Article | TRAKLearning Help Center

Creating your first training session in TRAKLearning is a straightforward process. This guide will walk you through each step to ensure you set up your session correctly.

Accessing the Session Creation Form

To create a new training session, follow these steps:

Navigate to the Sessions page from the sidebar menu
Click the 'Create Session' button in the top-right corner
The session creation form will open with several tabs for different aspects of your session

The session creation form with basic details tab active

Basic Session Details

In the first tab, you'll need to provide the basic details for your session:

Session Title: Create a clear, descriptive title
Description: Provide details about what will be covered
Session Type: Choose from in-person, virtual, or hybrid
Start Date and Time: When the session will begin
End Date and Time: When the session will conclude
Capacity: Maximum number of participants

Note

For virtual and hybrid sessions, you'll need to provide a video conferencing link in the next step.

Location and Resources

Next, specify where the session will take place and what resources you'll need:

For in-person sessions, select a location from the dropdown or add a new one
For virtual sessions, enter the video conferencing details
Select any resources needed (rooms, equipment, etc.)
Check resource availability for your selected time slot

The resource booking calendar showing availability

Trainer Assignment

Assign one or more trainers to your session:

Search for trainers by name or expertise
Check trainer availability for your selected time slot
Assign primary and secondary trainers if needed
You can also use the AI Trainer Recommendation feature to find the best match

Enrollment Settings

Configure how participants will enroll in your session:

Open enrollment date: When registration opens
Close enrollment date: Deadline for registration
Enable/disable waitlist
Set enrollment approval requirements (automatic or manual)
Configure notification settings for enrollments

Review and Publish

Finally, review all the details of your session before publishing:

Check all details across all tabs
Preview how the session will appear to participants
Save as draft if you need to complete it later
Click 'Publish Session' when you're ready to make it available

Note

Once published, notifications will be sent based on your configuration, and the session will appear in the calendar and listings.

Managing Your Session

After creating your session, you can manage it from the Sessions dashboard:

View and manage enrollments
Update session details if needed
Send announcements to enrolled participants
Track attendance during the session
Generate session summaries after completion

Congratulations! You've successfully created your first training session in TRAKLearning. As you become more familiar with the platform, you'll discover additional features to enhance your training programs.

How to Create Your First Training Session