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Scheduling a Training event
Who is this article for?Users responsible for managing Training.
Event Create permissions are required.
Whenever you have identified a need for Training, you should schedule a Training event. You can easily schedule one off events and repeatable Training in the same place.
This article walks you through the process of creating both types of events.
1. Scheduling a Training event
1.1. Single event
To schedule a single Training event:
- Access the Training Courses module.
- Open the Actions menu.
- Click New Training Event.
Alternatively, you can highlight an existing event and select the New Based On option.
- Enter an Event Title.
- Set a Scheduled Date.
- Assign a Category.
- Complete optional information.
- Click OK.
- Click Save (Tick icon).
Scheduling multiple Training events?
You can make the process more efficient by using the Select Master Event option. It allows you to select a master event to pull most of the event information from.
1.2. Renewable event
To schedule a renewable Training event:
- Access the Training Courses module.
- Open the Actions menu.
- Click New Training Event.
Alternatively, you can highlight an existing event and select the New Based On option.
- Enter an Event Title.
- Set a Scheduled Date.
- Assign a Category.
- Set Renewable? to Yes.
- Enter the renewal period.
- Complete optional information.
- Click OK.
- Click Save (Tick icon).
1. Scheduling a Training event
1.1. Single event
To schedule a single Training event:
- Access the Training Courses module.
- Open the New menu.
- Click New Event.
Alternatively, you can highlight an existing event and select the New Based On... option.
- Enter an Event Title.
- Set a Scheduled Date.
- Assign a Category.
- Complete optional information.
- Click Save.
Scheduling multiple Training events?
You can make the process more efficient by using the Select Master Event option. It allows you to select a master event to pull most of the event information from.
1.2. Renewable event
To schedule a renewable Training event:
- Access the Training Courses module.
- Open the New menu.
- Click New Event.
Alternatively, you can highlight an existing event and select the New Based On... option.
- Enter an Event Title.
- Set a Scheduled Date.
- Assign a Category.
- Set Renewable? to Yes.
- Enter the renewal period.
- Complete optional information.
- Click Save.