Use Ontrack Staff Hub to search for a course, book one or more places and allocate the places to learners.
Before you begin
Ensure that:
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You have your sign-in details. If you require sign-in details, contact the institution.
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If you want to pay by invoice, make sure that the institution has approved your organisation for invoicing.
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Have the purchase order number and invoice contact details available if you intend to request an invoice.
Search for a course
Search for a course as follows:
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In the Find a Course panel on the homepage, do one of the following:
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Enter or select the relevant search criteria, and then select Search.
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To display every available course, select View All Courses.
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The Course List page appears, review the available courses as follows:
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To refine the results, amend the criteria in the Course Search panel and select Search.
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Select a course title to view more information about the course.
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Select Book next to the course that you want to book.
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Ontrack Staff Hub adds the course to your basket.
Book the required places
Book the required places as follows:
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Open the Basket page if it is not already displayed.
The Basket button is available only when your basket contains at least one course. -
Enter the number of places that you want to book in Quantity.
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Review the course and booking details.
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Optional, to remove a course from your basket, select X next to the course.
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Complete the payment details:
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If you want to request an invoice and your organisation has been approved for invoicing, select Is this for an invoice? Enter the Purchase Order Number and Invoice Contact.
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If you do not request an invoice, continue to checkout. You will enter your payment details on the payment screen.
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Select Checkout and complete the checkout process:
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If you requested an invoice, review the confirmation message.
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If you did not request an invoice, enter your payment details and complete the payment.
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The booking is created. Places that have not been assigned to learners appear in Unallocated Bookings in the Manage My Bookings section of the homepage.
Allocate the places
Allocate the places as follows:
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On the homepage, go to Manage My Bookings.
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In Unallocated Bookings, find the relevant course.
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You can use the following information to identify and review the booking:
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Course code
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Course name
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Start date
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Start time
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Days remaining
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Places remaining
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Select Allocate for the relevant course.
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The Manage Delegates screen appears. Learners who are linked to your organisation and have not already been allocated to the booking appear in the Allocate panel.
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Do one of the following:
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To allocate an existing learner, find the learner in the Allocate panel. Use the Search panel to filter the list if required.
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If the learner does not have a record, enter their basic details in the Create panel and select Add. The learner is added to the Allocate panel.
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Select Allocate next to the relevant learner.
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Repeat steps 4 and 5 for each learner that you want to allocate.
Result
Ontrack Staff Hub assigns the learners to the booked places. A record for each learner appears in Allocated Bookings on the homepage.
If the booking still contains unallocated places, it remains in Unallocated Bookings and the Places Remaining field shows how many places still need to be allocated.
Check your allocations
Check your allocations as follows:
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Return to the Manage My Bookings section on the homepage.
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Review Unallocated Bookings to identify places that still need to be assigned.
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Review Allocated Bookings to see the learners assigned to each course.
Each row in Unallocated Bookings represents a booking. Each row in Allocated Bookings represents an allocated learner.