Manage materials and material categories

Materials are resources needed when delivering trainings, such as projectors, flip charts or laptops. By managing materials centrally, you can link them to sessions and monitor their availability.

Requirements

• You need the Planning_Beheer_materialen right to manage materials.
• You need the Planning_Beheer_Materiaalcategorie right to manage material categories.

Managing material categories

Material categories help you organise materials.

Creating a category

1. Go to Planning > Trainings > Material categories.
2. Click New category.
3. Enter the name of the category.
4. Click Save.

Managing materials

Creating a material

1. Go to Planning > Trainings > Materials.

2. Click New material.

3. Fill in the following details:

   Field name	Description	Mandatory
   Name	The name of the material.	Yes
   Category	The material category.	No
   Number available	The total available quantity.	No
   Description	Additional information about the material.	No

4. Click Save.

Editing a material

1. Go to Planning > Trainings > Materials.
2. Click the edit icon next to the material.
3. Adjust the details and click Save.

Linking materials to a session

1. Open the session via Planning > Planning > Training planner.
2. Go to the Materials tab.
3. Click Add material.
4. Select the required material and the required quantity. Archived materials are not shown in the material selector.
5. Click Save.

Frequently asked questions

Is the availability of materials checked automatically?

Availability is tracked based on the quantity you entered. When linking materials to a session, you can see whether the material is available on the required date.

Can I import materials?

Importing materials is not available by default. Materials have to be created manually.