Trainer App

This article details how to create, schedule, add bookings to and fulfil training courses on the Trainer app.

 

How to create a training course

1. Click the 9 dots on the top right corner next to your name, then click 'Trainer'.

2. Click Account Settings, Product Catalogue. *Note if this course is already listed in our Product Catalogue ( the dropdown list when adding a training record or creating a course) you do not need to do this step.

3. Click the green plus icon on the right to add your course name. Ensure this is spelt correctly as it can not be updated once added. Click 'Save changes'.

4. Click 'Training Courses' in the navigation on the left.

5. Select the green plus icon to add a new course

6. Select the name of your course

*Note use the Filter option on the right to just show courses in your product catalogue.

7. Click 'Classroom' or 'Online' beside type.

8. Click 'Yes' or 'No' beside Internal (no means that the course will be publicly available to everyone in the marketplace).

9. Select the Trainer and fill in the course description, for example, an overview of the course.

10. Enter the course Location and total learning time.

11. Enter the price per attendee or price per course as well as the available places.

12. Click 'Save Changes' and the course will be created.

 

How to schedule a course

1. Click the eye icon in the actions column to the right of the course you want to schedule.

2. Click the green plus icon to the right of Scheduled courses.

3. Add the duration of the course.

4. Enter the date and time of the course.

5. To repeat dates, for example if you want this course to repeat every day/week/fortnight or month click 'Add Date', then click 'Repeat Dates'. You can then select how frequently it repeats and for how many courses.

6. To schedule multiple course dates, for example a three day course click 'Add Date' then click 'Multiple Dates'. You can then add all the dates and times this course will run on by selecting them and clicking 'Add Date'.

7. Click 'Save Changes' and the course will be scheduled. 

 

How to add bookings to a scheduled course

1. Click the eye icon in the action column to the right of the scheduled course you want to add attendees to.

2. On the Training Course Manager page, click 'Bookings', then click 'Add Booking'.

3. Enter the Booker name.

4. Enter the attendees details and click 'Save'.

5. Once attendees are added, you can message them by clicking 'Message Delegates' on the bookings tab.

6. You can also remove attendees from a scheduled course by clicking the bin icon in the actions column to the right of their name.

7. Click 'Ok' when this is complete.

You can always go back in and add, remove, message or edit attendees details before the course takes place.

How to fulfil training and mark the course as complete

1. When a training course is finished, it will move under 'Previous Courses'.

2. To fulfil training, click the eye icon in the action column to the right of the course.

3. Click 'Fulfilment' in the Training Course Manager'.

4. Select the training result for all attendees one by one or click 'Mark all Passed' if they have all successfully passed the course. 

5. Click 'Certify Attendees' to generate a training certificate. Enter the issue and expiry date and select the template, then click 'Save'.

6. Click 'Mark Course Complete' and the training will be fulfilled. 

7. Once this is done, the status of the course will be 'Completed' and not visible on the dashboard under 'Upcoming Training' or 'Training to Fulfil'.