Who is this article for?

Users responsible for Training Provider records.

Training Administrator (TRGADM) permissions are required.

To each Training Course you create, you can assign a Training Provider. This article walks you through how to enter Providers into your system.

1. Accessing Training Providers
2. Creating Training Providers
3. Assigning Trainers
4. Amending Training Providers

1. Accessing Training Providers

To access Providers:

1. Navigate to Training Manager.
2. Select System Admin.
3. Choose Training Provider.

The screen is paginated and records are viewed by selecting the page numbers to the bottom left of the list screen.

The list can be filtered by Training Provider, based on a string of characters contained within the training provider name, and a check box for inclusion of inactive records.

Select the Search icon to display your filtered list. The list can be sorted by column.

2. Creating Training Providers

To create a provider:

1. Click the New Training Provider icon located to the right in the Training Providers List header bar.

2. Enter the mandatory Training Provider Name.
3. Add optional details: Telephone, Email, Address, City/Town, Postcode.
4. Tick Active to make the Provider selectable in other areas of the module.
5. Click Save.

Once saved, Trainers can be associated with the Training Provider record.

3. Assigning Trainers

To assign Trainers:

1. Choose a Training Provider by clicking anywhere in the record row.

1. Choose a Trainer from the dropdown.
2. Click the the Add Trainer icon.
   Trainer records are created and managed by System Administrators.

You will be returned to the Training Provider details screen, now updated with your selection(s).

Any Trainers that may have been added in error can be removed by clicking the Remove Trainer icon to the right of the Trainer's name.

4. Amending Training Providers

To edit a Provider:

1. Choose a Training Provider by clicking anywhere in the record row.

2. Amend desired fields.
3. Click Save.