How Do I Schedule a Course?
Schedules are put in place to ensure courses will be taken on a specific date with the relevant course, trainer, trainees and location. To create a schedule, you will first need to add courses to the system.
- On the left side menu, click ‘Schedules’.
- Click ‘+ New Schedule’.
- Enter the title, description, the room/location, the start and expiry date.
- Select the course, trainee document type and trainees from the dropdown options (you can select multiple).
Beside the trainees heading, you will see a ‘Filters’ option. By clicking this you can filter the trainees you wish to see by selecting from the different 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’.
If you want 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 +Add trainer/trainee/courses/trainee document type.
- In the section 'Select to Add', you can tick the box(es) beside what you want to add more of, and click the blue arrow.
- To remove, go to the 'Select to Remove' section.
- Tick the box(es) beside what you want to remove, and click the red arrow.
- If you want to deselect the box(es) you have ticked, click the red 'x' at the top of the section.
- If you want to select all, click the blue tick at the top of the section.
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.