Manage training
You can create new training programs, duplicate and edit detailed items on the Manage training page.
*Go to "Training" > "Manage training" 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
*All of the following management roles
- Group manager (Edit for all users)
- Content manager (Edit for all content)
Create training
The following two methods are available:
One by one
01. Go to the registration form
Click on "Add."
02. Enter items
Enter the training code, title, subtitle and description.
Fields marked with "*" are required.
When the "Description" is set and "Description in the list" is left blank, the content set in "Description" will be displayed.
03. Thumbnail/Open Graph Image
The default image is applied to the thumbnail image. (Open Graph Image is not set)
To set a unique 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 displayed when a URL including a website or an article is shared on social media.
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 course.
Tick the courses you wish to add and click "Add."
*For more details on creating a course, refer to Courses/Folders, "Create a course."
Tick the boxes to allow learners to review the content before registration.
You can select a duration to open the course from the list.
- Open period:The content will be open from the reservation date to the closing date.
- Only during the training sessions: The content will be open from the start date to the end date of the training.
- From start day to closing date: The content will be open from the start date of the training to the closing date.
The start page of the course will be open in a new tab by clicking the Content details icon.
To remove a course you have added, click on the trash can icon.
05. Set period
Click on the "+" icon next to "Period," fill in the form, and click "Add."
*When you leave the number of seats blank, the number will be unlimited.
When you turn on the toggle key on the "Use ticket," set the ticket details.
When you specify a closing date, the date must be future date from the start date of the training.
When there are training reserved, make the training private to change the closing date.
06. Select stakeholders
Click on the "+" icon next to "Stakeholders" and select stakeholders from the list.
Select one on the Display settings.
You can select multiple items on the Category.
*When you select "Hide" on the Display settings, stakeholders will be display only on the Search trainings page and the training start page.
For more details, refer to Manage stakeholders.
07. Admin settings
You can set an admin for each training.
Click the "+" icon next to "Admin."
Select a group to assign the admin from the list.
Tick the permissions to assign the admin.
Click "Add" to finish the settings.
Permissions
▼Reservation manager
| Accessible pages | ・Manage reservation ・Manage reservation > List |
| Possible operations | ・Approval / Batch Approval ・Disapproval/ Batch disapproval ・Register reservations ・CSV Export ・Check for available numbers |
▼ Manage attendance
| Accessible pages | ・Manage reservation ・Manage reservations＞Ticket |
| Possible operations | ・Attendance status update ・Batch updates of attendance status ・CSV Export ・Check for available numbers ・Scan QR Code for attendance ・Printing page ・Display settings |
08. Start date
You can set the start date of the training.
Without the start date, you may not be able to set the following:
- Limit overlapping bookings for the same time slot
- Display training on the user schedule
- Open content with the period of "Training period" and "From start day to closing date" to users who reserved training
When changing the date and time after limiting overlapping bookings for the same time slot, changes can be made only in the following cases:
- There are no reservations
- There is a reservation and changed date and time does not overlap with another training/seminar reserved (purchased) by the users.
Display on Schedule
Dashboard: The 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. Region
You can set the region in which the training will be held.
Select the region (up to 10 can be set).
*About the region, refer to Manage region.
10. Reservation start/end date
You can set the period for which you will accept reservations for training.
Click "Enter the start date and time," and the Reservattion start/end date will be entered.
11. Auto approval
You can apply auto approval when the training is booked. To use this function, turn on the toggle key.
To approve reservations one by one, turn it off.
12. Cancel by user
Turn on the toggle key to allow users to cancel training by themselves.
13. Limit overlapping bookings for the same time slot
To limit overlapping bookings for the same time slot, turn on the toggle key.
14. Reservation restrictions by badge
You can restrict reservations according to the acquired badges.
Select an item from the following five options in the "Reservation conditions."
- No conditions
- All eligible badges have been obtained
- Some eligible badges have already been earned
- Not acquired all target badges
- Some target badges have not been obtained
Specify the target badge.
Click on "Add badges" and tick the badges you want to add. *Up to 99 badges are selectable.
*For more details about badges, refer to Manage badges.
15. Content release date
You can set the duration to display the training on the Search trainings page.
Click the "Enter the end date and time" to apply the date of the training.
Tick the box to send a notification to Admin and the stakeholders when the training is open.
16. Training destination
Select groups to which you want to deliver the training.
17. Link to the "Search trainings" page
Tick the box if you want to display the training on the "Search trainings" page.
You can set the level of recommendations.
The bigger number you set, the higher position the training will be placed in the list.
18. Review
You can set whether to display customer reviews and whether to allow posts on social media.
Please tick the one you prefer.
- Customer reviews will be displayed on the training start page
- Be sure to set "Enable the review function" to On in the Basic training settings.
19. Category
You can set categories for training.
Categories you set will be utilized in the Search trainings page.
Select categories you wany to add to the training. *Up to 10 categories are selectable.
*For more details about the categories, refer to Manage categories.
20. Tags
Tags can be set for the training.
They will be utilized in the "Search trainings" page.
To create a new tag, enter a tag name and click "Add."
When you want to use existing tags, click on "Select existing tag."
*Up to 10 tags can be set.
*For more details about tags, refer to Manage tags.
The location/instructor name can be displayed on a ticket.
If you wish to display the items, fill in the form.
22. Save/Preview
Select the status and click "Save."
Click "Preview" to see a preview of the training start page.
To be back to the settings page, click "Discard."
*When archived, the training will not be displayed on the "Manage trainings" page nor "Search trainings" page.
- 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 you specify a closing date, the date must be future date from the start date of the training.
When changing the date and time after limiting overlapping bookings for the same time slot, changes can be made only in the following cases:
- 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
