How To: Guide for Managers

On this page:

Learn how to use the accessplanit platform as a manager!

How to view a User's details

Open the ‘Users’ menu option from the Main Menu
Right click on the User's record within the User DataGrid and select Preview from the context menu
A window will then display the basic information about the User, such as contact details, and date of birth

Open the ‘Users’ menu option from the Main Menu
Find the User you would like to update
Right-click on the User and select the ‘Edit’ option
You will be taken to the User's ‘User Maintenance’ page where you can make changes to the User's details, and add further information
To save changes made, click Save

There are two pages available for you to browse for and book courses!

Open the Course List if you would like to browse the available Courses
Open the Course Search if you know which specific Course you would like to book
- When you find your Course, right-click on it and select ‘View Dates’
- This will show you a pop-up window of available dates for you to book

Once you have found the course you would like to book, right-click on it and select the ‘Add to Basket’ option

You can then proceed and complete your booking in the basket.

Open the ‘Future Delegates’ option from the Main Menu (this is available within the ‘Delegates’ group)
Right click the Delegate you wish to cancel, and select Cancel or Request Cancellation
If you do not have these options, they may not be available for you, you should contact your training provider to find out if you are able to cancel this Delegate

As a Manager you may have the ability to authorise or decline requested training from your team, if so this is managed within Authorisations page.

Open the ‘Authorisations’ option from the Main Menu (this is available within the ‘Delegates’ group)
Right-click a Delegate that has requested training, and select either ‘Accept’ or ‘Decline’ from the options

Open the ‘User Awards’ option from the Main Menu (this is available within the ‘Delegates’ group)
This will allow you to check on your team’s qualifications, from here you can track their completion, targets, and expiry dates
1. Renewed awards - this means the User has already achieved this award again, so we can ignore the expiry date
2. Renewing awards - this means the User has already booked onto another course to achieve this award, we should make sure the next course is happening before their expiry date

If you have made a Placeholder booking, and now know who you plan to attend, you can allocate Users to your Placeholder places.

Open the ‘Placeholders’ option from the Main Menu
Right-click the Placeholder you wish to assign Users to, and select the ‘Assign’ option
In the pop-up window, click ‘Select’ and choose the Users you wish to assign to the reserved places
Click ‘Save & Close’ to assign the places

To see the responses your team have given to pre-course and post-course surveys, follow these steps:

Open the ‘Course Surveys’ menu option from the Main Menu
From this page you will see all requested Surveys, and whether your team have replied - the ‘Has been submitted’ column will show a ‘yes’ for anyone who has completed the Survey
Right-click a Survey Submission and select ‘View Submission’ to view the response