Help and Instructions for Course Admins & Liaisons
The following help documents reviews all basic functionality for users that are listing courses and instances in REPORTER to accept registrations. Users must have the Course Admin role in order to use the functionality described, and must be listed as an editor for existing courses to access them (for information about gaining this role, please see our Onboarding Information).
Functionality and Navigation as a Course Admin
General User Resources
Basic Setup
- About Course Listings and Deeplinks
- About Instance Formats (Classroom, Webinar, Online)
- About Instance Statuses
- Offering Online Courses
Fee-Based Registration
Reports
- Course/Instance Reports
- Accessing Training Summaries (as a Course Admin)
- Registration Financials report
Registrant Management
- Cancelling Registrations as a Course Admin (Drops, Drop Requests, Bulk Drops)
- Import Registrants and/or Completions (Bulk Register & Historical Completions)
- Instance Roster Management Options
- Registration Email Details
- Register Participants After the Fact: Register participants for instances that are not active – ex. I need to register users for an instance that has passed the end date, but I don’t see a register button and it’s not in the catalog.)
- Register Users and Mark Completion
- Transfers
- Using “Participant Management”
Additional Setup Options
- Adding Prerequisites
- Quick Guide: Prerequisites
- Completion Certificates
- Compliance – Alternate Completion of Required Courses
- Enrollment Restrictions
- Questions in the Cart
- Quick Registration for $0 Instances
- Quick Register for Instances with a Cost
- Request New Course Categories
- Manage Setup Guide for Course Liaisons
- Waitlist
Other Available Features