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you can determine whether that Trainer can access their Portal, and then choose what level of access they have!
Check the boxes to include/exclude access for your Trainer:
You will then be given a series of options, allowing you to configure varying levels of access to functionality, the specifics are as follows:
Set Unavailability - This option allows access to Resource Calendar, so that Trainers can mark when they are or aren't available.
File Store - This allows access to Files stored against courses.
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Admins have the ability to map File Store files to Courses via the "File Store" link when editing the Course. When you add a file, you can tick a box to say Trainers can access it. When File Store Trainers can then access this file by going to their Course list > Right-click > File Store |
Course Notes - Allows a Trainer access to the notes tab stored against course dates
View Notes - Allows the Trainer to right click - view notes stored against courses
Create Notes - Allows the Trainer to add their own notes to this list.
Edit Notes - Allows the Trainer to make changes to existing notes stored against courses.
View Survey Submissions - Allows Trainers to view survey responses/submissions that Delegates have made in relation to the course they are booked against.
Modify Course Status - Allows Trainers to make changes to the status of a course date.
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This is also tied into the Modify Delegate Status Details option, so enabling this will allow Trainers to modify Course and Delegate Statuses |
Generate Register Sheet/Generate Sign-in Sheet - this will allow trainers to generate/issue documents to delegates, such as Sign in Sheets and Registers
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These Documents are saved against Courses as Document Templates, and are accessible by Admins via Administration > Document Templates |
Signatures - On the Trainers Course DataGrid, they can right-click the Course and have an option for Signatures. When they click this menu option accessplanit gives them the option to draw in and save a signature per Delegate
Delegate Access - Gives the Trainers access to view the Delegates on a Course they are training.
Modify Delegate Contact Details - Allows Trainers the ability to edit contact information for their delegates.
Add Delegates to Course Date/Replace Delegate - For non-private bookings, this option allows the Trainer to add/replace delegates onto the course date in question.
When adding Delegates, they are restricted to Delegates that have the same Account as existing Delegates on the Course
When replacing Delegates, they are restricted to Delegates that have the same Account as those they are replacing.Modify Delegate Status Details - This allows trainers to amend a Delegate's Status on the Course (i.e. attended, booked, provisional etc.). They are also able to do this in bulk.
What can my Trainers do in My Teaching?
In this area, trainers can:
Update the status of course dates.
Mark Delegate attendance.
Generate documents, including sign in sheets.
View notes against course dates and Delegates.
Access Delegate responses to pre-training questionnaires.
Accept or decline training requests.
Define availability.
Where to find My Teaching
My Teaching is available in the left-hand menu.
Where to find the Trainer Portal
Once a Trainer logs in to your platform, they can access their portal page from the main menu on the left:
Trainers have access to the following
On this page:
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