Profile

In simple words

Profile is part of Training. Keep details current. This guide takes you through it in 6 short steps.

Where it fits in your work — Certify. Certificates are issued on completion and can be verified publicly.

Before you start

• You need to be signed in to your company's workspace. Training appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Profile belongs to Student portal in Training. Keep details current.

Step by step

1. 1

   Step 1

   Open Training

   Sign in and open the Training panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Training Operations Overview”

   In the left menu of Training, open the page called “Training Operations Overview” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Choose a view

   Use the tabs at the top of the screen to switch between:

   • Day
   • Week
   • Month
   • Year
4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Date Range
   • Program
   • Mode
5. 5

   Step 5

   Other actions on this screen

   You will also see these buttons:

   • Today
   • Last 7 Days
   • Last 30 Days
   • This Month
   • This Year
   • Day
   • Week
   • Month
6. 6

   Step 6

   Done

   Keep details current.

Tips

• You can use more than one filter together (Date Range, Program, Mode) to see exactly the records you want.
• The tabs (Day, Week, Month, Year) show different views of the same data — switching tabs never changes anything.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Training → Open “Training Operations Overview” → Choose a view → Narrow the list → Other actions on this screen → Done

What it connects to

• Online Tests

  Tests and exams for students.

• Client & Student Portal

  The student portal.

• Finance

  Student fees and receipts.

• Team Chat

  Class and batch announcements.

What you will see on this screen

These are the parts of the Training Operations Overview screen, exactly as they appear in the product.

Why use Training

Training replaces training & learning management software, on the same login and the same data.

• Run programs, batches and fees without spreadsheets
• Students get their own portal for classes, work and certificates
• Certificates issued with public verification
• Fee reminders go out on their own

Who uses Training

• Training managers

  Design programs and batches and watch enrolment and revenue.

• Mentors & trainers

  Run classes, review assignments and guide projects.

• Admissions

  Take applications and enrol students.

• Students

  Use their own portal for schedule, work, certificates and payments.

More in Student portal