product suggestions

Allows trainers to see documents stored against a course date

It is great to be able to track all notes for a course date via the document area, but would be even better to have this ability for a trainer.
The speaker is a resource so it would be a list of all the documents linked to their course dates .

  • Guest
  • Apr 27 2016
  • Gathering Customer Interest
  • Attach files
  • Dave Evans commented
    May 9, 2016 07:42

    Thanks Carol,

    Just to confirm, speakers can currently view course date notes but you would also like them to to be able to view documents that uploaded? What type of documents are you wanting to make available to them ?


  • Guest commented
    May 11, 2016 10:18

    HI Dave, the type of document is generally a pdf or word one. These are reviewed each time the trainer's session runs, so it is useful to see where we already have notes for a session. So if the diary could have an extra column to indicate that there are documents held on that course date, we know if they already exist or not. 

  • Dave Evans commented
    June 9, 2016 10:12

    Hi Carol,

    You can already give trainers access to documents linked to a course; these are defined at a course template level and are typically things like course materials. Would this do what you need or are you wanting them to be able to view adhoc documents uploaded against dates ?


  • Guest commented
    June 9, 2016 12:57

    adhoc documents uploaded against dates please Dave


  • Guest commented
    February 14, 2017 09:27

    I'd agree with Carol

    We have uploaded documents against course dates (e.g. booking forms or invoices) that are ad hoc doc but a trainer cannot see this detail which seems madness