Manage training
You can manage training programs by creating new training programs, duplicating them, and making detailed edits to their content.
*Open by selecting "Training Functions" > "Training Management" from the side menu.
What you can do with the training functions
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
Customized Options
*Administrative privileges for all of the following are required
- Group management editing privileges (for all users)
- Content manager (Edit for all content)
Creating training
There are two ways to create trainings: individually for each case or in batches for several.
Create individually
01. Go to Profile picture
Click on "Add" next to "List."
02. Input title, etc.
Enter the training code, title, subtitle, and description.
Fields marked with "*" are required.
If "Description" is set and "Description to be displayed in the list" is not set, the content set in "Description" is reflected in "Description to be displayed in the list".
03. Thumbnail image/OGP image settings
For thumbnail images, they are set by default (OGP is not set).
To set an original image, upload a file from the cloud icon or specify a media URL from the link icon.
To delete, click on the trash can icon.
【What is Open Graph image?】
Open Graph image is a thumbnail displayed when a URL including a website or an article is shared on a social networks.
It includes the title, URL, description and image.
04. Add a course
Click on the "+" icon next to "Courses" and select the courses you wish to include in the training.
Tick the courses you wish to register for and click the "Add" button.
*For more details on creating a course, refer to Courses/FoldersPlease refer to "Creating a Course" in
By ticking the "Preview" box to the right of the added content, learners will be able to view a preview of the content before booking on the training details page.
In addition, you can set up the "Disclosure to Reservation holders" pull-down menu for each course or individual content. You can choose from the following three options
- During the period of use: Open to the public from the reservation completion date and time to the date set in "Period".
- Only during the training: Open only during the period from the start date and time to the end date and time of the training.
- From the start of the event to the end of use: Open to the public from the start date and time of the event to the end date and time of use by the person who made the reservation.
In addition, clicking the "Content Details" icon will open the TOP screen of the relevant course in Content Management in a separate tab.
To remove a course you have added, click on the trash can icon.
05. Set the time period
Click on the "+" icon next to "Duration," set the "Ticket Use" or "Number of Seats" and "Duration," then click "Add."
*If "Number of seats" is left blank, an unlimited number of reservations can be made.
If "Ticket Use" is set to On, please also set the ticket details.
When specifying a date and time in "Due Date," the date and time must be in the future rather than the date and time of the event.
Even if someone has already reserved a training, only the date can be changed by once making the training private.
06. Setup of related parties
Click on the "+" icon next to "Related Parties" and first select the related parties from the pull-down menu.
Next, please tick the desired "display settings".
Also, please tick the "Type" that you prefer (multiple choices allowed).
*If "Display Settings" is set to "Do not display," this applies only to the list on the "Find Training" screen and the training details screen.
For more information about the parties involved, please contactRelationship Management.".
07. Administrator Setup
You can set an administrator for the relevant training.
Click the "+" icon next to "Admin" to display the following pop-up
First, select the group you wish to set as the administrator from the pull-down menu.
Then, tick the authorization to be granted.
After completing the settings, click "Add".
Authority
▼Management of reservations
| Accessible screens | Reservation management (for related parties) Reservation Management (For Related Parties) > Reservation List Tab |
| Possible operations | Approval / Batch Approval Not approved / Batch disapproval Reservations Registration CSV output Check for available numbers |
▼ Attendance Management
| Accessible screens | Reservation management (for related parties) Ticket List tab |
| Possible operations | Attendance status update Batch status update of attendance CSV output Check for available numbers Reading QR for attendance Screen for printing |
08. Set the date and time of the event
You can set the date and time of the training.
If you do not set the date and time of the event, you may not be able to perform the following operations.
- Limitations on duplicate enrollment in the same time slot
- Display on user schedule
- Content for reservation holders is available "only during the training" and "from the start of the training to the end of the use".
When changing the date and time of the event after limiting duplicate reservations in the same time slot, changes can be made only in the following cases.
- If there are no reservations
- If there is a reservation & the changed date/time does not overlap with another training/seminar reserved (purchased) by the reservation holder
Display on Schedule
DashboardThe schedule on the screen can display information about the training to be held.
Users can view that information from the schedule and book training sessions.
*Both the start and end dates and times must be set.
09. regional settings
You can set the region in which the training will be held.
Please put ✓ in the ones you want to specify (up to 10 can be set).
*About the region,Regional Management.".
10. Set the reservation period
You can set the time period for which you will accept reservations for training.
When you click "Enter Start Date and Time", the "Start Date and Time" you set will be reflected in the "End Date and Time" of the reservation.
11. Automatic Approval Settings
Toggle On to automatically approve training sessions when they are booked.
To approve reservations one at a time, turn Off.
12. User Cancellation Permission Settings
If you want to allow users to cancel the training, turn the toggle On.
13. Settings related to restrictions on duplicate reservations in the same time slot
If there are other training/seminars scheduled for the same time slot, you can set whether or not to restrict duplicate reservations on the user side. If you wish to restrict duplicate reservations, please set the toggle to On.
14. Setting of reservation restrictions by badge
Training appointment limits can be set based on the user's badge acquisition status.
First, please select your preference from the following five options in the "Reservation Conditions" pull-down menu.
- No conditions
- All eligible badges have been earned
- Some eligible badges have already been acquired
- All eligible badges not earned
- Some eligible badges not yet acquired
Then, specify the target badge.
Click on "Add Badge" and tick the ones you want in the pop-up that opens (you can select up to 99).
*For more information about the badge, please contact us. Manage badges.
15. Settings for Publication Period
You can set the period of time to be published on the "Find Training" screen.
When you click on "Enter End Date and Time", the set "End Date and Time" will be reflected in the "End Date and Time of Publication".
In addition, if you tick the "Training Publication Notification" box, the administrator and relevant personnel will be notified by e-mail when the training is published.
16. Settings for publication destination
Please select where you would like the training to be made available to the public (multiple selections allowed).
17. Settings related to listing on the "Find Training" page
If you wish to list the relevant training on the "Find Training" screen, please tick the box.
You can also set the level of training recommendations.
The higher this number is, the higher it will appear in the list on the "Find Training" screen.
18. Review Setup
Set whether to display reviews and whether to allow submissions.
Please tick the one you prefer.
- Submitted reviews will appear on the training details screen
- Be sure to set "Use review function" to On in the basic training function settings.
19. Category settings
You can set categories for your training.
Categories can be set up for use when searching for training programs on the "Find Training" screen.
Please tick the desired ones (up to 10 can be set).
*For more information about the categories, please contact us.Category Management..
20. Tag settings
Tags can be set for the training.
Tags can be set for use when searching for trainings on the "Find Training" screen.
To create a new tag, enter a tag and click "Add".
If you wish to use existing tags, click on "Choose from existing tags" and select the ones you want (up to 10 tags can be set).
*For more information about tags, please contact us.Tag Management.".
21. Ticket display item settings
The location/lecturer's name can be displayed on the ticket.
If you wish to display the information, please enter the information in the respective input fields.
22. Save/Preview
After selecting the status, click "Save".
Click "Preview" to see a preview of the training details screen.
Click "Discard and Return" to return to the "Training Management" screen.
*When archived, it will be hidden in the "Manage Training" screen and "Find Training" screen.
- No changes will be made to the assignments of learners for whom archived trainings are "reserved".
- You can narrow down the list by putting ✓ in "Archived" in the "Training Management" screen.
Create in batch
01.Download CSV format
You can download a format for entering a summary of information about the training.
Click on "Bulk Registration/Update (CSV)" on the right side of the "Training Management" screen.
On the screen that opens, click "Download.
02. Format input
When you open the downloaded CSV, you will see a row of training information items for each column.
On each line, enter information about one training.
Note that sample data is entered on the second line in advance for reference.
About each item and input rule
Please download and refer to the PDF file below for the contents of each item and input rules.
For the contents of each item, see above.Create them individually."Please also refer to the following
03. Upload file
Upload the created CSV file to learningBOX.
Drag and drop the file to the gray area or click on the gray area to select the file.
If the uploaded content is incomplete, an error message will be displayed for the subject item.
Please correct the content and re-upload the file.
Clicking on the trash can icon will return you to the file selection screen.
The following fields are required.
- Training Code
- Status
- Title
When specifying a date and time in "Due Date," the date and time must be in the future rather than the date and time of the event.
When changing the date and time of the event after limiting duplicate reservations in the same time slot, changes can be made only in the following cases.
- If there are no reservations
- If there are reservations & the changed date/time does not overlap with other training/seminars
Renewal of Term
To renew the "duration", the "training status must first be undisclosed".
Note that if multiple periods have already been set, it is not possible to specify a specific period for renewal.
The results will vary depending on the situation set up.
Example: When adding a new period C to a training program with a set period A and a set period B
- If periods A and B are already reserved and cannot be deleted: there will be three periods of training: A, B, and C.
- If periods A and B can be deleted: periods A and B will be deleted and only period C will be the duration of the training
Review/edit training
01. Open the management screen
In the side menu, select "Training Functions" > "Training Management".
02. Search for training
At the top of the "Training Management" screen, you can search for trainings created based on information such as status and title.
03. Listing of training programs
A list of trainings that match the search criteria is displayed at the bottom of the "Training Management" screen.
Here you will find information about each training course, including its title, recommendations, and course name.
04. Edit Menu
To the right of each training program is a row of menu icons that can be edited.
Gear icon: Edit the content of the training.
Mail icon: Edit the mail sent to the administrator/confidant.
Copy icon: allows you to duplicate the training
Trash can icon: Delete a training program
