Umai CRM Knowledge Base Students Training
Categories

Training

The tab is intended for managing a student's educational programs and configuring all conditions of their training. It combines key tools for enrolling in a course, assigning a Teacher, adding related services, and issuing a contract.

Main blocks:

1. Creating a training program

    1.1 Course and Teacher selection
    1.2 Products and services
    1.3 Additional information
    1.4 Contract terms
2. Learning stages (Ступени обучения)
3. Categories of training programs


1. Creating a training program

A training program is used to enroll a Student in a course and configure the training conditions. When creating a program you specify the course, Teacher, additional services or products, and the contract terms.

To create a training program you must click the "+ New program" button and fill in the following blocks in the window that opens.


1.1 Course and Teacher selection

Basic program parameters are set at the top of the page.

Course — select a course or direction of study from the dropdown list.

Teacher — specify the Employee who will teach the selected course.

Important: the list of courses is formed in the "Learning stages (Ступени обучения)" section. Therefore, before creating a program you must first add the required courses in that section. After that they will appear in the selection list when creating a program.

Thus the sequence of actions is as follows:

  1. First you need to add courses in the "Learning stages (Ступени обучения)" section.
  2. Then create a program and select the required course from the already added list.

1.2 Products and services

In this section you can add additional products or services related to the training.

Products / Price — available products, for example, study materials, are shown here. If necessary, you can select the required product and its cost will be included in the program.

Services / Price — allows you to add additional services such as extra Classes or clubs. The cost of the selected service will also be included in the program.


1.3 Additional information

In this block you can specify additional data.

Who sold — select the Employee who processed the sale of the training program.

Notes — a field for adding comments or additional information, for example special training conditions.


1.4 Contract terms

The training terms are specified on the right side of the page.

  • Max. freeze days — the maximum number of days the training can be paused.
  • Max. absences — the allowed number of missed Classes.
  • Absence fee — the amount that may be charged for missing a Class.

After filling in all required parameters click the "Create program" button.

The system will save the data and the training program will be added to the Student's profile.


2. Learning stages (Ступени обучения)

This feature allows you to break an educational program into separate stages. This helps to structure the course, set prices for Classes, and add Lessons (Уроки) for each level.

To create a learning stage, perform the following actions:

1. Click the "+ Create stage" button.

2. A form for entering parameters will open. Fill in the fields:

  • Title — specify the name of the stage.
  • Stage number — set the sequential number of the stage.
  • Version — specify the version of the stage.
  • Group lesson price — enter the price for a group Class.
  • Individual lesson price — enter the price for an individual Class.

3. In the "Lessons (Уроки)" block add lessons using the "Add lesson" button.

4. After filling in all the data click the "Save" button to save the changes.

This sequence of actions ensures correct creation of the stage and allows you to immediately configure its parameters and lessons


3. Categories of training programs

In the tab programs are divided into categories for convenient viewing:

  • Active — programs that are currently running Classes.
  • Paused — programs that are temporarily stopped.
  • Completed — finished courses available for analysis and history.
  • All — a general list of all the student's programs.

Important to consider:

  • Switching between categories only affects display; the data itself remains unchanged.
  • Completed and paused programs are stored in the system and are available for viewing.
  • For analysis it is convenient to use the "All" category, where all the student's programs are displayed.
  • Assignment of categories may vary depending on system settings, so it is recommended to follow the internal rules of the organization.

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