Envibe: How to configure Courses in the Site policy

Envibe: How to configure Courses in the Site policy

Question

What are settings are required in the site policy for Courses


Answer
Policies and processes that specifically relate to the Courses module are held within your sites Policy and these need to be considered before moving forward with your initial Course configuration.

To configure course policies:

1.  Launch DATA MANAGEMENT
2.  Search and select POLICIES
3.  Select the applicable policy and click Edit

1. Enrolment origins and wait/hold list periods

At the bottom of the left-hand column of the policy, drop down options are available that dictate enrolment origin preferences and retention periods for your hold and wait lists.


1.  The Default enrolment origin gives you the ability to choose whether you want a new enrolment to start from the next available session in the current week, or to push it out to the first session in the next business week

2.  The Warn minimum enrolment origin has the same two options and allows you to specify when a warning will pop up regarding the number of enrolments not meeting the minimum capacity requirements that you have set for the class

3.  The Warn maximum enrolment origin is also a notification that will dictate when a warning will be available for the site when a class is about to exceed the capacity that has been set for the class

4.  The Course hold period and Course wait period allows you to select in days, weeks, months, or years how long you want to allow a student to remain on a list before it is removed automatically. Leaving these options blank will mean you need to manually manage these lists

Note: These five drop down options are not mandatory fields and therefore can be left blank if they do not apply to your site


There are a series of Course configuration related checkboxes:
1.  Show Course Waitlist:
    1. Allows users to turn the Course Waitlist functionality on/off

      2.   Conflate Course Non-Attendance workflows:

    1. Allows users to dictate whether Non-Attendance cases, and planned absence cases are combined or treated separately

      3.   Show Simple Enquiry:

    1. Allows users to turn the Enquiry functionality on/off

      4.  Allow Bulk Crediting:

    1. Allows the use of the Bulk Crediting functionality

5.  Allow Immediate Absence Crediting
    1. Allows users to schedule a replacement session in the planned absence workflow

Applicable Credit Types for your business will need to be selected within the applicable policy. These are for planned absences, class cancellations, and non-attendance (non-show) scenarios. The options available are to credit onto a Debit, issue a complimentary Pass usage, schedule a Replacement session, and process a Refund.







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