Configure a course in InSite

Before an employee can enrol for an event, you first add a course and a page type, among other things, to you site and create a page on your site.

Description

Configuring courses in InSite consists of several steps.

Schematic overview of configuring a course in InSite:

Procedure
  • Add a course in Profit Windows

    Before you can add a course page on your site, you first need to add the courses that can be taken in Profit Windows.

  • Add a Course document template

    Profit comes with a number of default document templates. You can add and maintain document templates yourself.

  • Activate a course document template

    Activate the document template so you can use it within your site.

  • Activate participants

    A participant can enrol in a course if you activate this for your site.

  • Authorise a workflow

    U autoriseert de gebruikers en/of gebruikersgroepen die toegang moeten hebben tot het inrichten van workflows.

  • Configure the Review registration workflow

    If an employee enrols in a course, the manager must review the request. This only applies if an employee registers himself for a course. You specify the reviewer in the Review registration workflow, supplied with Profit.

  • Add the Courses menu

    The site administrator adds a menu item for Courses to the site. The course pages and overviews are grouped under this menu.

  • Add a course page

    The site manager creates a page for each course in InSite.

  • Link a course page to the menu

    In order to make a page visible in the site, the site manager links the course page to the menu.

Also see