Online Booking Tool User Manual for Educational

Online Booking Tool User Manual for Educational
Booking Tool Guide – Educational Partners
1
September 2012
Online Booking Tool
User Manual
for
Educational Partners
© Contact North |Contact Nord, 2012 is a non-profit corporation funded by the Government of Ontario.
Booking Tool Guide – Educational Partners
September 2012
Contents
Introduction .................................................................................................................................................. 4
Logging In ..................................................................................................................................................... 5
Creating a new booking ............................................................................................................................... 6
Types of Booking ......................................................................................................................................... 7
Additional Booking Options: ........................................................................................................................ 7
Section A: Booking Type - Course................................................................................................................ 8
Step 1: Select Organization ..................................................................................................................... 8
Adding a Contact .................................................................................................................................. 9
Step 2: Add Booking Details ................................................................................................................. 10
Searching for a Course Code............................................................................................................ 11
Step 3: Set Status and Delivery ........................................................................................................... 12
Step 4: Pick dates and Locations ........................................................................................................ 13
View/Edit Dates and Times .............................................................................................................. 14
Step 5: Participant Information ............................................................................................................ 15
Appendix 1: Participant template.................................................................................................... 16
Review Your Booking ........................................................................................................................ 17
Booking Confirmation ....................................................................................................................... 18
Section B: Booking Type - Training........................................................................................................... 19
Step 1: Select Organization .................................................................................................................. 19
Adding a Contact ............................................................................................................................... 20
Step 2: Add Booking Details ................................................................................................................. 21
Step 3: Pick dates and Locations ........................................................................................................ 22
View/Edit Dates and Times .............................................................................................................. 23
Step 4: Participant Information ............................................................................................................ 24
Appendix 1: Participant template.................................................................................................... 25
Review Your Booking ........................................................................................................................ 26
Booking Confirmation ....................................................................................................................... 27
Section C: Booking Type - Meeting........................................................................................................... 28
Step 1: Select Organization .................................................................................................................. 28
Adding a Contact ............................................................................................................................... 29
Step 2: Add Booking Details ................................................................................................................. 30
Step 3: Pick dates and Locations ........................................................................................................ 31
View/Edit Dates and Times .............................................................................................................. 32
2
Booking Tool Guide – Educational Partners
September 2012
Step 4: Participant Information ............................................................................................................ 33
Appendix 1: Participant template.................................................................................................... 34
Review Your Booking ........................................................................................................................ 35
Booking Confirmation ....................................................................................................................... 36
Section D: Booking Type - Exam............................................................................................................... 37
Step 1: Select Organization .................................................................................................................. 37
Adding a Contact ............................................................................................................................... 38
Step 2: Add Booking Details ................................................................................................................. 39
Searching for a Course Code............................................................................................................ 40
Step 3: Add Exam Details ..................................................................................................................... 41
Step 4: Choose Locations ..................................................................................................................... 42
Review Your Booking ........................................................................................................................ 43
Booking Confirmation ....................................................................................................................... 44
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Booking Tool Guide – Educational Partners
4
September 2012
Introduction
This guide is meant to help you through the most used booking processes. Please refer to
the table of contents on page 2 for a complete listing of topics.
Log In
•Enter Username
•Enter Password
My Bookings
Create Booking
•View list of
saved and
submitted
bookings
Throughout the Booking process, you will find (
•Select Type:
•Course
•Training
•Meeting
•Exam
Review
•Review
entered data
•Print booking
•Submit to
Schedulers
) this icon. It is for information purposes
and will provide definitions for the terms used in the form.
Booking Tool Guide – Educational Partners
September 2012
Logging In
This is the login page for the Online Booking Tool.
1. Enter your username and password
2. Select your preferred language
3. Click the “Login” button
4. If you don’t have an account, send an email to [email protected] to request one.
If you have an account but cannot login, contact the CRM Helpline at 705-507-6428 or email
[email protected] Someone will contact your within 24 business hours.
5
Booking Tool Guide – Educational Partners
September 2012
Creating a new booking
This is the My Bookings page. It is the first page you will see when you login. From this page, click on
the “Create New Booking” button.
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Booking Tool Guide – Educational Partners
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September 2012
Types of Bookings
1. Select the type of booking you wish to create.
Types of Booking
Select one of the following,
from the drop down list:
• Course
• Training
• Meeting
• Exam
2. Select additional booking options.
Additional Booking Options:
Select one of the following: from the
drop down list:
• Web-Conferencing (e-Classes)
• Audioconference
• Videoconference
• Room only
Once you have selected the type of booking and additional options, click on the “Create
Booking” button on the bottom right.
Booking Tool Guide – Educational Partners
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September 2012
Section A: Booking Type - Course
Step 1: Select Organization
*Fields marked by an * are required fields and you
won’t be able to proceed to the next step until they
are filled
Field Name
Instructions
Institution
This field displays the name of your institution.
Contact
Select the contact at the institution responsible for this course.
*If the desired Contact is not in the list, you can add them by clicking the “Add
Another Contact” button (see the next page to learn how to add a contact).
Instructor Name
Enter the name of the person providing instruction for this course
Instructor e-Mail
Enter e-mail address for instructor
Instructor Location
1. For Instructor Location, select either Contact North Centre or
Home/Office/Other
2. If you selected Contact North Centre, you now need to select the centre
3. If you selected Home/Office/Other, you must enter Town or City location
4. If location is unknown, select Home/Office/Other and enter TBD
Once your selections are made, you have three options:
•
•
•
Click “Next” to continue
Click “Save & Exit” to continue at a later time
Click “Cancel Booking” to cancel this booking process
Booking Type - Course
Booking Tool Guide – Educational Partners
9
September 2012
Adding a Contact
1. Click on the “Add Another Contact” button.
2. A new window will open.
Fill out the form the resulting form. A detailed list of fields is
available on the next page.
3. Click on the “Save” button at the bottom of the form.
4. You will receive confirmation that the entry has been added.
5. Click on the “Save & Exit” link to return to the booking. (Do NOT X
out to close the window or your contacts will not be saved.
Field Name
Instructions
Save
When all information is entered, click on “Save” or your changes will be lost.
Save & Exit
Click on “Save & Exit” to close this window.
Booking Type - Course
Booking Tool Guide – Educational Partners
10
September 2012
Step 2: Add Booking Details
*Fields marked by an * are required fields and you
won’t be able to proceed to the next step until they
are filled
Once the fields are completed, you have
four options:
• Click “Next” to continue
• Click “Back” to go back one page
• Click “Save & Exit” to continue at a
later time
• Click “Cancel Booking” to cancel this
booking process
Field Name
Instructions
Course Code
Enter the course code for the course.
Title
Enter the course name.
Credit Course
Program
Program Full-Time
Tell us whether this course will give the student a credential towards a
diploma/degree.
Select the program this course is associated with. If the program does not
exist, click on Add New Program.
Tell us whether this course is part of a full-time program.
Enter name of the software required (if any) to participate in this course.
Required Software
Please note prior approval of the software to be installed on CN equipment is
required. Software must be provided by the institution.
Prerequisites
Enter name or course code of any course(s) that must be taken prior to taking
this one.
Course Description
Enter a brief description for this course.
No Description
Check this box if no course description is available.
Booking Type - Course
Booking Tool Guide – Educational Partners
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September 2012
Searching for a Course Code
1. In Step 2, click on the magnifying glass icon next to the course.
2.
A new window will open. Begin typing in the Course Code. Results will appear as you type.
Stop typing once the desired Course is displayed in the list.
3. Click the Course Code of the desired course.
4. The Course Code Lookup window will disappear. You will be returned to the booking form. The
selected Course’s information will have been filled out. You can now continue the process and
this will create a new booking for the course.
Booking Type - Course
Booking Tool Guide – Educational Partners
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September 2012
Step 3: Set Status and Delivery
*Fields marked by an * are required fields and you
won’t be able to proceed to the next step until they
are filled
Field Name
Advertised
Instructions
Select whether you want us to promote your course online and in our course
guide.
Delivery Method
Select the delivery method for this course.
Registration Type
Check if this course is available for continuous registration.
Tell us whether you want to record this course. Note: if the recorded option is
To Be Recorded?
chosen, instructor must click on the record button when starting the class in
order for the recording to start.
Target Group
Select the group this course is aimed at serving.
Once the fields are completed, you have four options:
•
•
•
•
Click “Next” to continue
Click “Back” to go back one page
Click “Save & Exit” to continue at a later time
Click “Cancel Booking” to cancel this booking process
Booking Type - Course
Booking Tool Guide – Educational Partners
13
September 2012
Step 4: Pick dates and Locations
*Fields marked by an * are required fields and you
won’t be able to proceed to the next step until they
are filled
1
2
Complete this area first.
3
You must click save to proceed beyond this point.
Field Name
Instructions
Start Date
Enter the course start date
End Date
Enter the course end date
Days
If course is online live, select the chosen days for each class.
Times
For each day you selected, enter a start time and end time
SAVE
You must click this to proceed or you will lose the dates and times you selected.
See what happens after you click SAVE, on the next page.
Booking Type - Course
Booking Tool Guide – Educational Partners
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September 2012
View/Edit Dates and Times
Add individual dates and times here..
The class dates you selected can be edited/removed
from here.
Book any of our centres by clicking on the “+” symbol.
You can edit dates and times for specific centres, here.
Field Name
Instructions
Online Learning
Select a centre on the left by clicking on the “+” symbol next to it. To remove
Centres
them from the right column, click on the “-“ symbol next to it.
Edit Dates and
You can edit dates and times for the centres you selected.
Times by Centre
Booking Type - Course
Booking Tool Guide – Educational Partners
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September 2012
Step 5: Participant Information
Download our student list template here. (see
Appendix 1)
Find and upload your saved student list from here.
See instructions, below.
Students can also be entered, one at a time, by filing
in the details and clicking “Add Student”
Add contact and technical details for
alternate locations here (other than at an
Online learning Centre.
DO NOT COMPLETE FOR INTERNAL PURPOSES ONLY
Add any additional comments/details here.
Field Name
Instructions (see Appendix 1 for sample upload)
“download the
Click on this link to download the Excel template so that you can create a list for
template”
upload rather than entering names one at a time. When you get the download
popup, select “Save File” and click OK.
1. Name your file and save it (remember where you save it; you’ll need it
again soon)
2. Open it to fill it in.
3. Save your changes.
4. Click on “Browse” to find the file
5. Click on“Upload File” to populate your list on this form.
Booking Type - Course
Booking Tool Guide – Educational Partners
16
September 2012
Appendix 1: Participant template
Once you upload this completed template, here’s what you’ll see:
Here’s the list of names that were uploaded,
using the template provided.
Once your selections are made, you have four options:
•
•
•
•
Click “Next” to continue
Click “Back” to go back one page
Click “Save & Exit” to continue at a later time
Click “Cancel Booking” to cancel this booking process
Booking Type - Course
Booking Tool Guide – Educational Partners
17
September 2012
Review Your Booking
You can now review the information you provided.
You can scroll through this page to look at what you entered at each step of the process. If
changes are required, you can click on the green “Edit Step#” links, provided at the top of each
step.
Once your selections are made, you have three options:
•
•
•
Click “Submit” to send your request to Contact North |Contact Nord schedulers
Click “Save & Exit” to submit at a later time
Click “Cancel Booking” to cancel this booking process
Now that you’re created your booking, you will find it listed in your “My Bookings” page when you
login to the Booking Tool. To access a booking on the list, click on the Booking ID number.
Booking Type - Course
Booking Tool Guide – Educational Partners
18
September 2012
Booking Confirmation
Booking ID#
Click this link to View/Print your Booking
Once you click “Submit”, you will get this confirmation screen. From here you can go back to your list
of bookings, create another booking or view/print the booking details.
To exit, close the browser window.
Booking Type - Course
Booking Tool Guide – Educational Partners
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September 2012
Section B: Booking Type - Training
Step 1: Select Organization
*Fields marked by an * are required fields and you
won’t be able to proceed to the next step until they
are filled
Field Name
Instructions
Organization
This field displays the name of your organization.
Contact
Select the contact at the organization responsible for this Training.
*If the desired Contact is not in the list, you can add them by clicking the “Add
Another Contact” button (see the next page to learn how to add a contact).
Trainer Name
Enter the name of the person providing training
Trainer e-Mail
Enter e-mail address of the trainer
Trainer Location
5. For Trainer Location, select either Contact North Centre or
Home/Office/Other
6. If you selected Contact North Centre, you now need to select the centre
7. If you selected Home/Office/Other, you must enter Town or City location
8. If location is unknown, select Home/Office/Other and enter TBD
Once your selections are made, you have three options:
•
•
•
Click “Next” to continue
Click “Save & Exit” to continue at a later time
Click “Cancel Booking” to cancel this booking process
Booking Type - Training
Booking Tool Guide – Educational Partners
20
September 2012
Adding a Contact
1. Click on the “Add Another Contact” button.
2. A new window will open.
Fill out the form the resulting form. A detailed list of fields is
available on the next page.
3. Click on the “Save” button at the bottom of the form.
4. You will receive confirmation that the entry has been added.
5. Click on the “Save & Exit” link to return to the booking. (Do NOT X
out to close the window or your contacts will not be saved.
Field Name
Instructions
Save
When all information is entered, click on “Save” or your changes will be lost.
Save & Exit
Click on “Save & Exit” to close this window.
Booking Type - Training
Booking Tool Guide – Educational Partners
21
September 2012
Step 2: Add Booking Details
*Fields marked by an * are required fields and you
won’t be able to proceed to the next step until they
are filled
Once the fields are completed, you have
four options:
• Click “Next” to continue
• Click “Back” to go back one page
• Click “Save & Exit” to continue at a
later time
• Click “Cancel Booking” to cancel this
booking process
Field Name
Name of Training
Session
Instructions
Enter subject name of training
Enter name of software required to participate in this training. Please note
Required Software
prior approval of the software to be installed on CN equipment is required.
Software must be provided by the institution.
Prerequisites
Enter name of any training that must be taken prior to taking this one.
Delivery Method
Select the delivery method for this training.
Equipment
Required
Select your equipment requirements, here.
Tell us whether you want to record this training. Note: if the recorded option is
To be Recorded:
chosen, the trainer must click on the record button when starting the session in
order for the recording to start.
Target Group
Select the group this training is aimed at serving.
Training Description
Enter a brief description of training.
No Description
Check this box if no training description is available.
Booking Type - Training
Booking Tool Guide – Educational Partners
22
September 2012
Step 3: Pick dates and Locations
*Fields marked by an * are required fields and you
won’t be able to proceed to the next step until they
are filled
1
2
Complete this area first.
3
You must click save to proceed beyond this point.
Field Name
Instructions
Start Date
Enter the training start date
End Date
Enter the training end date
Days
If training is online live, select the days for each training session.
Times
For each day you selected, enter a start time and end time
SAVE
You must click this to proceed or you will lose the dates and times you selected.
See what happens after you click SAVE, on the next page.
Booking Type - Training
Booking Tool Guide – Educational Partners
23
September 2012
View/Edit Dates and Times
Add individual dates and times here..
The training dates you selected can be
edited/removed from here.
Book any of our centres by clicking on the “+” symbol.
You can edit dates and times for specific centres, here.
Field Name
Instructions
Online Learning
Select a centre on the left by clicking on the “+” symbol next to it. To remove
Centres
them from the right column, click on the “-“ symbol next to it.
Edit Dates and
You can edit dates and times for the centres you selected.
Times by Centre
Booking Type - Training
Booking Tool Guide – Educational Partners
24
September 2012
Step 4: Participant Information
Download our participant list template here. (see
Appendix 1)
Find and upload your saved participant list from here.
See instructions, below.
Participants can also be entered, one at a time, by
filing in the details and clicking “Add Student”
Add contact and technical details for
alternate locations here (other than at an
Online learning Centre.
DO NOT COMPLETE FOR INTERNAL PURPOSES ONLY
Enter number of participants who will join by audio only
Add any additional comments/details
here.
Field Name
Instructions (see Appendix 1 for sample upload)
“download the
Click on this link to download the Excel template so that you can create a list for
template”
upload rather than entering names one at a time. When you get the download
popup, select “Save File” and click OK.
1. Name your file and save it (remember where you save it; you’ll need it
again soon)
2. Open it to fill it in.
3. Save your changes.
4. Click on “Browse” to find the file
5. Click on “Upload File” to populate your list on this form.
Booking Type - Training
Booking Tool Guide – Educational Partners
25
September 2012
Appendix 1: Participant template
Once you upload this completed template, here’s what you’ll see:
Step 4: Participant Information
Here’s the list of names that were uploaded,
using the template provided.
Once your selections are made, you have four options:
•
•
•
•
Click “Next” to continue
Click “Back” to go back one page
Click “Save & Exit” to continue at a later time
Click “Cancel Booking” to cancel this booking process
Booking Type - Training
Booking Tool Guide – Educational Partners
26
September 2012
Review Your Booking
You can now review the information you provided.
You can scroll through this page to look at what you entered at each step of the process. If
changes are required, you can click on the green “Edit Step#” links, provided at the top of each
step.
Once your selections are made, you have three options:
•
•
•
Click “Submit” to send your request to Contact North |Contact Nord schedulers
Click “Save & Exit” to submit at a later time
Click “Cancel Booking” to cancel this booking process
Now that you’re created your booking, you will find it listed in your “My Bookings” page when you
login to the Booking Tool. To access a booking on the list, click on the Booking ID number.
Booking Type - Training
Booking Tool Guide – Educational Partners
27
September 2012
Booking Confirmation
Booking ID#
Click this link to View/Print your Booking
Once you click “Submit”, you will get this confirmation screen. From here you can go back to your list
of bookings, create another booking or view/print the booking details.
To exit, close the browser window.
Booking Type - Training
Booking Tool Guide – Educational Partners
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September 2012
Section C: Booking Type - Meeting
Step 1: Select Organization
*Fields marked by an * are required fields and you
won’t be able to proceed to the next step until they
are filled
Field Name
Instructions
Organization
This field displays the name of your organization.
Contact
Select the contact at the organization responsible for this Meeting.
*If the desired Contact is not in the list, you can add them by clicking the “Add
Another Contact” button (see the next page to learn how to add a contact).
Chairperson
Enter the name of the person chairing the meeting
Chairperson e-Mail
Enter e-mail address for the chairperson
Chairperson
1. For Chairperson Location, select either Contact North Centre or
Home/Office/Other
2. If you selected Contact North Centre, you now need to select the centre
3. If you selected Home/Office/Other, you must enter Town or City location
4. If location is unknown, select Home/Office/Other and enter TBD
Location
Co-Chairperson
Enter details if of people co-chairing this meeting
Once your selections are made, you have three options:
•
•
•
Click “Next” to continue
Click “Save & Exit” to continue at a later time
Click “Cancel Booking” to cancel this booking process
Booking Type - Meeting
Booking Tool Guide – Educational Partners
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September 2012
Adding a Contact
1. Click on the “Add Another Contact” button.
2. A new window will open.
Fill out the form the resulting form. A detailed list of fields is
available on the next page.
3. Click on the “Save” button at the bottom of the form.
4. You will receive confirmation that the entry has been added.
5. Click on the “Save & Exit” link to return to the booking. (Do NOT X
out to close the window or your contacts will not be saved.
Field Name
Instructions
Save
When all information is entered, click on “Save” or your changes will be lost.
Save & Exit
Click on “Save & Exit” to close this window.
Booking Type - Meeting
Booking Tool Guide – Educational Partners
30
September 2012
Step 2: Add Booking Details
*Fields marked by an * are required fields and you
won’t be able to proceed to the next step until they
are filled
Once the fields are completed, you have
four options:
• Click “Next” to continue
• Click “Back” to go back one page
• Click “Save & Exit” to continue at a
later time
• Click “Cancel Booking” to cancel this
booking process
Field Name
Instructions
Meeting Title
Enter subject name of the meeting.
Tell us whether you want to record this meeting. Note: if the recorded option is
To be Recorded:
chosen, the chairperson must click on the record button when starting the
meeting in order for the recording to start.
Meeting Description
Enter a brief description for this meeting.
No Description
Check this box if no meeting description is available.
Booking Type - Meeting
Booking Tool Guide – Educational Partners
31
September 2012
Step 3: Pick dates and Locations
*Fields marked by an * are required fields and you
won’t be able to proceed to the next step until they
are filled
1
2
Complete this area first.
3
You must click save to proceed beyond this point.
Field Name
Instructions
Start Date
Enter the meeting start date
End Date
Enter the meeting end date
Days
If the meeting is online live, select the days for each meeting session.
Times
For each day you selected, enter a start time and end time
SAVE
You must click this to proceed or you will lose the dates and times you selected.
See what happens after you click SAVE, on the next page.
Booking Type - Meeting
Booking Tool Guide – Educational Partners
32
September 2012
View/Edit Dates and Times
Add individual dates and times here..
The meeting dates you selected can be
edited/removed from here.
Book any of our centres by clicking on the “+” symbol.
You can edit dates and times for specific centres, here.
Field Name
Instructions
Online Learning
Select a centre on the left by clicking on the “+” symbol next to it. To remove
Centres
them from the right column, click on the “-“ symbol next to it.
Edit Dates and
You can edit dates and times for the centres you selected.
Times by Centre
Booking Type - Meeting
Booking Tool Guide – Educational Partners
33
September 2012
Step 4: Participant Information
Download our participant list template here. (see
Appendix 1)
Find and upload your saved participant list from here.
See instructions, below.
Participants can also be entered, one at a time, by
filing in the details and clicking “Add Student”
Add contact and technical details for
alternate locations here (other than at an
Online learning Centre.
DO NOT COMPLETE FOR INTERNAL PURPOSES ONLY
Enter number of participants who will join by audio only
Add any additional comments/details
here.
Field Name
Instructions (see Appendix 1 for sample upload)
“download the
Click on this link to download a C.S.V. (Comma Separated Value) template. This
template”
will open in Excel, so that you can create a list for upload rather than entering
names one at a time.
1. Name your file and save it (remember where you save it; you’ll need it
again soon)
2. Open it to fill it in.
3. Save your changes.
4. Click on “Browse” to find the file
5. Click on “Upload File” to populate your list on this form.
Booking Type - Meeting
Booking Tool Guide – Educational Partners
34
September 2012
Appendix 1: Participant template
Once you upload this completed template, here’s what you’ll see:
Step 4: Participant Information
Here’s the list of names that were uploaded,
using the template provided.
Once your selections are made, you have four options:
•
•
•
•
Click “Next” to continue
Click “Back” to go back one page
Click “Save & Exit” to continue at a later time
Click “Cancel Booking” to cancel this booking process
Booking Type - Meeting
Booking Tool Guide – Educational Partners
35
September 2012
Review Your Booking
You can now review the information you provided.
You can scroll through this page to look at what you entered at each step of the process. If
changes are required, you can click on the green “Edit Step#” links, provided at the top of each
step.
Once your selections are made, you have three options:
•
•
•
Click “Submit” to send your request to Contact North |Contact Nord schedulers
Click “Save & Exit” to submit at a later time
Click “Cancel Booking” to cancel this booking process
Now that you’re created your booking, you will find it listed in your “My Bookings” page when you
login to the Booking Tool. To access a booking on the list, click on the Booking ID number.
Booking Type - Meeting
Booking Tool Guide – Educational Partners
36
September 2012
Booking Confirmation
Booking ID#
Click this link to View/Print your Booking
Once you click “Submit”, you will get this confirmation screen. From here you can go back to your list
of bookings, create another booking or view/print the booking details.
To exit, close the browser window.
Booking Type - Meeting
Booking Tool Guide – Educational Partners
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September 2012
Section D: Booking Type - Exam
Step 1: Select Organization
*Fields marked by an * are required fields and you
won’t be able to proceed to the next step until they
are filled
Field Name
Instructions
Requested by
Who is making this request?
Institution/Agency/Student Select or enter Institution/Agency/Student name.
Contact
Select the contact responsible for this exam..
*If the desired Contact is not in the list, you can add him/her by clicking
the “Add Another Contact” button (see the next page to learn how to add
a contact).
Contact # During Exam
Enter the phone number that the contact can be reached at during the
exam.
Once your selections are made, you have three options:
•
•
•
Click “Next” to continue
Click “Save & Exit” to continue at a later time
Click “Cancel Booking” to cancel this booking process
Booking Type - Exam
Booking Tool Guide – Educational Partners
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September 2012
Adding a Contact
1. Click on the “Add Another Contact” button.
2. A new window will open.
Fill out the form the resulting form. A detailed list of fields is available
on the next page.
3. Click on the “Save” button at the bottom of the form.
4. You will receive confirmation that the entry has been added.
5. Click on the “Save & Exit” link to return to the booking. (Do NOT X out
to close the window or your contacts will not be saved.
Field Name
Instructions
Save
When all information is entered, click on “Save” or your changes will be lost.
Save & Exit
Click on “Save & Exit” to close this window.
Booking Type - Exam
Booking Tool Guide – Educational Partners
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September 2012
Step 2: Add Booking Details
*Fields marked by an * are required fields and you
won’t be able to proceed to the next step until they
are filled
Once the fields are completed, you have
four options:
• Click “Next” to continue
• Click “Back” to go back one page
• Click “Save & Exit” to continue at a
later time
• Click “Cancel Booking” to cancel this
booking process
Field Name
Instructions
Course Code
Enter the course code for the exam being booked.
Course Name
Enter the course name.
Instructor Name
Enter the name of the person providing instruction for this course
Instructor e-Mail
Enter e-mail address for instructor
Indicate if this exam is for a course that has already been booked using one of
On the CN Network
Contact North’s three platforms of delivery (audioconference, videoconference,
web-conference)
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September 2012
Searching for a Course Code
1. In Step 2, click on the magnifying glass icon next to the course.
2. A new window will open. Begin typing in the Course Code. Results will appear as you type.
Stop typing once the desired Course is displayed in the list.
3. Click the Course Code of the desired course.
4. The Course Code Lookup window will disappear. You will be returned to the booking form.
The selected Course’s information will have been filled out. You can now continue the
process and this will create a new booking for the course.
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Booking Tool Guide – Educational Partners
41
September 2012
Step 3: Add Exam Details
*Fields marked by an * are required fields and you
won’t be able to proceed to the next step until they
are filled
Field Name
Instructions
Exam #
Enter the exam reference # if applicable
Exam Date and
Time
Enter date and time details.
Semester
Enter semester that the exam is being booked.
Exam Duration
Select appropriate duration time for this exam.
Open Book
Are books/notes permitted during exam?
Internet
Connection
Additional Details
Is a connection to the internet required for this exam?
Include any special notes or instructions here.
Once the fields are completed, you have four options:
•
•
•
•
Click “Next” to continue
Click “Back” to go back one page
Click “Save & Exit” to continue at a later time
Click “Cancel Booking” to cancel this booking process
Booking Type - Exam
Booking Tool Guide – Educational Partners
42
September 2012
Step 4: Choose Locations
*Fields marked by an * are required fields and you
won’t be able to proceed to the next step until they
are filled
Select Centre and # of exam copies
required for that centre and then
click on “Add Centre” to save the
details. To add more centres, repeat
this process.
Once your selections are made, you have four options:
•
•
•
•
Click “Next” to continue
Click “Back” to go back one page
Click “Save & Exit” to continue at a later time
Click “Cancel Booking” to cancel this booking process
Booking Type - Exam
Booking Tool Guide – Educational Partners
43
September 2012
Review Your Booking
You can now review the information you provided.
You can scroll through this page to look at what you entered at each step of the process. If
changes are required, you can click on the green “Edit Step#” links, provided at the top of each
step.
Once your selections are made, you have three options:
•
•
•
Click “Submit” to send your request to Contact North |Contact Nord schedulers
Click “Save & Exit” to submit at a later time
Click “Cancel Booking” to cancel this booking process
Now that you’re created your booking, you will find it listed in you’re my Bookings page when you
login to the Booking Tool. To access a booking on the list, click on the Booking ID number.
Booking Type - Exam
Booking Tool Guide – Educational Partners
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September 2012
Booking Confirmation
Booking ID#
Click this link to View/Print your Booking
Once you click “Submit”, you will get this confirmation screen. From here you can go back to your list
of bookings, create another booking or view/print the booking details.
To exit, close the browser window.
Booking Type - Exam
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