In order to organize your training sessions optimally, we have introduced a drag-and-drop option in the "All my sessions" tab. We explain how it works 👇
There are 4 columns available to indicate the status of a training session. These columns are:
Drafts. This where you would put a session when a client has requested a quote from you, but it has not been approved, yet. This is also where you would organise a session that you have offered to a teacher but they have not yet confirmed their presence; In short, any training session has not yet been validated.
Planning in progress. The budget has been signed, but you still do not have the exact dates on which the training will take place. At this stage, agreements or contracts are not yet signed and the programme may not be defined.
Scheduled. You have a precise date, the contracts and/or agreements are signed, the students are registered for the training. The session is scheduled.
Completed. The training has been carried out and your dossier is closed.
But how do we move a session from one column to another? It's this easy 👇
You can also hide columns to reduce their visibility. Simply click on the little arrow next to each one:
In case of a cancelled session:
The easiest way is to leave the session in draft status, i.e. to bring it back to the "Drafts" column by dragging and dropping it in the appropriate column. You can optionally change the name of the session to "cancelled."
How to delete a training session
To delete a session:
Open it from the All Sessions tab
Go to the Session Setup tab
Click the Remove button 👇
We will ask you to confirm its deletion before removing it completely from our servers. Please note: Deleting a session will delete all assessments included with it, as well as any associated learner documents and attendance records.
To learn more...