This article explains the Org rep experience of the portal. Typically, an org rep portal has three dashboards on the homepage: Bookings, Profile and Attendance.

The Org rep has access to the plugins: Home, Courses, Timetable, Todos, Booking, Wishlist and Profile.

Note that these plugins may vary according to the package and customisation of your project

Org rep Dashboards

Dashboards are placed on the home page on a org rep’s portal. Dashboards are a quick way to look at the statistics of their attendance and booking. The dashboard can be filtered using the date range feature available on home page.

  • Bookings: This dashboard represents the total number of bookings ‘confirmed’ bookings an org rep has. The statistics for this dashboard does not undertake any sales quote or cancelled bookings. The org rep can click on ‘View my Bookings’ and they will be redirected to the Bookings list in their portal.

  • Attendance: This dashboard represents the total number of times attendance for that org rep has been taken by an admin or a trainer. It considers all the attendance statuses on the platform. The org rep can click on ‘View my Timetable’ and they will be redirected to the timetable where they can see all the schedules they are on.

  • Profile: This dashboard represents the profile of the org rep. The org rep can click on ‘View my profile’ and they will be redirected to the profile plugin where they can edit and save their personal information such as phone number, address and reset their passwords if they need to.

Plugins available to an Org rep

Below is a table of description of the plugins on a students portal along with their functions.

Number

Plugin

Description

1

Home

Home page for an org rep portal represents all the plugins and dashboards on their system

2

Courses

Courses plugin contains all the courses that an org rep is booked on and they can access their course material from this plugin

3

Timetables

Timetable plugins shows a calendar with their timetable for all the schedules they are booked on. Org rep can filter the timetable using the date range input.

4

Todos

Todos plugin has all the tasks, assignments and exams assigned to an org rep by an admin or a trainer. They can access their todos here, upload their submissions and attempts exams using this plugin.

5

Booking

Bookings plugin enlists the total number of bookings an org rep has. They can also see their cancelled and sales quote bookings in Bookings plugin. Org rep can click on a booking and see a list of delegates they have in a booking.

6

Wishlist

Wishlist plugin enlists a list of courses that are marked as a wishlist by an org rep. They can buy the courses at their own pace using the add to cart feature in this plugin if the maximum capacity on a schedule is not met.

7

Profile

With profile plugin, org rep can change their profile pictures, edit their phone number and address. They can also reset their passwords using profile> Password section.

8

Log out

By clicking on the Log out plugin, an org rep will simply be able to Log out of the system

Depending on the settings and permissions of your account, you will be able to use certain features within your portal.

Org Rep: can view their own bookings and the ones that they have made on behalf of their staff

Bookings Plugin

To access the Bookings overview, follow the steps below:

  • Navigate to the website and log in.

 

  • Click your profile picture at the top-right and click MY ACCOUNT.

The Home Dashboard will be displayed.

 

  • Click Bookings.

The Bookings page will be displayed. All the booking details like ID, Contact, Organisation, Schedule, Course, Type, Status, Start date, Renewal date, Room, Outstanding, Qty, and so on. If you are an Org Rep, you will be able to see all the bookings you have made for your staff.

Outcomes:

  • An overview of all the bookings will be displayed.

  • The start date of a course.

  • The booking date of a course.

  • The payment status (outstanding or completed).

  • If applicable, the renewal date.

Accounts Plugin

To access the overview of Accounts, follow the steps given below:

  • Navigate to the website and log in.

  • Click your profile picture at the top-right and click MY ACCOUNT

 

  • Click Accounts.

The Accounts page will be displayed. The overview of all the accounts including details such as Date, Transaction, Booking, Student, Schedule, Type, Price, Fees, Discount, Paid, Outstanding, and Status will be displayed. If you are an Org Rep, you will be able to see all of the bookings you have made for your staff.

The Accounts plugin is only available for the Org Reps

 

 

Outcomes:

  • An overview of all the accounts will be displayed.

  • Allows you to view transaction ID & Booking ID

  • Allows you to view the Price

  • Allows you to add the discounts

  • Allows you to pay the amount and outstanding amount

Timetable Plugin

To view the timetable, follow the steps given below:

  • Navigate to the website and log in.

  • Click your profile picture at the top-right and click MY ACCOUNT

 

  • Click Timetables.

My Timetable page will be displayed. On this page, you will be able to access the dates of your courses on a calendar. It will also show you the location and room of where the courses will take place.

 

If you are an administrator, you will have access to the All timetables page as well which provides an overview of all the scheduled courses.

Todos Plugin

To view the timetable, follow the steps given below:

  • Navigate to the website and log in.

The Home page will be displayed.

  • Click your profile picture at the top-right and click MY ACCOUNT

The Home Dashboard will be displayed.

 

  • Click Todos.

As an Org Rep, you will have access to the following features:

  • All todos

  • Categories

  • My todos

  • All results

  • My results

Overall, you will be able to:

  • Access assigned tasks

  • View assignments, tasks, and scheduled exams or results

  • Update your progress

  • View assigned content including text, video, audio, and PDF files

  • View past and recent results of exams