Exclusivity of Courses

1 Where to find Course Exclusivity
2 FAQ’s

Related Help Guide Pages

This page explains what Course Exclusivity is and where to find it within your accessplanit platform

Exclusivity means you can specify which Accounts or Account Groups are allowed to book onto a Course within the Platform. If the Delegate booking the Course doesn't belong to one of the exclusive Accounts/Account Groups, then they will not be able to continue with booking the Course.

Exclusivity can be set against a Course Template, which will then be inherited by the Course when it is scheduled. You can also set Exclusivity only for a specific Course, if it is a one-off, rather than for all Courses with the same Course Template.

Where to find Course Exclusivity

Follow the steps below for Course Exclusivity withing Course templates

From the Main Navigation Menu on the left hand side, select ‘Course Templates’
This will open the course Template DataGrid
Using the search bar and/or filters, search for the Course Template you want to add exclusivity to
You can search by using Course Template name or ID
Right click the Course Template and select ‘Exclusivity’ from the context menu
This will open the ‘Exclusivity’ page
Use the ‘Add’ Buttons to select your Accounts or Account Groups

FAQ’s

Why am I still able to book onto a Course that is exclusive to 'X' Account ID, when currently my Main Account is set to 'Y' Account ID?

Main Account is tracked separately to Employment Details - whenever someone's main account is changed, their pre-existing account remains as a record on their employment history. Exclusivity is based on Employment, rather than Main Account - so if a user needs to be excluded from a course, you need to make sure that the exclusive account ID isn't in that user's employment history and their Employment record has an End Date! If there is no end date, the additional employment account will be considered as current and will grant exclusive access where applicable

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Exclusivity of Courses