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All personnel (internal and external) are tracked on the Personnel tab. You may distinguish an external trainer from your internal organization as follows:
| 1. | Create a personnel group named, "External Trainers", "Outside Trainers", or "Service Providers", etc. per your organization's terminology. |
| 2. | For each external trainer, open the personnel form, and set their group to the name of the group you created in Step 1. |
| 3. | In addition, be sure to set the option labeled, "Exclude from required training" to "Yes". This will ensure that the outside trainer does not appear on your required training reports (for example, for training which is required for "All Groups"). |
| 4. | Also, set the "Is a Trainer" option to "Yes". As with all trainers, this option must be set in order for the trainer name to appear in the Trainer list when creating a new Class Session record. |
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