Bundles and Product Categories

callout-successAuto Enrolment Configuration Restriction 
This feature is not available for systems with the auto enrollment by user group configuration that automatically enrolls all indivuduals in a group into the same courses.

Site managers can bundle several products together as one combined product.  Bundles can be a method of simplifying how a learner enrolls to content. Bundles are particularly useful for clients using eCommerce and/or Access Codes. 

Bundles may be available to one or more user groups and may be assigned to an access code for easy enrollment of training for one or many indivuduals. Below are some common ways to use bundles.

  • Bundle courses and assign that bundle to an access code for quick registration.
  • Bundle products under one category for display on user home pages.
  • Ensuring that indivuduals get registered to all of the products of a similar topic or certification needed.
  • Bundle courses that are for sale in order to offer a bulk discount.
  • Offer indivuduals a choice between purchasing the entire bundle or separate courses.

 Using Bundles to Assign Products

Bundles can be used in conjunction with access codes for easy enrollment of one or many indivuduals into products. A bundle can be assigned to an access code and then indivuduals can enter the code into the Quick Enroll field on their home page (if enabled). After using the code, they will be enrolled into the user groups and products in the bundle.

  • Add products to the bundle.
  • Add the bundle to an access code. Assigning products to access codes must be done by using bundles. If you have only one product that you need to assign to an access code, you must put that one product into a bundle by itself. 

View and Filter Bundles

callout-successThis feature is available to Site Managers depending on system configuration.

 

  1. Log in with a Site Manager account.
  2. Select Bundles from the Library tab. A detailed list displays the Bundle Name, Description, Type, Status, and date Created and Edited. This page allows you to view, sort, filter, export, delete and edit bundles of all types (e.g. enrollment bundles, categories, and certification sets).
    bundles_intro
  3. Use the Filter to locate specific bundles.  The filter list shown below is not exhaustive; more filters may be available on your system.
    1. Select the filter tab to narrow the results of the Bundle you are searching.
    2. Select one or more filters from the Add Filters list.
    3. Enter or select criteria for each filter that you selected.
    4. Select the Search button. 
    5. Use the x next to an added filter to remove it or select Reset to clear all filters. 
      type_image
      In this example, the "Type" filter was added.  This will find bundles based on which product types they contain.
  4. Save and Run Searches. After applying a filter, you can save it for repeated use. You can access any filters that you saved from the Searches tab.
    1. Apply the desired filters (see Filter for more details).
    2. Select the Save Search button at the bottom of the filtered list.
    3. Give the search a unique name and description.
    4. Input the name you created in the Saved Search Name box to display the filters and criteria you saved.
    5. Select the name of the search to run the filter and see the results listed below.
      save_search
  5. Export the bundle list. Export the bundle list or filtered results to HTML, XLSX or CSV format. Select the relevant button from the top of the page to complete the export.
    export_bundles

 

Create a Bundle

callout-successThis feature is available to Site Managers depending on system configuration.

 

  1. Log in with a Site Manager account.
  2. Select Bundle from the Quick Create menu on the home page.create-bundle-a
  3. Fill out the Create Bundle form.
    create-bundle-b
  4. Enter a bundle Name.
  5. Add an optional Description.
  6. Select a Status from the drop-down menu (active, inactive, or category).  
    • Active status is used when the bundle is intended for registration purposes. For example, a bundle assigned to an access code. When active, the bundle can be seen on the desktop side and in drop down menus for reports.
    • An inactive bundle can only be seen by Site Managers and does not appear in drop-down menus.
    • Category status is used for visually displaying products together under one category on learner home pages. 
  7. Select a Type from the drop-down menu. You may have only one option, such as product enrollment or certification set.
    • Product Enrollment is used to enroll indivuduals into all of the products assigned to the bundle. When you want to create a category or a registration bundle, you would use this type.
    • Certification Set is a custom type that allows you to bundle multiple certifications into one bigger certification. It is not an available default type, but an be customized for your system. When the user goes into the desktop side and has earned certifications that are part of a certification set bundle, they will see the certification bundle printout that lists the individual certifications instead of viewing only the single certifications. Visit Certification Sets for more details.
  8. Save.
  9. Apply the category to one or more user groups. Follow the steps for Manage Bundle User Groups
  10. Add the products that appear under the category. Follow the steps for Add or Remove Bundle Products.

Edit Bundle Name/Description

callout-successThis feature is available to Site Managers depending on system configuration.

 

  1. Log in with a Site Manager account.
  2. Select Bundles under Library in the main navigation menu.edit-bundle-name-a
  3. For a specific bundle, select Edit next to Details (detailed view) select the bundle's name to open it (list view).
    edit-bundle-name-b
  4. Change the name and/or description.
    edit-bundle-name-c
  5. Save.

 

Manage Bundle User Groups

callout-successThis feature is available to Site Managers depending on system configuration.

 

  1. Log in with a Site Manager account.
  2. Select Bundles under Library in the main navigation menu.
    edit-bundle-name-a
  3. For a specific bundle, select Edit next to User Groups (detailed view) or select the Edit User Groups Icon (list view).
    add-groups-to-bunde-b

    add-groups-to-bunde-a
  4. Optionally limit the number of products you see by using the Filter User Groups drop-down menus.      
  5. To assign user groups to the bundle, select one or more groups from the Available User Groups list. and then select Add.  
    add-groups-to-bunde-c
  6. To remove user groups from the bundle, select one or more groups from the Linked UGroups list and then select Remove.  
  7. Save when you have finished updating the user groups that are associated with this bundle.

callout-infoAdding a new product to an existing a bundle will not automatically register that product to participants who have access to the bundle. The system will ask if you want to update the registrations for all indivuduals who have Access Codes associated with that Bundle. Answering yes does all the work.

Create a Product Category

callout-successThis feature is available to Site Managers depending on system configuration.

 

You can use category bundles to visually display products together under one category on learner home pages. 

  1. Log in with a Site Manager account.
  2. Select Bundle from the Quick Create menu on the home page.create-bundle-a
  3. Fill out the Create Bundle form.
    create-bundle-b
  4. Enter a Name for the category (e.g. "Orientation Items").
  5. Add an optional Description.
  6. Select Category from the status from the drop-down menu.  
  7. Select a Type from the drop-down menu. 
  8. Save.
  9. Apply the category to one or more user groups. Follow the steps for Manage Bundle User Groups
  10. Add the products that appear under the category. Follow the steps for Add or Remove Bundle Products.

 

Add or Remove Bundle Products

callout-successThis feature is available to Site Managers depending on system configuration.

 

  1. Log in with a Site Manager account.
  2. Select Bundles under Library in the main navigation menu.edit-bundle-name-a
  3. For a specific bundle, select Edit next to Products (detailed view) or select the Edit Products Icon (list view).
    add-products-to-bunde-b

    add-products-to-bunde-a
  4. Optionally limit the number of products you see by using the Filter Products drop-down menus. 
    add-products-to-bunde-d     
  5. To add products to the bundle, select one or more products from the Available Products list. and then select Add.  
    add-products-to-bunde-c
  6. To remove products from the bundle, select one or more products from the Linked Products list. and then select Remove.  
  7. Save when you have finished updating the products that are associated with this bundle.

callout-infoAdding a new product to an existing a bundle will not automatically register that product to participants who have access to the bundle. The system will ask if you want to update the registrations for all indivuduals who have Access Codes associated with that Bundle. Answering yes does all the work.

Inactivate a Bundle

callout-successThis feature is available to Site Managers depending on system configuration.

 

  1. Log in with a Site Manager account.
  2. Select Bundles under Library in the main navigation menu.edit-bundle-name-a
  3. For the relevant bundle, use the drop-down menu to change the status to inactive.
    inactivate-bundles-a     

 

Delete Bundles

callout-successThis feature is available to Site Managers depending on system configuration.

 

  1. Log in with a Site Manager account.
  2. Select Bundles under Library in the main navigation menu.edit-bundle-name-a
  3. Select one or more bundles by highlighting them.
  4. Choose Delete Selected from the Options menu.
    delete-bundles-a
    If you cannot see the Options menu, select the < Show Panel Tool on the right-hand side of the screen.
  5. On the warning prompt, select OK 

callout-dangerDelete with Caution
Deletion is permanent and irreversible.  Make sure you want to delete the bundle rather than simply inactivating it (see Inactivate a Bundle).

User Bundle Report

callout-successThis feature is available to Site Managers depending on system configuration.

 

The user bundle report shows you which bundles each user is linked to.

  1. Log in with a Site Manager account.
  2. Select Bundles under Library in the main navigation menu.
  3. Select the User Bundle Report from the Resources menu.
    user-bundle-report-bIf you cannot see the Resources menu, select the < Show Panel Tool on the right-hand side of the screen.
  4. You will see a list of users and their associated bundles.
    user-bundle-report-a