Schedule courses with the right trainer
When you schedule a course, SureTrain offers only trainers who can deliver it, and shows everyone else with the reason.
Four checks on every trainer offered
Up to date to train
The same status, with the reasons, as on the Trainers list.
Qualified for the course
Checked against the courses they can deliver.
Not away for more than 6 months
Anyone away longer isn't offered.
Not already booked that day
No double-booking.
Trainers it can't offer are listed, with the reason
The list offers only trainers who pass the four checks. Anyone it can't offer is still listed, with the reason in words.
- Trainers who are not up to date can't be assigned to courses until they renew
- A course can't start delivery before its start day or with no learners booked
| Person | Role | Status |
|---|---|---|
| Jo Evans | Trainer | Up to date to train |
| Rita Khan | Trainer and assessor | Up to date to train, 1 renewal due soon |
| Sam Patel | Trainer and assessor | Up to date to train |
| Tom Hartley | Trainer and assessor | Not up to date to train: CPD hours out of date since 11 Sep 2026; Observations as an assessor out of date since 7 Aug 2026; Workplace assessments out of date since 7 Aug 2026 |
The statuses the Trainers list gives. When you schedule, anyone who isn't up to date to train is listed with the reason instead of being offered.
Reassign in two steps
If a course's trainer is flagged as unable to deliver, a banner on the course page lets you reassign that trainer.
Pick a trainer from the list.
Unavailable trainers are greyed out in the list.
Click Reassign.
Only a course's trainer can be reassigned, and only after that trainer has been flagged as unable to deliver.
Clients book staff and sign forms in their own portal
Sponsor companies see upcoming bookings, book staff and sign booking forms in their own portal. An unsigned booking form keeps the course from moving to Ready, and SureTrain says so in plain words.
Clients sign in with a single-use sign-in link that expires after 30 minutes, with no password.
More about the client portal"1 booking form needs your signature before the course can go ahead."
- Upcoming bookings
- Book staff
- Booking forms
- Evidence, as a file or a phone photo
Questions about scheduling
Next: Client portal.
Can I move a learner to another course?
No. Learners can't be moved between courses.
What if I schedule the wrong dates?
Correct the course type and dates on the course page; each correction is recorded. With the Quality Assurance Suite, courses whose dates were corrected are listed on the Quality page.
Can clients see which of their staff need booking?
Yes. The portal's Staff competence page shows who needs booking in the next 90 days, and what to check in Sentinel.
See scheduling with your own trainers and clients
See a demo, or run a pilot at one site with a handful of courses. We set it up with you.
- Fill in the form.
- Send the email your app prepared.
- We reply.