1.       Navigate to Trainers records; My Daily Work à System Setup à Training à Trainers.

2.       To add a new record, click New, to change click Edit.

3.       To configure a Trainer record, enter the following data:

o   In case this trainer was an employee, utilize the ‘Select Profile’ filter; yet if this trainer is outsourced, then enter all needed details.

o   Enter Trainer basic information & assignment details, if this trainer is outsourced, for the system will retrieve these data in case s/he was an employee.

o   Specify Trainer data, Supplier details & Cost details.

o   Subjects: Select the subjects that can be tackled & handled by this trainer.

o   My Form: Enter the relevant ‘My Form’ data, if any.

Tip

§  If selections took place at the ‘Subjects’ link during ‘Trainers’ setup, then it will directly affect the loaded list of trainers as per the selected subjects during ‘Events’ setup.