In PeopleTray, a course is deployed to a workflow. Depending on your system's configuration, your course will undergo a number of steps/transitions. Generally...
- The first step of the workflow would be to open the course, thereby allowing the course details to be added and allowing course bookings to take place.
- The second step, would be closing the workflow as a course has been completed.
- The third step, would be a delete step, just in case there is a mistake or it becomes invalid.
How to add a new course
- Login as Custom Role & System Administrator
- On the Menu Panel navigate to Add New... > Course
- Complete mandatory fields
- Click Create Course button
How to add a new course from a template
If you have re-occurring training (e.g. site induction) that takes place every day/week, it might be useful to copy from a template.
- Login as Custom Role & System Administrator
- On the Menu Panel navigate to Add New... > Course
- Select the appropriate template at Copy from Template field
- Click Copy button
- Update Date From and Date To
- Click Create Course button
