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05 Trainings

Views: 1100 Last Updated: 02/15/2024 03:13 pm 0 Rating/ Voters
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The Trainings Tab shows you: 

Note
If your company has no "Needs Scheduling", "Scheduled", or "Completed" training sessions, those tabs are hidden.

The Needs Scheduling sub-tab shows you training sessions your company has purchased, but not yet registered for.

Customer Portal - Trainings Tab - Scheduled sessions

To see details for a session, click the arrow on the left.

Customer Portal - Trainings Tab - Scheduled sessions

To schedule (register for) training, click the Schedule button.

Caution
Reminder: training sessions expire 90 days after purchase, so schedule them as soon as possible.

The Scheduled sub-tab shows you upcoming sessions.

Customer Portal - Trainings Tab - Scheduled sessions

Click the arrow next to a row to see details including the date, type, and participants. 

Customer Portal - Trainings Tab - Complted sessions

You cannot cancel training from the portal. See your confirmation e-mail for instructions on canceling a training session. You can cancel training up to 24 hours before start time. 

The Completed sub-tab shows you all the training your company has completed so you can keep track of each Estimator's progress.

Customer Portal - Trainings Tab - Complted sessions

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Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

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