Registrars

Review of booking process:

  • Agent Bookings – different types – affect on Commissions
  • Direct Bookings – including direct agents
  • Single or multiple enrolments?
  • Use of Provisional bookings
  • Quotations
  • Enquiries
  • Changes to bookings:
    • Simple changes
    • Date wizard
  • Finance/Invoicing
  • Documents (use of, not creation)

Groups

  • Input
  • Amendments – individual and batch

Quick Reports

  • Explanation of Report types
  • Explanation of fields plus useful fields
  • Use of Criteria
    • Special use of Comparisons e.g. use of Null, similar to, etc.
    • Values
    • Search – not all values displayed
  • Sorting – rules
  • Search/Outputs
    • Edit
    • Merge with documents
    • Labels
    • Excel – Counts etc.

Statistics

  • Forward Sales
  • By Course
  • Booking and Production
  • Enquiries

Price Lists

  • General Overview of all fields
  • Master/Supplementary
  • Seasonal Prices