Prepare a proposal and schedule a course
Distinguish a proposal, planned content and an approved course.
Task 1
Course lifecycle
Before you start
- Read permission and API-returned proposal, planning or execution permission for each action.
Steps
- Search for the course before creating a proposal or recording historical training.
- Reopen the proposal and schedule it with the required dates; check the refreshed detail state.
- To abandon it, use Cancel with a reason; Delete proposal is available only when allowed by the server.
Task 2
Course filters and date ranges
Before you start
- Courses readable in the current scope; searchable catalogue references for qualified filters.
Steps
- Combine status, date range and interval mode with type, category, department and teacher.
- Choose completeness and sorting; apply and inspect multiple pages without changing company.
- Clear filters to recover from an empty set and check the summary before export.
Task 3
Course editor and frozen planned content
Before you start
- Authorised catalogues, departments and people; an exact published offering version when used.
Steps
- Enter title, type, departments, teachers, dates/duration and amounts with an explicit currency.
- Select the exact offering version and preserve typed outcomes, prerequisites and named participants.
- Review the summary and save the proposal; use the dedicated command and required reason for historical changes.
What to check
The reviewed course retains its intended content and the state explicitly reached.
If the result is unavailable
Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.
Guidance and support