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Manage Sessions

Learn how to create, edit, delete, and restore sessions in Training Manager Web Edition.

Sessions Overview​

Sessions represent scheduled or completed training events where personnel receive instruction on a specific course. This section covers all essential session management operations for effective training delivery and record keeping.

Session Management Workflow​

The typical training session lifecycle follows this pattern:

  1. Plan - Create new sessions with course, trainer, and schedule details
  2. Prepare - Add students, upload materials, and finalize logistics
  3. Execute - Conduct training and track attendance
  4. Complete - Update session records with outcomes and completion status
  5. Delete - Delete sessions that are no longer needed
  6. Restore - Restore sessions if accidentally deleted

Understanding Sessions​

What Are Sessions?​

Sessions are structured records that capture:

  • Course delivery - Which training course was provided
  • Student participation - Who attended and their outcomes
  • Resource utilization - Trainer, location, and materials used
  • Cost tracking - Fixed costs and per-student expenses
  • Compliance documentation - Records for audit and reporting

Session Components​

Core Information:

  • Course and Version - What training was delivered
  • Schedule - When training occurred (begin/end times)
  • Resources - Trainer and location assignments
  • Costs - Fixed session costs and per-student expenses

Student Management:

  • Enrollment - Who was assigned to attend
  • Attendance - Who actually participated
  • Outcomes - Completion status, scores, and results
  • Documentation - Individual notes and special circumstances

Before You Begin​

Prerequisites

Ensure you have appropriate permissions to manage sessions. Session management requires Data Administrator or System Administrator roles.

Planning Your Sessions​

Before creating sessions, consider:

  • Course availability and version requirements
  • Trainer assignments and availability
  • Location capacity and resource needs
  • Student scheduling and attendance requirements

Required Information​

To create effective session records, gather:

  • Course details - Which training will be delivered
  • Schedule information - Dates, times, and duration
  • Resource assignments - Trainer and location details
  • Student lists - Who needs to attend the training
  • Cost information - Budget and expense tracking needs

Quick Navigation​

Choose a specific task from the options below:

Best Practices for Session Management​

Session Planning​

  • Advance scheduling - Plan sessions well before training dates
  • Resource coordination - Confirm trainer and location availability
  • Student notification - Provide adequate notice to participants
  • Material preparation - Upload training materials in advance

Documentation Standards​

  • Complete records - Include all relevant session details
  • Timely updates - Record outcomes promptly after training
  • Audit preparation - Maintain records for compliance reviews

Cost Management​

  • Accurate tracking - Record all session-related expenses
  • Cost analysis - Evaluate training efficiency and value

Quality Assurance​

  • Data validation - Verify accuracy of all session information
  • Completion verification - Confirm training outcomes and status

Integration with Other Modules​

Connected Systems​

Course Management:

  • Sessions deliver courses from the course catalog
  • Course changes may affect existing sessions
  • Version tracking ensures compliance and consistency

People Management:

  • Trainers must be designated in personnel records
  • Student assignments update individual training transcripts
  • Completion status affects compliance calculations

Requirements Management:

  • Sessions fulfill training requirements
  • Requirement deadlines drive session scheduling
  • Completion updates compliance status automatically

Reporting and Analytics:

  • Session data feeds training reports
  • Cost information supports budget analysis
  • Requirement fulfillment impacts compliance metrics

Common Use Cases​

New Employee Training​

Create sessions for:

  • Company orientation programs
  • Job-specific skills training
  • Safety and compliance training
  • Mentorship and onboarding activities

Regulatory Compliance​

Establish sessions for:

  • Mandatory safety training
  • Industry certification programs
  • Annual compliance updates
  • Audit preparation training

Professional Development​

Implement sessions for:

  • Leadership development programs
  • Skills enhancement workshops
  • Cross-training initiatives
  • Performance improvement activities

Emergency Response​

Organize sessions for:

  • Safety drill training
  • Emergency procedure updates
  • Crisis management preparation
  • Incident response training

Choose a topic above to get detailed step-by-step instructions for training session management tasks.