Spending the time now, verifying that everything is correct, will save you time and headaches down the road.
If you are a new customer/currently in Implementation, please notify your Implementation contact once you have verified that everything is correct. and we will schedule you for a thorough training session with someone from our team. Once you've completed your training you'll be ready to start sending your customers to ASAP.
If you are an existing customer with new time periods / a new registration period, send us a support ticket to let us know you are going live again soon and let us know if you have any questions.
Step One: Proofing / Finding Errors With The Course Catalog Report and the Class Summary Master ReportThese are easy reports to run and ones you'll use anytime you want an overview of your courses and classes.
You will spend most of your time with the Course Catalog report.
The Class Summary Master report is only used in this context to make sure your capacities are correct.
Course Catalog Report
1. From the left nav panel, select View Reports | Master Reports | Course Catalog (top section)
2. Using the Time Period menu on the right, select your current or upcoming time period (whichever you wish to view classes for)
3. If you want to review the descriptions you've entered for your courses as well, check the Show Course Descriptions checkbox.
4. Click the Show Catalog button to run the report.
5. Print the report, and go through it with a pen looking for errors.
Class Summary Master Report
1. From the left nav panel, select View Reports | Master Reports | Class Summary Master (top section)
2. Using the Time Period menu on the left, select your current or upcoming time period (whichever you wish to view classes for)
3. Click Show Summary to run the report
4. Print the report, and go through it with a pen looking for errors.
If you do happen to find any errors, there are two places you would go to correct them: the course edit page and the class edit page. Click here for more information about the differences between courses and classes.
Step Two: Editing / Fixing Errors
The course edit page is for editing any of the following:
- the title of the course/class
- the description
- the course code
- the price
- the deposit amount
- min/max grade level requirements
- course prerequisites and credit values
The class edit page is for editing any of the following:
- the class code
- the location and room for the class
- the instructor and instructor pay rate info
- the class schedule (days, hours, time periods, and start and end dates)
- minimum enrollment amount
- min/max age requirements
To edit course information, you would first search for the course (Find | Courses) then click the Edit Course link to the right of the course name. Make any changes you need to make and then click theSave and Close link at the bottom of the page
To edit class information, you would first search for the class (Find | Classes) then click the Edit Class link to the right of the class name. Make any changes you need to make and then click theSave and Close link at the bottom of the page.