Mentor tools

In simple words

Mentor tools is part of Training. Guide students through the program. This guide takes you through it in 8 short steps.

Where it fits in your work — Teach. Classes, attendance, assignments and live projects run on the batch schedule.

Before you start

• You need to be signed in to your company's workspace. Training appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Mentor tools belongs to Delivery in Training. Guide students through the program.

Step by step

1. 1

   Step 1

   Open Training

   Sign in and open the Training panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Classes”

   In the left menu, click “Classes”. The “Classes & Schedule” screen opens.

3. 3

   Step 3

   Choose a view

   Use the tabs at the top of the screen to switch between:

   • Calendar
   • Agenda
4. 4

   Step 4

   Find what you need

   Type in the search box (“Search this list…”) to find a record quickly.

5. 5

   Step 5

   Narrow the list

   Use these filters to see only what you want:

   • Search
6. 6

   Step 6

   Add a new one

   Click “Schedule Class” to add one. A form opens for the details.

7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • Calendar
   • Agenda
   • Today
8. 8

   Step 8

   Done

   Guide students through the program.

Tips

• The search box accepts: Search this list…. Start typing and the list narrows down.
• The tabs (Calendar, Agenda) show different views of the same data — switching tabs never changes anything.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Training → Open “Classes” → Choose a view → Find what you need → Narrow the list → Add a new one → Other actions on this screen → Done

What it connects to

• Online Tests

  Tests and exams for students.

• Client & Student Portal

  The student portal.

• Finance

  Student fees and receipts.

• Team Chat

  Class and batch announcements.

What you will see on this screen

These are the parts of the Classes & Schedule screen, exactly as they appear in the product.

Why use Training

Training replaces training & learning management software, on the same login and the same data.

• Run programs, batches and fees without spreadsheets
• Students get their own portal for classes, work and certificates
• Certificates issued with public verification
• Fee reminders go out on their own

Who uses Training

• Training managers

  Design programs and batches and watch enrolment and revenue.

• Mentors & trainers

  Run classes, review assignments and guide projects.

• Admissions

  Take applications and enrol students.

• Students

  Use their own portal for schedule, work, certificates and payments.

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