Add training providers

Go to Training, then from the Maintenance section select Providers.

Complete provider details

1. Select Add New Provider. 

2. In the Provider Name field, type the name of the training provider. This can be either an external company or a provider within your organisation. If you add your own organisation as a provider, you can then add anyone in the organisation who provides training on the Contacts tab. This is a mandatory field. 

3. Complete the address fields and other contact details.

4. If this training provider is from your company, select Yes.

5. The In Use field defaults to Yes indicating the provider is available for selection.

6. In the Notes field, enter any additional information about the provider.

7. Select Save. You cannot move to the other tabs until you have saved the provider details.

Complete contact details

1. Select the Contacts tab then select New Contact.

2. Complete the details then select the Contact Type from the list. By default, the options are either Account Manager or Trainer). If you select Trainer as the contact type, you can select this contact when scheduling courses.

   You can add further options via Admin > System Lists. Refer to Add a new item to a system list.

3. If this contact is the default contact for the provider, select Is The Default Contact.

4. Select Save.

Add courses

1. Select the Courses tab then select Add Courses.

2. From the Courses Picker, select each course that this provider delivers, then select OK.

Specify locations

1. Select the Location tab then select Add Locations.

2. From the Provider Locations Picker, select each location where this provider delivers training.

   You can add further Training Provider Locations via Administration > System Lists. Refer to Add a new item to a system list.

3. Select OK.