Accessing the Optional Page from the Homepage
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Click Learning Activities – this will take you to the Activity Management Page
Activity Management Page
Note: For this job aid example an existing learning activity was selected, and the Optional Page is accessed by clicking on “Edit” next to that learning activity.
Click Edit – this will take you to the General Properties for the learning activity
Click the Optional button to access the Optional settings to configure additional properties
This section is comprised of a number of sub menus. Each sub menu has settings that control how the learning activity works in the Learning Center.
- Costs
- Charges
General Costs Page
- A learning activity is free of cost if no price is assigned. This is where end-users can view and enter activity price, cancelation fee, and late cancelation fees.
General Costs Page
Set basic cost details such as the activity price and currency type, cancellation fees, and the billing effective date
Activity Price – the learner views the assigned activity price and select the billing organization to complete registration
Cancelation fee – learners can view the cancelation fee when attempting to cancel registration for an activity. Cancelation fee is applied when learners cancel the registration before the cancelation deadline date.
Late cancelation fee – learners can view the late cancelation fee when attempting to cancel registration for an activity after the cancelation deadline date. Learners can cancel their registration until the activity start date.
No show fee – learners can be marked as no-show for the current attempt and enter the cost from the Additional Costs view of the Activity Roster.
Currency type – learners can view the currency type assigned to activity price during registration
Payment term – this is a searchable property in the Admin mode. The payment term may be included in reports. This property is for information only and does not impact any other areas or behavior of the system.
Credit Account # - used for charge back process.
Billing effective date – specifies the billing effective date of the learning activity.
Charges Page
Charges associated with a learning activity are the costs that a company will incur to deliver it, such as renting a room. This page displays the charges that deal with the cost of training delivery. Charges have nothing to do with the price a learner pays for an activity. That is handled through the Cost General page for standard activity pricing. A charge is tied to an existing purchase order. You can associate a purchase order only when the learning activity is in the production environment.
Here you will find a list of charges associated with this activity. You will see a Purchase Order Number, a Cost Category, Charge Amount, the chosen Currency, Invoice Date as well as an Invoice Number, however if this is a new offering, this page is blank.
Once a Learning Activity is moved into production this screen changes to enable tracking of charges.