Skip to main content

4.1 About Live Training

How to setup and invite participants to a live training session

Updated over 3 weeks ago

Live Training in Rekonnect enables MedTech companies to run structured, instructor-led sessions for healthcare professionals, distributors, and internal teams.

Unlike self-study courses, Live Trainings take place at a scheduled time and are manually tracked for attendance and certification. It’s perfect for in-person workshops, virtual demos, or high-touch onboarding where real-time interaction is essential.

📌 Live Trainings can be set up directly from within a customer in the accounts area. Click into a customer and under the tab "Live Trainings" you will be able to see details of previously held events, and then create a new training event.


Configuration

Each training session is fully configurable, giving admins control over:

  • Event details (time, date, duration, trainer)

  • Course content and products

  • Participant selection (from accounts)

  • Completion tracking and certificate issuance

Live Training also supports manual attendance confirmation and certificate generation, ensuring accurate training records even when sessions occur outside the platform.


Details Tab

The Details tab is where you define the core logistics of the training event. This sets the foundation for who will lead the training, when it will happen, and how it’s categorized.

  • Set the date, time, and duration of the training

  • Define custom fields (add dropdowns or checkboxes)

  • Assign a training leader and an owner (internal admin responsible)

  • Optional: Define the linked customer or internal organisation


Training Contents Tab

This tab controls the actual learning materials associated with the session. It defines what products or courses will be covered during the training event.

  • Link products or training packages relevant to the session

  • Select specific courses under a training package if only parts of it are relevant

  • Fine-tune the learning scope based on what will be addressed live


Participants Tab

Use this tab to assign the correct audience to the training. This is where you choose the customers or internal users who will be invited to attend.

  • Choose from available markets and select the right customer account

  • Filter and assign users or facilities from the selected organisation

  • Enables visibility and access to the training event for selected users


Training Completion & Certificates Tab

The final tab is used after the training session has taken place. It allows you to mark attendance, track completion, and issue training certificates.

  • Confirm attendance for each participant

  • Issue training certificates with time stamps and expiry dates

  • View, export, or share certificate records from a single view


Adding New or Existing users to a live-training:

After completing the details tab (time/date/location etc) in a live-training setup, navigate to the participants tab and make sure to correctly select a customer from the drop-down menu selector.

Clicking the arrow (icon >) next to the group under the customer, will reveal any already available users within the group. Check the box next to their name to add them as a participant to the live-training event.

Other Scenarios:

When the arrow icon for the group has been clicked and the user list is open, the hamburger-menu (3 line icon) on the right-hand side will be visible. Clicking on this will open a menu including the following options:

  • Add new users:

    Click this to open the standard “add-user” window, and follow the steps to add users with name, surname, email and role. When complete you will be automatically returned to the participants tab.

  • Add new users via tablet mode:

    Tablet mode is a more complex and secure way of allowing users to input their details without risk of accidentally clicking away or other mistakes.

  • Add Existing users:

    Users who already exist in the system (under the selected customer) can be found here. If the user you want as a participant is not assigned to the customer selected then they will not be selectable from this list. Additionally users with the label “Does not belong to any customer” can not be selected from here. Only a user who already belongs to that customer will be available as a selectable participant here.

📌 If no user-group has been created (under a customer) then the hamburger-menu for selecting participants will not be visible. User-groups are essential to tracking progress for both live and digital training.

Did this answer your question?