From the Staff Training Program Page, Leaders and Campus Admins can select the Staff Training that they need to create sessions for.
This article describes how to create a new staff training sessions.
1. Click Programs.
2. Click Staff Training.
If you do not see Staff Training listed, you may need to click the triangle next to your Program list view and select All to locate it.
3. Locate the Services section.
4. Click View All.
5. Click on the Class or Group name that you want to create Sessions for.
6. Click New by Service Schedules.
7. Type in anything into Service Schedule Name. This will be automatically reset as the Staff Training Name and the Dates of the training.
8. Search for and select the correct teacher or facilitator of the training as the Primary Service Provider.
9. Enter how many staff can attend the training at any given time under Participant Capacity.
10. Enter 1 for the Default Service Quantity.
11. Set the First Session Start.
12. Set the First Session End.
13. Select the Frequency of the class or group.
14. Select what Days of the Week the class or group occurs on.
15. Select when the Service Schedule Ends.
We recommend if the staff training is regularly ongoing, to set it up in semesters based on quarter of the fiscal year.
16. Ensure Create Service Sessions is checked.
17. Click Next.
18. Look over the Class or Group Sessions and ensure that none fall on a holiday or a day off.
If you need to remove a Session, click the x on that line.
If you need to add an additional Session, click Add Service Session.
19. Click Next.
20. Click Add for each each staff member you want to add to the Staff Training session.
If you don't see the Staff Member you want to add, don't click New. That will create a new contact in the system. Reach out to the Systems team to solve it.
Search this list is temporarily unavailable.
To find a name, first scroll to the bottom to load the full staff list, then press Ctrl+F(Windows) or Cmd+F(Mac) to open your browsers Find box and type the name.
21. Click Next.
22. Review all the details of the Service Schedule.
23. Click Save.
Your Staff Training sessions have been created and the Staff Members have been enrolled in the training.
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