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Course Offer Dashboard

Purpose

The Course Offer Dashboard provides you with

  • Quick overview of the Course Offer with section counts
    • We will make this the landing page when clicking on a Course Offer record
  • Notifications to alert the user of any records requiring attention
  • A number of dashboards to provide insights into the current state of play within the Course Offer

Overview

Notifications alert users of records that require attention. Click through to the record and action as required.

Initially we have notifications for:

  • Progress
    • Unit Enrolments that are overdue (Unit Enrolments with an end date that has passed and are without a final outcome)
  • Attendance
    • Classes that are not yet marked
    • Learners that have Average or Max Possible attendance percentage less than 85%
  • Payments
    • Overdue Xero Payments
  • Checklists
    • Overdue Learner, Course Enrolment or Unit Enrolment Checklists based on Checklist Due Date

Click on the images to see examples of each of the above type of notifications.

Provides Overview insights for:

  • Enrolments by Status
  • Enrolments by Source
  • Enrolments by Workplace
  • Outcome of Units
  • Proportion of Units by Trainer

Click on the image to see an example of the Course Offer Overview tab.

Provides Sales insights for:

  • Enrolments by Source
  • Enrolments by Status
  • Enrolments by Salesperson
  • Enrolments by Agents

Click on the image to see an example of the Course Offer Sales tab.

Provides Unit Analysis insights for:

  • Enrolments Outcome by Unit
    • Completed
      • AU – Outcome = AP, 20, 51, 53, 60, 81, 01, 04, 06, 08, 09, 15, 12, 13, 25, 25
      • NZ – Outcome = 2, 8, 9, R
    • Failed
      • AU – Outcome = 30, 52, 54, 02, 07
      • NZ -Outcome = 3, 4
    • Withdrawn
      • AU – Outcome = 40, 82, @@, 03, 10
      • NZ – Outcome = W
    • NotYetComplete
      • AU – No Outcome OR Outcome = 66, 70, 90, 99, 100, NS, 05, 00, 105, 55, 50, 85, 41
      • NZ – No Outcome OR Outcome = 0, 1, 5, 6, 7

Provides Learner Analysis insights for:

  • Learner Unit Outcomes
    • Completed
      • AU – Outcome = AP, 20, 51, 53, 60, 81, 01, 04, 06, 08, 09, 15, 12, 13, 25, 25
      • NZ – Outcome = 2, 8, 9, R
    • Failed
      • AU – Outcome = 30, 52, 54, 02, 07
      • NZ -Outcome = 3, 4
    • Withdrawn
      • AU – Outcome = 40, 82, @@, 03, 10
      • NZ – Outcome = W
    • NotYetComplete
      • AU – No Outcome OR Outcome = 66, 70, 90, 99, 100, NS, 05, 00, 105, 55, 50, 85, 41
      • NZ – No Outcome OR Outcome = 0, 1, 5, 6, 7