Start with one repeated task.
Choose a documented confirmation, reminder or follow-up routine that would make the working day easier.
Automation
Give your team fewer routine things to remember.
Confirmations, reminders and follow-up matter, but they do not all need someone to start them by hand. onCourse includes established routines your team can enable and check, leaving people to handle the conversations and exceptions that need their attention.
What this helps your team do
- Send enrolment confirmations
- Remind learners and tutors about classes
- Follow up missing attendance or other routine work
A repeatable task with controls
Staff task
- Purpose
- Trigger
Action and exception review
- Update
- Message
- Staff review
An established platform, shaped around your organisation.
- Already part of onCourse
- The automation library contains established routines for enrolment confirmations, invoices and receipts, with optional class reminders and tutor follow-up. Triggers, schedules and message templates are part of the platform.
- Set up for your organisation
- Choose which routines to enable, review message wording and timing, set the relevant options, and test the result with your team.
- Additional work, where needed
- A new script or a substantial change to an existing workflow requires suitable permissions, commercial scope and agreed testing and support.
We confirm the capabilities, setup and any additional work included in your arrangement before you start.
Make the message sound like your organisation.
Review who receives it, what it says and when it runs. Test it with representative records before relying on it.
Keep a person responsible for exceptions.
Agree what the routine should do, what needs checking and who will notice when something needs attention.
More capabilities in this area
- Begin with an existing routine
- Enable a documented automation from the library, then review its wording, timing and options with your team.
- Choose when it runs
- Run configured routines when relevant records are created, edited, enrolled or paid, or at scheduled times.
- Keep people in control
- Define the intended action, exception path and staff oversight for each repeatable task.
- Extend a workflow when needed
- Specialist teams can use Groovy-based scripts and scheduled triggers for agreed workflows after the task, controls and support responsibilities are defined.
- Powerful Scripting
- Triggers
- Schedules
- Imports
- Built-in Reports
- Integrations
How teams use onCourse to simplify routine tasks
Follow practical tasks for the work your team needs to complete, with links to the full official onCourse handbook articles.
Prepare routine reminders
Review the trigger and steps behind a tutor class commencement reminder, so your team can see how routine follow-up is configured.
Detail from onCourse
Set the timing
Review when the reminder is scheduled.
Review the follow-up
See the tutor-attendance lookup and message steps together.
Example reminder configuration
How this works (new tab)- Help & guidesMake routine administration easierGive your team practical help with repeated follow-up. Explore configured reminders, reports and alerts for tasks such as waiting-list messages or classes needing attention. (opens the onCourse manual in a new tab)
- Help & guidesChoose when an automation should runMake each automated step happen for a reason. Understand the schedules and record changes that can trigger an onCourse workflow. (opens the onCourse manual in a new tab)
- Help & guidesUnderstand the standard automation optionsSee what is available before building something new. Review the default automations, including which run already and which need checking and enabling first. (opens the onCourse manual in a new tab)
- Help & guidesMake routine messages more consistentStart from a message your team has reviewed. Use and adapt templates for regular communications, with relevant onCourse details inserted into the message. (opens the onCourse manual in a new tab)