Course Lifecycle Management (Stages) – Feature Overview – Booking Rooster

What it does

Course Lifecycle Management helps training organisations manage courses from initial scheduling through to final administrative completion.

The feature provides visibility of courses that have not yet reached minimum numbers, supports decisions about whether courses should proceed, and helps organisations track post-course administration through to completion.

It is particularly valuable for organisations managing large numbers of public courses, multiple administrators, quality assurance processes, certification workflows, or complex invoicing requirements.

Key benefits

Course Lifecycle Management helps organisations:

Identify courses that have not yet reached minimum numbers
Improve course profitability by identifying courses that may need to be consolidated, rescheduled, or cancelled
Focus administrator attention on courses requiring action
Track post-course administration and quality assurance activities
Ensure courses are not forgotten after delivery
Improve visibility across operational and administrative teams

How it works

Each course is assigned a lifecycle stage.

Administrators can use these stages to understand where a course sits in its journey, from initial scheduling through to final administrative completion.

The exact stages available are configured during setup and may vary between organisations.

Managing courses before delivery

One of the most common uses of Course Lifecycle Management is identifying courses that have not yet reached minimum numbers.

Courses that have not reached their minimum occupancy can be marked as Pending.

Administrators can then use the dashboard filter to display all Pending courses, making it easy to focus attention on courses that may require additional marketing, consolidation, rescheduling, or cancellation.

The word Pending is also displayed in yellow within Courses > Course Listing, making these courses easy to identify.

Managing courses after delivery

Course Lifecycle Management is also used to track post-course administration.

Many organisations continue processing activities after a course has been delivered, including:

Quality assurance checks
Qualification registrations
Certificate issuing
Reporting activities
Customer invoicing
Compliance administration

Once all required activities have been completed, the course can be moved to a Closed stage.

The word Closed is displayed in red within Courses > Course Listing, making it easy for administrators to identify completed courses and confirm that all administration has been finalised.

Relationship between Stage and Status

Course Lifecycle Management uses stages alongside Booking Rooster's existing course status settings.

If a course stage is changed to Cancelled, the course status is automatically changed to Inactive.

If the course stage is subsequently changed from Cancelled to any other stage, the course status is automatically changed back to Active.

This helps ensure that course availability accurately reflects operational decisions.

Reporting

During setup, clients can choose which reports should display lifecycle information.

The most commonly selected reports are:

Occupancy Reports
Invoice Reports

Additional reports may also be configured depending on the organisation's reporting requirements and any custom reports already in use.

Availability and Pricing

Course Lifecycle Management is available on:

Middle Weight plans
Heavy Weight plans

A one-off setup fee applies.

During setup, Booking Rooster will configure the lifecycle stages, dashboard filters, course listing indicators, and the specified reports.