Smart Grids Overview

Learn about Smart Grids

1 About Smart Grids
2 Benefits
3 Key Terms and Glossary
4 Where to find Smart Grids
5 Smart Grid Management
6 FAQ’s

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Supporting Resources

On demand webinar: Reporting using Smart Grids

About Smart Grids

Smart Grids provide a powerful way to view and manage information across your entire platform!

They are based on DataGrids, so you can make use of all DataGrid features (such as filtering results, exporting data, and bulk editing items), however instead of showing you the Delegates for one Course only, or the Purchases for one Product only, Smart Grids provide a global view of your data.

For example, you can use a Smart Grid to view and manage all of your Classroom Delegates, or view every Purchase made across all Products. This comprehensive view makes it easier to analyse your data, spot trends, and complete actions efficiently, all from a single page!

Benefits

Here are the benefits of using Smart Grids

Centralised Management	By providing a space where all items can be found in one place, Smart Grids allow for efficient management of your Delegates, User Awards, Placeholders, and Bookings. For example, you do not need to go through Delegate lists on multiple Courses to find all Delegates that meet a certain criteria
Improved Productivity	Another benefit of having all objects in one place, is that Smart Grids facilitate faster and more accurate management of large data sets
Customisation	Like with all DataGrids, Smart Grids offer tailored views to meet specific needs - allowing you to add/remove columns on demand, and apply your own filters
Bulk Edit, Filter, and Export	Smart Grids also support bulk editing, exporting data, and applying filters for easy data handling

Key Terms and Glossary

Smart Grid	A Smart Grid is a DataGrid containing modular information in one place, e.g. you can search the Delegates' Smart Grid to find information relating to Delegates on multiple Courses, rather than having to navigate to each course's Delegates' list separately
Columns	Each Column of a Smart Grid represents a piece of info, e.g. ‘Delegate Name’ and ‘Email Address’ are columns available in the Class Delegates' Smart Grid - like with all DataGrids, you can change the columns to view different information.
Rows / Items	Each Row in your Smart Grid represents an item, e.g. each row in the Web Delegates' Smart Grid represents a Web Delegate, and each row in the Bookings Smart Grid represents a Booking.
Bulk Edit	The Bulk Edit option allows you to Edit multiple items of data to the same values quickly and efficiently, e.g. bulk editing multiple Delegates Status to ‘Completed’.
Export	Exporting data from your Smart Grids allows you to export the information into a .xls or .csv format which you can then open and analyse in Excel
Filters	Filters allow you to limit the results of your Smart Grid down into a smaller, easier to understand and manage group of data
Search bar	Searching is a quick way to find a specific item in a Smart Grid; such as a Delegate, Placeholder, or a User Award to view or update
Context Menu	The Context Menu is a menu that allows you to edit, manage and access information relating to the line of data you have selected, you access the Context Menu Option by right-clicking on an item in a Smart Grid.

Where to find Smart Grids

From the Main Navigation Menu, select ‘Smart Grids’
Selecting ‘Class Delegates’ will take you to the Class Delegates Smart Grid
Selecting ‘Web Delegates’ will take you to the Web Delegates Smart Grid
Selecting ‘eLearning Delegates’ will take you to the eLearning Delegates Smart Grid
Selecting ‘Knowledge Document Delegates’ will take you to the Knowledge Document Delegates Smart Grid
Selecting ‘Trainer Confirmations’ will take you to the Trainer Confirmations Smart Grid
Selecting ‘User Awards’ will take you to the User Awards Smart Grid
Selecting ‘Placeholders’ will take you to the Placeholders' Smart Grid

Smart Grid Management

Learn how to create and manage Smart Grids in your platform:

Smart Grids: Delegates

Smart Girds: User Awards

Smart Grids: Trainer Confirmation

Smart Grids: Bookings

FAQ’s

The main advantage of using Smart Grids is centralized management. Smart Grids consolidates all delegate-related data into one accessible location, allowing you to efficiently manage delegates, user awards, bookings, and more. This significantly improves productivity, as you no longer need to navigate through multiple data sources to find what you need.

Yes, Smart Grids offers extensive customization options. You can tailor the view by adding or removing columns to display only the information that is relevant to you.

Yes, like other platform DataGrids, Smart Grids supports bulk editing, which allows you to update multiple data entries simultaneously. For example, you can change the status of multiple delegates to 'Completed' with just a few clicks.

Yes, you can easily export items from Smart Grids into .xls or .csv formats. This functionality allows you to view your data in Excel, where you can perform more detailed analysis, create reports, or share the information externally.