QMS - National Level

Articles

Create a National Registration Form
Create a National Form for use with Course Template From National Level: 1. Hover to  Registrations  click on ' Registration Forms'. 2. Click  Add New Form . 3. On the settings tab name the form then choose whet...
Create National Product for Course Fee
Create a National Product From the National Level Admin of QMS: 1. Hover over  Registrations and click ' Products '. 2. Click  ' Add a New Product '.   3. On the  Details tab provide a product name an...
Create Course Template
Create a Template at Node Level From National Level: 1. Hover over  Courses and click  Course Templates. 3. Click  Add. 4. Give Template a Name. 5. Select the Course Template Attributes (This relates to how the c...
Add Course Module
Add Course Module  To add a Module to a Course Template, select Course Templates List under the Courses Menu tab: Select the Add button under the Module Templates field for the Course you wish to assign Modules to: In th...
Link Certificate to Course
Approve Accreditation
Approve Accreditation      As a national administrator you will be required to grant approval for certain qualifications prior to a course participant being granted the record and issued a certification. will be To appro...
Course History Reports
QMS – Course History Reports To generate Course History reports, select the Reports tab: Select the Courses option: Choose your desired one-click report: Choose your date parameters and run report: ...
Managing Centre Access to Course Templates
As a National Administrator you have the ability to control the courses that your centre's can run. This functionality allows you to ensure that centre's are equipped accredited to provide the education to participants. 1) Start at Nat...
Generate Renewal Invoices
The renewals functionality is designed so that Australian Sailing can invoice their participants with instructor qualifications. Participants are sent an email with the link to pay their invoice which then extends the dates that their qualificati...
Send Renewals Payment Reminder Email
This functionality is designed to allow the national administrator to send payment reminders to participants who have been invoiced for qualification renewals. The purpose is to give the ability to send multiple emails to a member to reminder the...
Cancel a Renewals Invoice
The need to cancel an invoice may arise in certain situations. The renewals functionality includes an option to cancel a renewals invoice which can be accomplished by the steps below: 1) Go to Accreditations from the database dashboard 2) Click...