PeopleTray provides an efficient way to manage training courses. You can create courses that appear on the course calendar, enabling participants to be booked into a course. After the course is completed, records can be updated and tracked.
Course Workflow in PeopleTray
Courses in PeopleTray follow a defined workflow, which may vary based on your system's configuration. Typically, the process involves the following steps:
- Course Creation: The first step is to open the course, allowing you to enter course details and enable participant bookings.
- Course Completion: The second step is to close the workflow once the course has been completed.
- Course Deletion: The final step is the option to delete the course, should there be an error or if the course becomes invalid.
Adding a New Course
You have two options for adding a new course:
- Manually Create a New Course: Enter the details from scratch.
- Use a Pre-Saved Template: Quickly create a new course based on an existing template.
How to Add a New Course Manually
- Log in as a Custom User or System Administrator.
- In the Menu Panel, navigate to Add New... > Course.
- Fill out the required fields.
- Click the Create Course button.
How to Add a New Course from a Template
If you have recurring training (e.g., site inductions) that occurs regularly (daily or weekly), using a pre-saved template can save time.
- Log in as a Custom Role or System Administrator.
- In the Menu Panel, navigate to Add New... > Course.
- Select the appropriate template from the Copy from Template dropdown.
- Click the Copy button.
- Update the Date From and Date To fields.
- Click the Create Course button to finalise the process.