CourseMonster: Uploading Training Course Outlines

This Tip Sheet accompanies our Upload Guide (PDF). We’ve tried to make Uploading as simple as possible. If you need any help, please contact us.

Email || Phone: 01420 488609 or 0870 777 4997

Quick Guide

1. Prepare an Excel file in one of our two standard formats – (one date per row, dates in columns or outlines) containing fields such as Course Name, Course Code, Duration, Price and Location
2. Login to www.coursemonsterdata.co.uk
3. Select – “Upload Schedule/Outlines”
4. Select the Excel Spreadsheet on your system, that you wish to upload (browse)
5. Click on the spreadsheet format that your spreadsheet has been created in (one date per row, dates in columns or outlines)
6. Click upload

Format 1 – Row Format Spreadsheet

(One date per row)

Use this format if a new row is used for every scheduled course date.

Make sure that your columns all have a Header Row, these can be whatever you like and to explain what each column contains, but are generally similar to those listed below:

Format 2 – Column Format Spreadsheet

(Course dates in Columns)

Use this format if your course dates are created in one column for every month.

As for Format 1, make sure that your columns all have a Header Row. If you have multiple dates for the same course, make sure that you use a “comma” to separate the course dates. The Header Row Columns, should be headed:

Remember:

• When “uploading” new course dates, please ensure that the dates are new dates and not dates that we already have
• If uploading in “Column Format”, don’t forget to add a “comma” if assigning multiple dates (i.e. 12,15,21)
• If uploading in the “Row Format Spreadsheet”, don’t forget to ensure that the course date is in the UK format. If a course has a training date of 01/03/2009 (1st March 2009), if the date column is formatted in the USA format, our systems will read the date - 3rd January 2009.
• Don’t forget to include VAT in the price of the training course.
• Remember to include the “Course Code”, this makes it easier for us to match up previously submitted courses.

Uploading Course Outline Content

Course Outline contents are used to send to delegates as part of their joining instructions, and are a useful confirmation to the delegate of what to generally expect from the training course.

The Course Outline is just as important as the scheduled dates to ensure that the delegate is prepared.

When uploading Course Outline Content, please ensure that you use header rows in your spreadsheet. These can be whatever you wish and are just to give an explanation of what each column contains, three Header Rows is sufficient. Examples of “Header Rows” could be:

Remember:

• Use HTML format when inserting the text/copy of the Course Outline;
• The course outline headings should be surrounded with the HTML coding: <H3> and </H3>
  
  Just before the beginning of a Course heading, insert <h3> and at the end of the heading insert </h3>.
  
  For example, the course “Overview” would be <h3> Overview</h3> followed by the description/overview paragraph of the course. “Audience” would be <h3>Audience</h3> followed by a description paragraph of the “audience” and so on.
• Paragraphs should be surrounded with HTML: <p> and </p>
• Please make sure that you only use one column & one row for each section i.e. don’t use multiple rows for each description
• If you are still confused about inserting HTML coding, please contact us. We’ll try and work together to explain the coding or for a way that you can provide your outlines in another format.

You can also use CourseMonsterData® to:

• View/download your existing schedule
• Amend, add or delete Training Course and/or dates
• Amend or add Training Course Location
• Amend/Add Training Centre locations, including travel information and other information which delegates may find important
• Edit or add contacts and contact information