View all Courses that are missing a Trainer

Owned by Jenna Buttershaw
Last updated: 25 Jan, 2024
10 min read

Steps to view all future, available, Courses

 

Learn how to view a list of all Courses that do not yet have an assigned Trainer.

If there is one thing your Class and Web Courses need to run, it is a designated Trainer! Ensuring each if your upcoming Courses has a Trainer well in advance of its start date is therefore very important.

This page will show you how to identify all future Classroom and Webinar Courses that are missing an assigned Trainer, so that you can proactively address these gaps, and secure the best trainer for each of your upcoming Courses.

 

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Follow this page to learn the steps to view all future Courses that do not have a trainer assigned to them yet.

View all future Classroom Courses that are missing a Trainer

This step will run through how to access the list of upcoming Class Courses that do not yet have a trainer allocated to them.

You will build DataGrid filters that you will be able to reuse the next time you want to view this information!

To view all Classroom Courses that are missing a Trainer, you will follow these steps:

  1. Access and filter your Class Courses DataGrid

  2. Display the information you require in your DataGrid

Access and filter your Class Courses DataGrid

This step will take you to a list of all future Classroom Courses that do not have a trainer

  1. Access the Class Course DataGrid by going to Courses > Class in the main menu on the left-hand side

    Courses class menu

     

  2. This will open the Class Course DataGrid which will show all Class Courses within the Platform

     

  3. First check to see if you have an existing filter available in your DataGrid which only shows you Courses that are missing a Trainer
    Filters may be included in your filters bar, or they may be tucked away in the Filters drop-down box to the right of the filters bar, if you already have a filter available you can click on it to apply it to your DataGrid 

  4. If you do not yet have an existing filter, click on the ‘Filters’ drop-down button to the right of the filters bar

     

  5. Click on the ‘+ Create New’ option 

     

  6. Create your new filter using the following settings:
    Trainer IDs - Is Empty
    Start Date - Period - Future

     

  7. Click the ‘Preview’ button to check that your filter works as you expect!

     

  8. To save your Filter for future use, enter a Filter name in the text box next to the green ‘Save’ button

     

  9. Click on the 'Save' button

     

  10. Your DataGrid should now only show you Courses that do not have a Trainer, and you will have a new Filter in your Filter bar which you can toggle on/off by clicking on it



Display the information you require in your DataGrid

This step will show you how to adjust the columns that are displayed in your Class Courses DataGrid so that you can see the information you need to see

  1. Access the Class Course DataGrid by going to Courses > Class in the main menu on the left-hand side

     

  2. This will open the Class Course DataGrid which will show all Class Courses within the Platform

     

  3. Consider the information that you need to know about your Courses
    This could include start date, Trainer ID, Trainer name, available places, profitability forecast

  4. Remove any columns that you do not need to see in your DataGrid by right-clicking on them and clicking the ‘Remove Column’ option

     

  5. To add additional columns into your DataGrid, click on the ‘Change Columns’ button at the top right of the DataGrid results

     

  6. Use the ‘+' button to add new columns in, search for the column you require and click on the 'Apply’ button

     

  7. You will now see the information you need, within your DataGrid

 

View all future Webinar Courses that are missing a Trainer

This step will run through how to access the list of upcoming Web Courses that do not yet have a trainer allocated to them.

You will build DataGrid filters that you will be able to reuse the next time you want to view this information!

To view all Delegates for Webinar Courses next week, you will follow these steps:

  1. Access and filter your Web Delegates DataGrid

  2. Display the information you require in your DataGrid

Access and filter your Web Courses DataGrid

This step will take you to a list of all future Webinar Courses that have places available for bookings.

  1. Access the Web Course DataGrid by going to Courses > Web in the main menu on the left-hand side

     

  2. This will open the Class Course DataGrid which will show all Class Courses within the Platform

     

  3. First check to see if you have an existing filter available in your DataGrid which only shows you Courses that are missing a Trainer
    Filters may be included in your filters bar, or they may be tucked away in the Filters drop-down box to the right of the filters bar, if you already have a filter available you can click on it to apply it to your DataGrid 

     

  4. If you do not yet have an existing filter, click on the ‘Filters’ drop-down button to the right of the filters bar

     

  5. Click on the ‘+ Create New’ option 

     

  6. Create your new filter using the following settings:
    Trainer ID - Is Empty
    Start Date - Period - Future

  7. Click the ‘Preview’ button to check that your filter works as you expect!

     

  8. To save your Filter for future use, enter a Filter name in the text box next to the green ‘Save’ button

     

  9. Click on the 'Save' button

 

  1. Your DataGrid should now only show you Courses that do not have a trainer, and you will have a new Filter in your Filter bar which you can toggle on/off by clicking on it

     

Display the information you require in your DataGrid

This step will show you how to adjust the columns that are displayed in your Web Delegates DataGrid so that you can see the information you need to see.

  1. Access the Web Course DataGrid by going to Courses > Web in the main menu on the left-hand side

     

  2. This will open the Web Course DataGrid which will show all Class Courses within the Platform

  3. Consider the information that you need to know about your Courses
    This could include start date, Trainer ID, Trainer name, available places, profitability forecast

  4. Remove any columns that you do not need to see in your DataGrid by right-clicking on them and clicking the ‘Remove Column’ option

     

     

  5. To add additional columns into your DataGrid, click on the ‘Change Columns’ button at the top right of the DataGrid results

     

  6. Use the ‘+' button to add new columns in, search for the column you require and click on the 'Apply’ button

     

  7. You will now see the information you need, within your DataGrid



Build a Dashboard Area to show you all available Courses

To build your new Dashboard Area, you will follow these steps:

  1. Add a new Dashboard Area

  2. Add a DataGrid Gadget to show you a list of the future Courses that do not have a Trainer

Optional - Add a new Dashboard Area

This step will show you how to add a new Dashboard Area to your Dashboard, if you already have a Dashboard area that you can add this new gadget to you can skip this step.

  1. Click on the Dashboard main menu option to be taken to your Dashboard

     

  2. Click on the arrow icon button on the Dashboard Area drop-down box

     

  3. Click on the ‘Add Area’ option to create a new, blank, Dashboard Area

     

  4. Provide a name for your new Dashboard Area

     

  5. Click OK

     

  6. You will now have a new Dashboard Area which does not contain any Gadgets

     

  7. Move onto the next step to start adding Gadgets to your Dashboard Area!

 

Add a DataGrid Gadget to show you a list of the future Courses that do not have a Trainer allocated

This step will show you how to add a new gadget to your Dashboard Area which shows you a list of Class and Web Courses that do not have an assigned Trainer.