1. Training Center Admin ver. 1 Owner: Cecilia Edenius
User Guide
Training Center Admin ver. 1
Owner: Cecilia Edenius

2. Content Main page Courses Occasions Locations Certificates Mails
New
Edit
Interested
Occasions
Participants
Participant actions
Locations
Certificates
Mails
MailData
Leaders / owners
Media & files
Settings
Translations
Statistics
User guide

3. Main page Always starts with upcoming occasions as default
Put mouse over View to see the entire actual year or previous years
Click on column header to sort the column
Click on column information e.g. Date, Course name, City, etc. to get detailed information
Click on to download participants per occasion

4. Courses Click on column header to sort the column
Category is also visible at the front page
Click on to download all Interested and Participants per course
(Interested has no date in column Occasion Date)
Click on number beneath column header to see all Occasions and Interested
In rectangular box the SortOrder per category is defined, remember to save with button “Save sortorder” at lower right corner
A tick will appear in boxes if course is Internal or Published
Internal: if ticked, only visible on Intranet (employees only)
Published: if ticked, visible for customers

5. Courses – New Click on New in upper left corner – New course
Course name appears on front as you write it
Owner will appear as contact towards customer, sender / receiver of mails
Category defines where the course will be placed at front page
Cost, no spacing is allowed
Image1), visible at front
SAP art. number appears in Invoice mail
Link to evaluation: possibility to attach link for on-line evaluation e.g. Surveys
Partner name: only to be used if a third party is involved
Partner a copy of customer registration will be sent to this for notice
Partner phone: only as contact information
1) See “Media & files” for more information

6. Courses – New
Show subscription agreement, if box is ticked, the text will show on front at customer registration view, e.g. if customer has a subscription course is included. NB! Needs to be corrected at participant details
Information: all text will show on front. (“§…§” is only to guide where to put the text – between the § marks remember to remove them incl. the dots.)
Webex text for if filled in, this text will only show in confirmation to customer
Internal: if box is ticked, only visible on Intranet (employees only)
Published: if box is ticked, visible for customers
Save with button “Add course” at lower right corner
NB! The course has to be saved before it’s possible to add document.
Add Document click on Course name to edit the course and add document by clicking on If document is added, it will be attached to the confirmation .

7. Courses – Edit Click on Course name to edit
Click on button “Update” to save changes
Click on button “Delete” to permanently remove the course

8. Courses – Interested Click on number beneath “Interested”
Date when notice of interest was made
Name, Company and City for the Interested
Date when Interested mail ( Thank you for your…) was sent
Date when Offer mail ( We can now offer you the following…) was sent
Details of the interested
To move interested to specific Occasion please put a tick in the box and scroll down to the occasion in the dropdown list “Move to occasion”

9. Occasions Click on column header to sort the column
Put mouse over View to see the entire actual year or previous years
Days, the duration of the course
Course name
City where the occasion is held
Owner and category of the course
Participants registries / max. # participants, click to see participant view
Click on to download participants per occasion
Click on the date to edit occasion

10. Occasion – New
New occasion - go to - edit course - click on New in upper left corner
Course name appears automatically
Location: the place where the course will be held e.g. at Schneider Electric or at other venue.
Date: start and and to date, “to date” will automatically be the same as start date but is possible to override.
Max. # participants can appear at front on Customer registration view, (optional, see “Settings”)
Information: possibility to add default text, this text will follow in to leader as information. (equals text in Translations – TextBoxOccasionInformation)
Internal notes: possibility to add default text, this text is only for admin reminder and will not appear anywhere else (equals text in Translations – TextBoxOccasionInternalNotes)
Published: if box is ticked, visible on front.
Click on button “Add” to save occasion
To add new occasion direct, click on New occasion beneath Course name

11. Occasion – Edit
Occasion must first be saved before leader or documents can be added
Click on to add Leader
Click on to add Documents If added it will be attached to Confirmation
NB! To add new occasion direct, click on New occasion beneath Course name

12. Occasion – Participants
Put mouse over actions to see the options
Date of registration, name, company of the participant
Date when Confirmation, Reminder, Invoice mail was sent
Date when certificate was created
Details of the Participant
Put a tick in the box to move the participant to either interested or a different occasion by using the drop down list at Move to occasion
Click on to open participant details
Real cost when 0 = standard price for the course,
If Real cost actually is 0 you need to put a reason in Reason not Paid (Only to be used when Real cost is zero "0") Reasons is pre-defined in Translations
Put a new price without space to override standard price

13. Occasion – Participant actions
s, confirmation, reminder and evaluation mail to participants. (All mails is pre-defined at Mails main menu but is possible to override per occasion)
Invoice to the owner of the course
Confirmation to manually print a confirmation on paper
Certificate automatically takes all info from course and occasion
Save occasion participants, click and save to Excel
Save course participants, click and save to Excel
Add new participant manually, remember also to send confirmation
To move Participant to other Occasion / Interested put a tick in the box and scroll down to the occasion in the dropdown list “Move to occasion”

14. Locations Click on column header to sort the column
Click on number beneath Occasion to list all courses per location
Click on Location name to edit
New Location, click on New in upper left corner
City will show on front page Courses
Place, Address and City will appear on front page at Customer registration
Location Link, possibility to insert a link to a map
Address, do not add Zip code or City
Route description will appear on front page Customer registration
To attach a Document the Location first needs to be saved, then enter again by edit and click on
Documents will be attached to both Confirmation and Reminder s

15. Certificates
When a new course been added it automatically creates a certificate linked to the course with the title “CERTIFICATE NAME NOT SET”
Write the certificate name as it should appear on the certificate
Head text will always be printed with all caps as default
Write the certificate text as it is, there is margins defined in the pdf. creator. Some adjustment may be needed, always use the “Preview” before printing the first time.
If a different “logo” (Pelco by Schneider Electric) is required, use the “drop down” list and change.

16. Mails Do not change if you are not fully aware of the impact your changes will have!
NB! All changes here will reflect on ALL mails per country
To design a specific mail: It has to be done by Occasion
Put mouse over Select Mail in upper left corner to see the alternatives
Confirmation mail is automatically sent at registration
If a participant is manually added in admin, the confirmation also has to be manually sent
Reminder mail is automatically sent to participants 3 days before course
Offer mail is information to Interested when occasions have been created for the actual course
Invoice mail is automatically sent to Owner the same day or last date of the course
Evaluation mail is automatically sent to participants incl. the URL in course day after end of course. If not used no mail will be sent.
Interested mail is automatically sent at registration

17. Mails - MailData Do not change if you are not fully aware of the impact your changes will have!
Course name = [MailData:CourseName]
Course text = [MailData:CourseData]
Cost = [MailData:Cost]
City, Place and Address = [MailData:Location]
Map (URL) = [MailData:LocationLink]
Description = [MailData:RoadDescription]
Link to evaluation (URL) = [MailData:EvaluationLink]
Date of occasion = [MailData:OccasionTime]
WebEx info = [MailData:WebExText]
Owner info = [MailData:OwnerData]
SAP art. Number = [MailData:SAPNumber]
Message in registration = [MailData:ParticipantMessage]
Conditions and terms = [MailData:IContentTerms]

18. Leaders / owners
Leader is the person who is the course leader per occasion
Owner is the person responsible for the course. This person will act as contact person for the course and also receiver / sender of mail regarding the course
Leader and owner can be the same person
Put a tick in the box copy of registration if the leader wants to get a copy of all customer registrations for his/her occasions
Put a tick in the box if the person is a Leader
Put a tick in the box if the person is a Owner

19. Media & files
Here it’s possible to upload all pictures and files Use jpg. and at least 190 px wide for pictures
Click on New / New media to upload the specific file
Please use a “Description” easy to understand for all users

20. Settings Do not change if you are not fully aware of the impact your changes will have!
Options
If box “Interested sign up” is ticked, it will show on course registration
If box “Number of sign up it” is ticked, will show on course registration
If box “Create product sheet” is ticked, it will show on course registration
If box “Catalogue download” is ticked, it will show on course front page
Put mouse over Options to find Categories
Categories
Click on header to sort the column
Click on to sort the Categories on the front page
If box “Internal” is ticked, the course will only be visible internally
If box “External” is ticked, the course will only be visible externally
If box “Published” is ticked, the course will be visible to others than admin. according to other ticks in Internal or External boxes.

21. Translations Do not change if you are not fully aware of the impact your changes will have!
Any changes will effect the entire system per country
Here all the translations in the front as well as at the admin pages is made

22. Statistics
Specify the period, it always shows the whole actual year as default
It’s possible to sort the statistics directly by Course, by Article number, Category, Owner and Reason Text.
Use the to download an Excel file

23. User guide
Please contact Cecilia Edenius for any questions or comments regarding this document or the training admin tool