Trainings

In the Trainings area of Disciple Tools is where you can keep track of your trainings.

Trainings List page

On this page is where you can see a full list of all the trainings that have been created.

Trainings Records Tile

The list of trainings in the Records tile is filtered using the Filters in the Trainings Filters tile. The list shows and can be sorted using following headings:

  • Name - name of the training
  • Leaders - number of Leaders that are assigned to the training
  • Participants - number of Participants that are assigned to the training
  • Locations - list of locations where the training will take place
  • Status - the status of the training
  • Start Date - the date the training will (or did) start

Trainings Filters Tile

Use the filters to modify what trainings are shown in the list of trainings in the Records List tile.

There are built in filters related to when the trainings will happen or use the Add new filter link to create your own Custom Filters using one or more of the following variables:

  • Locations
  • Status
  • Start Date range
  • Leaders
  • Participants
  • Groups

Trainings list page

Clicking the Create New Training button will allow you to add a new training.

Create a new training

Type a name of the training in the Name field, then press Save and continue editing.

Training new field

On the next screen you can add more details about the training.

Editing the training event

This page is where you can make changes to the training event.

Training edit event

Training Details tile

In this first tile you can change the name of the training (by clicking on the name of the training) and set the training status and start date.

Training Status

Training event status

  • New - the default when a new training is created
  • Proposed - a training that has been proposed
  • Scheduled - a training that has been scheduled
  • In Progress - a training that is in progress
  • Complete - a training that has been completed
  • Paused - a training that has been paused
  • Closed - a training that is ended and you no longer want it to show up in the system

Training Start Date

Click in the Start Date field to open the date selector, then assign the date that the training will start.

Training event start

Training Connections tile

Here in the Training Connections tile you can assign:

  • the names of the leaders of the training,
  • the numbers of leaders who will be training,
  • the names of the leaders of the training,
  • the number of training participants,
  • which groups the training is related to.

Training event connections

Training Location tile

Here you can set the location where the training will be located.

As you begin to enter text to the Locations field, some locations will appear depending on what you are typing. When you find the right location, click on its name or press return on your keyboard. If the location you wanted is not listed, then adjust the Regions of Focus to be All Locations, then try typing again, and select the desired location for this training.

Training event locations

Training Comments and Activity tile

All the actions you make related to the training will be logged in the training Comments and Activity tile. You can also write notes and comments about the training in the text box, then press Submit comment to save that information to the system.

Trainings contact tile

In the Trainings contact tile you can assign the contact to be a Leader or a Participant (or both) of one or more trainings. As you begin to type in either field, a list of trainings will appear. Select which one/s that are appropriate.

Trainings contact tile

Trainings group tile

In the Trainings group tile you can assign which training this group is associated with.

As you begin to type in either field, a list of trainings will appear. Select which one/s that are appropriate.

Trainings group tile