Send training records for signature

A training record is the story of one course purchase: who is on it, the pool sessions, dives and skills logged on class days, and the signatures the agency needs before a card can be issued. Send Training Records (/admin/send-records) lists every record whose water work is under way and that has not gone out for signature yet.

The two tabs

• Ready to send — water work finished. These are sendable.
• Missing info — everyone still short something, closest to done first.
• Each row shows the course, the class it belongs to (or “Not on a class roster”), and ticks for Pool, Lake dives, eLearning and the review doc.

Send it

1. Tap Send for signature on the row. You can also send from the record’s Signatures card with Send for Signature →.
2. The student is emailed a link to e-sign. A student on a multi-student record gets their own link.
3. The instructor is emailed a link to countersign, and can also sign at /admin/instructor-sign: draw or type a signature, then Sign & Complete Record. ↻ Resend signing email to student sends a fresh link.
4. Once both have signed, the signed PDF is generated, emailed to the student, and appears as View signed record PDF → on the record.

Sending an unfinished record is allowed; the row just says “Not finished yet”. That is for a referral or a record completed elsewhere.

Which form goes out

Only the real Open Water course uses the agency’s pre-printed referral form, chosen by the record’s agency: SDI or PADI. That is the Uses the official agency referral form box on the course. Every other course, from specialties to refreshers, gets a generic training-record PDF.

Students under 18

Age comes from the date of birth on the record. For a minor, the email says a parent or legal guardian must sign, the guardian is copied, and the signing page asks for the guardian’s name and signature instead of the student’s.