Engagements
Overview
Engagements (Private Course Events) represent private training sessions purchased by organizations wishing to have a group of employees undertake a training course. Non-public classes are typically handled as Engagements.Sections
Sections | Description |
|---|---|
| Main | The main section contains information about the event that are recommended or required to be filled out in order to create a engagement. |
| Engagement | Engagement section defines registration details about the class such as pricing, capacity and availability of snacks and equipment, etc. |
| Integrations | The Integration section contains information about the connectivity with other add-ons. |
Fields
Main
Fields | Description |
|---|---|
| Status | State of the engagement: Tentative, Confirmed, Complete, Cancelled, External |
| Instructor Led Training | Select the Instructor Led Training. |
| Start Date & Time | Start day and time of the class. |
| Enrollment Close Date | Date when the enrollment is closed. |
| Location | Place where the class is or will be held. |
| Instructor | Instructor assigned to the engagement. |
| Organizer | Organizer of the class. |
| Provider | Providerof the class. |
| Duration in Minutes | Total number minutes of the class (480 minutes = 8 hour class). |
| Repeat (days) | Number of days the class will be held. |
Engagement
Fields | Descriptions |
|---|---|
| Price | The normal price of the engagement. |
| Tax Jurisdiction | Used when specifying from which location is the Tax going to be charged. |
| Training Opportunities | |
| Point of Contact | |
| Technical Contact | Technical contact if any. |
| Account | The engagement account if any. |
| Registration Code | Engagement Code to use in registration process. |
Integrations
Fields | Descriptions |
|---|---|
| Salesforce Reference ID | Enter the Salesforce Reference ID for Integration. |
See Digital Resources for more information about how to manage resources.
Subscribing to the Engagement
An Engagement can be subscribed with iCalendar.
See Subscribing to Course Schedules with iCalendar for more information for subscribing to events.
Other Actions
Action | Description |
|---|---|
| Standard Operations | The Enagegments entity supports all of the Entity Actions. |
Assessment | Link to the assessment URL for this engagement. |
| Survey | Link to the survey URL for this engagement. |
| Email Event | Sends a copy of the registration information to each participant on this class, the contents of the email is configurable via the registration_info email notification template. |
Engagements Flow
Engagements are created from training opportunities. So, the typical flow is:
- Customer requests a private class – http://demo.trainingrocket.com/training/onsite.html
- Private training opportunity is created.
- From a private training opportunity an engagement can be created by a staff user with appropriate permissions.
Engagements are similar to Public Classes except they do not accept registrations and are typically for a single organisations. Check out this page to learn more about adding a resource to an Engagement.
Creating Engagements
To create an engagement:
- Log into Learndot as as an Administrator
- Navigate to Events > Engagements
- Click on the New button:
- Fill up the provided form, and hit Save:
- Remember that you can create the code yourself by editing that field, or you can leave the system to generate a random one for you:
Once you save, make sure you copy the Engagement Registration URL and the Registration Code and share it with the ones that should have access to it.
User Experience
Once the user receives the URL and passcode to register for that Engagement, they'll see a screen for them to add the Registration Code:
By adding the code, the user will go through the normal experience of registering, the same as registering for a public class: they will see the details of the ILT and they can click on the Register button to go on with the registration process.
Frequently Asked Question
Why do finished classes do not become 'Completed' automatically?
Classes are handled by instructors, who can close them from the Instructor Interface. Doing so automatically changes the status to 'Completed.' Though class status can still be manually updated.
