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Steps to add a file for Delegates and Trainers:


Related Helpguide Pages

Learn how to send an email to the Trainer(s) assigned to a Course

If you have any ad-hoc Course updates or essential information to share with your Trainers outside the usual automated process, you can quickly craft and send them an email directly from your Courses DataGrid!

Email Details pop-over with 'Trainer Email addresses' selected as the recipient

Follow this page to learn the steps to email the Trainers that are assigned to a Course.


📧 Email a Trainer

This step will take you through finding the Course and emailing the Trainers that are assigned to it

 Email a Trainer
  1. From the Main Navigation Menu, go to Courses>Class or Courses>Web

    Main navigation menu
  2. Using the Search bar in the top right of the DataGrid, search for your Course using the Course ID or Course Name

    Course DataGrid, Search bar highlighted

     

  3. Right-click the Course and click 'Email from the context menu

    Context menu, Email selected

  4. This will open the ‘Email’ pop up box

    Course Details pop up box
  5. From here you can selected whether the Email is a pre made Template or AdHoc. If you have a Template then you can select this by clicking the ‘Select’ button. If you haven't please continue to step 6.

    Email Template select option

     

  6. From the ‘Creation Type’ drop-down, select ‘AdHoc’

    AdHoc option highlighted

     

  7. This will add additional text boxes for you to freely write your email

    Subject and Body fields

     

  8. Under the ‘Sender & Recipient’ section, you will need to choose the option of ‘Trainer Email Addresses’

    To address dropdwon - Trainer Email addresses selected
  9. Once you have added your ‘Subject’ and ‘Body’ of your email, you can select a signature if required

     

    subject and body filled in
  10. Once you are happy with the contents of your Email, click the ‘Send’ button

    Send button


🔍 Optional: View the sent email

This step will take you through viewing the email that has been sent

 View the sent email
  1. From the Main Navigation Menu click Communications

    Main navigation menu, communications option

  2. This will open the communications Datagrid which shows all Email’s and SMS that have been issued to your Users

    communications datagrid
  3. Usually, the ‘Date Created’ column is automatically showing the last Communication sent however, if your column isn't showing this, you can use the ascending and descending arrows to change it so that the column is showing descending

    column ascending and descending arrow

  4. You will now see the Email you have recently sent to the Trainer at the top of the DataGrid

    Email showing in communications datagrid at the top
  5. Right-click on the communication and select ‘Preview’ from the context menu

    context menu, preview option selected

  6. This will open a pop out which shows you a preview of the Emails contents, and any information relating to the communication

    Email pop up showing preview of email sent

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