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Edit Training Sessions

Learn how to modify existing training session records in Training Manager Web Edition.

Overview​

Editing training sessions allows you to update session details, correct information, add students, record completion status, and maintain accurate training records. Sessions can be modified at any time to reflect changes in scheduling, attendance, or outcomes.

When to Edit Sessions
  • Schedule Changes: Update dates, times, or locations
  • Student Management: Add or remove attendees
  • Completion Recording: Mark training as completed or failed
  • Cost Updates: Adjust fixed costs or student costs
  • Documentation: Add notes, files, or additional details

Prerequisites​

Before editing a training session, ensure you have:

  • Appropriate Permissions: Data Administrator or System Administrator role
  • Session Access: Ability to view and modify the session
  • Updated Information: Accurate details for any changes you plan to make

Step-by-Step Instructions​

Step 1: Locate the Session to Edit​

  1. Navigate to Sessions List: Go to the main Sessions List page
  2. Use Filter Box: Click in the Filter Sessions search box
  3. Enter Search Terms: Type part of the course title or session number
  4. Review Results: Matching sessions appear in the filtered list

Search Sessions

Search Tips:

  • Use partial course names for broader results
  • Search by session number for specific sessions
  • Try trainer names or location names
  • Sort by date if needed

Step 2: Open Session Details​

  1. Click Session Row: Click anywhere on the session row in the list
  2. Session Details Page: The system opens the session details page
  3. Verify Session: Confirm you've opened the correct session

Select Session Row

Step 3: Make Required Changes​

Student Management​

Adding Students:

  1. Click the Add Student button
  2. Select students from the personnel list
  3. Configure individual student settings

Removing Students:

  1. Check boxes next to students to remove
  2. Click the Remove button
  3. Confirm removal when prompted

Batch Updates:

  1. Select multiple students using checkboxes
  2. Click the Batch Update button
  3. Enter the updated information (status, completion date, score)
  4. Apply changes to all selected students

Recording Training Outcomes​

For each student in the session:

FieldDescriptionOptions
StatusTraining completion statusCompleted, Enrolled, Pending, Pending Approval, Wait-Listed, Failed, Cancelled, No Show
Completion DateWhen training was finishedMay differ from session end date
ScoreTest or evaluation resultNumeric score or grade
Student CostIndividual cost for this studentOverride default if needed
NotesAdditional detailsSpecial circumstances, accommodations

Step 4: Save Your Changes​

  1. Review Updates: Verify all changes are correct
  2. Click Save: Use the Save button to save modifications
  3. Confirm Success: System displays success message and updated details

Save Session Changes

Advanced Editing Features​

File Management​

Uploading Session Documents:

  1. Go to the Files tab
  2. Click Upload to add files
  3. Select training materials, attendance sheets, and certificates to upload

File Types to Consider:

  • Training materials and handouts
  • Completed evaluations
  • Attendance records
  • Certificates of completion
  • Photos from training

History Tracking​

Viewing Change History:

  1. Access the History tab
  2. Review chronological list of changes
  3. Click on specific changes for details
  4. Track who made changes and when

Integration Impact of Changes​

Effects on Other Modules​

Personnel Training Transcripts:

  • Completion status updates automatically update individual records
  • Score changes reflect in personnel training history

Training Requirements:

  • Completion status changes affect requirement compliance
  • Due date calculations may be updated
  • Overdue status may be resolved

Reporting:

  • Changes immediately affect training reports
  • Compliance dashboards update automatically
  • Cost reports reflect updated session costs

Best Practices for Session Editing​

Data Accuracy​

Verification Steps:

  • Double-check all date and time changes
  • Verify trainer availability for schedule changes
  • Confirm location capacity for student additions
  • Validate cost calculations

Documentation:

  • Record reasons for significant changes in Notes
  • Document any special circumstances or exceptions

Communication​

Change Notifications:

  • Inform affected students of schedule changes
  • Notify supervisors of completion status updates
  • Coordinate with trainers

Keeping session records accurate and up-to-date is essential for effective training management and compliance tracking. Regular maintenance of session data ensures reliable reporting and audit trails.