Below is a collection of frequently asked questions that may help you use this site more effectively, You may also find our Website Guide helpful.
If you have a question that is not answered below, please email us at onlineservices@mercia-group.co.uk

1.0 General >

1.1 How do I register onto the course booking site? Answer
1.2 How do I log into the course booking site? Answer
1.3 How do I log out of the course booking site? Answer
1.4 What is the key code? Answer

2.0 Enrolments >

2.1 How do I find a course online? Answer
2.2 How do I enrol on a course online? Answer
2.3 How do I view my course enrolment history? Answer
2.4 How do I add another delegate to a booked course? Answer

3.0 Course Information >

3.1 How do I view my regional groups current course programmes? Answer
3.2 How do I download CPD course notes/slides? Answer
3.3 How do I view CPD and PDC course details? Answer
3.4 How do I view venue information? Answer

 

4.0 Administration >

4.1 How do I change my login details? Answer
4.2 How do I change my password? Answer
4.3 How do I view my users? Answer
4.4 How do I add a user? Answer
4.5 How do I delete a user? Answer
4.6 How do I add a delegate? Answer
4.7 How do I delete a delegate? Answer

5.0 Subscriptions >

5.1 How do I gain access to the digital subscriptions?Answer
5.2 How do I view my digital subscriptions? Answer
5.3 I have downloaded an Audit/SAM/Compliance manual and I am getting a Macro error in Microsoft Word Answer
5.4 I have downloaded an Audit/SAM/Compliance manual and I am using Microsoft Word 2007 Answer

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Answers >

1.1 How do I register?

  1. Select the “Click Here to Register” button on the front page.
  2. Fill in all of the fields shown on the page.
  3. In order to make locating courses easier on the website you can select the region that your company is in.
  4. Once all of the fields are complete select the “Register” button.
  5. You will then receive an email containing your username and password as well as your key code.
  6. This key code will have to be entered the first time you log into the website. It will also have to be entered every time you add a new member to your company’s online account, when they log in for the first time.

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1.2 How do I log into the online course booking site?

  1. To log onto the website enter your username (email address) and your password in the login box.
  2. Then select the “Login”
  3. If this is your first time that you are logging in on a new account then you will be asked to enter your Key code that you received upon registering. You will also have to enter and confirm a new password to be used with the online booking account.


If you have forgotton your username and/or password, please click on Forgotton Password which you will find on the login screen.

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1.3 How do I log out of the online course booking site?

1. Click on the Logout link towards the top right hand side of the screen


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1.4 What is the key code?

The key code is generated the first time that you register for Mercia’s online booking service. It will be sent to you in an email shortly after you register, this is required for you to activate your account and you will be prompted to do so the first time you log in.

The key code will also be required by new users set up onto an existing Mercia online booking account. It will have to be entered the first time that the new user logs into the account, if you are a new user on an account then please ask whoever set up your account for the key code to enable you to use your account.

How do I find out what my key code is?

If you have lost your key code then please contact us and request for your key code to be re-sent, you can email us at onlineservices@mercia-group.co.uk or telephone either Sarah or Craig on 0116 2581200.

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2.1 How do I find a course online?


If you are an existing member of the website:
  1. Log onto the site.
  2. Then select the “Online Booking” link at the top right of the page.
  3. This will bring you to the Course Selection page; this will be set to show you only courses within your specific group or region.
  4. To view all courses that are available you must select “Show All Open Courses” from the drop down menu above the search options, then select go.
  5. In order to refine your search you can use the search options provided on the Course Selection page.
  • To find a course by date, you can enter the start and end dates under option 1 and then select go.
  • To find a course by name, location or level select the required information from the drop down boxes under option 2 and then select go.
  • To search using a keyword, enter the keyword in the search box under option 3 and select then select go.

6. To view more details about the a course you can select the “More Details” button along the right hand side of the page or click on the course name.
7. To view details about the course venue, click on the course venue name.

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If you are not a member of the website:
  1. Then you can choose to register or you can view courses without registering, however if you do not register then you will not be able to book courses online.

    If you choose to register then please follow the steps shown in “if you are an existing member of the website” above to locate your course.

  2. Select “Click Here to View Courses” under the online booking section on the front page.
  3. Once on the Course Selection page you will be shown a list of all of the courses available
  4. In order to refine your search you can use the search options provided on the Course Selection page.
  • To find a course by date, you can enter the start and end dates under option 1 and then select go.
  • To find a course by name, location or level select the required information from the drop down boxes under option 2 and then select go.
  • To search using a keyword, enter the keyword in the search box under option 3 and select then select go.

5. To view more details about the a course you can select the “More Details” button along the right hand side of the page or click on the course name.
6. To view details about the course venue, click on the course venue name.

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2.2 Enrolling on a course online

  1. After finding your course, click on the "Book Now" button to book places on the course or click more details to see more information regarding the start times and Venue etc
  2. After clicking "Book Now", you will see the course details and the option to add more people on to the course by changing the number of places.
    Once you have selected the course(s) you would like to book, click "Go to Step 2"
  3. In this next screen you have the option to add new or existing delegates onto the course(s) you have selected, to add new delegates, choose the first option or use the drop down menu to choose an existing delegate. Then click on "Confirm These Details" to proceed.
  4. In the 3rd stage of the enrolling process, you are given the course and delegate details as well as the total price for the course, if you are happy with this, click "Confirm & Book Places" to go to the final stage, If not, click the back button to change the appropriate details.
  5. The final screen will show a summary of your booking and an email will have been sent to confirm your booking.

If you do not recieve a confirmation email, please contact Sarah Cooper or Craig Smith on 01162581200

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2.3 How do I view my course enrolment history?

  1. Once you are logged onto the course booking site, click on “Online Services” at the top of the page.
  2. Then select “My Booked Courses” at the top right of the page.
  3. This will bring up a list of your provisional bookings and confirmed bookings.
  4. To view courses that have already taken place you have to select the “Include Past Courses” tick box and then select go.
  5. You can then download a copy of a .CSV file containing a list of your booked courses and previous courses to your PC. To do this click on the “Download .CSV Data File” link towards the bottom left hand side of the screen.

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2.4 How do I add another delegate to a booked coursed?

  1. Click on the “My Booked Courses” link at the top right of the page.
  2. Click on the name of the course that you wish to add an extra delegate to.
  3. Scroll down to the add delegate table.
  • If it is a new delegate you wish to add that you have not added under your “My Users” section you will have to enter their forename and surname into the boxes provided
  • Then click the "Add" button at the bottom right of the "Add Delegate" table.
  • Next use the scroll box in the "Add Delegate" table underneath the Existing heading and select the delegates name you have just entered.
  • Then click the "Add" button at the bottom right of the "Add Delegate" table and they will be added onto the course.

  • If the delegate is an existing delegate then select their name from the drop down box in the “Add Delegate” table.
  • Then click the “Add” button at the bottom right of the “Add Delegate” table and they will be added onto the course.

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3.1 How do I view my training groups current course programmes?

1. Click on either the CPE Programme or PDC Programme links found at the top right hand side of the screen to display your training groups current course programmes in pdf format

To show courses within your group/region, select this option from the drop down menu, found towards the middle of the course selection screen.

To search for courses outside of your training group you must select 'Show all open courses' from the drop down menu.

Note: You will need a copy of Adobe Acrobat Reader installed on your PC to view or download pdfs. To download a copy of Adobe Acrobat Reader click here

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3.2 How do I download CPD course notes/slides?

National/Full members:
  1. Login and click on "Online Booking" at the top of the page
  2. Click on the “Notes/Slides” link at the top right of the page
  3. To download the notes/slides right click on either the “Course Notes” or “Course Slides” and select Save Target As.
  4. Then select the location where you would like to download the notes/slides to and select save.
  5. To view the notes/slides online left click on either the “Course Notes” or “Course Slides” link.
PAYGO:
  1. Login and click on "Online Booking" at the top of the page
  2. Click on the “Notes/Slides” link at the top right of the page
  3. Locate the course that you wish to view the notes or slides for
  4. Then select the “Course Notes” or “Course Slides” link depending on what you wish to view.
  5. This will then open up a window asking you to confirm your choice.
  6. If you wish to continue select the “Request Notes/Slides” link in the centre of the window. If you do not want to continue then select “Close Window” to return to the Notes/Slides page.
  7. Once you have selected “Request Notes/Slides” the window will then verify this and you will receive an email containing your notes and/or slides.

Note: You will need a copy of Adobe Acrobat Reader installed on your PC to view or download pdfs. To download a copy of Adobe Acrobat Reader click here

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3.3 How do I view CPD and PDC course details?

1. In the Course Selection screen, click on the course name. The course details for the particular course will then be displayed in pdf format.

Note: You will need a copy of Adobe Acrobat Reader installed on your PC to view or download pdfs. To download a copy of Adobe Acrobat Reader click here

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3.4 How do I view venue information?

1. In the Course Selection screen, click on the venue. Contact details for the particular venue will then be displayed.

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4.1 How do I change my login details?

  1. Log onto the site and select the “My Details” link at the top of the page.
  2. Enter any new information into the text boxes in the “member information” or “address information”
  3. Once completed click on the “Apply All Changes” button

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4.2 How do i change my Password?

The first time you log onto your online booking account you will be asked to change your password. To do this follow the instructions that appear onscreen.

  1. Log onto the site and select the “My Details” link at the top of the page.
  2. Then select the “My Password” near the top right of the page.
  3. Enter your current password into the “current password” text box.
  4. Enter your new password first into the “new password” box and then into the “confirm new password box”.
  5. Then click the “Apply All Changes” button.

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4.3 How do I view my users?

  1. Log onto the site and click on the “My Users” link at the top right side of the screen
  2. Scroll down the page to the section called “Individual Users”
  3. You can choose to hide or show only active and/or inactive members which the drop down box above the “Individual Users” section this will affect both the users and the delegates which are shown.

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4.4 How do I add a user?

  1. Log onto the site and click on the “My Users” link towards the top right side of the screen.
  2. Scroll down the page to the “Add User to Member” table.
  3. Enter the users’ salutation, forename, surname and email address. Ensure the email address is correct as this will be their username when they log onto their online booking account.
  4. Next you have to choose the permission type you wish to give the new user:

    • Member Co-ordinator - A new user signed up as a member co-ordinator will have all the abilities that the original account creator has for the company. This includes booking multiply places on courses and viewing the bookings of other users in the company.
    • Booking - A new user signed up with only booking permission will only be able to book places on courses for themselves and can not view bookings made by other users.
    • View Only - A view only member will only be able to see the courses that are available on the online booking website and will not be able to view any bookings that have been made by the company, or book any places themselves.
  5. Then select whether wish for the new user to receive the Mercia Newswire e-Newsletter by s selecting the tick box.
  6. Then click on the “Add User” button to the right of the “Add User to Member” table.

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4.5 How do I delete a user?

You are unable to delete a user from your account but you can disable their access and hide them from view by de-ticking their active box.

  1. After logging into the site, click on the “My Users” link at the top right side of the screen.
  2. Scroll down the page to the table called “Individual Users”
  3. Locate the user that you wish to deactivate and de-tick their active box.
  4. Then scroll down to and click the “Apply All Changes” button.
  5. To hide the deactivated users from view locate the drop down menu above the “Individual Users” table.
  6. Then to view only active users select “Active Members” from the drop down menu.
  7. To view only In-Active (deactivated) users select “In-Active” from the drop down menu.

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4.6 How do I add a delegate?

1. Click on the My Users link towards the top right side of the screen
2. Scroll down the page to the Add Delegate to member box
3. Enter the delegates forename and surname
4. Click on the Add Delegate box
5. Click on the Apply All Changes box

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4.7 How do I delete a delegate?

You are unable to delete a user from your account but you can disable their access and hide them from view by de-ticking their active box.

  1. Click on the “My Users” link at the top right side of the screen.
  2. Scroll down the page to the table called “Individual Delegates”
  3. Locate the delegate that you wish to deactivate and de-tick their active box.
  4. Then scroll down to and click the “Apply All Changes” button.
  5. To hide the deactivated delegates from view locate the drop down menu above the “Individual Users” table.
  6. Then to view only active delegates select “Active Members” from the drop down menu.
  7. To view only In-Active (deactivated) delegates select “In-Active” from the drop down menu.
  8. To view all delegates select “All” from the drop down menu.

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5.1 How to I gain access to the digital subscriptions?

Vision
  1. From the home page select the link “Click Here for More Info” under the vision section of the page.
  2. This will open up a new window from the Mercia Brochure site called Technical Support (http://mercia-group.co.uk/technical_support/quarterly_update.htm)
  3. On this page select “Order Online” button towards the bottom of the page.
  4. Then fill in the quarterly technical update order form
  5. Then select the tick box for “PDF version per quarter at £100 per annum”
  6. Then select the “Submit” button
Client Information Factsheets
  1. From the home page select the link “click here” under the Client Factsheet section of the page
  2. This will open up a new window from the Mercia Brochure site called Marketing Support (http://www.mercia-group.co.uk/marketing_support/factsheets.htm)
  3. On this page scroll down the page and select the “Order Online” link a the bottom of the page
  4. Then fill in the Client Information Factsheet Order Form
  5. Select which versions of the Client Information Factsheet you would like to have access to.
  6. Then select the “Submit” button
E-news
  1. From the home page select the link “click here” under the E-News Library section of the page
  2. This will open up a new window from the Mercia Brochure sire called Marketing Support(http://www.mercia-group.co.uk/marketing_support/newsletters_monthly_newswire.htm)
  3. The select “Order Online” at the bottom of the page
  4. Then fill in the Newsletters Order Form ??? Don’t know what to select??
Technical manuals
  1. From the home page select the link “click here” under the Technical Manuals section of the page
  2. This will open up a new window from the Mercia Brochure sire called Technical Manuals (http://www.mercia-group.co.uk/technical_manuals/index.htm)
  3. On this page select the link “Audit Manual” which is underneath the Technical Manuals For You Client Work title
  4. The select “Order Online” at the bottom of the page
  5. Then fill in the Technical Manuals Order Form
  6. Next select which manuals you wish to purchase to view online. Currently only Special assignment manuals, audit manuals and compliance manuals are available to view online.
  7. Then select the “Submit” button

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5.2 How do I view my subscriptions?

To view your digital subscriptions you must first be subscribed to the section that you wish to have access to.

  1. Firstly, log onto the Mercia online website
  2. Once logged on you can gain access to the individual subscriptions by using the link provided on the home page.
  3. Select the relevant link on the page within the digital subscription area that you wish to access.
  4. Once on the page for the subscription you require, you can view the subscription online by left clicking on the link, or you can download it by right clicking on the link and selecting “ save target as”

The digital subscriptions can also be viewed by selecting the link you want from the top right of the page.

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5.3 I have downloaded an Audit/SAM/Compliance manual and I am getting a Macro error in Word

After downloading a manual from our website you may experience an error message when you first enter the creator document informing you that "the Macros in this document are disabled...", this is due to a security setting not allowing the macro to run.

To change the security setting please follow the instructions below or download them here:

  1. In Microsoft Word (V2000 to 2003) click on the tools tab in the top toolbar and choose Macro and scroll over to Security.
  2. In the security window, select the Medium setting and click OK
  3. Now come out of Word completely and double click on the creator document shorcut from your desktop again and when asked, enable macros

If you experience any further problems or have any queries regarding the Audit/Compliance manuals then please contact onlineservice@mercia-group.co.uk or telephone IT on 0116 2581200.

5.4 I have downloaded an Audit/SAM/Compliance manual and I am using Microsoft Word 2007

If you are using Word 2007 and have downloaded and installed any one of our manuals, you may find that nothing appears to happen after entering the Creator document, this is due to a high security setting in Microsoft Office that is set by default.
To change the security setting so our software will run on your machine, please download the instructions by clicking here.

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