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Coachview Knowledge Base

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The basic concepts of Coachview.

Basic concepts: introduction.

Introductie. Beginner Experienced Expert You're starting Coachview? Then your first step is to familiarize yourself with the terms and processes used in our course administration software. The basic concepts and basic processes are explained in a number of different articles. Click on...

Basic concepts: the course definition

Course definition With the help of Course definitions, the heart  of Coachview, your (basic) offer of courses, refresher courses, symposia, workshops etc. will be determined. In the Course definition you can: define the course schedule with the help of parts, to record that material is neede...

Basics: the course.

De course. Do the course definition reflect the offer, the course is the execution. The dates, times, lecturer(s) and location(s) are recorded in a course. Think of open enrolment. Suppose the course 'Training Coachview' is offered three times a year. You will then create a course th...

The basic concepts: the parts.

The parts. How often a participant is trained in class or follows an e-learning in their own time can be determined by the number of components you add to a course definition. This can also be seen as the curriculum. The curriculum can consist of: Days or parts of the day. But you can als...

The basic concepts: the application.

The request. If your customer, a person or company, is interested in a training course and a date has not yet been set, you can register this interest with the help of an request. Think for example of an in-company training for which an offer must be made first and after the assignment the trai...

The basic concepts: the course request

The course request. The course file of a person is formed by one or more course requests. A connection between a course and a participant (person). In the detail screen of a training question you will find information about the status, attendance percentage, whether course request has been appr...

The basic concepts: companies and people.

The companies and people. All the contacts that are recorded. Think of a company for example, customers, a location where training is given, a catering company, your own company, suppliers of teaching materials, etc. People are for example participants, own employees, contacts of customers and /...

The basic concepts: action template.

De action template. The creation and monitoring of actions is an important part of Coachview. An action reminds you that an action has to be performed within a certain period of time. An action template is always the basis of an action. With the help of an action template you can: Create your...

The basic concepts: the document template.

The document template. Creating documents with a uniform appearance according to your own house style. Using the merge function, data is automatically merged. The document is stored in the file of, for example, a course, participant or lecturer and can therefore easily be found, reopened and rem...