Training planning

Task:

Training planning

Who receives it:

Users set as members of the planning control team of the training.

When:

The training planning record is saved; however, it is not sent to the next step.

Purpose:

To finish the draft of a training planning, allowing to perform the necessary adjustments before sending it to the next configured step.

1.

Select the desired training from the list of pending records.

2.

Make sure that the training data is properly filled out. To do this, click on the button, on the main screen toolbar and make the necessary adjustments to the data screen that will be displayed. The detailed description of the fields in the training data screen has been performed in the Editing a training under planning section.

3.

Done this, click on the Save and next step button on the toolbar of the training data screen. The system will ask if you wish to send the training to approval/execution. Click on the desired option:

Save only: The data will be saved and the training will remain pending.

Confirm: Allows sending the training to the next configured step:

▪Planning approval: If the approval step was parameterized in the training configuration, the system will generate the Training planning approval task for the members of the responsibility route for this operation.

▪Start: If the approval step has not been configured for training, the system will generate the Training execution task. If the training is public, it will be available for the participants to enroll in it.