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Coachview Knowledge Base

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Example cases document templates

Workflow: filtering parts of the invitation to the participant

On the invitation for the participant in a blended course, you do not want the e-learning part to be shown, but only the classroom parts to be followed. What's going on? When the invitation is composed, a filter option ensures that only the classroom parts are shown. What it takes? A docu...

Work process: filter participants who have not paid.

You want an overview of all participants who are enrolled in a course but have not paid. What's going on? If you generate the overview from the training, tab 'Documents', only those participants who have not paid will be shown. What it takes? A document template with repetition ...

Work process: filter participants who are present and successful.

You want an overview of participants who are enrolled in a course that are present and passed. Think for example of creating an overview for people who are allowed to receive PE points. What's going on? If you generate the overview from the training, tab 'Documents', only those p...

Work process: filtering participant request for a person.

For a person, make an overview of the courses followed whereby the expired participant requests may not be shown. In the list of participant requests, apply a filter based on one or more participant requests statuses. What's going on? When the list is compiled, a filter option ensures th...