Manage Course Items
Once an item is created and assigned to a specific course, it can be edited, altered, and assigned to a specific applicant/COMET user.
To edit a Course Item:
Open the Course screen and access the Items tab
Click on the Item from the list that needs to be managed
This opens an item window with the following tab for item administration
Details Tab
On the Details tab, you can update the following data of a created item:
Item Icon - upload a photo of your product
Active switch-on button - items that are selected as inactive are not displayed to the applicant on the course and cannot be purchased
Name
Description
▶️ Hit the Edit button to make changes to the Items details.
▶️ Once you have entered all the changes, press the 💾 Save button.
Pricing Tab
On the Pricing tab, you can update/edit the amount of the existing price and create new prices for the course. This feature of adding additional prices of the items can be used for different scenarios, such as special prices for specific users, prices that are valid for a certain period, special discounts, etc.
The price form consists of the following data fields for managing pricing:
Visible to (All/Assigned):
If you choose to select All, the price of the item will be visible and available for purchase to everyone who is allowed to access the Course profile.
If you choose to select Assigned, the item's price will be visible and available for purchase only to the users/course applicants to whom you assign this course. Only prices that have “Assigned” selected in the “Visible to” field can be chosen as item prices for the Assignments
Active switch-on button - items that are chosen as inactive are not displayed to the applicant on the course and cannot be purchased
Name
Amount - value in the currency of your tenant country
Valid From/Valid to - take into account that if you define this field, the price will only be active in this time interval
Min number of recipients
▶️ Click on the price from the list to edit an existing price.
▶️ Hit the New Price button to create a new price for the item.
▶️ Both actions open a Price pop-up form with the entries to fill in the above-mentioned data.
▶️ Once you have entered all the changes, press the 💾 Save button.
Assignments Tab
On the Assignments tab, you can review the payment status, edit the assigned price, and create new assignments for the course items. You can use this feature to assign an Item, with or without price, to a specific User.
▶️ Click on the assignments from the list to edit an existing price.
▶️ Hit the Assign button to assign the course item to the user.
▶️ Both actions open a Price pop-up form with the entries to fill in the following data fields:
User - choose a user from the COMET system to which the item needs to be assigned
Item - select an item that needs to be assigned
Price - select the price from the drop-down. Please take into account that this drop-down consists of the prices that are defined on the pricing tab. This field is optional, i.e., the items without a price can be assigned to the course applicants
▶️ Once you have entered all the changes, press the 💾 Save button
ℹ️ Once the item is assigned, the Seminar Participant will be able to Assigned Price on the Course page
Survey Tab
On the Survey tab, you can review the Item survey questions or add a new survey question. This feature is used if there is a need for applicants to fill in the specific survey form (i.e., answer the questions/provide specific info) before purchasing an item.
▶️ Expand the first Question panel to add a new Question to the item survey.
▶️ Click on the arrow next to the question from the list in the second panel to edit an existing question.
▶️ Both actions open a question form with the entries to fill/edit the following data fields:
Survey question - needs to be chosen from the system. Please consider that all questions need to be defined in the Payment module
Position - define the position of the question in the survey form by entering the number input
Template group - select the template group if the group is defined in the Payment module
Mandatory Switch - switch on this button if the question is needed to submit the form
Active/Inactive Switch - inactive questions won’t be displayed on the item survey from
▶️ Once you have entered all the changes, press the 💾 Save button.
