Managing trainers

DMF

1805** TRAINING TRAINERS TRAINERS

Trainers are people that present training sessions. It is necessary to create a trainer in order to link them to training sessions.

DMF

180504 TRAINING TRAINERS SEARCH

180501 TRAINING TRAINERS NEW
1 Go to Training > Trainers and click on in the action bar.
2 Under the Main information section, enter the information:
Field Description
Title, Last name and First name

Enter the trainer's identity.

If the Linked employee field is entered, the Last name and First name fields are filled in automatically and cannot be modified. The Title field cannot be modified but remains empty.
Linked employee

If you want your trainer to be associated with an employee, enter the employee in this field. Otherwise, leave the field empty.

If you enter the field, other fields are filled in automatically from the employee record sheet. Furthermore, the trainer record sheet will be linked to the employee.
Email, Phone number and Fax

Enter the trainer's contact details

If the Linked employee field is entered, the Email and Phone number fields are filled in automatically and cannot be modified. The Fax field remains empty and can be modified.
End date

Enter the date on which the trainer will stop being a trainer.

The trainer will still be entered in already created sessions but it will no longer possible to select them again when creating or modifying a session.
Status

Select the trainer's status.

Reference

To create and set up trainer status, see Creating a trainer status.
Type Enter the trainer's type.
Scheduled

Check this box if you want a scheduled item to be created automatically on the trainer's calendar for each session to which the trainer is linked.

Important

For scheduling to work, a training action code must be created (see Creating a training action code).

If the trainer is not linked to an employee, they will not show by default on the schedule. Therefore it is necessary to enter an existing employee in the Linked employee field or to create an external employee in Edit > New linked external employee.
Comment Add a comment.
3 Under the Main address section, enter the trainer's address.
4 Under the Qualification section, enter the trainer's qualifications:
Field Description
Technical field Select one or more technical fields at which the trainer is skilled.
Technical sub-field

Select one or more technical sub-fields at which the trainer is skilled.

The list contains technical sub-fields corresponding to the technical field entered.
Language

Select one or more languages that the trainer knows well.

When you select a language, it is added to the table.

To delete languages, click on a language in the table and press Delete.
Skill Add a comment about the trainer's skills.
5 Under the Association section, enter the information:
Field Description
Supplier

Enter the supplier linked to the trainer.
Manager

Enter one or more managers associated with the supplier.

The list displays active and generic employees.

When you select a manager, they are added in the table.

To delete a manager, click on them and click on .
6 In the action bar, click on .

The trainer is created. It is possible to associate them with training sessions.

Prerequisite: Schedule items must be created for the trainer (see Creating a scheduled item from the session).

1 Go to People > Resources (Employees and Subcontractors) and start a search.
2 In the search results, select the line of the employee linked to the desired trainer then click on on top of the results.
3 Select the period to take into account and possibly the project to take into account.
4 Click on Validate.

The trainer's schedule is displayed.

From a trainer recordsheet, available from Training > Trainers, the Session tab allows to view sessions list on which the trainer is specified.

A period can be specified to filter sessions according to the date. Then, click on to apply the filter and update the list.

When you are on modification mode, a line can be deleted by selecting it and clicking on ; The trainer is not longer specified as trainer on the associated session.

A session can be opened by double-clicking on it from the list.

DMF 180502 TRAINING TRAINERS MODIFY
1 Open the trainer's record sheet and click on in the action bar.
2 Modify the desired information.
3 In the action bar, click on .

The trainer is modified.

DMF 180511 TRAINING TRAINERS BATCH UPDATE

Prerequisite: Custom data must be created (see Custom data).

Custom data can be modified on multiple objects or third parties at once.

1 Start a search and select the results to modify.
2 Right-click on the selection and click on Edit custom data.

The Modify custom data window opens.

3 Check the custom data to modify and enter the new value for each checked element.
4 Click on Validate.

Custom data are modified in the selected management objects.

DMF 180503 TRAINING TRAINERS DELETE

Important

Deleting a trainer cannot be reversed.

Deleting a trainer is impossible if they are linked to one or more sessions.

From the trainer's record sheet, click on in the action bar and confirm the deletion.