How To: Trainer Access

How To: Trainer Access

 

This page explains to your Trainers how they can use the platform. They can refer to the Getting Started guide to learn the basics of DataGrids and other accessplanit fundamentals by clicking here.

 


How to update Delegate contact information

  1. Select the Trainer Portal area and select Courses.


  2. You will be taken to a DataGrid showing all future course dates you are assigned to. Right-click the course date you are interested in and select Delegates from the context menu.



  3. Right-click on the Delegate whose information you want to update and select Edit Contact Information from the context menu.

     




  4. Once you have updated the required information, select Save and Close.

 


How to view Delegate Survey submissions

  1. Click the Trainer Portal area and select Courses. You will be taken to a DataGrid showing all future Course dates you are assigned to.


  2. Right-click the Course date you wish to view Survey submissions for and select View Surveys Submissions from the context menu.


  3. You will be taken to a DataGrid showing all Survey submissions for that Course.


  4. Right-click on the Delegate that you are interested in and select View to access the responses.

 


 


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