Features for Enterprises

Wednesday, Mar 15, 2017

We have a number of features that help Enterprise organisations manage internal training and multiple suppliers: this uses the ‘enterprise’ (reseller) license which allows an enterprise to manage internal training AND external providers. Features that CourseSales.com can offer related to this are as follows:

  • Request training request approvals from managers.

  • Workflow management when some training courses need notification to third parties like external examiners or trainers.

  • Notification to trainers to request their availability, with automated receipt of confirmations.

  • Sending of calendar invitations to participants and trainers.

  • Venue request of availability, to ensure that the venues have made the correct bookings.

  • Reminders via email and/or sms to students.

  • Workflow management to ensure that students have received and acknowledged receipt of workplace health and safety notifications.

How to configure these functions

Request training request approvals from managers

Set up a registration form with the student entering the manager’s email in a new field (use the ‘contact invoice’ internal type) and have a process rule that sends an email to the role marked as the invoicethat takes the registration, then sends an email to the