Running your training day
From signing in to certificates going out - the whole day, in the order it happens. The register is built for a phone, because that is where you will use it.
Screens in this guide show Brightwater Training Ltd, a demonstration company - every name, email address and learner is fictional.
Sign in with your instructor login
Your training centre has its own address, and your admin will have given you an email and password for it. The same login works on your phone, which is where you'll want it on the day.
See what you are teaching next
Signing in shows you your own sessions - not the whole business. The dark card is the next one you're teaching, with a button straight into its register.
Find the right session
Every session you're assigned to, soonest first, with a chip telling you where each one stands. Filter by course or date if you teach a lot of them.
Open the register
This is the screen you'll spend the day on. The learners booked on are listed with a big tick each; the counter at the top tells you how many are present.
If your admin has switched on self-registration, the QR code is here too - hold it up and the room adds themselves, which beats typing twelve names on a phone.
Let the room register itself
Show fullscreen to scan fills the screen with the code so people can scan it from across a room. Learners add their own name and email, which means the spelling on their certificate is theirs, not yours.
The code stops working by itself once everyone on the register has been marked, so a finished session closes its own door. Close QR registration ends it sooner - worth doing if the code has been photographed or forwarded, or simply when the room is full. It cannot be undone: switching back to QR code afterwards gives you a brand-new code, and the old one never works again.
Take the roll call, mark as you go
Tap the tick as each person arrives - one tap, saved instantly, no need to open anything. All present does the lot if everyone turned up.
Tap a learner's row to open them: mark them Passed or Failed, grade each assessment point, and jot notes. Notes stay private to your team; grades feed the printable outcomes summary.
Someone arrives late? Add them from Add a learner - even after everyone else is finished.
Names print on the certificate exactly as they appear here, so the register is also where you fix them - tap Correct this name in the expanded row. It catches the obvious, like a name typed all in lower case on a phone, but it matters most when the name simply isn't the one that should be certified: Rob signs himself in as Rob, while the training record his employer keeps needs Robert. Do it before you finish the session - once a certificate has been issued its PDF is fixed.
Finish the whole class at once
When the day's done and everyone passed, Mark all passed fills in the results for the room and shows them to you before anything is saved. Change anyone who didn't pass, then commit.
That single action is what sends the certificates and the feedback requests. Nothing goes out until you press it.
Courses with a written paper
Some courses have a short written assessment after the practical. On those, marking a learner Passed emails them the paper instead of the feedback request, and their certificate waits until they've passed it. You don't have to do anything - but it's worth knowing, because it's the usual answer to "why hasn't my certificate arrived?"
When someone has no phone with them, give them the paper on paper. Expand them on the register and the Written assessment panel tells you where they've got to; type in how many they got right and press Record result. It's marked against the pass mark for you, and the feedback request and certificate follow on exactly as they would have done.
Somebody who falls short can sit another paper - record that one the same way. Every attempt is kept.
Before you leave the room
Tap Paperwork on the register. It stays closed until you open it, which is why it is easy to go a whole year without noticing - and everything inside it is the evidence side of the day.
Session documents is where the signed paper sign-in sheet goes. On a phone that button offers the camera, so photograph the sheet before you pack up: until you do, it is the one part of the record that exists only on paper, in your bag. Anything else belonging to the session can go here too - a risk assessment, a venue form. They are stored privately rather than on a public link, because they carry learners' names.
On assessed courses you will also find the Learning outcomes summary: a printable PDF of who met which objective. Build it once everyone is marked, since it needs the results to exist first.
The link at the foot of the panel opens the older register view, where you can import learners from a spreadsheet or read the email history for the session.
