Scheduled Services (Courses)
The Applications page provides a tab for “Scheduled services (courses)” applications, which are for scheduled course services.
Accessing Applications
To access Applications, click “Applications” in the main navigation menu and select the “Scheduled services (courses)” tab.
Page Features
Filter Options
- SHOW FILTERS: Button to expand filtering options for the applications
- Filter Controls: Additional filtering options available when expanded
Search
- Search Bar: Text input with magnifying glass icon to search through your applications
Table Columns
Each application is displayed with comprehensive information:
- #ID: Unique identifier for each application
- COURSE CODE: Specific code associated with the course
- INSTANCE CODE: Code identifying the specific instance of the course
- COURSE: Full name or description of the course
- SUBJECT: Subject category of the application
- STATUS: Current state of the application with color-coded labels:
- PENDING: Blue label indicating the application is awaiting review
- APPROVED: Green label indicating the application has been approved
- REJECTED: Red label indicating the application has been rejected
- CANCELED: Gray label indicating the application has been canceled
- SUBMITTED AT: Date and time when the application was submitted
- ACTIONS: Three dots providing access to application management options
Application Actions
- View: View detailed application information
- Edit: Modify application details (only available when status is “PENDING”)
- Cancel application: Cancel the submitted application (only available when status is “PENDING”)
View Application
To view detailed information for a specific application:
- Click the actions menu (three dots) next to any application in the Applications list
- Select “View” from the dropdown menu
- You will be taken to the View Application page displaying all relevant details
Application Overview
The View Application page displays comprehensive information about the selected application:
- Application ID: Unique identifier for the application
- Status: Current state of the application
- Date created: Date and time when the application was initially created
- Submitted at: Date and time when the application was submitted
Customer Information
Customer Account Details
- Organization: Name and ID of the customer organization
- Address: Physical address of the organization including street, postal code, city, and country
- Phone: Organization’s phone number
- Website: Organization’s website URL
- Email: Organization’s general email address
Customer Admin Details
- First name: First name of the customer administrator
- Last name: Last name of the customer administrator
- Email: Email address of the customer administrator
Course Information
Course Details
- Title: Title of the course
- Code: Course code
- Service: Service to which the course belongs
- Subject: Subject of the course
Instance Details
- Code: Specific course instance code
- Professional: Assigned professional for the course instance
- Language: Language of instruction for the course instance
- Physical presence required: Indicates whether physical attendance is required
- Start date: Start date of the course instance
- End date: End date of the course instance
- Course Hours: Total hours for the course instance
Attendees
The attendees section displays all individuals associated with the application:
- Total attendees: Count of all attendees listed
Attendees Table
- #: Row number
- FIRST NAME: First name of the attendee
- LAST NAME: Last name of the attendee
- EMAIL: Email address of the attendee
Billing
The billing section displays financial information for the application:
- Price per attendee: Cost per individual attendee
- Total amount: Total cost for all attendees
- Selected billing account: Billing account associated with the application
Mentors
The mentors section displays all mentors assigned to the course:
- Total mentors: Count of all mentors listed
Mentors Table
- #: Row number
- FIRST NAME: First name of the mentor
- LAST NAME: Last name of the mentor
- EMAIL: Email address of the mentor
Uploaded Documents
The uploaded documents section displays all files associated with the application:
- Total documents: Count of all uploaded documents
Documents Table
- #: Row number
- NAME: Name of the document file
- FILE SIZE: Size of the file
- UPLOADED AT: Date and time when the document was uploaded
- DOWNLOAD: Icon to download the file
Notes
The notes section displays any additional notes or comments related to the application. If no notes have been added, it will display “No notes have been added.”
Page Actions
- CANCEL: Button to close the View Application page and return to the Applications list
- EDIT: Button to edit the application details
Managing Scheduled Services (Courses) Applications
Scheduled Services (Courses) applications do not have a draft mode. This type of application cannot be deleted. Applications can only be edited or canceled when their status is “PENDING”. Once the status changes to “APPROVED”, “REJECTED”, or “CANCELED”, the Edit and Cancel options will no longer be available.
Editing Applications
Applications can only be edited when their status is “PENDING”.
- Click the actions menu (three dots) next to an application with “PENDING” status
- Select “Edit” from the dropdown menu
- Modify application details as needed
- Save your changes
Canceling Applications
Applications can only be canceled when their status is “PENDING”.
- Click the actions menu (three dots) next to an application with “PENDING” status
- Select “Cancel application” from the dropdown menu
- Confirm the cancellation