change the date of a Course

1 Change the date of a Course
2 Optional - Notify your Delegates
3 Optional - Notify your Trainer(s)

Related Helpguide Pages

Learn how to move a Course in your calendar to run on a different date

If one of your scheduled Courses can no longer be completed on it’s assigned start date, use your platform’s Course Calendar to quickly reschedule it for an alternative date!

Follow this page to learn the steps to move a Course in the calendar to another date.

Change the date of a Course

This step will take you through updating the date of a scheduled Course

Open the Courses ‘Calendar’ page from your main navigation menu on the left
Use the date finder and Calendar view selector to find your Course
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
Click the ‘OK’ button once the Course date has been moved

Optional - Notify your Delegates

If you do not have an automatic Workflow email to let your Delegates know that their Course date has changed, follow this step to inform them

Open the Courses ‘Calendar’ page from your main navigation menu on the left
Use the date finder and Calendar view selector to find your Course
Right click on the Course and click ‘Delegates’ from the context menu options
This will open a pop up showing the Delegates DataGrid for this Course
Select all ‘Booked’ Delegates using the ‘Select all’ checkbox in the top left of the DataGrid (this will highlight all selected blue)
Using the mass actions drop-down button in the top left of the DataGrid, click ‘Email’
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
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
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
This will display additional text boxes for you to write the subject and body of your email
Once you have added your ‘Subject’ and ‘Body’ of your email, you can select a signature if required
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!

Optional - Notify your Trainer(s)

If you do not have an automatic Workflow email to let your Trainer know that their Course date has changed, follow this step to inform them

Open the ‘Class’ or ‘Web’ Courses DataGrid from your main navigation menu on the left
Find the Course that you’d like to email your trainers for, by applying filters and/or searching the Courses DataGrid
Right-click the Course and click ‘Email’ from the context menu options
This will open the ‘Email Details’ pop up window
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
From the ‘Creation Type’ drop-down, select ‘AdHoc’ to access the options to write your email
This will display additional text boxes for you to write the subject and body of your email
Under the ‘Sender & Recipient’ section, select ‘Trainer Email Addresses’
Once you have added your ‘Subject’ and ‘Body’ of your email, you can select a signature if required
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.

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Change the date of a Course

Steps to change the date of a Course

Related Helpguide Pages

Change the date of a Course

Optional - Notify your Delegates

Optional - Notify your Trainer(s)

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