- 04Manage training course
- -Add training
- -Edit training
- -Add region
- -Create ticket templates
- -Edit Ticket template
Training course function
The training function allows you to set up a training session by specifying the date and time.
Users can search for and reserve training course(s), and Admin can approve/deny reserving request(s).
Available for共用サーバー／カスタマイズもしくは専用サーバー、コンテンツ管理編集権限
Contents
Version
2022.09.14 / Ver2.19： 研修機能が拡充されました。
Search seminars
Find the target training among the trainings that are open to the public.
01Open the "Search seminars" page.
Click on "Find Training" from the side menu.
02Search seminars
Search for the target training program.
Click "+Add condition" to narrow down the search results.
"Search by category" helps you search training courses by category.
Reserve training course
01Training course details
From the side menu, click "Find Training" > "View Details" of the training you wish to book.
02Reserve training course
After clicking "Reserve," a confirmation modal will appear. Further click on "Reservation" to complete.
If "Auto-approval" is On, "Start this course" will be displayed.
If the "Auto-approval" function is turned off, "In progress" will be displayed.
After completing the reservation, click "Learn" on the training details screen to attend the training.
Cancellation of Reservations
01Open the "Training course history" screen.
Click on Account Name > "Training Reservation History" in the upper right corner of the screen.
02Cancel a training session
Click the "Cancel" button for the training you wish to cancel.
The "Cancel" modal will appear. Fill in the reason for the cancellation and click "Cancel" to complete.
If "Cancel training by user" is set to "Off" in the "Basic Training Settings", the "Cancel" button will not be displayed even if "Cancel by user" is set to "On" in the "Update Training" screen of each training course.
Confirm ticket
01Open the "Training course history" screen.
Click on your account name," go to"Training course history" and open the "Ticket" tab.
02Confirm ticket
Click on the ticket icon.
Reserved training tickets will be displayed.
How to utilize Training course functions
You can configure common items in training courses.
Available forAdmin
01Open the "Site Customizer Basic Settings" screen.
From the side menu, click "System Settings" > "Site Customizer" > "Basic Settings" for the target site environment.
02Set up the use of training functions
Set the use of training functions to On and click "Save" to complete.
Basic training settings
You can configure common items in training courses.
Available forOwner administrator, user authorized to manage and edit content
01Open "Manage training course" screen
From the side menu, click "Training Functions" > "Basic Training Settings".
02Basic settings
Configure settings for basic items.
The following contents cannot be set in the schedule.
When "Use user cancellation" is Off, the "Cancel" button will not be displayed even if "Cancel by user" is On in the "Training Update" or "Training Registration" screen of each training course.
If "Use review function" is Off, the review function cannot be used regardless of the review setting on the "Training Update" or "Training Registration" screens.
03Default values
Configure the initial display settings of the "Find training course" screen.
04Description on the "Find training course" page
Set the description for the "Find training course" screen.
05Search settings
When searching for a training course on the "Find training course" screen, tick the criteria to display.
06Message of reservation
Set a message for completed reservation.
In each case of Auto-approval ON/OFF, you can configure settings individually.
Click "Save" when completed.
Manage training course
You can add or edit training courses.
Available forOwner administrator, user authorized to manage and edit content
01Open "Manage training course" screen
Click on "Training Functions" > "Training Management" from the side menu.
02Search training course
You can narrow down the list of trainings by placing a ✓ in "Status" or entering criteria.
Add training course
01Open the "Reserve training course" screen
From the side menu, click "Training Functions" > "Training Management" > "Add".
02Set title and image
Set a title, description, and image for the training.
The following contents cannot be set in the schedule.
・If "Description" is set and "Description in list" is NOT set, the former text will be reflected in "Description in list."
・Fields marked with "*" are required to fill in.
03Set a course
Click on the "+" icon under "Courses" and check content to include in the training.
The following contents cannot be set in the schedule.
・The contents with ✓ in the preview column can be previewed in the "Training details" screen.
Please note that when a course registered for training is assigned to a course material, it will be displayed as expired on the training details screen.
04Set a period
Click on the "+" icon under "Period" and add "Ticket use," "Number of seat" and "Period."
※If "Number of seat" is blank, the number will be unlimited.
If "Ticket use" is On, enter the details as well.
05Set up participants
Click on the "+" icon in the "Participants Settings" and set the "Participant name," "Display Settings," and "Category."
※If "Display settings" is set to "Hide," this applies only to the "Find training course" screen and the training details screen.
Participants, however, can see the names on the list of the "Find training course" screen and on the training details screen.
06Set Review
Please put ✓ in "Do not show" if you do not want to show reviews, or ✓ in "Do not allow" if you do not want to allow submissions.
The following contents cannot be set in the schedule.
The submitted reviews will be displayed on the training details screen.
The "Use review function" must be set to "On" in the basic training settings.
07Category Settings
You can set the appropriate category. Please put ✓ in the one you want to specify.
08Set Region
You can set the region in which the training will be held. Please put ✓ in the one you want to specify.
09Set Tag
Training can be tagged.
To create a new tag, enter a tag name and click "Add."
To use an existing tag, click on "Select from existing tags."
10Set Reservation Restriction
Reservation restrictions can be set according to the badges you have acquired.
Right-click on "{ } Get all badges."
To add a target badge, click "Add Badge" > ✓ the badge you wish to add and click "Add".
To relax the restrictions, click on "Change Restrictions to 'Any'" to broaden the eligibility.
11Display ticket information
You can set the information that will be displayed on the ticket when it is issued.
The location entered in "Location" and the name entered in "Instructor Name" will appear on the ticket.
12Set recommendation point
The higher the point you set, the higher it will appear in the list on the "Find training course" screen.
※The recommendation point is up to 2147483647.
13Set access period
You can set the access period on the "Find training course" screen.
By checking in the "Do not open" box, you can hide the registered training course from the list in the "Find training course" screen.
14Set reception date
You can set the period for which you will accept reservations.
15Schedule training course
You can schedule a training course that will be on the "Find training course" screen.
*This is a display setting only and is not linked to the time period in which the training is held.
16Set Auto-approval
Turn ON to approve training courses automatically.
Turn OFF to approve reservations one by one.
17Cancellation settings by user
If ON, users will be able to cancel the booked training by themselves from the "Training Reservation History" screen.
If OFF, users cannot cancel by themselves.
*For more informaiton, seeBasic training settingsThe "Use user cancellation of training" must be set to On in the "User cancellation of training" section.
18Publishing settings
You can set whether or not the training you are registering for will be made public on the "Find training course" screen.
If you select "Cancel", you can still check the details on the training details screen, but it will be displayed as a canceled one in the list.
19Archive Settings
When archived, the training will be hidden in the "Manage Training" screen and the "Find Training" screen.
The following contents cannot be set in the schedule.
The allocation of users whose archived trainings are "reserved" will not be changed.
You can narrow down the list by putting ✓ in "Archived" in the "Training Management" screen.
20Save settings
Click "Save" to finish the settings.
Click "Preview" to see the actual training details screen that will be displayed.
Edit training course
01Open the training update screen
From the side menu, go to "Training Functions" > "Training Management" > click on the gear icon for the training you wish to change.
*For more information, seeAdd training course.
Add region
01Open “Manage region" screen
From the side menu, click on "Training Functions" > "Regional Management".
02Add region
Click on "Add Region."
Enter the name of the region and click "Add."
Create ticket template
01Open the "Manage ticket template" screen
From the side menu, click "Training Functions" > "Ticket Template Management" > "Create Template".
02Set company information
Enter your company information shown in the ticket.
03Create a new ticket number
Enter a new ticket number and save it.
※You can save the settings without entering the ticket number.
Edit ticket template
01Open the "Manage ticket template" screen
From the side menu, click "Training Functions" > "Ticket Template Management" > click the gear icon for the ticket template you wish to change.
*For more information, seeCreate ticket template.
Manage training reservations
Manage training appointments.
Available forAdmin, training organizer/instructor
01Open the "Manage reservation (for participants)" screen
From the side menu, click "Training Functions" > "Reservation Management (For Related Parties)".
02Search training course
Enter criteria(s) to narrow down training courses.
※Admin can see all the training courses, and training organizers and instructors can see what was set.
You can output the displayed reservations as a CSV file.
Registration of reservation holders
01Display reservation category
From the side menu, click "Training Functions" > "Reservation Management (For Related Parties)".
Click the "Details" on the target training course.
02Open the "Reservation history" (for Participants) screen
Click on "Reservation History/Approvals."
03Display a reservationist registration modal
Click on "Register Reservations."
*If you are a training organizer/instructor and wish to register reservations, you must be granted group administrative editing privileges.
04Select users to register reservations
Place a ✓ in the box for the user you wish to register for the reservation.
05Set the time period and the sending of e-mails
Select a time period and choose whether or not to send an email to the target audience.
06Display the reservation confirmation modal
Click on "Confirm Reservations" to display the Reservations Confirmation modal.
07Register a reservation
Confirm the contents and register the person making the reservation to complete the process.
Change Approval status
01Display reservation category
From the side menu, click "Training Functions" > "Reservation Management (For Related Parties)".
Click the "Details" on the target training course.
02Open the "Reservation history" (for Participants) screen
Click on "Reservation History/Approvals."
03Check the No. of reservations and approvals
You can check the maximum number of users for training, the number of reservations and the approvals.
*Click "Click here to check available number" to check the availability of available seats at the actual venue.
04Search for a specific reservation
Enter criteria(s) to narrow down your reservation.
You can output the displayed reservations as a CSV file.
05Show status change
Click on the gear icon on the reservation to confirm the content.
※The gear icon will not be displayed if the status is "Not approved" or "Canceled."
06Change status
Change the status to "Approved" to approve the request, "Not Approved" to deny it, or "Canceled" to cancel the reservation.
07Enter reason for cancellation
If necessary, enter the reason for the cancellation.
08Email settings
You can choose whether or not to send an email when the status is changed.
Click "Change" when all settings are complete.
*The content of the e-mail sent will vary depending on the "status" selected. For details, see theEmail Settings.
Bulk approval of training reservations
01Display reservation category
From the side menu, click "Training Functions" > "Reservation Management (For Related Parties)".
Click the "Details" on the target training course.
02Open the "Reservation history" (for Participants) screen
Click on "Reservation History/Approvals."
03Open batch approval modal
Click on "Batch Approval."
*For more informaiton, seeTraining Registration ScreenThe "Batch Approval" button will not appear if the "Automatic Approval Function" is turned on at
04Select users to approve
Place a ✓ next to the user you wish to approve.
05Set up the sending of e-mails
Select whether or not to send an email to the target audience.
06Display approver confirmation modal
Click "Confirm Approver" to display the Approver Confirmation modal.
07Approval.
Review and approve the contents and you are done.
Bulk non-approval of training reservations
01Display reservation category
From the side menu, click "Training Functions" > "Reservation Management (For Related Parties)".
Click the "Details" on the target training course.
02Open the "Reservation history" (for Participants) screen
Click on "Reservation History/Approvals."
03Open batch disapproval modal
Click on "Batch Disapproval."
*For more informaiton, seeTraining Registration ScreenThe "Batch Non-Approval" button will not appear if the "Automatic Approval Function" is turned on at
04Select users to disapprove
Place a ✓ next to the user you wish to disapprove.
05Enter the reason for disapproval
Enter the reason for disapproval.
Individually entered reasons for disapproval are given priority.
06Set up the sending of e-mails
Select whether or not to send an email to the target audience.
07Display non-approver confirmation modal
Click "Confirm non-approver" to display the non-approver confirmation modal.
08Disapprove
Review the contents, disapprove, and you are done.
Once you disapprove the application, you will not be able to change the status.
Confirm ticket list (for Participants)
01Display reservation category
From the side menu, click "Training Functions" > "Reservation Management (For Related Parties)".
Click the "Details" on the target training course.
02Open Ticket list (for Participants) screen
Click on "Ticket list."
03Find Ticket
You can enter criteria to narrow down your ticket(s).
The displayed ticket list can be output in a CSV format.
04Confirm ticket
Click on the ticket icon.
Reserved ticket(s) will be displayed.
Print ticket list
01Display reservation category
From the side menu, click "Training Functions" > "Reservation Management (For Related Parties)".
Click the "Details" on the target training course, and click "Ticket List."
02Print preview
Click "Print screen" to display the ticket list for printing.
03Print ticket list
Click "Print" to see a print preview.
Set details if needed, and print the list.
Email Settings
Create and edit email templates related to training functions.
Available forAdmin, user(s) assigned Email templates edit role
01Open Email settings screen
From the side menu, click on "Email Notifications" > "Email Settings" >.
Select the "Training function" tab.
02Set up email usage
If "Use" is turned on, the corresponding e-mail can be sent.
If it is turned off, the corresponding e-mail will not be sent.
Add email template
01Open Email settings screen
From the side menu, click on "Email Notifications" > "Email Settings" >.
Select the "Training function" tab.
02Open "Create new email" screen
Template name, content, and a sender of an email are listed.
Click the "+" icon on Edit to create a new template.
03Set address and language
Fill in the following items in the red frame.
04Enter subject and content
Add a subject and content of the email.
Click the "Add" button to add an item to the email content.
05Reset email content
Click "Reset to before editing" to reset the mail content to before editing, or "Reset to default" to reset to the default state.
06Send test emails
Click on "Test Send" to test the email to see if it can be sent correctly.
07Create a new email or save settings
Click "Create new."
Click on "Save."
Edit email template
01Open Email settings screen
From the side menu, click on "Email Notifications" > "Email Settings" >.
Select the "Training function" tab.
02Open the "Edit email" screen
Template name, content, and a sender of an email are listed.
Click on the gear icon to edit an existing template.
*For more information, seeAdd email template.
The following contents cannot be set in the schedule.
・You can reset the template to the default by clicking the arrow icon.
・By default, you cannot reset the template.
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