Trainers & Consultants
The people who deliver your training.
Overview
A trainer or consultant is also kept as a supplier, so their contract, bills and payments flow through Purchase and Accounting. A contract is created from the engagement, sent to the trainer, and signed on a public page with an electronic signature; the signed copy can also be emailed to the company address set in CPD settings. Trainer payments and a trainer statement are available, and the trainer directory report lists everyone.
When to use trainers & consultants
- You engage a trainer for an event.
- You pay a trainer.
Step by step
In the CPD Training module open Resources in the green navigation bar, then choose Trainers & Consultants under People & Places.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: NAME, TYPE, EXPERTISE, EMAIL, DEFAULT RATE, LINKED TO.
- Actions on the screen: New Resource.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.resources.create
- cpd.resources.delete
- cpd.resources.read
- cpd.resources.update