The following details the *new* functionality that will be available within Trades Wallet effective Tuesday, December 3, 2019:

• Billing Plan Updates
• Profiles
• Online Classes
• Training Requests
• Wallet Usage Reporting
• Cloning Courses

Changes to your Billing Plan

Trades Wallet has recently made improvements to the ways in which our Enterprise Plan members get billed for Wallets they own and manage. You can now opt to have Trades Wallet automatically bill a credit card of your choosing, or you can instead select to have monthly invoices issued. 

A member of our Sales team will be reaching out to the Primary Administrator assigned to each account to discuss your billing options. 

For more information in the interim, please contact tradeswallet.com/contact. 

Profiles

'Profile Definition(s)' are used within the Web Admin Portal to define a set of 'roles' or work assignments that can then be associated with Wallet holders belonging to your Union or organization.  

'Profiles' within Trades Wallet can be associated to 'Suggested Card(s)' or certification requirements. Using the 'Pre-Qualification' functionality, an administrator can know immediately if the Wallet holder in question has, or more importantly, does not have the credentials that have been established.

'Online' Classes

If your organization provides in-house training, or has recommended training providers linked through Trades Wallet, you can assign 'Classes' that will be made available to your Wallet holders when reviewing their 'Training Requests' and when looking to renew expiring or expired credentials. 

Trades Wallet facilitates the presentation of both 'physical' and 'online' classes. 'Online' classes do not require a Wallet holder to be physically present within a classroom or training facility, but can instead be completed online, via a Learning Management System (LMS), using a desktop or mobile device. 

Training Requests

Issue training and/or certification requirements to your Wallet holders directly from their Trades Wallet profile. Your Wallet holders can then access the relevant 'Course' that, upon successful completion, would result in the certification requirements to be fulfilled. 

'Wallet Usage' Reporting

The Wallet Usage section of the 'Reports' tab enables administrators to query the system to return a listing of Wallets owned by your organization based on the following (2) options:

• Training Requests - will return a listing of Wallets within your organization that have active Training Requests.
  
  
• Adoption - will return a listing of Wallets owned or managed by your organization and to what level the Wallet holder has interacted with Trades Wallet.

'Cloning' Course Definitions 

In order to facilitate the creation of 'Course Definitions' for your organization, Trades Wallet now enables you to 'clone' - or copy - courses that have been defined by a variety of sources within the Trades Wallet Community.