Managing Trainer Observations
This guide is designed to assist when managing a Trainer Observation.
Book in the Trainer Observation
Create a “New Trainer Session”
Link to user guide
Assign an “Observing Trainer”
Link to user guide
Salesforce User Guide
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Topics
-
Contacts 13
- Types of Contacts
- Creating a New Contact (Corporate)
- Creating a New Contact (Student)
- Creating a New Contact (Trainer)
- Creating a New Contact (Staff)
- Adding a Trainer Qualification
- Creating Trainer Professional Development
- Updating Trainer Professional Development
- Updating a Trainers Status to allow delivery of training
- Managing Trainer Observations
- Updating a Contact
- Converting Record Type - Contact
- AVETMISS Data & Phone Numbers