Essentials Guide · Trainers

Prepare and run a live session

This visual walkthrough covers the essential trainer workflow, from choosing a module to downloading the final anonymous report.

Before you start: Sign in with your trainer account and confirm that the course you want to deliver is marked Ready.

Step 1

Open the trainer workspace

Select Trainer sign in and enter your trainer account details.
Use Courses to prepare or launch content.
Use Sessions to reopen an active session or view session history.
Use Participant activity when you need attendance and participant records.

Trainer dashboard with Sessions, Courses, Participant activity, and System health cards — The trainer dashboard is the starting point for delivery and course management.

Step 2

Choose and launch a module

Open Courses and select the required course card.
Review the modules available for that course.
Select Start module beside the module you are delivering. You do not need to begin with Module 1.
Confirm or edit the session name, then start the session.

Course detail page showing separate Start module, Preview, and Edit module controls for each module — Each module can be launched, previewed, or edited independently.

Need the full course? Select Start complete course when one session should contain all modules.

Step 3

Share the code and deliver

Share the six-character Participant join code displayed near the top of the console.
Select Open presenter view for the projector or main display.
Use Previous and Next to move through the current module.
Use Jump to step when you need to move directly to a specific slide or question.

Active trainer session with participant join code, presenter link, Previous and Next buttons, and the current question — The live console keeps the join code and main delivery controls together.

Presenter screen not scrolling? Click inside the presenter tab first, then use the mouse wheel, trackpad, or keyboard to move through content that is taller than the screen.

Step 4

Control questions and results

When the current step is a question, the Exercise controls panel appears automatically.

Select Open submissions when participants may begin answering.
Watch Answer progress and expand Not answered when follow-up is needed.
Select Close submissions when the response period ends.
Select Show results when the group is ready to discuss the aggregate response.
Select Maximise chart for a room-friendly results display.

Trainer exercise controls showing answer progress, Close submissions, Show results, and the results chart — Response controls and group results remain beside the current question.

Remember: identified questions can show who has not answered during delivery. Structurally anonymous questions never attach an answer to a participant.

Step 5

Unlock participant review

Scroll to the Modules section of the session console.
Select Unlock for review on a completed module.
Participants can then revisit that module using its numbered steps and Previous/Next controls.
Select Lock only when review access should be removed.

Trainer module card with Live status and Unlock for review and Lock buttons — Module access is controlled separately from slide navigation.

Step 6

End the session

End the session only after live delivery and submissions are finished.

Confirm that the required modules are complete or available for review.
Confirm that participant responses have been submitted.
Select End session.
The session moves to history and can no longer be changed.

Bottom of an active trainer session showing module review controls, participants, Export JSON, and End session — End session is kept beside the export controls at the bottom of the console.

End versus reset: ending preserves the session and reports. Reset clears response and live runtime data and should be used only with the required confirmation code.

Step 7

Download anonymous trainer PDFs

For a completed or reviewable module, select Download anonymous module PDF.
After ending the session, select Download session summary PDF for the complete session.
The same full-session download is available from Sessions history.
Trainer PDFs use A4 landscape, preserve the learning sequence, and include all submitted answers anonymously.
Participant names, emails, identifiers, timestamps, submission order, and answer-to-attendance links are excluded.

Ended trainer session with Download session summary PDF and module review status — The whole-session PDF becomes available after the session ends.

Need raw data? Export JSON remains available for structured system records. Use the anonymous PDF for trainer review and sharing.