VSys One: Volunteer Management Software

Training Manager

The Training manager lets you search for people who have gone through or are registered for training courses. Unlike the Training course registrants tool, the training records here can be from multiple courses, have multiple subjects, or not even be associated with training courses at all.

When to use this tool

To send letters to or print mailing labels for people based on their training registrations.
Change the status of multiple training records at once across different courses.
Delete training registrations in bulk.

Training manager screen

Reports

Course reports	Training course reports detail information about the courses (classes), but not the students within them.
Roster reports	Training rosters include information about not only the courses but also the students registered in those courses. Includes sign-in lists.

Tools

Setup subjects	Link to Training subject setup to edit training subjects.
Setup courses	Link to Training courses setup to create and edit specific classes/courses.

Criteria

These filter the records shown when Get trainings is clicked.

Finding training records

From User tools, open Training manager.
Use the Criteria at the top to select which training records to display.
Click on the Get trainings button. This will bring up all of the training records which meet your criteria.

On the right-click menu

Right-click on a training on the list to modify that training or perform other actions.

This training record

Edit record	Edits the training record itself.
Delete	Deletes the training record.
View entrant	Opens the entrant's profile as read-only.
Edit entrant	Edits the person who is registered.
Send a letter	Brings up a list of eligible letter templates. Selecting one of these will merge the training record with that template.
Add/remove "person" to a list	Adds or removes this person to/from a temporary or standard list.

Enroll a person (outside of a course)

Brings up the Person lookup tool to let you search for a person, then give the person a training record with whatever properties you want.

Select

All/None/Reverse, use these to check and un-check all records.

Selected training records

Set status	Sets the status of all checked records.
Send a letter	Brings up a list of letter templates. Selecting one of these will merge all checked training records with that template.
Print mailing labels	Prints any of the built-in mailing labels for the checked people.
Delete	Deletes all checked records.
Un-delete	Un-deletes all checked records.
Add/remove selected to/from a list	Adds or removes the selected people to/from a temporary or standard list.