Finding an Existing Course

Learning Outcome

On successful completion of this lesson, students will understand how to find an existing course.

Lesson

Click ‘Find’ next to Courses

Courses image v3.1

The ‘Course Search’ box will open

Courses image v4.1

On the General tab, you can search for a course using any of the following criteria. You can also search using more than one field.

  • Course Type
  • Staff Member
  • Customer
  • Course #
  • Status
  • Location

Courses image v5.1

On the Dates tab, you can search for a course using any of the following criteria.

  • Creation Date of the course
  • Start Date of the course
  • End Date of the Course
  • The dates of the Modules on the course

Courses image v6.1

On the Details tab, you can search for a course using any of the following criteria.

  • a particular Day or Days of the Week
  • combined with a time period of you’re choosing

When you have found the course you want, click Open to see all the details of that course:

Courses image v7.1

You can then move through the various tabs to see the details you need relating to that particular course:

Courses image v8.1

  • General
  • Modules – the teaching modules within the course
  • Dates – the dates when those modules are scheduled
  • Times – the dates when those modules are scheduled
  • Staff – the staff members assigned to teach those modules
  • Locations – the locations where the modules will be taught
  • Summary
  • Customers – the names and contact details of the customers on the course
  • Options Purchased – the extra package options purchased by the customers on the course
  • Expenses – the direct expenses incurred in running the course
  • Stock Items – the stock items used to sell spaces on the course
  • Requirements – the equipment requirements of the customers on the course
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