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Channel
For sales and partners · Distribute courses to partners and hospitals
Network
- Network: regions, teams, partners, institutionsHow the network in Channel is built: regions, internal teams, external partners and institutions, who manages what and where learner places end up.
- Add a partnerHow to create an external partner as a network entry in Channel and optionally appoint its partner lead: required fields, presets, consequences and messages.
- Add an institution and assign its Campus leadHow to add an institution in Channel, choose who supports it and what it receives, and assign its Campus lead, as a draft or afterwards.
- Move a partner to another regionHow to move a partner to another region in Channel, what stays the same, and who can see the partner afterwards.
Learner places
- Learner places and quotasWhat a learner place is, how the pool is distributed to Campus, regions, teams, partners and institutions, and what Occupied, Allocated and Free mean.
- Allocate learner placesHow to allocate learner places to a team, partner, region or institution in Channel, return some, and check the numbers beforehand.
- Decide on requests for more learner placesHow to decide a request for more learner places in Channel: approve it in full or in part, reject it or forward it, and what applies afterwards.
Learning content
- Create product groups and productsHow to create the product groups and products in Channel that courses and assortments are built from: required fields, image, name rules and archiving.
- Make a course available to a partnerHow to make a published course available to a partner in Channel: assign the course to a product, then add its product group to the partner's assortment.
- Pause or end a deliveryHow to pause your delivery to an institution in Channel, resume it or end it, and what happens to learner places and the Campus lead.
Messages and analytics
- Send a message to partnersHow to write to partner leads and main contacts in Channel, check the recipients beforehand and see delivery and read status afterwards.
- Track progress by region and partnerHow to read your network’s training status in Channel by region, partner and institution, narrow it down and see where action is needed.
- Export Channel analyticsHow to download an analysis in Channel with your current filters as a CSV package, an Excel file or a PDF report, and what the files contain.
