Hi Lee,

All of what you ask for can be achieved with face to face in Totara

In terms of 'conceptualising' it at a high level, this video tries to do that:

https://www.totaralms.com/images/stories/video/product_videos/face_to_face.swf

In terms of 'how to' the help site will take you through it: http://help.totaralms.com/Trainer_Led_Courses.htm

Does this help?

I know this will cost money but your partner would be happy to deliver a workshop/consultancy to get across both the concepts and tailored training for your requirements. There is a lot of knowledge out there in the forums to tap into, but it will be money well spent as it will help to underpin things for you in a  complimentary way to the support desk and community discussions.

Thanks,

Andy