Help Guide

Accounts

Accounts function as containers that house all of your Users within your platform. They are a key part of your software's organisational structure. Here, you can find out how to manage and update your Accounts.

Administration

The Administration area of accessplanit is the section which allows you to configure your platform. This area tells you how to set up Workflows, update your Password Policy,  change Accounting options, and more.

Communications

This section of the software includes logs for all types of communications such as Emails and SMS messages. This area also includes information on setting up Text/Email Templates.

Courses

The Courses area of your software houses all of the different types of courses that you hold, from Class-based Courses to Knowledge Documents. You can learn how to create Course Templates and instances here.

Dashboards

Dashboards enable Training Administrators, Trainers and Managers to see information quickly without navigating and adding filters yourself. You can create Dashboards for personal use and for other Users in the platform.

Documents and File Store

The Document and File Store is where you can upload and manage files within accessplanit, including Certificates, Sign-In Sheets and images. This area includes information explaining how to upload documents to the Store.

Finance Management

This section includes information on Invoicing, Credit Notes, and Transactions, and setting up your Finance preferences. This also includes setting up your Payment Methods.

For financial plug-ins and integrations, click here.

Importing Data

You can import a large variety of data on your accessplanit platform, including Users, Accounts, Courses, Awards, etc. This area explains what an Import Profile is and how to set one up to prepare for an Import Job.

Opportunities

You can use Opportunities to record, track, and manage leads to help you increase your business. This section will tell you how to set up and make the most of Opportunities within your platform.

Products & Services

This area allows you to create items for sale that are not course dates, but are items such as hotel bookings, text books, first aid kits, booking fees and anything else that you wish to sell that isn't a date

Reporting

There are many different ways you can report in accessplanit. This includes reporting using a DataGrid, Smart Grid, using the built-in Report Wizard, Report Engine, and the Report Writer module. This area will tell you how to use the different reporting tools within accessplanit.

Shopping Basket

accessplanit has its very own Shopping Basket which your customers can use to book and pay for courses and register as a User in the software. This section contains information about how to use and customise your Shopping Basket.

Tasks

Tasks enable you to remind Users in the platform the different activities they need to do. This area will show you how to set up and distribute tasks to your Users.

Smart Grids Overview

Smart Grids are a type of  DataGrid which include helpful content such as Delegates, Bookings, Trainer Confirmations, and User Awards. This area will show you how best to use Smart Grids.

System Events Log Overview

The System Events Log is a useful feature within accessplanit to help you troubleshoot and make full use of your software. The System Events Log is a DataGrid with all events that have happened in the platform, which you can search and filter as you please.

Workflow/Email Modules for Templates

A Module allows you to pull specific information from certain areas. Modules are available for building your Workflows, Text, and Email Templates. 

User Management

This section explains the best practice for adding and managing Users within your accessplanit platform.

Venues, Trainers and Resource Management

Resources are items that a Training Provider may need to support running courses. Here, you can learn how to create and manage a variety of Resources, including Trainers and Venues.