Getting started
Logging in
In order to be able to use the system as a Member or Instructor you require an account. When your email address is added to the system as a new user you will receive a welcome email with a link to set up your own password.
Terms and Conditions
If you use the Online Registration System for the first time you will be asked to read and agree to Terms and Conditions. This is a legal requirement. As part of the General Data Protection Regulation 2016, parties using systems that store personal data are obliged to have a contract agreeing who controls and who processes the data and how must be done under the regulation.
You only need to agree to these Terms and Conditions once to unlock the system, unless we need to make a change to them, in which case you will be asked to agree to the amended terms.
Dashboard and main menu
When you have successfully logged in you will see a Dashboard with various bits of information and on the left the main menu. The Dashboard is further explained here. The main menu contains the following options:
- Dashboard – the page you arrive at when you log in
- Contact us – This will allow you to contact us if you have questions or problems
- Announcements – to view previous announcements
- Manage Admins – to add additional members of your staff to be able to work on the Online Registration System
- Audits – to see past and future audits and deal with outstanding corrective actions
- Instructors – to manage your instructors and add or approve new Instructor Association Agreements
- Centres – to manage all your training locations
- Delegates – to search and find information about all delegates that are associated with you
- Bookings – to manage your course bookings, add delegates on these courses and process them when they have completed them
- Courses – to access course presentations and training course paperwork for each training course
- General Downloads – where you can download all relevant documentation and procedures
- Transaction log – to look at all the transactions we have processed for you in the previous month
- Advice Notes – where you must mark advice notes as received
- Invoices – to view and download copy invoices
- Transaction reports – to view all transactions processed per calendar month
- Reports – to run reports and produce a CSV
Help and reporting a problem
Every page in the Online Registration System has two buttons at the top right of that page.
- Help – if you are not sure how to do something, click here first.
- Report a problem – if you have done what it says on these help pages, and still does not work, click this to report a problem with the page.