View all Courses that are missing a Trainer

Steps to view all future, available, Courses

1 View all future Classroom Courses that are missing a Trainer
2 View all future Webinar Courses that are missing a Trainer
3 Build a Dashboard Area to show you all available Courses

Related Helpguide Pages

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.

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:

Access and filter your Class Courses DataGrid
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

Access the Class Course DataGrid by going to Courses > Class in the main menu on the left-hand side
This will open the Class Course DataGrid which will show all Class Courses within the Platform
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
If you do not yet have an existing filter, click on the ‘Filters’ drop-down button to the right of the filters bar
Click on the ‘+ Create New’ option
Create your new filter using the following settings:
Trainer IDs - Is Empty
Start Date - Period - Future
Click the ‘Preview’ button to check that your filter works as you expect!
To save your Filter for future use, enter a Filter name in the text box next to the green ‘Save’ button
Click on the 'Save' button
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

Access the Class Course DataGrid by going to Courses > Class in the main menu on the left-hand side
This will open the Class Course DataGrid which will show all Class Courses within the Platform
Consider the information that you need to know about your Courses
This could include start date, Trainer ID, Trainer name, available places, profitability forecast
Remove any columns that you do not need to see in your DataGrid by right-clicking on them and clicking the ‘Remove Column’ option
To add additional columns into your DataGrid, click on the ‘Change Columns’ button at the top right of the DataGrid results
Use the ‘+' button to add new columns in, search for the column you require and click on the 'Apply’ button
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:

Access and filter your Web Delegates DataGrid
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.

Access the Web Course DataGrid by going to Courses > Web in the main menu on the left-hand side
This will open the Class Course DataGrid which will show all Class Courses within the Platform
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
If you do not yet have an existing filter, click on the ‘Filters’ drop-down button to the right of the filters bar
Click on the ‘+ Create New’ option
Create your new filter using the following settings:
Trainer ID - Is Empty
Start Date - Period - Future
Click the ‘Preview’ button to check that your filter works as you expect!
To save your Filter for future use, enter a Filter name in the text box next to the green ‘Save’ button
Click on the 'Save' button

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.

Access the Web Course DataGrid by going to Courses > Web in the main menu on the left-hand side
This will open the Web Course DataGrid which will show all Class Courses within the Platform
Consider the information that you need to know about your Courses
This could include start date, Trainer ID, Trainer name, available places, profitability forecast
Remove any columns that you do not need to see in your DataGrid by right-clicking on them and clicking the ‘Remove Column’ option
To add additional columns into your DataGrid, click on the ‘Change Columns’ button at the top right of the DataGrid results
Use the ‘+' button to add new columns in, search for the column you require and click on the 'Apply’ button
You will now see the information you need, within your DataGrid

Build a Dashboard Area to show you all available Courses

This process will show you how to build a new Dashboard Area on your Dashboard for you to view a gadget that shows you all future Courses (Class & Web) that do not yet have a trainer assigned to them.

This Dashboard Area will then be available to you from your homepage each time you login so that you always have quick access this information!

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

Add a new Dashboard Area
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.

Click on the Dashboard main menu option to be taken to your Dashboard
Click on the arrow icon button on the Dashboard Area drop-down box
Click on the ‘Add Area’ option to create a new, blank, Dashboard Area
Provide a name for your new Dashboard Area
Click OK
You will now have a new Dashboard Area which does not contain any Gadgets
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.

When you are viewing the Dashboard Area that you would like to add your Gadget to
Click on the ‘Add Gadget’ button at the top right of the page
Find the ‘DataGrid’ gadget and click the ‘Add Gadget’ button
The Gadget will be added to your Dashboard, however it now needs configuring
Click on the message within the Gadget to open the settings to set your Gadget up
Complete the following details:
1. Header: Provide a name for your gadget that will make sense to you later, for example ‘Courses missing a trainer’
2. Auto Refresh: We recommend leaving this option disabled so that the gadget is not affecting the performance of your platform when you are not using it
3. Auto-height: We recommend leaving this option unchecked so that you can change the height of the gadget yourself
4. Module: Select the ‘Course Date’ module
5. Columns: Select the Course information that you would like to include in your DataGrid Gadget, and select which columns you would like to sort your Courses by (for example, if you would like to see all the Courses that are running first, you can sort by the Start Date ascending)
6. Filters: this is where we will define the criteria for the Courses we want to show in the Gadget! The filters we recommend for this are:
  1. Start Date – Period – Future (this will mean that the gadget is only counting Courses which are due to start in the Future)
  2. Course Status - Is In - Available & Fully Booked (this will mean that Courses that do not have these statuses will be ignored)
  3. Trainer IDs - Is Empty (this will mean that only Courses that do not have any Trainers assigned to them will be included)
Click Save to complete your Gadget
You can now reposition and adjust the size of your Gadget before moving onto the next one. You can do this by hovering over the edge of the Gadget and using the arrows to drag it to size