Define Course pre-requisites

Define Course pre-requisites

Learn how to set up pre-requisite checks on your Courses using ‘Required Awards’ to vet Delegates are eligible to be booked.

If any of your Courses require your customers to have completed another Course before they book, you can set this up using required Awards! This ensure your Users have the necessary requirements for your Courses well ahead of attending. This guide shows you how to link Awards to Course Templates, to set up pre-requisites.

image-20240624-124253.png

Follow this page to learn the steps to set up required Awards on your Courses.


Add Required Awards to your Course Template

The only step to this process is to assign Required Awards to your Course Template.

If the Course Template or the Award has not yet been created, please see the guides available from the Related Help Guide Pages.

 

  1. Start by going to ‘Course Templates’ from the Main Navigation Menu

    Course Template from Main Navigation menu

  2. This will open the Course Template DataGrid

    Course Template DataGrid

  3. Using the search bar, search for the Course Template you want to add the Associated Required Award to

    Search bar

  4. Once you have located your Course Template, right click and select ‘Awards’ from the Context menu

    Awards option from the main navigation menu

  5. This will open the ‘Associated Awards’ page for your Course Template

    Associated Award section within Course Template

  6. Scroll down to the ‘Associated Required awards’ section

    Associated Required awards

  7. Click the ‘Add’ button to add a Required Award

    Add button

  8. This will open the Award DataGrid pop up box

    Award Datagrid

  9. Here you select one or more Awards to add to your Associated Required Awards

    Awards selected within DataGrid

  10. Once you have selected your Awards from the DataGrid, press the ‘OK’ button

    OK button

  11. You will now see your Awards have populated

    Associated Required Awards populated

    These Awards are necessary prerequisite Awards - without these Awards, a Delegate will not be able to book onto any Course associated to this Course Template. A Required User Award does not need to have the status of ‘Completed’ for the booking to be allowed, nor does it need a completed date

     

  12. The next step is to add the Minimum Required Awards

    minimum required awards

    This is the number of required awards that a User must have to be able to book any Course associated with this Course Template.

  13. Click the ‘Save’ at the top of the page to save your changes

    image-20250319-125429.png

 


Contact Our Team

If you can't find what you're looking for, access our Support Portal, and our team of experts will be happy to help!

Is it your first time contacting the team? Learn how to raise a support ticket.

Follow Us

Facebook|height=20 LinkedIn|height=20 Instagram|height=20 Twitter|height=20

Copyright © 2024 accessplanit.

Social media icons by icons8.com