How Do I Add a Course Schedule?
Schedules are used to ensure that courses are delivered on a specific date, with the correct course, trainer, trainees, and venue. Before creating a schedule, you must first add the relevant courses to the system.
Note that when a new Schedule is created, an automated notification will be sent to the contractor.
This article includes step-by-step instructions on how to add a Course Schedule.
- On the left side menu, click Schedules.
- Click +New Schedule.
- Enter the Title and Description of the course schedule.
- Enter the Room/Location the course will take place.
- Enter the the Start and Expiry Date.
- Select the Course(s), Trainee Document Type(s) and Trainee(s) from the dropdown options.
Next to the Trainees heading, you'll see a Filters option. Clicking this allows you to narrow down the trainee list by applying various filters. 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.
This is required before you can add a Schedule:
- Digitise your Evaluation Form
- Set up Courses
- Set up Trainee Document Types
- Set up Trainees
- 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.
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.