How do I manage Live Training resources?

From the Manage Resource page, Admins can add Instructors and Locations as trackable resources that Authors can use to create Live Training sessions.

Note: Some features may be restricted based on
permissions for your user role.

Open Admin Menu

In the Global Navigation menu, click the Admin option; then select Learning, then select Manage Resources.

Note: The Global Navigation menu may differ depending on what is enabled in your account.

Manage Resources 

Add an Instructor

To add an Instructor select + New Instructor. Search and add any user from your account as an Instructor. 

If you would like to add your instructors in bulk, select Add via CSV. Upload a CSV file including Name and UID if they are a Bridge user. If you don’t include a UID the instructor will be added as an external instructor.

 Note: External instructors can’t be added from here individually, only via CSV. 

 

Remove an Instructor

To remove an Instructor select the trash icon to the right of the user you want to remove. Select Yes from the pop up message to remove the Instructor.

If you would like to remove your instructors in bulk, select Remove via CSV. Upload a CSV file including Name and UID. 

Note: You can only remove internal instructors in bulk.

 

Add a Location

To add a new location, select the + New Location button.

In order to create a new location resource, input a name. Select Save to add the new location.

If you would like to add your locations in bulk, select Add via CSV. Upload a CSV file including Name. You can also include Address 1, Address 2, City, Territory, ZIP Code, Description, and Notes in your file.

Note: Any other information you want to include about the location is not required and will only be visible to Admins on this page. You could include notes such as resources available in the room or maximum number of occupants the room can hold.

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