In-House Training

Training delivered at a client’s own premises.

Overview

An in-house engagement has a typed training title (it does not use the calendar or an event code), and its venue can be “Others” with your own text. The fee is either fixed (the default) or per participant; the proforma, letter and invoice use one fixed-fee line when the fee is fixed.

Each delivery of the same training for the same client is its own engagement, with its own number, date, venue, fee, invoice, costs, attendance and certificates. The Sessions tab lists the series, and “Schedule another session” creates the next one, so rescheduling never overwrites what an earlier delivery already invoiced or certified.

In-House Training: In-House Training in the CPD Training module. — In-House Training in the CPD Training module.

When to use in-house training

A client asks for training at its offices.
You deliver the same training to a client more than once.

Step by step

In the CPD Training module open Engagements in the green navigation bar, then choose In-House Training under Programmes.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

Columns: NUMBER, TRAINING, CLIENT, TRAINING FOR, DATES, TRAINING COST, REVENUE (CONFIRMED), CURRENT STEP, STATUS.
Actions on the screen: New In-House Training.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

cpd.engagements.cancel
cpd.engagements.create
cpd.engagements.delete
cpd.engagements.read
cpd.engagements.stage
cpd.engagements.update

Event Management

International Training