Entity Definitions
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Center - An organisation that runs courses
Center Admin - A course administrator
Center Instructor - A course instructor
Organisation - An organisation that sends people on courses
Organisation Admin - An administrator at an organisation that sends people on courses
Attendee - A person that attends a course
Complete First Aid Course Bookings
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- These will be administered by ProHealth to begin with
- Add certification duration to Course Types
-
Add course attendee certificate issue date / expiry fields - This
should be the same date that is on the certificate and will be used to
trigger reminders to be sent out.
Nice to have's
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- Course Search Form - Search by category / date / type / status
- Upcoming Course list - set max in list / period i.e 3 months / both
- RSS / Email Notifications for upcoming courses
Enquiry form
- filled out by PH admin when enquiry is received by phone / email / fax
- Should allow searching for repeat bookings by existing customers by post code / company name
- Will track enquiries as they become bookings
- Sends an email to prospective customer containg a link to book on line / pdf to faxback
- PDF contains enquiry ref will be keyed by ph admin when fax is recieved will save time.
Expiry Tracking System
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Because a company would be nuts if it didn't chase repeat business
- Inteligent tracking of certificate expiry dates
- Issue reminder letters, calls, or emails to org's, companies and individuals.
-- Currently this is done once a year
-- Organised companies book an entire year in advance
-- Disorganised companies book at the last minute.
-- The system should try and make life easier for both types of company
- Optout/in facility will allow reminders to be turned off
Company Portal
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Will follow when all in house admin functionality is complete
- Customer will be issued a login and password