What is a Classroom Training?
You choose the Classroom type when you want to schedule trainings on specific days, times, and locations, with specific trainers.
Details tab
The Details tab consists of the following sections by default:
Under General and Properties
| Field name | Description | Required |
|---|---|---|
| Name | Name of the training | Yes |
| Code | Code of the training | No (unless linked to source system) |
| Category | Category under which trainings based on this definition fall | Yes |
| Secondary category | Other categories under which the trainings fall | No |
| Short description | Text visible on the tile in the catalogue. This field may be read-only when the value is inherited from the training definition. | No |
| Description | Text that is searchable with the search filter | No |
| Training auto numbering | Automatically number trainings | No |
| Minimum group size | Minimum capacity of the session. A value of 0 is allowed, for example when no minimum capacity is required. | Yes |
| Maximum group size | Maximum capacity of the session | Yes |
| Subtype | Drop-down list for extra filter in the catalogue | No |
Under Financial
| Field name | Description | Required |
|---|---|---|
| Price (per participant) | Default price | Yes |
Under Completion
| Field name | Description | Required |
|---|---|---|
| Certificate | Certificate obtained after successfully completing the training | No |
Under Other
| Field name | Description | Required |
|---|---|---|
| Supplier | Supplier of the training | Yes |
| Owner | Do not use!!! | No |
| iCal Attachment | Determines whether the user receives an iCal in the invitation email | No |
| Active | Determines whether the definition is active and usable | Yes |
| Is template | Determines whether the definition can be used as a template | No |
| Image | Add an image here from the gallery or local drive | No |
| Language | Determines the language of the training | No |
Visibility in the catalogue - Include in Notifications
For each field there is an eye icon and an envelope icon:
- Open eye: User sees this information in the catalogue.
- Closed eye: Information is invisible for users.
- Green envelope: Information is visible in the invitation email.
- Red envelope: Information is not included in the email.
Buttons
- Preview: Preview of the training definition.
- Save as copy: Save as a new copy of the training definition.
- Apply: Save and stay on the current page.
- Save and add component: Save and directly add training components.
- Save: Save and return to the overview.
- Add training: (visible after adding a component) Directly create a training in the Training planner.
Content for this definition tab
Use this tab if the training definition contains digital components (e-learning). Link an existing content folder to the training definition here, so that content is directly available for registered participants.
Components tab
Add one or more training components here. Each training definition must have at least one component to create and schedule the training. Follow these steps:
Click the Components tab.
Click Add component.
Fill in the required fields:
- Name: Name of the component.
- Code: Code of the component.
- Type: Choose Classroom.
- Schedule: Number of hours for the component (including breaks).
- PE Registration: Skip this component.
Click Save.
Create a training in the training planner by clicking Add training.
Knowledge and skills tab
Indicate which knowledge and skills at which level are achieved with the training. This tab is optional.
Functions tab
Only for whom the training is intended. The catalogue can be searched on these functions.
Documents tab
Add relevant documents: course agenda, directions, presentations. Set whether they are sent along with registration.
Options tab
Add fixed and custom training options. Prerequisite for custom options: first create them under Custom fields in the Planning & registration - Trainings menu. Fixed options are training formats, prerequisites, levels, etc.
Notification texts tabs
Contains text fields for specific notification texts:
- Text passed (coursetextpassed)
- Text failed (coursetextfailed)
- Text not completed (coursetextnotfinished)
These texts ensure training-specific notifications.
Scheduling sessions in the training
Click the Schedule button.
The Edit session window opens.
Fill in the following fields:
(if Trainer:) Enter a department/client
Status: Choose a Status for the session: Planned or Definitive (default: Planned)
Registration disabled: Users cannot find the training in the catalogue
Lead trainer: A lead trainer also processes the Registration.
Minimum and maximum group size: adjustment to the default settings from the definition
Send notification: on by default, sends notification to users, trainers, etc.
Choose the date and time. The top right indicates whether you have scheduled too much or too little time.
Select a location and select a trainer.
Depending on the settings, 'E-mail trainer' is ticked.
Click the Add session part button if the session consists of more than 1 day/part.
Click Save.
Note:
The Save button is only active if the Still to be scheduled field turns green. Then the time set in the training definition has been scheduled.
This check can be turned off on the Details tab of the training. (Schedule flexible times in sessions)