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).
※This function is available for the contracts of Design Customization or Dedicated server

Available forlearningBOX Ver. 2.18 or later /Users assigned to manage content editing role


Search seminars

Search seminars from programs available to the public.

01Open the "Search seminars" page.

Click on "Search seminars" in the side menu.


02Search seminars

Search for training.
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

Select "Search seminars" in the side menu, and click "See more" for more information.


02Reserve training course

Click "Reserve."

If "Auto-approval" is On, "Start this course" will be displayed.

If the "Auto-approval" function is turned off, "In progress" will be displayed.



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.

Click "System settings" in the side menu, select "Site Customizer," and go to "Basic Settings."


02Active the training course function

Set "Training course function" to "On" and click "Save."



Basic training settings

You can configure common items in training courses.

Available forAdmin

01Open "Manage training course" screen

Select "Training course" in the side menu, and click on "Basic training course settings."


02Basic settings

Configure settings for basic items.
※If "Show Review" is Off, the review function will not be available regardless of the review setting on the "Update training course" or "Reserve training course" screens.


03Initial value of list

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 forAdmin, training organizer/instructor

01Open "Manage training course" screen

Click on "Training course function" in the side menu and select "manage training."


02Search training course

You can narrow down training by selecting the check box(es) in "Status" or entering criteria(s).



Add training course

01Open the "Reserve training course" screen

Click "Training course functions" in the side menu, and select "Manage training," and click "Add."


02Set title and image

Set a title, description, and image for the training.

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Note

・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.

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Note

・The contents with ✓ in the preview column can be previewed in the "Training details" screen.
・When a registered training course is assigned to users, the date will be expired in the course 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

You can set a review.
Select "Allow" or "Disallow" for the submission of reviews.
※Submitted review will be displayed on the training details screen.


07Category Settings

You can set a category for each training.
Check the box(es) to specify it.


08Set Region

You can set the region in which the training course will be held.
Check the box(es) to specify it.


09Set Tag

You can tag each training course.
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

Depending on the badge you have acquired, you can set a reservation restriction.
Right-click on "{ } Get all badges."
To add a badge, click "Add badge," check the box, and click "Add."
To ease the restrictions, click on "Change Restrictions to 'Any'" and you can expand the scope of coverage.


11Display ticket information

You can set the information that will be displayed on the ticket when it is issued.
The region entered in "Region" and the name entered in "Lecturer name" will be shown 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 related to the learning period in the training course.


16Set Auto-approval

Turn ON to approve training courses automatically.
Turn OFF to approve them one by one.


17Publishing 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.


18Save settings

Click "Save" to finish the settings.
Click "Preview" to see how the training details screen looks.



Edit training course

01Open the training update screen

Click on "Training course" in the side menu > "Manage training course" > click on the gear icon to edit a training course.
※For more information about how to set address and language, refer to Add training.



Add region

01Open “Manage region" screen

Select "Training Functions" in the side menu, and click on "Manage region."


02Add region

Click on "Add Region."
Enter the name of the region and click "Add."



Create ticket template

01Open the "Manage ticket template" screen

Click on "Training Functions" in the side menu. > "Manage ticket template" > "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

Click on "Training Functions" in the side menu. > "Manage ticket template" > Click on the gear icon of the target ticket template.
※For more information about how to set address and language, refer to Creating ticket template.



Manage training reservations

You can manage your training reservations.

Available forAdmin, training organizer/instructor

01Open the "Manage reservation (for participants)" screen

Click on "Training Functions" in the side menu. > "Manage reservation (For Participants)"


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.



Change Approval status

01Display reservation category

Click on "Training Functions" in the side menu. > "Manage reservation (For Participants)"
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 on "Check available number" to check the vacant seats at the 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.


07Email settings

You can choose whether or not to send an email when the status is changed.
Click on "Change."
※The content of email depends on the "Status" you select.
 For more information, refer to Email Settings.



Confirm ticket list (for Participants)

01Display reservation category

Click on "Training Functions" in the side menu. > "Manage reservation (For Participants)"
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

Click on "Training Functions" in the side menu. > "Manage reservation (For Participants)"
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

You can create/edit email templates related to training functions.

Available forAdmin, user(s) assigned Email templates edit role

Add email template

01Open Email settings screen

Click on "Email notifications" in the side menu. > "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 "Add" to add an item to the email content.


05Reset email content

You can "Reset to before editing" or "Reset to default values" by clicking the button.


06Send test emails

Click "Send test emails" to check if the email can be sent appropriately.


07Create a new email or save settings

Click "Create new."

Click on "Save."



Edit email template

01Open Email settings screen

Click on "Email notifications" in the side menu. > "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 about how to set address and language, refer to Add email template.

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Note

・You can reset the template to the default by clicking the arrow icon.
・By default, you cannot reset the template.


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