Trainer

Use the Trainer Portal

Monday, Dec 9, 2019 by Scott Spence Portal, Trainer Portal, Trainer

The trainer portal is accessed using the url: https://<short name>.coursesales.com/trainerportal Those logins that have access to the trainer portal can do useful thing to help them manage the students and course: Update student documents (enrolments) Correct USI details, and submit these for validation Print a signout sheet/Registration List Download the list of studnets: to use the download feature (of the registration list) the trainer role must have Document View permissions.

Notify Trainers of an up-coming course

Tuesday, Oct 25, 2016 by Scott Spence Workflow, Trainer, Course Date, Process Step, Email

Trainers are busy - how can be help them manage their schedule and keep updated with the courses that they are scheduled to attend? CourseSales.com offers a number of ways to do this. Firstly the trainer portal displays the courses that a trainer is linked to, this means that the ‘schedule’ is the most up to date display of the courses scheduled for a trainer - it even includes past courses and cancelled courses.

Use the Schedule

Thursday, Oct 30, 2014 by Scott Spence Schedule, Logins, Course Date, Trainer

The Schedule, under the Contact tab is a quick way to see the courses linked to a particular user or role. Colour coding The grey course are completed or past cancelled courses, dark green are scheduled, light green (teal) are completed but not yet finished and blue are cancelled courses. Filtering You can filter by user or by role. Once you have filtered by a user or role you can then filter by the other to further narrow down results.

Trainer

Use the Trainer Portal

Notify Trainers of an up-coming course

Use the Schedule

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