Managing in-person courses and classes

Top-level admins can create new in-person courses and classes, roll them out to specific locations, and mark team members as having attended the course, which creates a "completed" training record for the team member.

Creating and editing in-person courses

In-person courses can be reached through the courses list at Manage -> Courses

Creating a course

• Go to Manage -> Courses
• In the top righthand corner, click Add new course → Add new in-person course.

Complete the form:

• Name and Description – details of the course.
• Status:
  • Draft: Visible to admins only
  • Active: Available for enrollment
  • Archived: No longer active
• Locations – deselect if not all apply.
• Image – optional.
• Expiry – sets how long the course stays valid (e.g. 12 months).
• Save → you’ll be taken to the Add Class screen.

Adding a class to a course

Once the course is created, select Add Class to add a class for team members to attend.

• Location – where the class will be held

  Capacity – maximum number of attendees

  Start Date – required

  End Date – optional

  Class Status

  • Open: Available for enrollment
  • Draft: Admins only
  • Locked: No further attendees can be added
• Duration – how long the class runs
• Description – short summary of the class

Select Add class to save.

You can add multiple classes to the same course (e.g. different locations or dates).

Managing class attendees

For information on managing attendees in a class, please see Managing attendees for in-person courses.

Marking attendees as completed

• After the class, open the course → go to the class.
• Edit attendee → set Status = Completed Training.
• Completions appear in:
  • The attendee’s Completed Training tab.
  • The Training Detail Report (duration is pulled from class setup).