Articles
How do I create a National Course 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...
How do I create a National Course Product?
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...
How do I create a 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...
How do I add a 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...
How do I approve a Course 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...
How do I report on Course history?
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: ...
How do I manage 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...
How do I generate Course 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...
How do I send Course Payment Reminder Emails?
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...
How do I cancel a Course Renewal 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...