Setting Up Trainer Portal Preferences in VETtrak 17.3

To set up the options for your Trainer Portal, go to File > Global Preferences, and go to the Trainer Portal page of the wizard.

1. Use this field to store the location of your Trainer Portal deployment. This will enable the portals to generate links to resources within the portals.
2. To allow trainers to quickly and easily schedule follow up visits with students in the portal, a special type of event can be set up in VETtrak for this purpose. Tick this box if you want to use this feature.
3. If you are using follow up events, select the event that is to be used for this.
4. Indicate if you want your trainers to be able to send emails to clients via the Trainer Portal.
5. Indicate if you want your trainers to be able to send SMS messages to clients via the Trainer Portal.
6. Choose whether student images should be displayed in the Trainer Portal. These are only displayed in the detailed modal view for a student.
7. To default the portal to have the record signatures box checked on relevant modals, tick this option.

1. Click the Quality Assurance tab to set up the QA options.
2. Tick this box if you want any of your data entered by trainers to be submitted for Quality Assurance before being saved in VETtrak.
3. Indicate which kinds of data and actions need to pass through Quality Assurance. In the above example, trainers can add and edit client and employer events and the information will be saved directly into VETtrak. All other items must pass through Quality Assurance first. The deletion of any item must also pass through the approval process.

1. You can configure which types of records in the Trainer Portal can accept file uploads using the "Documents" tab.
2. Use the table to enable or disable uploads against specific types of records.

1. You can optionally configure an external link, to be shown in the top navigation menu, using the "Link" tab.
2. Use the checkbox to enable or disable this feature.
3. Enter the display name you would like to use for the link. This is the clickable text that will display in the menu.
4. Enter the URL for the site that you would like to open when the new link is clicked.

1. You can view direct messages in the trainer portal by enabling the check box against "Can view messages".
2. You can send direct messages in the trainer portal by enabling the check box against "Can send messages".

NEXT: Configuring Attendance Types, Result Types and Task Statuses for the Trainer Portal