How to Create a Continuous Course

Problem

You need to create a new continuous assessment course in GoLearn, with its details, assessment type, course settings, centres and levels, so classes can be set up and booked against it.

Resolution

  1. Open the course settings

    • Click Settings in the left-hand menu.
    • Click Courses.
    • Click Add Course.
  2. Enter the course details

    • Type in the Course Name.
    • Select the Course Group the course falls within.
    • Click the Scheme drop-down box and select the scheme you will be using.
    • Other fields in the Details section:
    FieldPurpose
    DescriptionOptional description of the course.
    External IDAn identifier for this course to match it to an external system.
    Cost CodeFor finance reports: if this course has a code associated with it, enter it here.
  3. Set the assessment type

    • Select Continuous Assessment in the Assessment Type drop-down box. (The other options are Fixed End Dates and Slot.)
    • Optional assessment settings:
    SettingDescription
    Limit Assessment Level?Whether to limit the assessed level in a class to the member's current level. This affects the member's percentage and the levels visible on HomePortal.
    Open Levels?Whether to allow the levels to be assessed to be set at the point of booking.
  4. Configure the course settings

    • Go through all of the settings and tick the ones that are relevant to this course.

    Course Details

    SettingDescription
    Enable HomePortalWhether this course is available on HomePortal.
    Allow HomePortal PaymentsWhether to allow payments to be taken for this course on HomePortal.
    Allow HomePortal BookingsWhether to allow bookings to be made for this course on HomePortal.
    Allow HomePortal Payment Plan ChangeWhether to give members the ability to change their payment plan on HomePortal.
    Show External ClassesWhether to allow external classes to show in search results on HomePortal.
    Disable DD/Annual Payment Plans for Online TopupsWhether to remove the ability for members to use DD/Annual payment plans for online top-ups.
    Disable Block Payment Plans for Online TopupsWhether to remove the ability for members to use Block payment plans for online top-ups.
    Disable DD/Annual Payment Plans for Online BookingWhether to remove the ability for members to use DD/Annual payment plans for online bookings.
    Disable Block Payment Plans for Online BookingWhether to remove the ability for members to use Block payment plans for online bookings.
    Number of Sessions on 3-2-1 Screen (Default is 3)The number of sessions a member has left that they have paid for (for example, typing 3 means they have only got 3 sessions left). This also changes when a member can top up using HomePortal.
    Enable Class Name DefinitionsWhether this course must use class name definitions.

    Replacement Sessions

    SettingDescription
    Enable Planned AbsencesAllows members to mark a session as a planned absence and book a replacement session.
    Charge DifferenceIf the replacement session has a different cost, this will be charged to the member.
    Restrict by LevelRestrict bookable replacement sessions by the member's level.
    Restrict by WeeksRestrict the bookable replacement sessions to be within X weeks.

    Transactions

    SettingDescription
    Enable Booking Without PaymentWhether to allow people to book on the course without paying at the time.
    Enable OverpaymentWhether to allow people to overpay for a course (with money put towards future courses).
    Force paymentWhether to force people to pay differences at the point of movement.
    Force CRM paymentWhether to force people to pay off CRM transactions at the point of booking.
    Allow one-off bookingsWhether to allow people to make "one-off" bookings (unreserved spaces).
  5. Select the centres

    • In the Centres section, select the centre this course is running at from the Is not held at list.
    • Click the right arrow to move it over to the right-hand side (Is held at).
  6. Select the levels

    • Scroll to the bottom and select all the Levels that need to be available within this course.
  7. Save the course

    • Click the green Save Course button.

Notes

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