Manage reservation
You can manage training reservations.
*Select "Training" > "Manage reservation" from the side menu.
[Training features]
You can build a training program with several courses.
Learners can select and reserve a training course from the list, and take it within the specified period.
Required
Customization, Training organizer/Instructor, Reservation/Attendance manager
Check all reservations
01. Search training
You can search training in the search field on the top of the page.
Select items to search.
All training will be displayed to Admin, and to non-Admin, relevant training will be dispalyed.
02. List of training
Training will be listed.
*The information can be exported by clicking on the "CSV Export."
Reservations per training
01. Reservation list
On the "Manage reservations," click the "Details."
Click the "Reservation list."
Reservation list will be displayed.
In addition to the training organizer/instructor, users assigned to Reservation Manager for each training can access the Reservation list.
*For more details, refer to Manage training, Admin section.
02. Check reservation
You can check the capacity, number of reservation and approvals in the upper right corner.
To check the available seat at the venue, click "Check available numbers."
03. Search reservation
You can search reservations based on the reservation ID and name.
04. Reservation list
Reservations will be listed after the search.
*The information can be exported by clicking on the "CSV Export."
Depending on the assigned management roles, items displayed will be different.
- Training organizer/Instructor: All reservations will be displayed.
- Reservation manager: Users who belongs to the groups which you are assigned to will be displayed.
Approve/disapprove reservations
You can approve/disapprove reservations.
The following explain two methods.
One by one
Click on "Action."
Select one from the list.
You can enter text if necessary.
If you want to send an email to users, select "Send."
Click "Edit" to finish the setting.
Batch operation
Click "Batch approval" or "Batch dispproval."
*When the auto approval is active, the Batch approval/disapproval will not be displayed.
A pop-up window will be displayed.
You can search by name and login ID.
Select users by ticking the boxes.
If you wanto to send an email to users, select "Send" from the list.
Depending on the management roles, the items displayed will be different.
- Stakeholders: all users will be displayed.
- Reservation manager: only groups which you are assigned to will be displayed.
Click "Confirm the approval/disapproval."
Make sure the content and click Approval/Disapproval.
Change the closing date
The closing date of the training can be changed.
The following explain two methods.
*For more details about the closing date, refer to Manage training, Closing date.
The closing date must be after the training date.
One by one
Click on "Change the closing date."
The following window will be displayed.
Click on "Edit."
Batch operation
Click on "Change the closing date in bulk."
The following window will be displayed.
You can search by name and login ID.
Select users by ticking the boxes.
Specify a new closing date.
Depending on the management roles, the items displayed will be different.
- Stakeholders: all users will be displayed.
- Reservation manager: only groups which you are assigned to will be displayed.
Click "View the changes."
Confirm the contents and click "Change."
Register users
Admin can make reservations specifying users.
When a user makes a reservation, the following will be required:
- Management role of Group manager (Edit/View) and the user must belong to the groups assigned to the training.
01. Register a reservation
Click on "Register a reservation."
02. Settings
A pop-up window will be displayed.
You can search by name or login ID.
Tick the box(es) in the list to select users to make reservations for the training.
Select the duration. If you wan to send an email to users, select "Send" fom the list.
Click "Confirm the reservation."
Manage attendance per training
You can manage attendance per training.
Confirm ticket
01. Ticket list
On the "Manage reservations," click the "Details."
Click on "Tickets" on the pop-up window.
In addition to the training organizer and instructor, users assigned as Attendance managers can access to the ticket page.
*For more details, refer to Manage training, Admin section.
02. Search ticket
You can search tickets by ticket number, reservation ID or other criteria.
03. Ticket list
Tickets will be listed under the search field.
*The information can be exported by clicking on the "CSV Export."
04. Confirm the ticket details
Click on "Ticket."
Ticket details will be displayed in another tab.
05. Print ticket list
You can preview the ticket list by clicking the button in the red frame.
Click "Print" to print the page.
06. Display settings
You can select items to be displayed on the ticket list.
Click on the "︙" icon on the right side of the page.
Tick the items you wish to display and save them.
The settings are saved in the browser and will be applied the next time they are displayed.
This setting will not be applied to the CSV file.
Manage attendance
You can manage attendance for training.
The following two methods are available:
One by one
On the "Tickets" tab, click "Action," and select "Change attendance status."
The following window will be displayed.
You can check the current attendance status.
Select a status from the list.
Click "Edit" to finish the setting.
You can leave a note if necessary.
Click on "Actions" and select "Change note."
The following window will be displayed.
You can review the notes in the note section.
Batch operation
Select items to change the attendance status.
Click "Action" and select "Change attendance status."
The following window will be displayed.
The "Current Attendance" for each ticket is listed.
Select a status from the list.
Click "Edit" to finish the setting.
You can leave a note if necessary.
Tick the boxes you wish to leave a note on.
Click on "Action" and select "Change note."
The following window will be displayed.
You can review the notes in the note section.
Read the QR code for attendance
When the attendance status is "Not Received" or "Absent", the status can be changed to "Attending" by scanning the QR code presented by the learner.
*If the attendance status is "Attend," this action is not available.
▼ Steps
On the "Ticket List" screen, click on "Scan QR Code for Attendance.
A screen for reading the QR code will appear.
If the QR code is successfully scanned, "Ticket Order Information" will be displayed.
The attendance status can be changed.
You can change the camera by clicking the gear icon in the upper right corner of the QR code reading screen.
The selected camera information will be applied to the next and subsequent actions.
Action by learners
Learners who have reserved a training course can display the QR code of the course whose attendance status is "Not Accepted" or "Absent" on their own screen.
*For more details, refer to Training reservation history (Learners)Please refer to "Displaying the QR Code" in the following section.