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Request a Trainer for a Course

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Request a Trainer for a Course

Steps to request a Trainer to lead a Course

Related Help Guide Pages

Learn how to send an email to a Trainer to request that they deliver a Course.

If you require Trainers to accept or decline Course delivery invitations, you can manage this process using Trainer Requests! When triggered, the platform sends an email directly to the selected Trainer, giving them the option to accept or decline the Course with a single click in that email. Their response is then automatically recorded in your platform, so that you can keep on top of it!

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This page will walk you through the steps to send a Trainer Request.

Send a Course request to a Trainer

Follow these steps to generate a Course request for a Trainer on one of your Courses

 

  1. Open the ‘Class’ or ‘Web’ Courses DataGrid from your main navigation menu on the left

    aa4dbb6f92e589a9a5a128bbca1e6be0-20250611-082457.gif

     

  2. Find the Course you would like to request the Trainer for by applying filters and/or searching the Courses DataGrid

    image-20250611-082809.png

     

  3. Right-click the Course and select ‘Edit’ from the Context menu

    image-20250611-083105.png

  4. Select ‘Trainer Confirmations’ from the left Course menu

    image-20250611-083300.png

     

  5. Click the ‘Add Trainer Confirmation’ button at the top of the DataGrid

    Trainer Confirmations Section.png

     

  6. Click the ‘Select’ button to open a list of existing Trainers that can be assigned to the Course

    Add Confirmation.png

     

  7. Select the Trainer(s) that you would like to send the Trainer Request to

    Select the Trainer.png

     

  8. Click the ‘OK’ button

    okay button.png

     

  9. Optional - Add additional text to the Request in the text box. When you are ready to send the request, click the ‘Send’ button at the bottom.

    Add optional extra.png

     

  10. The Request is now sent, which creates a system-generated email that will be sent to the trainer. This email has the option for the Trainer to ‘Accept’ or ‘Decline’ the request.

    accept or decline.png

     

Check the status of your Trainer Course requests

Follow these steps to check on your Requests for a Trainer on your Course Dates

 

  1. Open the ‘Class’ or ‘Web’ Courses DataGrid from your main navigation menu on the left

    aa4dbb6f92e589a9a5a128bbca1e6be0-20250611-082457.gif

     

  2. Find the Course you would like to request the Trainer for by applying filters and/or searching the Courses DataGrid

    image-20250611-082809.png

     

  3. Right-click the Course and select ‘Edit’ from the Context menu

    image-20250611-083105.png

  4. Select ‘Trainer Confirmations’ from the left Course menu

    image-20250611-083300.png

     

  5. Add the ‘Status’ column to the DataGrid

    image-20250611-084311.png

     

  6. Once a Trainer has clicked ‘Accept’ or ‘Decline’, the status will change within the Trainer Confirmations DataGrid. If the status is ‘Unknown’, this means they haven't responded yet

    Status.png

     

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