In order to have the correct Sections to choose from you are required to set these up.
After logging into Teacher Booker go to ‘Training’ in the left hand menu
Choose ‘Create Document Section’
You will be shown a blank template that you can populate, see screenshot below
Section name: An example would be Safeguarding training.
Description: This is optional, you can give a short description of what it is or what is needed.
Section type: This is to help you break down items into smaller sections. For example, Safeguarding training may have three sub sections called 1. Certificates 2. Awards 3. Other. You can add as many as you need. Then when you add a training/document you can choose from one of these Section Types to help you file them in the correct place. Here is what it would look like:
You can now choose from the following toggles that best suit the needs of this recording.
Require expiration date - Does this recording require an expiration date? If yes, toggle on and when recording the training/document you will be given the option to record an expiry date. If you require an email notification see the next point.
Enable email notifications - Does this recording require an email to send when an item is expiring? If yes, toggle on. You will be given the option to add an email address and set how many days before the expiry date to send an email.
Require file upload - Does this recording require a file to be uploaded? If yes, toggle on. It will require the person recording the training/document to upload a file.
Allow workers to upload files - Similar to above, does this recording require the Worker to upload a file? Toggle on if yes. The Worker will then be required to upload a file when using this function.
Click ‘Create Template’ and this will save the Section for future use.
If you need to make changes it can be done by clicking on it again.
Please note they can not be removed if a Section has been used for recording a training/document.
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