Help

Add a Support Ticket

Saturday, Jan 26, 2019 by Scott Spence Support, Help, Ticket

CourseSales.com uses support tickets to keep track of requests from customers. These are managed within the software and updated by customers or support staff. The following outlines how these are used. No emails are sent to “Authorised By” person. Emails are sent when using Apply button AND Save button. When logged in as a customer you should see these support ticket statuses: Status Email sent to: Draft support@coursesales.

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Request Support

Saturday, Jan 26, 2019 by Scott Spence Support, Assist, Help, Service

Built-in Help Throughout CourseSales.com there are help files, click on the green button with a ‘?’ on the right side of the blue status bar just below the ribbon. This gives you context sensitive help files to provide guidance on how to use CourseSales.com. We also have mouse-over information tips on the fields, a list of ‘how-to documents’ and many YouTube videos that demonstrate the use of CourseSales.com. If you find that an aspect of CourseSales.

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Create help for staff from within coursesales.com

Tuesday, Jan 15, 2019 by Scott Spence eLearning, Help, Customise

Once you have excellent interactive content you then need to start taking bookings, use CourseSales.com to take enrollments and process payments, if you wish you can deliver the content using the student portal (see: Use CourseSales.com as a Learning Management System) or using a learning management system like Moodle (see: Synchronise Users and Courses from CourseSales.com to Moodle). What tools should I use to create interactive training There are many tools out there, which produce files in a few different formats, flash and HTML5 being the most common.

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Show messages to personnel when they execute Process Steps

Friday, Dec 7, 2018 by Scott Spence Process Step, Help

Step 1 Create the content as type ‘Field’ Step 2 Create a field of type ‘Content Field’ and select the correct content created in Step 1 Step 3 Create a ‘Process step’ form, and include the field from Step 2 Step 4 Edit the appropriate process path, adding the form to the appropriate process step under Process Step form Step 5 Check to see that the form works as expected Tips You can add other fields, like text fields, these will not be recorded on the document but will be recorded on the status of the document for auditing purposes

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