Booking training courses

It costs nothing for companies to use CourseSight to look for, book, and pay for courses for their staff. 

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.

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. 

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.

Materials are any resources, booklets, course books or any other materials that relate to a course such as replacement certificates, which can be sold to other training providers or to companies and individuals.

No you must complete the course with a training provider. Course materials are only for training providers to use as part of their course offering.

Having selected the provider and materials you want, select the number of units you would like and add this to your basket.

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

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.

No unless stated by the training provider that you are booking with on the course instance information, the materials are included in your course fee.

This information can be found on the individual listings for each material type and provider.

You cannot use the self-service portal to refund your materials but if their terms and conditions allow it a provider can issue a refund through the CourseSight system.

Records of previous material purchases can be found from your account dashboard.

Simply log in > select ‘orders’ from the left-hand navigation and search for the materials you would like to see the details of.

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.

Due to the new two factor authentication implemented by banks to make online payments safer, you may occasionally be subjected to fraud checks. This means that your payment will be rejected and you will be contacted by your bank to confirm your identity. Once you have confirmed your identity you will need to resubmit the payment. 

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.

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 Orders menu option – input delegate reference number > click View >scroll down to the delegate details > click Actions on the relevant delegate > edit as needed.

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

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 Orders menu > input delegate reference number > click View >scroll down to the delegate details > click Actions on the relevant delegate > click Resend E-mail.

Provided you are within the stated cancellation terms for the course, you can cancel. Select Orders menu from the left-hand side > input delegate reference number > click View >scroll down to the delegate details > click Actions on the relevant delegate > click Cancel Delegate. 

Yes: Select Orders menu from the left-hand side > input delegate reference number > click View >scroll down to the delegate details > click Actions on the relevant delegate > 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).

Select Orders from left-hand side> Input the relevant booking reference number > click View.

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 Orders menu > search for the reference number > click on View > scroll down the page to the delegate list and click Actions on the relevant delegate > click Resend E-mail.

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.

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 Delegates and search for the delegate's name. Scroll down to the bottom where the delegates are listed and click on Actions for 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.

• 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.

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.

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).

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.

• 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.

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.

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.