Product Suggestions

Welcome to accessplanit's Product Suggestions Portal.

The development of your system is predominantly based on the suggestions that we receive, so (ideas big or small) please use this tool to shape the future of your system!

You can keep an eye on our Product Roadmap here.

Trainer (Resources) access to be able to view notes section on courses - currently only set for Administrators to view/edit.

We currently only have the Alias field to put all info required by a trainer. Would be handy if they could access the notes section on a course - they have the tick box option on the resource settings so assume they already could. It appears this is not the case currently only available to Training Administrators. Why is there a note filed we can tick for access in the trainer settings then? Which notes do these refer to?

We often have additional information to be shared for the trainer that doesn't need to be in the Alias field clogging up the calendar with lots of information.

  • Nicola Sullivan
  • May 15 2018
  • Shipped
  • Attach files
  • Nicola Sullivan commented
    May 15, 2018 10:11

    Sarah Bickerstaffe commented:

    Hi Nicola,

    I agree that this would be a helpful tool for the trainers who are individuals to be able to view. At the moment all other areas of a users accounts are only available to view by the Training Administrators. 

    Let me know when you have created a product suggestion and I will then mention it to our other customers, where appropriate. 

    Thanks and regards,


  • Admin
    Jenna Culshaw commented
    June 26, 2018 15:53

    Hi Nicola, 

    Thanks for your suggestion!

    The 'Notes' section of the My Teaching permissions refers to delegate notes, rather than course notes.

    We would rather not expose all course notes to trainers, as some of our customers may store detail within here which they do not want their trainers to see.

    A potential solution is to have a new field called 'Trainer Notes' where you could type dedicated notes up for your trainers for them to access within their My Teaching portal when they log into the system. Would this work for you?


  • Wendy Masterton commented
    June 26, 2018 19:08

    I really like the idea of a notes section dedicated to trainers.  We are currently struggling to let our Trainers know important information relating to their courses so this would be a perfect solution.  We need to inform them of main contacts and telephone number of when they are going off site.  We also dont have anywhere to allocate a vehicle even through its is an 'other resource' which they cannot access. So I am going to get our staff to vote on this as it will help us out quite considerably. Thanks Wendy

  • Nicola Sullivan commented
    June 27, 2018 08:37

    Hi Jenna,

    Hope you are well?

    That would be perfect, I can see your point regarding other notes being exposed. Trainer notes on their user portal would be good. Would this link to the courses booked in for them?

  • Admin
    Jenna Culshaw commented
    June 27, 2018 08:53

    Hi Nicola, 

    Yes I am thinking that per course date you would enter notes specifically for the trainer for that event! As Wendy mentioned above this could be used to input resource details like venue contact info, general information.

    I'll keep a close eye on this suggestion!


  • Wendy Masterton commented
    July 04, 2018 10:56

    Thanks for keeping an eye on this Jenna,  I have emailed the team/sites who are up and running and asked them to vote. When I get the next few sites up and running I can ask them to vote as well.  This 'Note' section would be a great addition to the Trainers My Teaching Calendar as will allow flexibility of what to info to give to them.  On behalf of myself and the MRS Team we really hope this gets implemented. 

  • Julie Law commented
    July 18, 2018 10:09

    Hi Jenna - as per Wendy's comments, it would be of great assistance to our trainers to be able to see notes relating to the venue/vehicle/contact details etc.



  • Nicola Sullivan commented
    September 18, 2018 13:51

    Hey Jenna, Any update on this one? 

  • Admin
    Jenna Culshaw commented
    November 07, 2018 16:48

    Hi all, 

    Thanks for all your comments and votes on this idea, I have run it by our development team and they have suggested that we utilise the existing notes functionality, but have an additional option in there to state that trainers can access these notes - in exactly the same way 'files' work:

    Would you benefit at all from trainers being able to upload their own notes back about their courses?

    Thanks all,

  • Nicola Sullivan commented
    November 12, 2018 15:14

    Hi Jenna,

    I can see it would be beneficial for trainers to upload notes to the course.

    Kind Regards

    Nicola Sullivan
    UKHSE Administrator


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  • Admin
    Jenna Culshaw commented
    November 29, 2018 15:30

    Hi everyone, 

    We are currently working on improving the course notes to allow trainers to access them - I'll send you a full update when I can provide you with some screenshots!

    This is due to be available in your live system in the next release w/c 10th Dec

    Many thanks,