Build a Course With Chapters

On the Course form, fill in name, duration, project and tags, then add chapters under the Index tab — here Introduction to Odoo, Sales & CRM and Accounting Basics. The course is auto-numbered (CR/00001) and the Start Course button kicks off the workflow.

Sessions Generated Automatically

After Start Course, the workflow ribbon moves to In Progress and the Session tab fills with one session per chapter — ready to schedule without retyping anything.

Add Trainees to the Course

The Trainees tab takes the employees enrolled in this course. The Trainees counter at the top of the page reflects the count.

Certificates Issued on Completion

Press Done and the course advances to the final stage; the Certificate tab now lists one certificate per trainee, generated automatically.

Browse All Courses

The Course menu offers list, kanban and form views so coordinators can see every course at once, grouped by state or duration, and open any of them in a tap.

Start a Session

Open a session — here Accounting Basics — set the trainer (Beth Evans) and the trainees, then press Start Session. Counters at the top show Trainees, Attendance and Tasks at a glance.

Attendance Seeded Automatically

Starting the session stamps the start time and fills the Attendance tab with one row per trainee, pre-linked to the course and session. Switch any row between Present and Absent as people arrive.

Create a Task per Trainee

Create Task on the session lays down one project task per trainee under the Task tab, already linked to the right course — handy for follow-up work or assessments.

Task Opens in the Project App

Each auto-created task lives in the Project app like any other task — with course, project, assignee, deadline and the standard chatter — so existing project workflows pick it up without changes.

Attendance Across Sessions

The dedicated Attendance menu lists every trainee row across all sessions, so HR can spot missed sessions or roll up attendance by course or trainee.

Chapter Library

The Index menu lists every chapter created across all courses — useful for reusing existing content or reviewing the syllabus library at a glance.

All Issued Certificates

The Certificate menu lists every certificate that has been issued, with the trainee, course, duration and project on each row — searchable in one place.

Open a Trainee's Certificate

Open any certificate record to see the trainee, the course they completed, the duration and the linked project — and to print the PDF.

Printable Certificate of Completion

The printed PDF arrives with the company header, a CERTIFICATE OF COMPLETION title, the trainee's name, the course title and the duration in days — ready to hand over.

Course Analysis Reporting

Under the Reporting menu, a pivot view cross-tabulates trainee, course, tag, project, duration and count — so HR can see at a glance who trained on what and for how long.

Maintain Your Trainer Pool

From Configuration, list the trainers available to run sessions so they appear in the Trainer dropdown on each session.

Maintain Your Trainee Pool

A matching Trainee list keeps the employees who can join training visible in one place, so the Trainees picker on courses and sessions stays tidy.

Manage Course Tags

Tags such as Project Management or Customer Service live under Configuration and are picked on each course to group, filter and report by skill area.