Awards Overview
Learn about Awards
Search the Knowledge Base
About Awards
The Awards module helps you track and manage the qualifications or certifications your Delegates earn when completing training. Whether it’s a prerequisite for a Course or a record of achievement, Awards ensure that learning progress is clear, visible, and structured.
Benefits
Here are the benefits of using Awards
Centralised achievement tracking | Keep all Delegate Awards in one place, making it easy to view training history and progress without using spreadsheets or external tools. |
Course prerequisites | Use Required Awards to control access to Courses based on a Delegate’s prior experience or certifications. |
Stay on top of compliance | Track award expiry dates so you can proactively manage when customers need to renew certifications, helping them stay compliant and reducing the risk of missed deadlines. |
Support for structured learning pathways | Create learning journeys by associating Awards that must be completed before a Course. |
Drive return bookings | Use expiry tracking to identify when your customers are due for re-certification, so you can send reminders based on these expiry dates to encourage repeat business. |
Better booking decisions | Use Preferred Awards to flag recommended experience during booking, helping Bookers make informed choices for their delegates. |
Streamlined management | Assign Awards at the Course Template level so they’re automatically issued when Delegates complete their Course, saving admin time. |
Key Terms and Glossary
Award | A certificate, qualification, or formal recognition that is given to a Delegate upon completing a Course or meeting a requirement. |
Award Type | A sub-label that classifies the Award (e.g., "Certification", "Diploma", "Accreditation"). This helps determine what type of Award it is, for example, a Certificate or Diploma |
Associated Awarded Awards | These Awards are automatically issued to a Delegate when they complete a specific Course or Award. |
Associated Preferred Awards | Preferred Awards are recommended qualifications that delegates should ideally have before attending a Course. For example, having a Level 2 Award may be preferred before booking. If a Delegate doesn’t hold the preferred Award, the booker will see a warning during the booking process. Note: this is not available in the Checkout basket |
Associated Required Awards | Associated Required Awards are qualifications a delegate must have in order to book onto a course. You can set a minimum number of these required Awards, for example, a Delegate may need to have both Level 2 and Level 3 Awards before they can book onto a Level 4 course. |
Minimum Required Award | The number of Required Awards a Delegate must have before being allowed to book onto a Course. For example, 3 awards may be required before booking |
Unit Awards | Previously used for modular Courses to assign Awards per unit/module. This feature is deprecated and will be removed in a future update. |
User Award | A record showing a specific Delegate has received a particular Award, including the status (e.g. "In Progress", "Completed") and any expiry date. |
Award Status | Indicates the progress of an Award for a user, such as "Completed", "In Progress", or "Expired". |
Creating an Award
Via a Course Template
Awards are created automatically when a Course Template has an ‘Award Type’ selected.
The Award will be created with the same label as the Course Template, and then automatically assigned as the ‘Awarded Award’ to this Course Template.
You can then update this Award via the Awards DataGrid in Administration.
Via the Awards DataGrid
You can create and manage your Awards from the Awards DataGrid in Administration, several fields within the Details page of Awards are required to create new Awards:
ID
The ID field provides the unique identifier for the Award. You can either give the Award an ID itself, or let the platform generate it itself.
Label
This is where you store the name of your Award. It's best to give your Award a name that is easy for your admins to identify, and relates to the kind of Award you're wanting to distribute.
Award Type
This is a form of sub-label for your Award. It has no bearing on the Award, but helps to classify the Award. This displays against the Label of the Award.
By default, there are 10 Award types:
Award
Certificate
Competence
Diploma
External Training
Induction Unit
Unit
Post Qualification
Procedure
Qualification
Whilst these are just labels, it makes sense to choose one that best matches the type of Award you are creating. Simple, short courses such as moving and handling or first-aid would fall into either an Award or Certificate, whereas a degree would generally be classed as a Qualification, and inductions would be Procedure.
Additional Details
This free text box allows you to enter any other details about the Award you are creating.
Expiry Type
Your accessplanit Platform has two types of expiry options: Lifetime and Date.
If you wish to specify the number of months an award lasts, you should select the Lifetime option, this is the most common choice.
If the Award expires by a particular date for everyone who completes this Course, select the Date option.
Lifetime/Expiry Date
This field allows you to add either the number of months or the date after which the Award will expire, depending on the option selected in the previous field.
Level
Here, you can assign a level to the Award.
Assigning Awards to Course Templates
It is possible to assign Awards to Course Templates under the Course Template itself.
There are several options for Associating Awards:
Associated Awarded Awards
These are Awards that are given to a Delegate upon completion of the Award.Associated Preferred Awards (shopping Basket 3 Only)
Preferred Awards warn the Booker that if a certain Award or series of Awards are preferred for the booking in question, that means, without these Awards, the Delegate may struggle without the extra experience that is required.Associate Required Awards
These Awards are a necessary prerequisite - without these Awards, a Delegate will not be able to book onto the Course. The Minimum Required Award allows you to designate how many of the Required Awards a Delegate must have before they can attend the Course.
Please Note
A Required User Award does not need to have the status of ‘Completed’ for the booking to be allowed, nor does it require a completed date.
Unit Awards
This is used for Courses and can be used to assign Awards for each unit of a Course. Often, a Delegate will need to have acquired a set amount of Unit Awards before they can be given the overall Award for a Course.
Please Note
This is part of a previous version of the platform and is no longer functional. The Unit Awards section will be removed in a future product update
Required vs Preferred Awards:
If a course has a Required Award associated with it, you cannot book onto the Course unless the Required Award is already within your Award history.
If a course has a Preferred Award, you can book it without having the Preferred Award in your Award history, but you will see a warning prompt (Shopping Basket only, not Checkout) that explains that you should ideally have the preferred Award(s) before you book this Course, and you will be added to the Course provisionally.
Additional information stored against an Award
Categories
There is a dedicated Administration section for Categories that can be found by clicking here.
Categories can be assigned (or removed) using this option. However, this option only shows existing Categories - new Categories cannot be added from here.
Exclusivity
This option allows you to limit the selected Award to only be available to specific Account Groups or Accounts, there is a simple add and remove option for the Account or the Group.
Job Roles
Here, you can assign particular Job Roles that are associated with the Award.
Job Roles has a dedicated admin section that can be found by clicking here.
Notes
The Notes tab allows you to add any Notes regarding the Award.
Attributes
On this page, you can access information about the Award, such as its Label and its ID.
Targeting Awards
Your accessplanit Platform allows you to target certain Users towards Awards. This can be useful for keeping track of which Users are required to complete certain Awards.
Targeting Awards can be performed within the Job Roles page of that particular Award.
➡️ CPD Points
CPD points are stored against the Course Template on the platform, and you can track a User's points using Awards - these are marked against the Course Template as 'Training Points' (see below)
When an Award is linked to a Course Template as an Awarded Award, it will be assigned to a User after they have completed a Course.
This User Award is where the CPD points will show, and you can view these in the DataGrid, additionally the Delegate will be able to see this information in their Learner Portal.
Expired Awards
Awards with expiry dates help you stay in control of compliance and keep your customers on track!
When a User’s Award reaches its expiry date, the User will need to retake the relevant Course. Once they complete the Course again, a new User Award will be generated for them, and their original User Award will be marked as renewed.
This approach ensures your records remain accurate, and gives you the opportunity to prompt users before expiry, helping them stay compliant and giving you a chance to encourage re-bookings at the right time.
Where to find Awards
Award Management
Learn how to create and manage Awards in your platform:
Store custom information against User Awards
Define the Awards that Users should complete based on their Job Role
How to - Use the Auto-Target functionality of Job Role Awards
Send an automated email to my customers to let them know their Award is due to expire soon
Importing Awards
Learn how to import Awards information into your platform:
FAQ’s
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
Copyright © 2024 accessplanit.
Social media icons by icons8.com