Create an in-person course in two quick steps: first the course details, then the dates. Chime builds the list of dates for you from the number of days and how the course repeats, and you can change any date by hand. New courses are saved as a draft, so nobody is invited until you publish.
Adding the Course Details
Select Training, then In-Person Courses tab.
Select + New course.
Enter the course details:
Name: Give course a clear name
Skills gained: select skill that individual will gain (can be more than one)
Require acknowledgement: Tick this if you want the individuals to acknowledge they have received the information
Location:
Site: select a site from dropdown (it will only show sites that are marked as 'Training Enabled' on the site details page
Address: Fill in address details
Virtual: Add a meeting link URL
Select Next.
If anything required is missing, a message shows next to that field.
Setting the Course Dates
Choose the first day of the course.
Enter the Number of days. It starts at 1.
For a course longer than one day, choose how it Repeats:
Weekdays (default): Monday to Friday, skipping weekends.
Every day: includes weekends.
Weekly: the same day each week.
Set the start and end times.
These start at 09:00 to 16:00 and apply to every date.
Check the list of dates. It updates as you change the details above.
You can change the date or times of any day in the list.
To go back to the dates Chime worked out, select Reset to schedule.
Select Create course.
The course is created as a Draft, and you can open it straight away.
Your course is now set up as a draft. Next, add your students and publish it.
Use Case
Health & Safety / Training managers setting up a new courses, such as a one-day asbestos awareness or longer SMSTS training course.
đĄTips
Tick require acknowledgement to ensure students have read and seen the details.
To add the course to students' timesheets, see Adding Training Courses to Timesheets.