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Knowledge base
Trellis Administration
Structure of Duke IM Courses in Admin Tool
5
Program
Program Grouping
Program Section
Courses
Course Section
Administration Menu's
2
Top Menu
Left Menu
Browser Tabs
5
Filters Tab
Export Tab
Bookmarks Tab
Actions Tab
Columns Tab
Users
8
Browse Users
Change the Status of Multiple Users
Register Multiple Users
User Information
Register a User in a Program
See all 8 articles
Programs
13
Browse Programs
Program Information
Browse Program Sections
Program Section Information
Program Users Browser
See all 13 articles
Sales
37
Create Sales
User Section
New User
Existing User
Add a New Sale Item
See all 37 articles
Cancellations
2
Cancellations Browser
Create Refund for a Cancellation Request
Courses
15
Course Browser
Course Information
Edit Course Information
Course Section Browser
Course Section Information
See all 15 articles
Registrations
5
Registration Browser
View/Edit Registration Information
Change the Course Status for Multiple Courses
Unregister Multiple Users
Transfer User into a different Program Section
Certificates
3
Certificate Browser
Certificate Information
Certification Browser
Locations
3
Location Browser
View/Edit Location Information
Create Location
Applications
4
Browse Applications
View/Edit Application Information
Create Application
Application Links
Programs Financial Aids
4
Financial Aid Browser
View/Edit Financial Aid Information
Approve Financial Aid
Hinge Applications
Files
2
Uploading and Revising Files for Program Resources
Uploading and Revising Course Files
Emails
2
Create an Email Template
Attach an Email Template to a Program/Course
Catalogs
1
Private Catalogs for Drop-in Courses
Groups
3
Group Browser
Create Group
Group Hierarchy
Evaluations
2
Evaluation Reports
Evaluation Reports for Leadership
Pages
1
Page Browser
Duke User Access
Program Certificates
1
User Access to Program Certificates
Receipt & Contact Information
1
User Access to Receipt & Contact Info
Duke Program Checklists
Program Section
2
Verify the information on the Program Information screen
Verify the information on the Program Section Information screen
Course Section
1
Verify the information on each of the Course Section screens
Registration
1
Verify the Early Registration Discount