Trainer Portal Overview

← Knowledge Base Homepage

← Help guide Homepage

← Resource Management Overview

On this page:

How do I set up a Trainer with access to the Trainer Portal?

When setting up a Trainer Resource, you can determine whether that Trainer can access their Portal, and then choose what level of access they have!

Check the boxes to include/exclude access for your Trainer:

Open

You will then be given a series of options, allowing you to configure varying levels of access to functionality, the specifics are as follows:

• Set Unavailability - This option allows access to Resource Calendar, so that Trainers can mark when they are or aren't available. 

• File Store - This allows access to Files stored against courses. 

• Course Notes - Allows a Trainer access to the notes tab stored against course dates

• View Notes - Allows the Trainer to right click - view notes stored against courses

• Create Notes - Allows the Trainer to add their own notes to this list.

• Edit Notes - Allows the Trainer to make changes to existing notes stored against courses. 

• View Survey Submissions - Allows Trainers to view survey responses/submissions that Delegates have made in relation to the course they are booked against.

• Modify Course Status - Allows Trainers to make changes to the status of a course date.

• Generate Register Sheet/Generate Sign-in Sheet - this will allow trainers to generate/issue documents to delegates, such as Sign in Sheets and Registers

• Signatures - On the Trainers Course DataGrid, they can right-click the Course and have an option for Signatures. When they click this menu option accessplanit gives them the option to draw in and save a signature per Delegate

• Delegate Access - Gives the Trainers access to view the Delegates on a Course they are training.

• Modify Delegate Contact Details - Allows Trainers the ability to edit contact information for their delegates. 

• Add Delegates to Course Date/Replace Delegate - For non-private bookings, this option allows the Trainer to add/replace delegates onto the course date in question.
  When adding Delegates, they are restricted to Delegates that have the same Account as existing Delegates on the Course
  When replacing Delegates, they are restricted to Delegates that have the same Account as those they are replacing. 

• Modify Delegate Status Details - This allows trainers to amend a Delegate's Status on the Course (i.e. attended, booked, provisional etc.). They are also able to do this in bulk.

Where to find the Trainer Portal

Once a Trainer logs in to your platform, they can access their portal page from the main menu on the left:

Open

Trainers have access to the following five pages:

Dashboard

This is their home page, which they will see when they first login. Super Admins are able to build a standard Dashboard for Trainers via the Dashboards page in Administration.

Courses
Trainers can manage the details of the Courses they have been assigned to, including updating the status of the Courses, marking Delegate attendance, and generating Course documents.

Confirmations 
The Confirmations page is where Trainers can see the Courses that they have been requested to train, along with their current status; pending, accepted, or declined.

Calendar
The Calendar allows Trainers to view their schedule and mark their availability.

Tasks

The Tasks page is where Trainers can manage their pre and post Course actions! These Tasks can be created by an Administrator, or by themselves.