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Selecting
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a course Title in the Course List or the ... icon next to a
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course and selecting Summary
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or will open the Course
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Summary page. The name of the course
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will be temporarily added to the side menu, meaning that you can quickly return to the record if you navigate away from it.
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Course Details
The following details are shown for the course
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:
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Title
Tags – Any Tags that have been added to the course will be shown here. You can select the X within a tag to remove it, or select the + icon to add new tags.
Course Type – Course Types are maintained in the Configuration section.
Instance Enrolment Type – This will be either Fixed Start Date or Roll-On Roll-Off.
Status – This will be either Live or Dormant.
Start date
End date
Delivered Online
Enrolled – This indicates how many learners or applicants have been enrolled onto the course so far.
Seats – This indicates how many places are available in total. Selecting the
Eye icon will open a graph displaying how many places have been filled through time.
The remaining details for the course instance are divided into three tabs: Sessions, Enrolments, and Files.
Sessions
The Sessions tab lists all individual sessions that make up the Course Instance. For each session, the following details are shown:
- Date
- Day of the Week
- Time
- Tutor
- Room – Selecting this will take you to the corresponding Room Summary page.
- Number of Files Attached – Selecting the
icon will take you to the Files section of the Session Summary, where you can download any files as necessary. - Flag – If the session has been flagged for any reason, this will be shown here. Session flags are maintained in the Session Flag Configuration page.
Filtering the Session List
The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the 
icon to run the search and apply your filters.
- Whether the session is running today
- Starts From date
- Ends Before date
- Number of sessions displayed
Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:
- Room
- Start Time
- Tutor
Exporting the Session List
Selecting the 
icon also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Session Actions
The following actions are available from the sessions tab:
- Create Session – This will open the New Session window.
- Summary – Selecting ... > Summary by a session in the list will open the corresponding Session Summary page.
- Attendance – Selecting ... > Edit Attendance by a session in the list will open the corresponding Edit Attendance window.
- Edit Session – Selecting ... > Edit Session by a session in the list will open the Edit Session window.
- Copy Forward – Selecting ... > Copy Forwards by a session in the list will open the Copy Session Forward window.
- Delete – Selecting ... > Delete will remove the session. You will be prompted to confirm before the session is deleted.
- Bulk Update – If you have ticked any sessions in the list, the Update All option will be available. Selecting this will open the Bulk Edit Session window.
- Bulk Delete – If you have ticked any sessions in the list, the Update All option will be available. Selecting this will delete all ticked sessions. You will be prompted to confirm before the sessions are deleted.
Enrolments
This tab displays all the learners who have been enrolled onto the course. For each enrolment in the list, the following details are shown:
- Record name
- Enrolment Date
- Start Date
- End Date
- Status
Filtering the Enrolment List
The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the icon to run the search and apply your filters.
- Current Enrolments only
- Learner Search
- Number of records displayed
Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:
- Enrolment ID
- Starts From
- Ends Before
- Enrolment Date
Exporting the Enrolment List
Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Enrolment Actions
Selecting Create Enrolment will open the Batch Enrol window. Along with this, selecting the ... icon by an enrolment will show the following options:
- Edit Enrolment – This will open the Edit Enrolment window.
- Edit Attendance – This will open an Attendance Recording window where you can record attendance for every session for the enrolment.
- Delete – You will be asked to confirm that you want to delete the enrolment record. Select Yes to confirm.
Files
This tab displays any files attached to the course instance. For each file, the following details are shown:
- Filename
- Description
- Created date and time
- Last Modified date and time
Filtering the Files List
The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the icon to run the search and apply your filters.
- Description Search
- Number of files displayed
Exporting the Files List
Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Adding File Attachments
Selecting Add File will open the Add File window. Here you can enter the Description for your file attachment, and either drag and drop a file into the box or select it to browse for the file. Once you are finished, select Save to finish.
Spaces
Total Session Guided Learning Hours (GLH)
Course Actions
Selecting Actions > Edit from the course summary will open a window where you can Edit the Course.
You can also export Attendance data for all Sessions that make up the Course Instance from this page. To do this, select Actions > Export Course Attendance from the top-right corner of the page.
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This will generate an Excel spreadsheet listing each Enrolment for the Course Instance and their attendance for each session.
Other Information
The remaining details for the course are found in the various tabs in the summary page. Information can be edited from within each of these tabs. The following tabs are available: