Trainer Portal Overview

The trainer app shows the work assigned to you. It has three places: Today, Calendar and Requests. On a phone or tablet they sit as tabs along the bottom of the screen. On a desktop they sit in the header, next to your organisation's logo or name.

Access required

Sign in with a login linked to a trainer record. Today, Calendar and Requests show only your own assigned classes, booked sessions and requests.

Office staff whose login is also linked to a trainer record can open the menu under their name and select My trainer day. This opens the trainer app as themselves, with their own permissions. Back to the office in the same menu returns to the office app. The device remembers which one you used last.

An administrator can preview a trainer's app by selecting View as Trainer on that trainer's team member page. A banner shows who they are viewing as, with Exit to return.

Today

Today shows the most useful task first under Next up, then the rest of your work under Also to do:

• Booked sessions for today, and sessions from the last 14 days that still need an entry
• Days of your classes for today, and earlier class days you have not finished
• Vehicle checks that are your turn to do
• Start marking when assessment work is waiting for your judgement

A booked session shows an Unpaid badge when the office's payment flag shows the learner still owes money, including a session fee that has not been paid. A learner who owes nothing is not flagged. The badge does not stop you delivering or recording the session. The office follows up payment.

From the office lists the office's decisions on your requests from the last week. Waiting on learners lists learners who still need to sign for sessions you recorded. Select one and hand the learner your phone.

Vehicle checks

When a booked session uses a vehicle, Today shows the checks that vehicle needs and gives each check to the trainer whose turn it is:

• The first trainer out that day does the start-of-day pre-start. If their session ends with it still undone, it passes to the next trainer.
• The last trainer that day does the end-of-day check.
• Before-session and after-session checks go with each session.

Select Do pre-start or Do check to complete it.

Calendar

Calendar shows your classes, booked sessions, leave and other work, one week at a time. Use Subscribe to add your classes and booked sessions to your own calendar app. See Trainer Calendar.

When the office assigns you, takes you off, reschedules, moves or cancels an upcoming class day or booked session, you get one email titled "Changes to your schedule" that lists the changes. Office edits made close together arrive in the same email. Changes you make yourself, such as marking a no-show, are not included. Your organisation can edit or turn off this email.

Requests

Use Requests to ask the office for something. Select New request and choose:

• Leave: annual leave, sick leave, professional development or other leave, from a first day to a last day. Each day of leave runs from midnight to midnight in your time zone. You can attach a medical certificate to sick leave when you send it, or later with Add certificate.
• Other work: paid hours on work that is not training, with a day, start and finish time and a description of the work.
• List: things you need, such as consumables or equipment. Tick items from the list your office has set up, enter quantities, add anything else and give a rough cost if you know it.

Select Send request. The office approves or declines it. The page shows requests Waiting for the office, approved requests Coming up, and Past requests. Use Cancel request on a request that is still waiting.

Approved leave and other work appear on your Calendar straight away. Requests still waiting show there as Waiting for approval. For an approved list, the office ticks off each item as it is sorted, and the list shows how many are sorted. The request is Done when every item is sorted. The office can also take back an approval and give a reason.

Your account

Open the menu under your name for My currency, Account and Sign out. If you work for more than one organisation, the same menu lists them under Switch organisation. See My Currency.

Help

Rescheduling, reassignment, cancellations, payments and class setup stay with the office. Contact your RTO administrator if an assignment is missing or your login is not linked to your trainer record. Email hello@rtobase.com.au for technical support.

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