In Training and the training record

In Training (/admin/training) is every student with an open course. Three tabs: By Course groups them by what they are working toward, Everyone is a flat searchable roster, Inactive is everyone moved off the list.

The stage tiles

• Need a pool session — confined-water work still owed.
• Need lake dive 1 — pool done, first open-water dive owed.
• Need lake dive 2 — one lake day in, the rest owed.
• Specialty / dive-count courses — tracked by their own requirements.
• Water done — paperwork left — only signatures, review docs and issuing remain.

Tap a tile to see the students behind the number, each with an Open → link to their record. The drill-down links to Open Class Day → or Open Issue Certifications → depending on the stage.

Sections on the By Course tab

• On the schedule — students already on an upcoming class, nested by class.
• Can’t be reached — students who opted out of all email. Nothing can be sent to them: no class details, waiver or eLearning invite. Each row carries the opt-out date and a Paid order badge if they paid. Call the ones worth chasing, then select the rest and Move to Inactive with an optional reason.
• Needs scheduling — signed up but not on a class yet, grouped by course.
• No course set — fun divers. Open the record and set the course if one of them is really training.

📣 Email upcoming class days sends the class-day blast. ✉️ Email everyone in training opens Email Studio aimed at the whole pipeline. On the Inactive tab, Add back to training returns a record to the exact status it left at.

The training record

Open a record at /admin/record?id=… or from the contact’s Training Record tab. The header shows status and stage chips, the class it is scheduled on, and per-student eLearning sent and eLearning finished ticks. Progress lists the swim and float tests, pool sessions, lake dives and skills; N/A marks a step as not needed for this record, Undo puts it back. Signatures holds Send for Signature → and, once complete, View signed record PDF →. Certification links to Issue Certifications or, for a card entered by hand, Card already issued — link it.