Scheduling sessions

Open Face-to-face training under Manage. Provider Senior Managers then choose Training dates. This page brings together scheduling, attendance and certificates.

Find a training date

Filter by Home, staff category and course, then use the status tabs:

• Needs attention: anything requiring action
• Upcoming: scheduled and still to come
• Needs scheduling: assigned but no date set
• Past: already happened

Refine further by this week, this month, next 30 days, past 30 days, or a custom range.

A warning banner appears at the top when past events need attendance or certificate action, with a link straight to them.

Scheduling a session

Select Schedule training. The form has four parts, with a Review impact panel down the right that updates as you go.

1. Choose a face-to-face course.
2. Set the date and start and end times. For a session running over several days, select the multi-day option and check both dates.
3. Add the venue, trainer and capacity. Clear the capacity for unlimited places.
4. Select at least one attendee. Home Managers book Home Staff within their access. The session gets its Home or Homes from their staff records.
5. Check Review impact for the selected people, existing assignments, new one-off training tasks, booking clashes and capacity.
6. Select Schedule training. Staff should see the booking in My courses and, for a future date, Upcoming.

Related help

• Record attendance after the session
• Review the Register as a senior manager