The SWAT UK website enables you to manage and monitor course bookings for all your staff. This is particularly useful for those firms in which a central department (such as an HR department) maintains course bookings for everyone in the firm.
You will first need to be logged in as a Company Course Administrator. (See Company Course Administrators below for more details).
 |
Once logged in, hover over "My Account" and select "Company Course Planner". |
You will then be presented with a list of all the courses on which every member of staff is booked to attend. This list will only show courses booked in the next 3 months, and you can change this using the "Show courses between" field, which we'll run through in a moment.
You'll also notice a "Search Criteria" box at the top of the page. This allows you to search for courses based on a number of criteria as outlined below.
Show courses between 2 given dates
Use the "Show courses between" field to show only those courses between 2 given dates. For example, you might want to see only those courses on which your staff are booked to attend next month. Or perhaps you'd like to see which courses your staff were booked onto/attended last month. Simply click on the calendar 
icons and click on your chosen dates.
By default, this search option is always set to 3 months; so if you wanted to see courses booked for the entire year, you will need to update this accordingly by changing the dates using the calendar icons or by over-typing the dates.
Show courses lectured by a particular speaker
Use the "Lectured by" field to search for only those courses on which your staff are booked to attend, that are lectured by a particular speaker. Click the drop-down arrow on the far right and select your chosen speaker from the list.
Show all courses for a particular staff member
Use the "Contact" field to view only those courses relating to a specific staff member. Click on the drop-down arrow on the far right and choose a staff member from the list.
Show all courses bookings for one of your firm's offices
Use the "branch" drop-down menu to view all those courses on which your staff - from a specific branch/office - are booked to attend. Simply click on the drop-down arrow on the far right and select a branch.
Should you have any queries regarding viewing your staff's course bookings online, please call our courses department on 01752 725702 who will be happy to help.
Company Course Administrators
A Company Course Administrator is an individual who can control all online bookings and administration for every member of staff in your firm. You can give as many people as you wish, "Company Course Administrator" rights, and we'll run through how to do this further down this article in the section titled "How to make someone else a "Company Course Administrator".
How do you know if you're the Company Course Administrator?
If you registered an account online, the chances are, you're already set-up as a Company Course Administrator. However, here's how you can check:
Log into the SWAT UK website and hover over "My Account" from the left-hand menu.
|
|
If you only have the options "My Account"; "My Courses/CPD"; and "Checkout" you do NOT have Company Course Administrator rights. |
 |
If, however, you get the following options when you hover over "My Account" from the left-hand menu, you do have Company Course Administrator rights.
|
Essentially, the Company Course Administrator has greater online rights than that of others, and has the ability to:
- Book courses online, for everyone in the firm (see Booking a Course online)
- View everyone's course bookings
- Manage all staff's online details, e.g. their password, online rights etc.
If you're not a Company Course Administrator, but need to be, call our courses department on 01752 725702, and we'll be able to change your online rights for you. Alternatively, any other Company Course Administrator in your firm can grant you access. The next section will explain how.
How to make someone else a "Company Course Administrator"
| 1) Once logged in as a Company Course Administrator, hover over "My Account" from the left-hand menu and select "Manage Company Contacts". |
 |
2) You'll then be presented with your "Company Contacts List", listing all staff that have an online account, in alphabetical order (by first name).
3) Click the name of the person you'd like to make a Company Course Administrator. This will give you their details (i.e. their name, email address, password etc), all of which you can update here should you need to.
4) At the bottom of their details, you'll see two boxes, one of which reads "Company Course Administrator". By clicking on this box (so that a tick is showing), you can make this person a Company Course Administrator. This means they can book and monitor courses online, for everyone in the firm. They will also be able to give anyone else online booking rights and make anyone else a Company Course Administrator.
Of course, if you've made someone else the Company Course Administrator, and don't want to be one yourself, you can find your name in the "Company Contacts List" (as described in Step 2) and untick the box that reads "Company Course Administrator".
Other useful features
Now you know how to view course bookings for everyone in your firm, you may also be interested to read:
Allowing your staff to book online
Viewing your course bookings
Additional support
Should you have any queries regarding viewing your staff's course bookings online, please call our courses department on 01752 725702 who will be happy to help.
The SWAT UK website enables you to manage and monitor course bookings for all your staff. This is particularly useful for those firms in which a central department (such as an HR department) maintains course bookings for everyone in the firm.
You will first need to be logged in as a Company Course Administrator. (See Company Course Administrators below for more details).
|
Once logged in, hover over "My Account" and select "Company Course Planner". |
You will then be presented with a list of all the courses on which every member of staff is booked to attend. This list will only show courses booked in the next 3 months, and you can change this using the "Show courses between" field, which we'll run through in a moment.
You'll also notice a "Search Criteria" box at the top of the page. This allows you to search for courses based on a number of criteria as outlined below.
Show courses between 2 given dates
Use the "Show courses between" field to show only those courses between 2 given dates. For example, you might want to see only those courses on which your staff are booked to attend next month. Or perhaps you'd like to see which courses your staff were booked onto/attended last month. Simply click on the calendar icons and click on your chosen dates.
By default, this search option is always set to 3 months; so if you wanted to see courses booked for the entire year, you will need to update this accordingly by changing the dates using the calendar icons or by over-typing the dates.
Show courses lectured by a particular speaker
Use the "Lectured by" field to search for only those courses on which your staff are booked to attend, that are lectured by a particular speaker. Click the drop-down arrow on the far right and select your chosen speaker from the list.
Show all courses for a particular staff member
Use the "Contact" field to view only those courses relating to a specific staff member. Click on the drop-down arrow on the far right and choose a staff member from the list.
Show all courses bookings for one of your firm's offices
Use the "branch" drop-down menu to view all those courses on which your staff - from a specific branch/office - are booked to attend. Simply click on the drop-down arrow on the far right and select a branch.
Should you have any queries regarding viewing your staff's course bookings online, please call our courses department on 01752 725702 who will be happy to help.
Company Course Administrators
A Company Course Administrator is an individual who can control all online bookings and administration for every member of staff in your firm. You can give as many people as you wish, "Company Course Administrator" rights, and we'll run through how to do this further down this article in the section titled "How to make someone else a "Company Course Administrator".
How do you know if you're the Company Course Administrator?
If you registered an account online, the chances are, you're already set-up as a Company Course Administrator. However, here's how you can check:
Log into the SWAT UK website and hover over "My Account" from the left-hand menu.
|
|
If you only have the options "My Account"; "My Courses/CPD"; and "Checkout" you do NOT have Company Course Administrator rights. |
|
If, however, you get the following options when you hover over "My Account" from the left-hand menu, you do have Company Course Administrator rights.
|
Essentially, the Company Course Administrator has greater online rights than that of others, and has the ability to:
- Book courses online, for everyone in the firm (see Booking a Course online)
- View everyone's course bookings
- Manage all staff's online details, e.g. their password, online rights etc.
If you're not a Company Course Administrator, but need to be, call our courses department on 01752 725702, and we'll be able to change your online rights for you. Alternatively, any other Company Course Administrator in your firm can grant you access. The next section will explain how.
How to make someone else a "Company Course Administrator"
| 1) Once logged in as a Company Course Administrator, hover over "My Account" from the left-hand menu and select "Manage Company Contacts". |
|
2) You'll then be presented with your "Company Contacts List", listing all staff that have an online account, in alphabetical order (by first name).
3) Click the name of the person you'd like to make a Company Course Administrator. This will give you their details (i.e. their name, email address, password etc), all of which you can update here should you need to.
4) At the bottom of their details, you'll see two boxes, one of which reads "Company Course Administrator". By clicking on this box (so that a tick is showing), you can make this person a Company Course Administrator. This means they can book and monitor courses online, for everyone in the firm. They will also be able to give anyone else online booking rights and make anyone else a Company Course Administrator.
Of course, if you've made someone else the Company Course Administrator, and don't want to be one yourself, you can find your name in the "Company Contacts List" (as described in Step 2) and untick the box that reads "Company Course Administrator".
Other useful features
Now you know how to view course bookings for everyone in your firm, you may also be interested to read:
Allowing your staff to book online
Viewing your course bookings
Additional support
Should you have any queries regarding viewing your staff's course bookings online, please call our courses department on 01752 725702 who will be happy to help.