Recording Booked Sessions

Open an assigned session from Today or Calendar. Sessions from the last 14 days that still need an entry stay on Today until you record them.

The session page guides you through Prepare, Previous entries, Record and, when the course needs a signature, Sign off. You record a session on its own day. A session on a later day shows This session is on a later day until then.

Access required

Sign in with a login linked to the trainer record assigned to the booked session. You can record only your own sessions. Select Learner to see the learner's course, next booked session and earlier entries.

Prepare

Check the course, location and vehicle. Planned last time shows the next steps from the learner's previous session.

If the session uses a vehicle, the page shows Pre-start due with Do pre-start, or Pre-start done. Today shows which vehicle checks are your turn to do.

If the learner owes money, the page shows Unpaid balance. The office follows this up. It does not stop you delivering or recording the session.

If the course has a Form before each session, hand the learner your device to complete it before you continue. It is saved as soon as they complete it.

Previous entries

Review earlier instructors' entries and next steps for this learner, newest first, so delivery carries on from the previous session.

Record

Enter What did you cover? and Next steps. Choose a Recommendation: None yet, Keep training or Ready for assessment. A recommendation is not a unit result.

Turn on Share this entry with the employer to add your notes to what the learner's employer sees. Employers see progress and recommendations without it.

Sign off

The course decides whether you sign, both you and the learner sign, or no signature is needed. A course can use a declaration Form for the learner instead of a plain signature.

If the learner cannot sign now, tick The learner will sign later. The session then waits on Today under Waiting on learners. Select the learner there and hand them your phone. One signature covers every session they still owe, up to 50 at a time. The page shows how many are left.

Select Finish session to save the entry.

No-shows and scheduling changes

If the learner did not attend, select Didn't turn up and confirm Mark no-show. This is available on a scheduled session on its day before you record it. It needs no entry or signatures, and the session leaves Today. Only the office can undo a no-show.

Ask the office to reschedule, reassign or cancel a booking. When the office changes your upcoming sessions, you get one email listing the changes. The trainer app does not collect payments.

Keep going