Trainer Module
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      Custom Fields for Recipient Form & Trainer Form

      Helps Admins collect necessary information from Recipients and Trainers during and after a training.

      Recipient Forms

      Purpose: Recipient Forms are designed to gather information from attendees of a training session. These forms are accessed by scanning a QR code provided during or after the training. Attendees must fill out the form to receive their certificate.

      Default Information:

      • Name
      • Email Address

      Additional Information: Any extra information needed by the training organization or trainer must be added by the Admin in the Account Settings under the Trainer Module.

      Custom Fields: Recipient Form Fields can be used to collect extra information beyond the default fields.

      How to Add Recipient Form Fields:

      1. Go to Account Settings.
      2. Click on the Trainer Module.
      3. Find the Recipient Form Fields section after Approval Types.
      4. Click on "Add new field."

      1. Add field names and descriptions to guide the recipient on what information is expected.
      2. Choose the Field Format:
        • Input Field (free text entry)
        • Checkbox Field (multiple options)
        • Options Field (single option)
      3. Specify if a field is mandatory.

      Note: Do not add name and email address fields as they are included by default.


      Trainer Forms

      Purpose: Trainer Forms are used by Admins/Trainers to take extra notes during a training session. These forms can be utilized to add additional information to the certificate, similar to notes.

      How to Add Trainer Form Fields:

      1. The form fields for trainers can be found below the Recipients section in the Trainer Module (Admin view).
      2. Follow the same steps as for adding Recipient Form Fields:
        • Go to Account Settings.
        • Click on the Trainer Module.
        • Add new fields as needed.

      Summary

      Where to Find the Recipient Form Fields:

      • Account Settings > Trainer Module > Recipient Form Fields (after Approval Types).

      Adding New Fields:

      1. Click on "Add new field."
      2. Specify field names, descriptions, and format.
      3. Indicate if the field is mandatory.

      Trainer Form Fields:

      • Located below the Recipients section.
      • Follow the same steps to add fields as for Recipient Form Fields.

      By following these steps, you can effectively manage the information collected from both recipients and trainers, ensuring that all necessary data is captured for each training session.