Getting Started

It costs nothing for companies to use CourseSight to look for, book and pay for courses for their staff. CourseSight charges training providers for bookings made, that’s all.

Click on Sign Up in the top right - hand corner of the Home Page > select the Company option > complete details. Alternatively, CourseSight will prompt you to register as part of the booking process should you wish to browse for courses first.

Once Signed up, you will receive an e-mail with a link to CourseSight. Clicking on this link will validate your e-mail address and you will then be able to start using CourseSight.

Yes, you will need to register. There are two ways that you can do this:

Click on the Sign up option at the top right of the CourseSight Home page > select the Company option > complete details.

Alternatively, you can Sign Up whilst making your first booking – the system will prompt you to Sign Up as part of the booking process. During the Sign Up process, you will create your own password and your e-mail address will be your username.

Once Signed Up, you will receive an e-mail with a link to CourseSight. Clicking on this link will validate your e-mail address and you will then be able to start using CourseSight.

Enter your address details manually by clicking on the Pen Icon underneath the Postcode Search button.

There are two options available:

  1. If you are the primary contact and have Signed up to use of the system, attempt to login with your e-mail address as the username and the password that you entered during Sign Up. CourseSight will display a message to inform you that E-mail verification is pending. At the bottom of the box click on the option to request the e-mail be re-sent. If you still do not receive an e-mail, you will need to contact us at support@coursesight.co.uk confirming your e-mail address and we will resend the e-mail to you.
  2. If your details have been set up by another user already on CourseSight within your company, they will be able to access your account via the Users option on the Administration menu, and resend the e-mail.

Course Search

Click on the magnifying glass icon near the top left of your screen. The fastest way to find a course is either:

Enter all or part of a course title or a keyword relevant to the course (e.g. first aid or plastering)

OR

If you are not sure what the title is likely to be but know it’s a health and safety course then select this from the Category dropdown list

OR

If you know the provider you want to book with, simply start typing in the Providers box. Then click on the magnifying glass (search) button.

Firstly, check that your spelling is correct – if the course still cannot be found, try a simpler search. For example: Instead of typing Asbestos Awareness – just type Asbestos.

Also, if you have set filters to narrow the search results (e.g. by date), try searching without any filters set. If your course still does not appear, there is an option to use the Course Request Service.

This is a referral service for users who cannot find a course or training event that meets their requirement. The service allows you to get in touch with approved training providers. Just fill out the form with your training needs and it will be sent to a network of providers on CourseSight. Your request will also be copied to the industry body that approves the providers you contact to improve training provision for your sector.

There are two places where you can access this service:

There is a menu option called Course Request Service if you are logged in as a Company. Alternatively, if your course search doesn’t yield any results, there is an option to use the Course Request Service.

Yes, there is an option provided on the initial course search screen for you to select a Provider and only courses from this provider will be shown on screen. You can also filter by provider and there are many other filter options too.

Yes, once you have searched for a course title for example, you can filter the results by specifying a date range. This will restrict the original results only to show courses within this date range. There are many other filter options too.

Yes, you can enter the postcode of a work or home address as a filter and specify a distance that you are prepared to travel for your course. There are many other filter options too.

Yes, you can select a Delivery Method from the filter and the system will only show courses that apply. There are many other filter options too.

Yes. Find “Providers” on the filter list and move the slider button from All to Approved. This will now only display results for approved providers. You can further narrow your selection by ticking one or more the provider names listed in the filter.

Bookings

Having selected the provider and course you want, you will want to proceed to booking.

If you have not already Signed Up, CourseSight will prompt you to Sign Up as part of the booking process.

Enter the required number of places > click Reserve Places < review the data for the booking > click Add New Delegate.

Enter delegate details > CourseSight will re-present the Add Delegate box until you have entered delegate details for each of the places that you have reserved.

Click Continue to Checkout.

Select Payment Method (NB. Pay on Account only applies to companies that are linked to the Training Provider with the Pay on Account check box checked).

Select Pay and Complete. If Card Payment selected and no card details saved enter new card details > click Complete Payment.

Currently this is not available, but we are developing an employee self service module for larger companies wanting to do this. Please contact us if you would like to know more.

E-mail us at sales@referencepoint.co.uk

The places are reserved for 30 minutes. The system will count down the time for you as you move through the booking and payment process. As you can book multiple delegates on several courses, do ensure your booking is complete within the 30-minute allocation.

Yes, you can. CourseSight should operate correctly on the following:

  • Android OS 6.0 and above.
  • Windows OS 8.1 and above.
  • iPhone iOS 10.00 and above.

The delegate booking form allows providers to request partner card details for CSCS, BESA and NFDC/ CCDO skill cards (and, in turn, these course outcomes can be passed to our sister system SkillSight and then onto the delegate’s skill card electronically).

Check that the details have been entered correctly – they should be identical to the details printed on the card:

  • Check that there are no extra spaces after (or before) the Initial and Surname for the cardholder
  • If the card number starts with a Zero, check that this has been included as part of the number
  • Check that the card is a smartcard i.e. it has a microchip on the card like a credit card
  • Check that the card is part of one of the following schemes:

    CSCS cards (NB: CPCS cards are not currently part of this scheme)

    BESA SKILLcard

    NFDC CCDO smartcard.

Yes, an e-mail will come to you as the booker and e-mails will be sent to each delegate e-mail address you have supplied when booking, together with Joining Instructions for the course.

Yes, a VAT receipt is automatically generated once the checkout process has been completed.

Yes, new card details can be added at the checkout stage so different cards can be used as required.

  • Double-check that the course you are trying to book is being delivered by a Provider with which you have a Pay on Account arrangement.
  • Check that you have a Link in place with the Training Provider on CourseSight by accessing the Links menu. You will see if you have a link with them, if not, you will need to select them from the list and click Request a Link.
  • If you already have a link with them, you will need to contact the Training Provider and they will need to set up the Pay on Account option for you on CourseSight.

There is no need for the training provider to resend the e-mail. As a company, you can log into your own account and view the booking details under the Bookings menu.

Planner

Fixed Start courses have a set start date and so can be shown in the planner with this start date, but Rolling Start courses do not have a pre-defined start date and so need to be shown differently in the planner view.

Once the course has started, only the training provider will be able to edit the delegate details and they can only do this before the course has ended and the outcomes have been entered.

Once the course has started, only the training provider will be able to edit the delegate details and they can only do this before the course has ended and the outcomes have been entered.

Delegates

There are two ways to do this:

  • Via the booking from the Planner – go to the Planner > click on the relevant course. Scroll down to the delegate details and click Actions on the relevant delegate > click Edit Details > edit the details as required > click Update

  • Via the booking from the Bookings menu option – click View Booking > scroll down to the delegate details > click Actions on the relevant delegate > click Edit Details > edit as required > click Update.

(NB: If the course has already started, the details can only be updated by the training provider before the course outcomes have been processed).

Joining Instructions

Yes, joining instructions are sent to each delegate e-mail address as soon as the course/training as been booked.

The Joining Instructions should provide all the information needed, including the venue for the training as well as the following:

  • Details of the Course: Course title, start date & time, a summary of the course content and other details including restrictions and requirements for delegates.
  • Details of the provider and venue: Training provider name, venue address, disability access, parking availability, contact details for the venue.
  • Delegate: Confirmation of the delegate details provided.

Yes, it can be resent, and as a company you can do this as follows: Login to CourseSight and access the relevant booking under the Bookings menu > click on View Booking > scroll down the page to the delegate list and click Actions on the relevant delegate > click Resend E-mail.

Cancellations

Provided you are within the stated cancellation terms for the course, you can cancel. Select Bookings from Grey Title Bar > Scroll to relevant booking > click View Booking Scroll to delegate information > click on Actions for relevant Delegate > select Cancel Delegate. Review Cancellation details > click Proceed.

Yes: select the Bookings menu > scroll to the relevant booking > select the delegate card > click Actions > click Cancellation E-mail. The e-mail will be sent to the company and to the delegate.

If the cancellation option does not appear this means that the cancellation (and refund) period has expired and so the delegate can only be substituted - the booking cannot be fully cancelled.

Yes: For payment by card, the card will be refunded automatically. Where a Company has a pay on account arrangement, the training provider will be alerted by CourseSight so they can raise a refund on the account (if it has already been invoiced).

Substitutions

Select Bookings from Grey Title Bar > Scroll to relevant booking > click View Booking

Scroll to delegate information > click on Actions in relevant Delegate > select Replace Delegate

Enter new delegate details> click Replace.

An e-mail will be sent to the original delegate to confirm that the place has been cancelled, to the new delegate to confirm the booking for them, and to the company to confirm that the substitution has happened.

Yes, it can be resent, and as a company you can do this as follows: Login to the system and access the relevant booking under the Bookings menu > click on View Booking > scroll down the page to the delegate list and click Actions on the relevant delegate > click Resend E-mail.

Discounts

Any discount offered to companies will ONLY be visible once you are logged in as a user from that company and you won’t see discounts when browsing unlogged in.

If the discount still isn’t showing at the checkout stage, then you need to check discount terms with your provider.

Course Outcomes

Once the training course has been undertaken, the training provider will update CourseSight for all delegates regarding attendance and if they passed the course. When this has been updated on CourseSight, the system will automatically send individual e-mails to each delegate and one to the company to confirm the outcome.

Yes. Contact the training provider with the booking reference number and the delegate details and they will be able to resend the e-mail which will be sent to the delegate and a copy will also be sent to you/ the company user who booked the delegate.

Yes. Contact the training provider with the booking reference number and the delegate details and they will be able to resend the e-mail to you/ the company user who booked the delegate and a copy will also be sent to the delegate.

There are two ways to access the delegate record:

  1. Access the Planner from the menu on the right-had side of the screen and click on the course the delegate is booked on, if the course is in the past scroll down and click Edit against the delegate name. NB: If the course is still in the future scroll down to the bottom where the delegates are listed and click on Actions for the relevant delegate and click Edit Details.

    OR

  2. You can click on Bookings and scroll down to the bottom where the delegates are listed and click on Actionsfor the relevant delegate and click Edit Details. Any changes made will also be visible to the training provider that the delegate is booked with.

No, you can’t, but if you need to add cardholder details, the training provider will be able to do this provided the course has not had the outcomes completed on CourseSight. You will need to contact the training provider directly.

Links

  • Linking to a Training Provider. Select Links from the Title Bar > click Add > select Training Provider > scroll to the relevant Training Provider and select it > click Request Link. Once a link has been accepted by a Training Provider, the company can receive selective discounts and, if approved by the Training Provider, have the option to pay on account as well as by credit card.

  • Linking to an Industry Body. Select Links from the Title Bar > click Add > select Industry Body > scroll to the relevant Industry Body and select it > click Request Link.

Linking with other organisations starts to create communities within CourseSight. The potential for this is significant over time and we have plenty of ideas for expanding this functionality in our future development phases. It already provides specific benefits for linked organisations as follows:

  • Linking to a Training Provider. When a Company is linked to a Training Provider, the Training Provider can offer selective discounts and the option for the company to Pay on Account.
  • Linking to the Industry Body. Linking to an industry body provides high level (anonymised) metrics about the courses you book and the outcomes associated. This helps industry bodies respond to their market and community.

An e-mail will be sent to the Primary Contact advising that the request has been made and providing a link for the user to access the request to action it.

Access the Links menu > select the relevant Training Provider by clicking on the pen icon that appears when you hover your cursor over the name > click on the button entitled Unlink.

Learner / Employer Satisfaction Survey

It is optional; however, it will provide useful feedback to the training providers to enable them to improve their service to you and other users and helps course browsers to select the best provider.

No, this could result in some of our users being swamped with surveys. Instead, from time to time, you will be surveyed in relation to a specific provider and course (e.g. First Aid at Work) covering all the delegates you have sent on this course over a time period. Your full survey results are sent directly to the provider. In addition, your overall satisfaction rating is also included in the algorithms showing provider and course satisfaction on the main CourseSight search screens.

Linking CourseSight to SkillSight to transfer training details for CSCS Cardholder training outcomes

SkillSight is a free-to-use sister product to CourseSight which has been designed to add qualifications to smartcards such as CSCS cards, BESA SKILLcard, and the NFDC CCDO smartcard.

Click on this link (or copy and paste it into your web browser): www.skillsight.co.uk and follow the instructions on screen.

Firstly, your Company must have an account on both CourseSight and on SkillSight.

You will need to login to the SkillSight product, scroll down the Home page and click on the button Connect to CourseSight. The system will take you to a login screen on CourseSight – login and the system will display a button Grant Access. Once you have clicked on this the system will take you back into SkillSight.

Training entered in CourseSight can be uploaded onto smartcards using SkillSight. There are three smartcards schemes that currently use this technology and they are: CSCS cards, BESA SKILLcard, and the NFDC CCDO smartcard. Firstly, the Company must have an account on CourseSight and on SkillSight. Secondly, for the details to transfer to SkillSight, the smartcard details must be entered either when registering the delegate for the course or by the TRAINING PROVIDER before the outcomes are recorded.

  • New courses undertaken by smartcard holders will automatically be created in SkillSight.
  • New Training will be added to the smartcard holder’s Training Record.
  • Certificates/documents uploaded will be notified to the relevant record on SkillSight.
  • A new smartcard holder training record will be created if the cardholder does not yet exist in the SkillSight system.

SkillSight will then transfer the data to the smartcard enabling the information to be surfaced whenever the smartcard is checked out on site.

Login to SkillSight and select CourseSight from the Administration tab. Click on Disconnect from CourseSight.

  1. Check that your organisation has an account on both systems and that they are linked.
  2. Confirm that the cardholder data is being entered at delegate registration and is correct. (Any data not captured on SkillSight automatically can be notified manually if the details for the cardholder were not entered in full and so did not transfer).

Reports

All the reports on the system are exportable into a .csv file.

No, the reports on the system are pre-defined although you control the date range, where applicable. However, if you have any reporting requirements or suggestions for reports that might be suitable for you and other users, please do let us know by using the Contact Us facility on the CourseSight Home Page.

Alternatively, you can e-mail support@coursesight.co.uk with the details of your request using the word Feedback in the e-mail title.

E-mails

  • Login/E-mail Verification at registration.
  • Link requests from Training Providers or Industry Bodies etc.
  • Course Booking confirmation to the Company.
  • Course Booking confirmation and Joining Instructions to the Delegate.
  • Cancellation confirmation to the Company.
  • Cancellation confirmation to the Delegate.
  • Substitution confirmation to the Cancelled Delegate.
  • Substitution confirmation to the New/Replacement Delegate.
  • Substitution confirmation to the Company.
  • Course Outcome to the Delegates.
  • Course Outcome to the Company.

Users

Under the Administration menu select Users > click the Add button

  • Company Super-Admin – access all options.
  • Company Admin – cannot create users or edit the organisation details.

A Company Super Administrator can change the e-mail address for other users but not for themselves. To change the address for other users: access Users from the menu > select the relevant user and click Edit. Edit the details as required > click Save.

If you are the Company Administrator, contact support@coursesight.co.uk with your old and new e-mail addresses and we will amend them and notify you when the change has been made.

Under the Administration menu select Users > click Edit by the relevant user’s details > click on ‘Disable Login’.

There are two options available:

  1. If you are the primary contact and have Signed Up to use of the system, attempt to login with your e-mail address as the username and the password that you entered during registration. CourseSight will display a message to inform you that E-mail verification is pending. At the bottom of the box click on the option to request the e-mail be re-sent. If you still do not receive an e-mail, you will need to contact us at support@coursesight.co.uk confirming your e-mail address and we will resend the e-mail to you.

  2. If your details have been set up by another user already on CourseSight within your company, they will be able to access your account via the Users option on the Administration menu, and resend the e-mail.

A Super-Administrator user can do this. Select the Users option under the Administration menu > select the relevant person to become the new primary contact and click Edit > under User Information click on Set as Primary Contact > click Update.

Feedback

There is a Feedback area on the system where you can enter your suggestions, alternatively e-mail your suggestions to support@coursesight.co.uk with the word Feedback in the e-mail title.

Getting Started

It costs nothing for you as an individual to use CourseSight to look for, book and pay for courses.

You can browse courses without Signing Up but if you choose to book one, the system will prompt you to Sign Up.

There are two ways to Sign Up on CourseSight:

  1. Click on Sign Up from the CourseSight Home page and select the Individual option.
  2. You will be prompted to Sign Up during the booking process once you have found a course that you wish to book as follows:

When you have selected your course, you will see a button that says Sign Up and Add to Basket. On the next page select Individual > click Sign Up . The system will prompt you to enter the required details which include the following:

  • First Name
  • Surname
  • E-mail Address – you will be asked to enter this twice to confirm your e-mail details
  • Password – this will be made up by you and should contain 8 characters with at least one capital letter and a number.

When you have completed the details click Sign Up and Login. CourseSight will send you an e-mail with a link that you need to click to verify your e-mail before you can complete the checkout process. Click on the link. CourseSight will open a new window with your Shopping Basket in the top right-hand corner > click on the basket to continue to the checkout.

Attempt to login with your e-mail address as the username and the password that you entered during registration. CourseSight will display a message to inform you that e-mail verification is pending. At the bottom of the box click on the option to request the e-mail be re-sent.

If you still do not receive an e-mail, you will need to contact us at support@coursesight.co.uk confirming your e-mail address and we will resend the e-mail to you.

Yes, you can. CourseSight should operate correctly on the following:

  • Android OS 6.0 and above.
  • Windows OS 8.1 and above.
  • iPhone iOS 10.00 and above.

Course Search

Click on the magnifying glass icon near the top left of your screen. The fastest way to find a course is either: Enter all or part of a course title or a keyword relevant to the course (e.g. first aid or plastering)

OR

If you are not sure what the title is likely to be but know it’s a health and safety course then select this from the Category dropdown list

OR

If you know the provider you want to book with, simply start typing in the Providers box. Then click on the magnifying glass (search) button.

Firstly, check that your spelling is correct – if the course still cannot be found, try a simpler search. For example: Instead of typing Asbestos Awareness – just type Asbestos.

Also, if you have set filters to narrow the search results (e.g. by date), try searching without any filters set. If your course search doesn’t yield any results, there is an option to use the Course Request Service.

This is a referral service for users who cannot find a course or training event that meets their requirement. The service allows you to get in touch with approved training providers. Just fill out the form with your training needs and it will be sent to a network of providers on CourseSight. Your request will also be copied to the industry body that approves the providers you contact to improve training provision for your sector.

Click on the link Course Request Service to start the process.

Yes, there is an option provided on the initial course search screen for you to select a Provider and only courses from this provider will be shown on screen. You can also filter by provider and there are many other filter options too.

Yes, once you have searched for a course title for example, you can filter the results by specifying a date range. This will restrict the original results only to show courses within this date range. There are many other filter options too.

Yes, you can enter the postcode of your work or home address as a filter and specify a distance that you are prepared to travel for your course. There are many other filter options too.

Yes, you can select a Delivery Method from the filter and the system will only show courses that apply. There are many other filter options too.

Yes. Find “Providers” on the filter list and move the slider button from All to Approved. This will now only display results for approved providers. You can further narrow your selection by ticking one or more the provider names listed in the filter.

Bookings

The places are reserved for 30 minutes. The system will count down the time for you as you move through the booking and payment process.

Yes, an e-mail will be sent to you as soon as the booking process has completed.

Yes, new card details can be added at the checkout stage so different cards can be used as required.

No, the public booking facility allows one delegate booking. Individuals can Sign Up and book for themselves so there is no need for you to book for others.

Joining Instructions

Yes, joining instructions will be sent to the e-mail address you supplied as soon as the course/training has been booked.

The Joining Instructions should provide all the information you need, including the venue for the training as well as the following:

  • Details of the Course: Course title, start date & time, a summary of the course content and other details including restrictions and requirements for delegates.
  • Details of the provider and venue: Training provider name, venue address, disability access, parking availability, contact details for the venue.
  • Delegate: Confirmation of the details you provided about yourself.

Yes, you can access the booking details on your own account and request a resend of the e-mail by doing the following: Login to your account > click My Bookings from grey Title Bar > select the relevant booking > click View Booking > when the next screen appears, scroll down to the bottom of the page where you see your name > click on Actions > click Resend E-mail.

Cancellations

Provided you are within the stated cancellation terms for the course, you can cancel. Select My Bookings from grey Title Bar > select the relevant booking > click View Booking > when the next screen appears, scroll down to the bottom of the page where you see your name > click on Actions > select Cancel Delegate > review cancellation details > click Proceed. You will receive an e-mail to confirm the cancellation.

If the cancellation option does not appear this means that the cancellation (and refund) period has expired and so the delegate can only be substituted - the booking cannot be fully cancelled.

Yes. The credit card used for the booking will be refunded automatically (if the cancellation happens before the cancellation period has expired).

Course Outcomes

Once the training course has been undertaken, the training provider will update CourseSight for all delegates regarding attendance and if they passed the course. When this has been updated on CourseSight, the system will automatically send individual e-mails to each delegate.

Yes. Contact the training provider with the booking reference number and your details and they will be able to resend the e-mail to you.

Learner Satisfaction Survey

The learner satisfaction survey gives you the opportunity to say how you felt about the training you received and provides the training provider with useful feedback about your experience on their course.

It is optional; however, it will provide useful feedback to the training providers to enable them to improve their service to you and other users and helps course browsers to select the best provider.

Getting Started

The only charge we make is a fee per booking based on 10% of the full course cost, up to a maximum of £50 and a minimum of £5 even for free courses (NB: there will also be a small percentage charge for credit card bookings made by the credit card merchant). There are no other charges.

From the CourseSight Home screen click Sign Up and select the option for Training Provider. You will need to enter summary details for the organisation, the primary contact, and a contact for invoicing. Your e-mail address will be your username.

Once Signed Up , you will receive a Welcome to CourseSight e-mail with a link to CourseSight. Clicking on this link will enable you to set your password so that you can validate your login and be able to start using CourseSight.

There are two options available:

  1. If you are the primary contact and have Signed Up to use the system, attempt to login with your e-mail address as the username and the password that you entered during registration. CourseSight will display a message to inform you that E-mail verification is pending. At the bottom of the box click on the option to request the e-mail be re-sent. If you still do not receive an e-mail, you will need to contact us at support@coursesight.co.uk confirming your e-mail address and we will resend the e-mail to you.

  2. If your details have been set up by another user already on CourseSight within your company, they will be able to access your account via the Users option on the Administration menu, and resend the e-mail.

An online merchant called Stripe is used to manage the Credit Card payments in CourseSight. Providers wanting to use CourseSight will need to set up a Stripe account to use the system. This can be done by following a very simple procedure to create your own corporate Stripe account from within CourseSight.

There are two ways to set up a Stripe Account:

  1. On the HOW WE ARE GOING TO PAY YOU tile on the dashboard in CourseSight, click on Payment Accountand then the Connect with Stripe button.

  2. Select the menu option How We Pay You under the Administration menu in CourseSight > click the Connect with Stripe button.

For both options, continue as follows:

NB: you will need to provide your company registration number and VAT registration number if yours is a limited company so you should have these to hand when you start this process. You will also need proof of ID for anyone who owns 25% or more of the company.

Enter the data > click Authorize access to this account. You will be taken back to CourseSight but this may take a short while.

In CourseSight, click on the Connect with Stripe button > click on Connect my Stripe account. CourseSight will then indicate that your Stripe account has been connected successfully.

You will receive an e-mail from Stripe requesting validation of your e-mail > click on the link provided. This will take you to a Stripe page which provides a summary of your account.

At this stage, you may see a message at the top of the page stating: We need to confirm the identity of your accounts owners before we can send transfers to your bank account > click Complete Identity Verification > click Verify Now against the name(s) listed.

On the screen Start document verification click Start verification. Select the ID type that you wish to provide. You can Use your webcam to scan the document or you can Upload an Existing Image.

Once you have provided the ID you should then see a message thanking you for the upload stating that Stripe will get in touch with you if they cannot verify the identification provided.

Once the first payment has been received by Stripe you will receive an e-mail to notify you of this transaction.

There are two ways to link a Stripe Account with CourseSight:

  1. If you already have a Stripe account, you can click on the HOW WE ARE GOING TO PAY YOU tile on the dashboard in CourseSight, click on Payment Account and then the Connect with Stripe button. Then click on the option at the top right ‘Already have a Stripe Account? Sign In’. This will connect your Stripe account with CourseSight.
  2. Select the menu option How We Pay You under the Administration menu in CourseSight > click the Connect with Stripe button and click on the option at the top right ‘Already have a Stripe Account? Sign In’. This will connect your Stripe account with CourseSight.

CourseSight has been developed to work with Stripe so you will need to have a Stripe account to use CourseSight.

Yes. The payments will go into your Stripe account but will not be transferred to your bank until your identity has been confirmed.

Once you have completed the registration process and have a login for CourseSight, there are four main steps that you need to follow to get you up and running and when you first login to CourseSight you will see a dashboard with four tiles – one for each of these steps. Each tile is explained in more detail below:

  1. HOW WE ARE GOING TO PAY YOU – Each Training Provider will need to have a Stripe Account to use CourseSight.

    Click on the Payment Account button to see set up information.

    • If you already have a Stripe account, you can click on the Connect with Stripe button and link your existing Stripe account details with CourseSight.
    • If you do not already have a Stripe account clicking on the Connect with Stripe will allow you to create a new Stripe account. Verification of your Stripe account may take a couple of days.

      NB: You can continue creating your templates and course instances but they will not show online until your Stripe Account has been verified and connected to CourseSight.

  2. HOW WE ARE GOING TO CHARGE YOU. As we charge a fee for each booking made on CourseSight we need to have some invoice details confirmed. The Invoice details will show as complete because you will have entered these as part of the registration process. As soon as your Stripe application has been confirmed, we can then finalise this part of the set-up for you, so that you can start selling courses online.

  3. WHERE YOU DELIVER TRAINING. To publish instances of your courses you will need to have set up the Venues or Regions where you will offer the training. Click on Set Location to get started with this. Additional venues and regions can be added at any time.

  4. CREATE YOUR FIRST COURSE. You will need to set up at least one course template (from which you can create at least one course instance), which will be seen by users searching for courses. Click on Create Course Template to create your first Course Template. Once this has been created you can create Course Instances based on this template. Only one template and course instance needs to be created to complete the 4 set-up steps and you can create additional templates and instances at any time.

Once your Stripe account has been verified and you have completed all the actions to get your first Course Instance published, from this point onwards your courses can appear on CourseSight for all browsers to see and your dashboard will change.

You will see a further series of tiles with statistical information regarding the data you have input into CourseSight. Clicking on any of these tiles will take you to a more detailed report of the statistics.

There are many other things you can do and before publishing courses online, you may also wish to create your own organisation’s Public Profile page which can be surfaced to users wanting to find out more about you as a Provider whilst searching for your courses. Select the Profile Page option under the Administration menu to get started with this.

NB: Your Public Profile page can be created at any time and will not prevent you publishing courses if it has not been set up.

Yes. The locations and regions you cover plus details about your rooms and facilities are all handled on CourseSight. You can also add trainers and assessors and associate them with specific courses if you want.

Yes. When courses are set up (you set up a template once for each course), you need to include some summary information on the course content, any requirements and restrictions but you may also upload a .pdf document (up to 10MB) to provide further details about your course, which will be accessible to individuals looking to book your course. This document will also be sent as an attachment to the booking confirmation e-mail sent to the delegates.

Terms and Conditions

You can upload Terms and Conditions in text-only format to CourseSight by selecting Terms and Conditions from the menu on the left-hand side of the screen > Click +Edit > Input your Terms and Conditions> click Save.

Your Terms and Conditions can be accessed via a Terms tab on the course summary page.

There is no requirement to input Terms and Conditions. However, you can input a website address that will link bookers to your website for this information.

Venues

Under the Courses menu (in the left-hand column of your dashboard), select Venues and Regions > click the Add Venue button and enter the details. A .pdf file can also be uploaded should you have any additional information you wish to include about the venue. Once you have saved the main venue details you can also add rooms to this if required.

Other than for distance/ e-learning courses, venue details are essential for people browsing for courses, as this is that way they know where the course is going to be held. Venue details are also included automatically on Joining Instructions to inform the delegates where they should attend.

A .pdf file can be uploaded should you have any additional information you wish to include about the venue.

Once a booking has been made for a course instance, understandably the venue will not be editable. If there are no bookings yet for the course, then the venue can be edited by selecting Courses from the menu > select the Course Template > click Instances > select the relevant instance > click Edit.

Enter the address details manually by clicking on the Pen Icon underneath the Postcode Search button.

Select Venues and Regions from the Courses menu > click Rooms against the relevant venue > Click Add > enter the details > click Save. You only need to add rooms if this is useful for you as a Training Provider – it is not mandatory to add rooms to venues.

Regions

Whereas venues cover your own training facilities, regions enable you to confirm where in the UK you are prepared to deliver training – such as on a client site.

  • Under the Courses menu, select Venues and Regions > click the Add Region button.
  • Enter a name for the region > enter contact details.
  • Any additional information you may wish to include can be uploaded in a .pdf document.
  • Scroll down the page and select the required counties for your region from the list. You can select a mix of counties from different countries e.g. if you wish to cover the lower half of the UK, you can select the mid and southern counties from England and from Wales too.
  • Counties can be selected individually or all at once if you provide training nationally:
    • to select all the counties for a country, click ALL
    • to deselect all the counties for a country, click None
    • to select individual counties, tick in the box alongside each one you require.

When you have selected all the counties you wish to include, click Save.

Yes, from your Venues and Regions list, select the relevant region and click on Edit in the far right of the box.

Add or remove counties by ticking or unticking the relevant boxes as required > click Save.

Trainers

Under the Courses menu select Trainers > click the Add button > enter the relevant details and press create. The trainer will automatically be listed as active and could be associated with one or more course templates (and therefore associated instances).

Once a trainer has been added to CourseSight, he/ she can be granted their own login to the system. Under the Courses menu select Trainers, choose the required trainer from the list of names on the Manage Trainers page and click the Edit button for the individual.

Then, simply click the Enable login button at the bottom of the screen. An e-mail will be sent to the trainer asking them to create a password and they will then have access to a personalised planner of their forthcoming courses and be able to input course outcomes.

Under the Courses menu, select Trainers > select the trainer from the list and click Edit >. Change the trainer status to Trainer Not Active > click Update >. This will prevent the trainer’s name form appearing on future lists to be associated with templates. If applicable, disable the trainer’s login by clicking the Disable login button at the bottom of the screen.

A trainer cannot be deleted from the system for data integrity reasons but deactivating the record ensures the individual is no longer associated with future courses.

Users

Under the Administration menu select Users > click the Add button.

Training Provider Super-Admin – can access all options.

Training Provider Admin – cannot create users, edit the Organisation details or change Course Outcomes.

Yes, if you have the right user privileges. From the Administration menu, select Users > select the relevant user from the list > click Edit. Edit the details as required > click Update.

A Training Provider Super Administrator can change the e-mail address for other users but not for themselves.

To change the address for other users: access Users from the menu > select the relevant user and click Edit. Edit the details as required > click Update.

If you are the Training Provider Super Administrator, contact support@coursesight.co.uk with your old and new e-mail addresses and we will amend them and notify you when the change has been made.

Under the Administration menu select Users > click Edit by the relevant user’s details > click on ‘Disable Login’.

There are two options available:

  1. If you are the primary contact and have Signed Up for use of the system, attempt to login with your e-mail address as the username and the password that you entered during registration. CourseSight will display a message to inform you that E-mail verification is pending. At the bottom of the box click on the option to request the e-mail be re-sent.

    If you still do not receive an e-mail, you will need to contact us at support@coursesight.co.uk confirming your e-mail address and we will resend the e-mail to you.

  2. If your details have been set up by another user already on CourseSight within your company, they will be able to access your account via the Users option on the Administration menu, and resend the e-mail.

A Training Provider Super-Admin can do this. Select the Users option under the Administration menu > select the relevant person to become the new primary contact and click on Set as Primary Contact

Select the Invoice Contact Details option from the Administration menu. You will then need to submit a request either by clicking the word “Here” at the top of the screen, or alternatively send an e-mail to: support@coursesight.co.uk.

Course Templates

Click on the Courses menu > click Templates > click the Add button.

Select from either Use an Approved Template or Start from Scratch:

  • Approved Template – The purpose of approved templates is to allow industry bodies using CourseSight to create course templates and make these available to some of their approved or linked providers. Note: There might not be any approved templates available to your training organisation. Only some fields are editable once finalised.

  • Start from Scratch - Create a template from scratch to your specific requirements. Once the template is saved, you can create training course instances based on your template.

Once you have selected the relevant option, enter the details – NB: mandatory/required fields are indicated by a red asterisk.

Approved templates are defined by industry Bodies and made available to specified providers ONLY. All Training Providers will see the Use an Approved Template button but many will not be on the approved provider list and so will NOT be able to access approved templates.

If you believe that you should have access to an approved template, you can request a link with the relevant Industry Body via the Links option on the CourseSight menu to start this process. NB: Organisations are approved entirely at the discretion of the Industry Body – requesting a link does not guarantee that your organisation will be approved, not given access to any approved templates.

  • Fixed start courses have a pre-defined start and end date. E.g. a 2-day face-to-face training course. Fixed Start tends to apply to shorter courses, when everyone on the course will start and end the course at the same time.

  • Rolling start courses do not have a pre-defined start and end date e.g. NVQs. For example, where you offer your services at any time and want to use CourseSight to promote and take payment for your programmes for assessment or NVQ services but will not enrol all candidates on a specific start date.

No, each template will need to be created individually rather than in a batch but once you have set up one it is very easy to copy this and edit a few details to create another template quickly.

Yes. Once you have created one template, you can copy this to create templates for other courses with a similar format and then just edit the title and any other relevant details.

From the Courses menu, select Templates > choose the relevant template and click Copy.

CourseSight will present a new template with fields pre-populated from your selected template. Edit as required > click Save.

A template can be fully edited until course instances have been created. Once a course instance has been created some of the template fields will be locked down. Fields that remain editable are:

  • Title
  • Accredited By
  • Valid To
  • Duration.
  • Default Price per Delegate
  • All the free text fields under the Course Details section
  • Keywords.

Course templates allow the user to provide all the standard/ core information required for the course in one place without having to repeat it for each new instance of the course. This means when creating each course instance, administrators only need to confirm start date and time, venue and a couple of other details and it’s complete!

No. A course instance can only be created based on a course template and this is to ensure that details remain consistent for each occurrence of the course. It also saves the user time because the core information and details only need to be entered once (in the template).

You can add a qualification that your organisation offers. This can be done by clicking Qualifications in the Courses menu on the left-hand side of the screen.

  • Complete the name and if required add a code/ reference number. Click the Save button.

This can then be accessed when creating a Template.

The following fields are mandatory:

  • Title
  • Course Category
  • Qualification Type
  • Delivery Window
  • Valid from Date
  • Duration
  • Default Price per Delegate
  • VAT applicable?
  • Course Summary
  • Cancellation Days
  • Modules (and associated qualifications/ competences and their validity if required).

Yes, there is a facility to upload a .pdf document (maximum 10MB) as part of the Course Template creation process. The .pdf file will then be included as an attachment in the joining instructions sent to any delegate booked onto the course, and can also be downloaded by the booker during the booking process.

Yes, there must be at least one module on each template.

For example: Two modules might form an Emergency First Aid Course – both of which are required to achieve the qualification.

  • Module 1: Emergency First Aid at Work.
  • Module 2: Management of Illness and Injury in the Workplace.

Both modules are added to the template and the single qualification “Emergency First Aid Advanced” associated with the modules. Upon achieving both modules the delegate is also qualified.

If technically you don’t need modules, simply repeat the course template title when adding the one module.

No, the region/ location/ venue is selected in the Course Instance so the same template can be used to cover different areas.

No, the course template can cover the core details of the course whilst the course instance will indicate the learning method and location of delivery.

Keywords

This feature allows the training provider to associate keywords with a template that might not, for example, be included in the course title but could be used by browsers at the time of course search (e.g. Course Title = “Dry Lining for Beginners”. Keyword of plasterboard is added). Entering keywords enables providers to get more matches made by potential customers when searching for courses online.

Yes, you can enter up to 10 keywords per template which can each be up to 250 characters in length. Keywords are matched exactly, so use common words or phrases, but avoid putting multiple keywords in as one keyword.

Course Instances

Click on the Courses menu > select a Template and click Instances > click the Add button. Enter the details as required > click Save.

Yes. When creating the course instance, there is an option to restrict visibility to one Linked Company, all Linked Companies or to be viewable by everyone (which is the default).

This option applies to Fixed Start courses only. Select Templates from the menu > click Instances against the relevant Template> click Repeat > select each Start date only from the calendar screen > click Save. A new course instance will be created starting on each date that you have selected. NB: Any of these instances can be edited but any changes that you make will only apply to that one instance.

There is no option to repeat instances for rolling start courses because each instance can last over an extended period.

For the ones visible on the course instance itself – other than the course title – yes you can. So, for example you can change the price or course duration.

The only fields that are not mandatory are: End Date and Time, Last booking Date, Trainer – all the other details are required to give the delegates enough information.

Yes, the course duration may differ - for a refresher course for example.

If the course has been published and a booking has been made against the course instance, the date will not be editable (for obvious reasons). If there are no bookings, then the date can be edited by selecting Courses from the Menu > select the Course Template > click Instances > select the relevant instance > click Edit.

Select Courses from the menu > select the Course Template > click Instances > select the relevant instance > click Edit.

  1. Check that the Last Booking Date has not passed – if it has, this can be edited if applicable.
  2. Check that the Display online check box is ticked – if not, tick it.

Select Courses from the menu > select the Course Template > click Instances > select the relevant instance > click Edit >. Un-tick the Display online check box > click Save.

If there are no bookings, the Course Instance could also be deleted.

No – you can create courses as far into the future as you want.

Profile Page

The publicly-visible profile page enables your training provider company to differentiate itself from other providers by supplying additional information about your company. As well as including some text, the profile also enables you to upload your company logo, which shows whenever your company is returned in any user search and a company image as well.

Under the Administrator menu, select the Profile Page option. Then you can:

  • Upload your logo – (NB: the system will default to show a Purple Square with your organisation initials if you choose not to upload a logo). To remove an unwanted logo, click Clear in the Provider Logo area.
  • Upload a relevant image as required – the accepted size and format can be seen on the screen below the Upload an Image button. To remove an unwanted image, click Clear in the Provider Image area.
  • Provide an Organisation Description as required.
  • Enter Areas of Expertise as required.
  • Click Save

Click Preview Page to see a view of the page as CourseSight users will see it. The profile page will open in a new browser window. To return to the Profile Edit page, close the new window.

Under the Administrator menu, select the Profile Page option > click Preview Page.

The profile page will open in a new browser window. To return to the Profile Edit page, close the new window.

Under the Administrator menu, select the Profile Page option > click on the button Upload new logo - this will remove the current logo and replace it with your new one > click Save.

Click on Preview Page to see the new logo on your page. The profile page will open in a new browser window.

To return to the Profile Edit page, close the new window.

Under the Administrator menu, select the Profile Page option. To remove the image, click Clear. To replace the image click Upload an image > click Save.

Click Preview Page to see a view of the page as CourseSight users will see it.

The profile page will open in a new browser window. To return to the Profile Edit page, close the new window.

Under the Administrator menu, select the Profile Page option. Edit the Organisation Description text as required > click Save.

Click Preview Page to see a view of the page as CourseSight users will see it.

The profile page will open in a new browser window. To return to the Profile Edit page, close the new window.

Under the Administrator menu, select the Profile Page option. Edit the Areas of Expertise text as required > click Save.

Click Preview Page to see a view of the page as CourseSight users will see it. The profile page will open in a new browser window. To return to the Profile Edit page, close the new window.

Under the Administrator menu, select the Profile Page option.

Scroll down to the bottom of the page and untick the option entitled ‘Make this page visible in Search Results’ > click Save.

To make the page visible again, re-tick this option > click Save.

Bookings

Yes, you can. Logged in as your user role, use the Browse Courses option at the top left of the browser, select the course and the number of places and CourseSight will prompt you for the details you will need to enter. During the booking process, you can also override the cost of the course when you book on behalf of a company should you wish to give them a discount on the price.

There are two ways to do this:

  1. Create a Discount specifically for the Company and the Course using the Discount feature in CourseSight under the Courses menu. For this to happen the company must be Signed Up and have a Link in place with your organisation on CourseSight.

  2. As a Training Provider, there is an option to book courses on behalf of a company. For this to happen the company must be Signed Up on CourseSight. This will then allow you to book courses on their behalf and alter the price of the course as required as part of the booking process.

The delegate booking form allows providers to request partner card details for CSCS, BESA and NFDC/ CCDO skill cards (and, in turn, these course outcomes can be passed to our sister system SkillSight and then onto the delegate’s skill card electronically).

Check that the details have been entered correctly – they should be identical to the details printed on the card:

  • Check that there are no extra spaces after (or before) the Initial and Surname for the cardholder
  • If the card number starts with a Zero, check that this has been included as part of the number
  • Check that the card is a smartcard i.e. it has a microchip on the card like a credit card
  • Check that the card is part of one of the following schemes:

    CSCS cards (NB: CPCS cards are not currently part of this scheme)

    BESA SKILLcard

    NFDC CCDO smartcard.

Yes. Select Courses from the menu > select the Course Template > click Instances > select the relevant instance > click Edit > increase the capacity as required > click Save.

Yes, if the number of spaces is not smaller than the number of bookings already made for the course. Select Courses from the menu > select the Course Template > click Instances > select the relevant instance > click Edit > decrease the capacity as required > click Save

Course Search

My courses are not showing online, why is this?

There may be several reasons for this:

  • Courses will not show online if your Stripe account has not been fully set up and connected to CourseSight.
  • Check the spelling of the Course Title on the Course Template is correct.
  • Check the ‘Display Online’ check box on the Course Instance has been ticked.
  • Check the ‘Online From’ date on the Course Instance is not greater than today.
  • Check that any filters you may have used for your search are correct, or search with fewer set.

Request a Link to an Industry Body on CourseSight via the Links menu. Scroll through the list of Industry Bodies > click on the appropriate one > click on Request Link.

The Industry Body will receive the request and will process it accordingly. NB: Organisations are approved entirely at the discretion of the Industry Body – requesting a link does not guarantee that your organisation will be approved.

Cancellations

There is a facility to include a .pdf file when creating the Course Template and cancellation terms can be included in this. You also confirm your cancellation days when creating templates.

Yes: For payment by card, the card will be refunded automatically. Where a Company has pay on account status for this booking, the training provider will be alerted by CourseSight via e-mail so a refund can be raised on the account, if already invoiced.

An e-mail will be sent to the training provider primary contact when a booking is cancelled.

Discounts

Under the Courses menu select Discounts > click Add

Select who the discount applies to:

  • By one Selected Linked Company.
  • All Linked Companies.
  • Everyone (All Companies regardless of whether they are linked or not).

Enter Discount Code > Discount Percent > Active From Date > Expiry Date > Expiry Date for Course Start Date > click Save.

Under the Courses menu select Discounts > click Add > select what course(s) the discount applies to

  • By Single Course template.
  • All Course templates.

Enter Discount Code > Discount Percent > Active From Date > Expiry Date > Expiry Date for Course Start Date > click Save.

Any course with a start date later than this date will not attract the discount even though it has been booked within the discount period.

E.g. If you create a discount active from 1st August - 31st August, courses booked within this period will attract the discount regardless of the start date of the course if you do not set the Expiry Date for Course Start date.

However, if you decide that your courses starting November onwards (which are already visible in CourseSight) should not attract this discount then you would need to set the Expiry Date for Course Start date to 31st October.

There are two ways to do this:

  1. From the Links menu > select the relevant company by clicking on the pen icon that appears when you hover your cursor over the company name > Click on ‘Set up and remove discounts’. This will direct you to the Discounts part of the system where you can edit the relevant discount.

  2. Go straight to the Discounts option under the Courses menu > edit the relevant discount.

NB: Any discount already given to the company cannot be revoked.

Pay on Account / Pay by Card

To do this, you first need to have created a Link with the company.

Once a link has been set up, access the Links menu > select the relevant company by clicking on the pen icon that appears when you hover your cursor over the company name > tick the box titled ‘Enable Pay on Account’.

Access the Links menu > select the relevant company by clicking on the pen icon that appears when you hover your cursor over the company name > un-tick the box titled ‘Enable Pay on Account’.

Yes, a VAT receipt is automatically generated once the checkout process has been completed.

No, the training provider is responsible for all aspects of payment and administration for pay on account transactions.

Planner

Fixed Start courses have a set start date and so can be shown in the planner with this start date, but Rolling Start courses do not have a pre-defined start date and so need to be shown differently in the planner view.

Delegates

Yes. The companies can edit their own delegates but once the course has started they will not have access to do this. So, if the company has provided details for the delegate that were not available at booking stage these can be updated by you as the training provider. Delegate details can be edited up until the course outcomes are entered but will not be editable after this.

There are two ways to do this:

  • Via the booking from the Planner – go to the Planner > click on the relevant course. Scroll down to the delegate details and click Actions on the relevant delegate > click Edit Details > edit the details as required > click Update (if the course has already started, the details can still be updated until the course outcomes have been processed – click on Edit to the far right of the delegate detail box and edit as required).

  • Via the booking from the Bookings menu option – click View Booking > scroll down to the delegate details > click Actions on the relevant delegate > click Edit Details > edit as required > click Update.

Course Outcomes

CourseSight will automatically notify the delegates and the relevant companies by e-mail of the outcomes recorded. Any certificates that you have uploaded will also be sent as attachments to the outcome e-mails. This feature is also particularly important for those companies looking to use CourseSight combined with SkillSight to record qualifications on smartcards such as CSCS cards, BESA SKILLcard, and the NFDC CCDO smartcard. Recording outcomes also triggers despatch of learner and employer satisfaction surveys.

This is the date that the course ended and the qualification was achieved.

No, each record must be updated individually to help ensure accuracy.

A .pdf copy of the certificate can be uploaded.

Select Planner from the menu > select the Course Instance > scroll to the delegates name > Click Certificates and notes > click Upload to upload a .pdf copy of the Certificate.

Click Save Changes if further editing required later > click Complete if all actions completed.

Check that the document you are attempting to upload is in adobe .pdf format. CourseSight will not accept any other document format.

Training entered in CourseSight can be uploaded onto smartcards using SkillSight. There are three smartcards schemes that currently use this technology and they are: CSCS cards, BESA SKILLcard, and the NFDC CCDO smartcard.

Firstly, the Company must have an account on CourseSight and on SkillSight. Secondly, for the details to transfer to SkillSight, the smartcard details must be entered either when registering the delegate for the course or by the TRAINING PROVIDER before the outcomes are recorded.

  • New courses undertaken by smartcard holders will automatically be created in SkillSight.
  • New Training will be added to the smartcard holder’s Training Record.
  • Certificates/documents uploaded will be notified to the relevant record on SkillSight.
  • A new smartcard holder training record will be created if the cardholder does not yet exist in the SkillSight system.

SkillSight will then transfer the data to the smartcard enabling the information to be surfaced whenever the smartcard is checked out on site.

There are two ways to access the delegate record:

  1. Access the Planner from the menu on the right-hand side of the screen and click on the course the delegate is booked on, if the course is in the past scroll down and click Edit against the delegate name. NB: If the course is still in the future scroll down to the bottom where the delegates are listed and click on Actions for the relevant delegate and click Edit Details.

    OR

  2. You can click on Bookings and scroll down to the bottom where the delegates are listed and click on Actionsfor the relevant delegate and click Edit Details.

Any changes made will be visible to the company and the training provider that the delegate is booked with.

Yes, if you need to add cardholder details etc. so that a grant can be claimed, you will be able to do this on the company’s behalf provided the course has not had the outcomes completed on CourseSight.

Learner/ Employer Satisfaction Survey

The learner survey is automatically sent to the delegates once the training outcomes have been processed on CourseSight. The Employer Survey is sent out to companies between 1 – 3 months after the course is completed. Companies will only receive one Survey per course type, NOT per delegate.

No. The survey is automatically sent to the delegates and employers.

The survey has been designed to cover all areas of learner/ employer satisfaction and provides a consistent approach so that each course is measured by the same parameters. To maintain this uniformity, the survey cannot be edited by individual providers.

Yes, you can. Access the relevant course via the Planner or by the Course Instance screen > scroll down to the relevant delegate’s course outcome > click Unlock > click Complete. This will re-send the e-mail. NB: If the delegate has already completed the survey this process will not trigger a second e-mail. However, it is not possible to resend an employer survey.

The learner survey results will be summarised against each Course Template. Click on the Overall Satisfaction link to access the results in more detail. The Employer survey results are displayed in the Employer Satisfaction Survey menu.

Yes, the overall satisfaction rating for each course will be presented when a course is searched for on CourseSight.

E-mails

Select Bookings from the menu > scroll to relevant booking > click View Booking > scroll to delegate information > click on Actions for relevant delegate > select Send Confirmation E-mail.

There is no need for the Training Provider to resend the e-mail – the Company can log into their own account and view the booking for themselves under the Bookings menu.

Access the Course via the Planner > scroll to the relevant delegate > click Resend Outcomes. This will resend the e-mail to the delegate and the company.

Access the Course via the Planner > scroll to the relevant delegate > click Resend Outcomes. This will resend the e-mail to the delegate and the company.

  • Booking confirmations.
  • Cancellation/Substitution confirmations.
  • Requests for Links from Companies or Industry Bodies.
  • Course Request Service e-mails - Where appropriate, approved providers may receive course requests from potential clients looking for courses they cannot find. The requests are supplied to providers via e-mail and it is entirely the provider’s decision whether/ how to respond.

Links

Linking to a Company. Select Links from the menu > click Add link request located on the company tab > select the company or companies you wish to link with > scroll to the relevant company and select it > click Request for each selection.

Once a link has been accepted by a Company, the Training Provider can book delegates on their behalf, offer selective discounts and can also provide the option for the company to Pay on Account.

Linking to an Industry Body. Select Links from the menu > click Add link request located on the Industry body tab > select the Industry Body from the list provided > click Request.

Once a link has been accepted by the Company, the Training Provider may be provided with approved templates from an Industry Body and, if approved by one or more Industry Bodies, the system will display the approved status to course browsers.

Linking with other organisations starts to create communities within CourseSight. The potential for this is significant over time and we have plenty of ideas for expanding this functionality in our future development phases. It already provides specific benefits for linked organisations as follows:

Linking to a Company.

When a training provider is linked to a company, the training provider can offer selective discounts and the option for the company to pay on account.

Linking to the Industry Body.

When the training provider is linked to the industry body, the training provider might be approved by the industry body. If so, this gives Search benefits to approved providers. Additionally, the training provider might be given access to industry body approved course templates. In return the industry body gets access to high level (anonymised) metrics about training course bookings and achievements across their sector.

An e-mail will be sent to the primary contact advising that the request has been made and providing a link for the user to access the request to action it.

Yes, you can be linked to multiple industry bodies.

Access the Links menu > select View > click More to display further options > Click Remove this Link.

Access the Links menu > select View > click More to display further options> Click Remove this Link.

Reports

Yes. All the reports on the system are exportable into a.csv file.

No, the reports on the system are pre-defined although you control the date range, where applicable. However, if you have any reporting requirements or suggestions for reports that might be suitable for you and other users, please do let us know by using the Contact Us facility on the CourseSight Home Page.

Alternatively, you can e-mail support@coursesight.co.uk with the details of your request using the word Feedback in the e-mail title.

Feedback

You can use the Contact Us facility on the CourseSight Home Page where you can enter your suggestions,

Alternatively, you can e-mail support@coursesight.co.uk with the details of your suggestion using the word Feedback in the e-mail title.

London Underground Specific

We have been running ePortal (originally LUCAS) for more than a decade. It is a custom-built solution that was developed to be part of the main LUCAS system, which we no longer use.

Reference Point (the original creators of ePortal), have a powerful online course booking system that is widely used. Having reviewed its functionality, it meets all of our key requirements and offers us many new and useful features. As a much newer system, it will improve the overall user experience for our customers as well as making your booking experience faster and easier.

That will not be possible as login protocols are now very different. You will need to sign up to CourseSight, which will enable you to generate your new login for CourseSight; this will only take a few minutes as it is a very quick and easy process. Simply click here: Sign Up and follow the form.

Not at all. Like any other online booking system CourseSight is designed to be used without training.
We will be inviting you to a presentation to see the system for yourself, meet the teams and ask any questions.

No that won’t be necessary. There will be a short transition period when ePortal will continue to be used by your company for any bookings for 2018. There are a small number of courses on ePortal for early next year, which will stay on ePortal.

One of the great new features of CourseSight is that you only sign up as a company once (so only ONE sign-up). That user can then create additional users as required.

There are two user roles when creating logins: Super–Admin or Admin. A Super-Admin can add other users to the system (a very easy process) or edit organisation details, whereas Admins cannot.

CourseSight will give you access to lots of new features including the ability to look at all the course places you have booked on your online Planner and quick access to any VAT receipts for any payment made.

Yes, CourseSight generates all these automatically and you can resend any details to delegates if you need to do this. The system also sends out course reminders to delegates a week before the course start date too.