Enter the customer's email and proposed training date, select their standards sheets, then click Send.
Loading standards sheets…
Sent a link, not yet submitted — or sent back for changes.
Signed candidates grouped by training date. Find each person on the D&TA event and tick the accreditations shown, then mark the event as reported.
Dates already marked as reported to D&TA, newest first.
Everyone not yet invoiced, laid out the way D&TA's guide asks: the courses covered, then each person's full name with every date they trained — one fee per person, however many days, and no more than 10 names per request. Copy the values into D&TA's "Training Completion (Invoice Request)" form, submit it, then click "Mark as invoiced" so there's a record of exactly who it covered.
Every invoice request you've marked as sent, newest first, with exactly who it covered. Open one to add D&TA's invoice number, the total and when you paid it, so each D&TA invoice links back to the people it was for.
Find a candidate by name, email, or school — across their full history, not just what's currently in another tab.