Update the assigned Trainer on a Course

Steps to update the Trainer assigned to a Course

Related Helpguide Pages

• Courses OverviewPreview

• View all the Delegates on a CoursePreview

• Resources OverviewPreview

• Add a new ResourcePreview

• Create a new VenuePreview

• Create a new TrainerPreview

• Define the Resource Requirements for a Course TemplatePreview

• View all the Delegates on a CoursePreview

• View all Courses that are missing a VenuePreview

• View all Courses that are missing a TrainerPreview

• Update the assigned Venue on a CoursePreview

• Email a TrainerPreview

• View all Trainer availability for the next 30 daysPreview

• Update Trainer's Course competenciesPreview

• Provide a Trainer with access to their accessplanit 'Trainer Portal'Preview

• Trainer Portal OverviewPreview

• Request a Trainer for a CoursePreview

• Send automatic emails to Trainers when the Venue on their Course changesPreview

• Send the Course sign-in sheet to Trainers the day before their CoursePreview

• Send automatic Course Reminder emails to TrainersPreview

If one of your Trainers can no longer lead a Course, you can easily assign a new one to keep your Course schedule on track.

Avoid needing to cancel your Course by identifying a good-fit replacement trainer!

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Follow this page to learn how to change the Trainer assigned to a Course.

Update the assigned Trainer on a Course

1. From the Main Navigation menu select 'Courses Class' or 'Courses Web' this will open the Course DataGrid

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2. Search for your Course using the search bar in the top left of the DataGrid using the Course Name or Course ID

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3. Check the column is included in your DataGrid, if you do not yet have ‘Trainer Names’ included as a column, add it by using the ‘Change Columns’ option

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4. Find the Trainer by applying filters and/or searching the Class or Web DataGrid

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5. Click the Quick-Edit button for this Course Date

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6. Update the Trainer Name from the Quick-Edit pop-up box 

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7. Select the best fit Trainer with an availability type of 'Available'

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8. Select 'OK' when the trainer has been identified

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9. Click the ‘Save & Close’ button to update the changes

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10. Optional - To document why the trainer has been updated on your Course, you can add a Note to the Course

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    You have the option to select the checkbox that allows the Trainer to see the notes from their Trainer Portal view.
    
    

11. Check the DataGrid to see if your changes have been made successfully 

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FAQ’s

Will this process notify the Trainers?