This article outlines the steps for instructors to effectively manage and allocate vouchers using the updated voucher management screen in the instructor portal.
An instructional video supports this article.
Key Steps
1. Accessing the voucher management screen
- Log in to the instructor portal.
- Navigate to the Manage > eLearning Vouchers option in the Instructor Portal.
2. Understanding voucher availability
- The Voucher Count Overview section displays all of your historical voucher information.
- The Voucher Breakdown by Order section displays all current orders that contain available vouchers. All orders with vouchers that have already been allocated will not display here. You can find these in the Used Vouchers menu.
3. Assigning vouchers to participants
- Click on the 'Assign Voucher to Participant' button.
- Select the course you want to allocate vouchers for (only open courses will be displayed).
- Choose the order from which you want to allocate vouchers.
- Select the participants you want to assign vouchers to.
-
Confirm the number of vouchers you are assigning
- Check the updated voucher availability on the screen.
- Check for any remaining unassigned participants by navigating to the Assign Voucher to Participants button. The courses listed here will display the number of participants who have not been assigned an eLearning voucher.
- To assign vouchers to these participants, repeat the allocation process as described above.
4. Tracking eLearning status
-
Information on how to track the status of a participant's eLearning can be found in the following help article:
5. Reviewing used vouchers
- Navigate to the Manage > eLearning Vouchers page and select Used Vouchers to review assigned/used vouchers. This screen displays the names of participants assigned a specific voucher.
- This screen is displayed by the shop order number.
Cautionary notes when assigning vouchers
- Ensure that you only assign vouchers from orders that have available vouchers to avoid confusion.
- Double-check participant selections before confirming voucher assignments to prevent errors.
Tips for efficiency
- Familiarise yourself with the layout of the voucher management screen to navigate quickly.
- Keep track of voucher expiry dates to ensure timely use by participants.
Instructional video
A comprehensive instructional video supports the steps outlined in this article. The video contains closed captions and runs for 7.14 minutes.