Updated Articles

  1. How do I manage Course enrolments?

    View Members Please note: For this task you will need to have members registered a course. You can do this via the public course finder or at course level with the database by going to  Courses and then clicking on the register link for the course ...
  2. How do I set the price of a Course Product?

    Set Course Product Price If the the relevant permissions are enabled, centers will be able modify the set course fee within a range set by your governing body. From Centre Level - Go to Courses   1. Under the heading  Product Prices . Click  Edi...
  3. 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...
  4. 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...
  5. 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...
  6. 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 National Level a...
  7. 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: ...
  8. 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 approve an accreditation, plea...
  9. 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 the Mod...
  10. How do I report on Program participant details?

    Passport administrators running Program registrations are able to report on program details that have been processed through the system using an Advanced Member Report . Note : For more information on using the Report Builder, click here . To...