How Do I Schedule a Course?
Schedules are put in place to ensure that courses are delivered on a specified date, with the appropriate course, trainer, trainees, and venue. To create a schedule, you must first add the relevant courses to the system.
- On the left side menu, click Schedules.
- Click +New Schedule.
- Enter the Title, Description, Room/Location, the Start and Expiry Date.
- Select the Course, Trainee Document Type and Trainees from the dropdown options (you can select multiple).
Next to the Trainees heading, you’ll find a Filters option. By clicking on this, you can narrow down the list of trainees by selecting from various filter options. For example:
- If you want to see trainees by location who are missing requirements, click Locations and Missing Requirements, it will then show under the dropdown that a total number of 3 trainees from Wexford are missing requirements.
- To undo this, click the red paint brush icon beside the option you selected.
- When you have entered the details of the new schedule, click Save & Submit.
To add or remove trainers, trainees, courses or trainee document types to a schedule:
- Click on the Schedule you want to add more to.
- Click Allocate/Deallocate trainer/trainee/courses/trainee document type.
- Two sections will show Select to Add and Select to Remove with a list of people/documents, tick the box(es) you wish to add/remove.
- You also have the option to select all by clicking the blue tick at the top of the page.
- To deselect all, click on the red X at the top of the page.
- Click the arrow button.
- Click Close.
Note that when a new Schedule is created, an automated notification will be sent to the contractor.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. title, start and expiry date.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description, location, courses, trainee document type and trainees.
This is required before you can add a Schedule:
- Digitise your Evaluation Form
- Set up Courses
- Set up Trainee Document Types
- Set up Trainees
Other options:
- Under the dropdown options, you might see an option to add more, by clicking the ‘Here’ button highlighted. This will take you to the section you wish to add more of, i.e. if you want to add more courses to the system - be cautious that when you click this button, the details you have entered will be deleted.