The Trainings page is where:
- Participants learn about and register for Trainings
- Facilitators and Training Planners manage To-Dos for Trainings they are responsible for.
Note: A fifth role for Organization HR or other Payee, who pays Training registrations on behalf of Participants, is not shown
Public / Participant View
Next Training
Display information about next training, display ‘Register Now’ button
Training Calendar
Display month-at-a-glance information about upcoming trainings, click on any Training for popup containing training details and ‘Register Now’ button
Register Now
Optionally Pay for Training
- Direct Pay
- Accept Pre-Pay
Post-Training
Complete Online Evaluations
Receive Certificates
Facilitator View
Facilitation Invitations
View and respond to pending Facilitation Invitations
Facilitator Prep Sessions
Schedule, Confirm, Certify, Update Facilitator Prep Sessions
Updated Manuals / Materials
Initiate, Acknowledge Receipt of Updated Manuals / Materials
Facilitator Debriefs / Evaluations
Confirm / Complete Co-Facilitator Debriefs / Evaluations
Invoices
Submit / Review Invoices
Training Planner View
Training Setup
Create New Training / Schedule Existing Training
Write Training Summary
Assign Certificates to Training
Facilitator Invitations
Invite Facilitators
Training Finalization
Select Facilitators
Update Training Details with Facilitators
Publish Training to Public Calendar
Manage Trainee Invitation Email Templates
Send Trainee Invitation Emails
Facilitator Prep Sessions
Confirm Facilitator Prep Sessions, Send Reminders
Updated Manuals / Materials
Review / Ship Updated Manuals / Materials Requests
Training Prep
Generate Certificates
Print Attendee List
Training Evaluations
Review Online Evaluations
Facilitator Debriefs / Evaluations
Confirm Co-Facilitator Debriefs / Evaluations
Release Payments
Invoices
Review Facilitator Invoices
Send Facilitator Payments
Administrator View
During Virtual Trainings
Address Support Issues