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How to create and edit Sessions in TRAK

This article explains, step by step, how to create and edit Sessions in TRAK.

Please note: Creating and editing Sessions are exclusive to Learning Administrators. If you wish to obtain this permission, kindly communicate with your User Administrator. 

What's covered

Creating a new Sessions

How to edit a Session

Cancelling a Session

Creating a new Session

Navigate to the Learning Resource via the "Search Learning" page or via the URL link. Select "🖊️Edit" to update the Learning Resource and navigate to the bottom of the page. Click "Add new session" to open the new dialogue window which will take you through the steps.
Screenshot 2023-09-19 at 3.19.50 pmA new window will pop up to edit:

  • Session title
  • Session type - online or face to face
  • Session external ID

Click "Next".

Screenshot 2024-04-04 at 1.04.56 pmOn the next step, you can update the below details:

  • Timezone - the session will be displayed with the timezone selected
  • Session time - this can be broken down into session itinerary
  • Cut off date - Learners will not be able to enrol after this date
Screenshot 2024-04-04 at 1.06.45 pm

Depending on whether the session is Online or Face to face, the next steps will change.

Online URL Face to face

The first link field available will display as a prominent button. If there are more links to share such as training material and additional reading, this can be added using the "Add URL" button.

There is no limit to the number of links added to the webinar.

Venue details are required for face to face Sessions. Include the Name, Address and Phone number of the venue. Additional venue details such as parking, directions to the training room can be provided in the next screen "Add details".

The next step incudes additional information for the calendar event and session:

  • Describe your session - adding images, links, embedding videos and headings is possible in this section. 
  • Cost (optional)
  • Instructor details (optional but recommended in case the instructor is delayed on the day)

Click "Next".

Screenshot 2024-04-04 at 1.11.14 pm

On the next window, choose whether there is an unlimited number of seats or if it is limited. If limited, choose maximum number of seats.

Click "Next".

Choose how discoverable the Learning Resource will be. Your two options are Enrollability and Visibility.

  • Enrollable - toggle whether the session accepts enrollments or not. This is useful if you have sessions throughout the year and would like to fill in the sessions running in the first coupe of months.
  • Visibility - toggle whether the sessions is visible on the Learning Resource page. 
  • Cancelled status - is the session cancelled or live.

Please note: a session can only be cancelled if there are no enrolled Learners in the session.

Screenshot 2024-04-04 at 1.00.42 pm

Click "Next".

We have now completed creating a Session. Selecting "Done" will push the Session live or action the cancellation of the session.

How to edit a Session

Navigate to the Learning Resource via the "Search Learning" page or via the URL link. Select "🖊️Edit" to update the Learning Resource and navigate to the bottom of the page. Click on the Session you would like to update and cycle through the steps until you reach the field you would like to edit.


Cancelling a Session

Navigate to the Learning Resource via the "Search Learning" page or via the URL link. Select "🖊️Edit" button and select the Session you would like to cancel.

Click next until you reach the 6th step. Click the "Cancelled" button.

Screenshot 2024-04-03 at 1.30.29 pm

The screen will update Status: Cancelled.

Please note: All Learners who are enrolled will automatically be unenrolled.