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How to create training providers and instructors

Updated

Objective, scope, and limitations 

This article aims to guide users through the process of adding, editing, and deleting training providers and instructors in the LMS platform. It is intended for users with the role ofsuper administratororadministrator, who have permissions to manage this information. Creating providers and instructors is essential for proper traceability in training programs and reporting. It is important to note that registered instructors do not have access to the platform nor do they receive automatic notifications.

Process

1. Access the providers section 

  • Go to the left side menu and selectData Centerand selectTraining Providers.
  • Here you will see the list of already created providers, along with options to add, edit, or delete existing records (that do not belong to Course Store providers).

2. Create a new provider 

Click theAdd newbutton. Complete the following required fields in theProvidertab:

  • Company identifier (although not marked as required, it is essential to save the provider).
  • Provider country.
  • Provider name.
  • Type: indicate whether it is an internal or external instructor.

Finish the process by selecting"Create and edit".

3. Activate SENCE integration (Chile clients only)

If you have this integration enabled, a tab called "SENCE" will appear within the provider's settings. From there you can enter:

  • Provider identifier.
  • Select “Yes” or “No” to activate integration with SENCE.

4. Create associated instructors 

Once the provider is created, you can register instructors from theInstructorstab in the top menu of the provider's settings. To add an instructor:

  • Click "Add new".
  • Complete the required fields (name, email, etc.).
  • Select "Create and edit" to save the changes.

Important:Registered instructors are used as information for reporting purposes, but they do not have access to the LMS, cannot create courses, and do not receive automatic emails.

5. Activate SIRCE integration (Mexico clients only) 

If you have this integration enabled, when creating or editing an instructor you can activate the switch"Enable to issue DC-3". When you do so:

  • You must fill in the "Training agent folio (STPS)" field
  • An additional field will appear at the end of the form to upload the instructor's signature.
  • This signature will be used for issuing DC-3 certificates.
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🤖 This article was translated using artificial intelligence. View original article.