| Case: minimum number of registrations not reached |
|---|
| Why? The minimum number of enrolments for a course is not reached. You would like an automatic e-mail to be sent to one or more colleagues in, for example, the sales and marketing department a week before the training starts. What's going on?? If the number of enrolments in a course does not reach the minimum number, an action is created. If this action is performed automatically (or manually), an e-mail will be sent. What it takes? An action template that creates an automatic action if the minimum number of registrations is not reached. |
| Name: | NoGo: training has not yet reached the minimum number of enrolments [Opleiding:Naam] |
| Execution: | Automatically |
| Data group: | Course |
| Proces: | Send E-mail |
| Event: | Course has been created |
| E-mail template: | Document template with the same data group that sends the e-mail. |
| Timing: | X number of days before start of training. Time: during office hours. |
| Condition: | Minimum participants reached --> No |
| Activate: The action template is linked to the type of course for which you want the minimum number of enrolments to be checked. |
Attention: Have you set the option 'Subtract the number of persons in track questions to be processed from the number of free places in the course or course unit' via menu 'Service centre' and menu item 'Options'? Webaan questions are not included in the calculation of the number of participants for this action! |
| Case: minimum number of registrations reached |
|---|
| Why? However, the minimum number of enrolments for a course is reached. You want the course to be automatically set to final. What's going on?? If the number of enrolments in a course reaches the minimum number, an action is created. If this action is performed automatically (or manually), the status of the course is changed from 'to start' to 'final'. What's it gonna take? An action template that creates an automatic action when the minimum number of registrations is reached. |
| Name: | Go: training has reached the minimum number of enrolments [Opleiding:Naam] |
| Execution: | Automatically |
| Data group: | Course |
| Proces: | Moving course status |
| Event: | Training has been created |
| Course status: | Select 'Final' from the list. |
| Timing: |
|
| Condition: | Minimum participants reached --> Yes |
| Activate: The action template is linked to the type of course for which you want the minimum number of enrolments to be checked. |
Please note: Did you use the menu 'Service center' and the menu item 'Options' to set the option 'Subtract the number of persons in track questions to be processed from the number of free places in the course or course unit'? Webaan questions are not included in the calculation of the number of participants for this action! |
