This document covers the following topics:
- Issue a 'Training Request' per Wallet holder
- Training Request 'Notifications'
- Edit a 'Training Request'
- View 'Archived' Requests
- Remove a 'Training Request'
Issue a 'Training Request' per Wallet holder
To request training be completed by an individual Wallet holder, start by creating a new 'Training Request' entry.
- Navigate to the Wallet you wish to create a training request for.
For more information on how to 'Search for a Wallet', click here.
- Select the 'Cards' tab and scroll to the sub-section entitled: 'Training Requests'.
Here, any existing training requests will be listed within a grid. To view 'Archived' requests, select the 'Archived?' toggle such that it turns green and reads 'Yes'.
- To create a NEW 'Training Request', select the (green) 'New' button.
This will result in a 'Training Request' form to appear where you can begin to fill out the details of the relevant training.
'Expected By' Date
Begin by entering the date you would like the Wallet holder to have their training completed within the 'Expected By' field.
Next, use the 'Instructions' section to enter in any specific details you would like to inform the Wallet holder of. These instructions will be shared with the Wallet holder via email and within the 'Training Requests' section of their Self Service app.
Within the 'Notification' sub-section, you can determine whether or not you would like to notify the Wallet holder of the 'Training Request' you are creating.
By default, the toggle switch is set to 'Disabled'. Leaving the switch to Disabled will result in NO notifications being sent to the Wallet holder when the training request is created.
NOTE: This can be updated at any time.
When notifications are 'Enabled', the Wallet holder will immediately receive a notification to his/her smart phone or device as well as receive a detailed email pertaining to the request created.
NOTE: The Wallet holder must have an email address associated to their Trades Wallet profile in order to receive notifications of issued Training.
For more information about 'Training Request' notifications received, click here.
When a 'Course' is associated to a 'Training Request', any relevant 'Classes' that have been defined for that course will be presented to the Wallet holder via email and their Self Service profile.
In this way, you can not only notify your Wallet holder of their required training, but provide a means for that Wallet holder to review, and potentially 'Sign Up' for the class on offer directly from within their Trades Wallet profile.
To associate a 'Course' to the training request, you can either type the name of the course into the search field provided:
OR, select the 'Click Here' link to return a listing of all available 'Courses' that have been established for your organization.
NOTE: If your organization offers both physical and online class options, a separate 'Course' will be created for each (i.e. Course A - Online, Course A - Physical). For more information about adding a 'Class' to a 'Course', click here.
- Select the appropriate 'Course' from the list provided.
- You will be presented with the 'Course' details. Click the 'Select' button to apply the 'Course' to the training request.
- This will result in the 'Course' being applied to the Training Request.
Create Training Request
When all of the relevant information has been added, select the (blue) 'Create' button.
A (green) notification will advise that the request has been completed and sent to the Wallet holder and the new request is included within the grid of results returned.
Should you want more information about how these 'Training Request(s)' are received by your Wallet holders, click here.
Edit a 'Training Request'
Once you have created a 'Training Request', you can modify its details by selecting its entry from within the grid:
When making changes, ensure you select the 'Update' button to apply the change to the request:
NOTE: Updating the details of an existing 'Training Request' will NOT result in any new notifications being issued to the Wallet holder, however, the updated details will be presented within the Self Service profile.
Close a 'Training Request'
When a 'Training Request' is fulfilled by the Wallet holder, the request entry should be 'Archived' such that that it no longer appears as an outstanding request to the Wallet holder.
There are a number of ways that a 'Training Request' can be completed. For more information, click here.
View Archived 'Training Requests'
To view a listing of previously archived 'Training Requests', select the 'Archived?' toggle such that is turns green and reads 'Yes':
Remove a 'Training Request'
Should you wish to 'Remove' (or delete) a 'Training Request' simply open the request from within the 'Cards' tab of a relevant Wallet then select the (red) 'Remove' button.
Doing so will result in the 'Training Request' being permanently removed from the system.