Viewing the Training Roster
The following guide outlines how to view your full training roster. There are a number of different ways you can do this -
From Your Trainer Record
As a St John trainer, you have your own trainer record within Salesforce. This is the best place to view your own personal roster. You can find yourself by searching your name in the global search bar at the top of the screen.
You will see two records. One is your Salesforce user (the green one). The other your Contact record (the purple one). Make sure to pick the purple one
This record contains a host of information - from your personal details to an up-to-date list of your competencies and their expirations. You can see these in the 'Details' tab. Once you have found your personal trainer record, click through to have a look at it. You will land on the 'Roster' tab. This shows an interactive calendar of your Course roster.
When viewing your calendar, you can click on any Course for more details. The details will open in a pop out in the calendar. You can then select 'Details' to open the Course in a new browser tab - ready to mark Student's attendance and competencies.
If you can not see your personalised Calendar, ensure you are on the 'Roster' tab
Add yourself as a favourite
Salesforce has a great feature to help you create shortcuts to things that you use all the time. This is called favourites. Your personal trainer record is a great record to favourite - allowing you to access it at the click of a button! To do this, when on your trainer record, select the star symbol in the top right of the screen.
Once you have favourited your record, you can access it from wherever you are in Salesforce. To access your favourites use the little arrow next to the favourites star.
View your 'Rostered Sessions'
Still on your trainer record, you can see a list of your roster in another format. Select the 'Related' tab and scroll until you find the 'Rostered Sessions' list. This shows your training roster in a list format, as opposed to a calendar. By default you will only see six courses in this list, however, you can use the 'View All' link to see an exhaustive list.
Use the Trainer Roster Calendar
You can find the Trainer Roster Calendar by selecting the 'Calendar' option in the Salesforce navigation bar.
This shows an interactive view of the full training calendar. You can filter by day, month or year and take a look at your full course roster.
You can single-click on a course to see more information about it and when you find the course you are looking for double-click to open it in a new tab.
If you can not see this calendar, you may have to subscribe to it. Fortunately, this is a simple process. You can see a guide on how to do it here.

