Assigning a Trainer to a Session

This guide outlines how to assign a trainer to a session.

If you are already in the course, skip this step and go to step 2.

Click on the 9 dot icon on the top left corner of the screen, start entering 'course' in the search field and click on Courses.

In the Courses screen, use the filter and search functions to locate the course. Click on the relevant link in the Course Name column.

The Course screen is displayed.

2. Assign a Trainer

 In the Course screen, click Assign Trainer.

A list of Available Trainers is displayed.

Trainer assignment criteria

To be displayed in the Available Trainers list, trainers must meet the following criteria:

  • they must be available on the day of the session, that is, they have no other sessions allocated at that time and are not on leave, AND
  • they must have the required units of competency (marked as 'Probationary' or 'Full').

Drag and drop the available trainer to the session.

Alternatively, if you wish to assign the same trainer to all sessions (if there are more than one), click the Add to All button

The selected trainer can be dropped anywhere on the Sessions line and will be automatically added to the session.

Do not search for and select a trainer in the TRAINER field, as they may not be appropriately qualified or may not be available on the day of the session.

If you have a need to assign a trainer who is not on the Available Trainers list, please consult with your Team Leader first.

If trainer sessions have also been created for the course, you should assign trainers for these sessions also. Note that the TRAINER SESSION checkbox will be automatically selected.

3. Designate the primary trainer

Tick the PRIMARY checkbox for the primary trainer for the course. This will be the trainer who is responsible for resulting the course.

Click the Back to Course button.

4. Confirm primary trainer assigned

In Courses screen (Details tab), the Primary Trainer field will display the primary trainer and owner you just assigned.

You may need to refresh the course page to reflect the new owner