To edit the data of a path, first locate it and select it in the main screen list of records. After that, click on the button on the toolbar.
At this point, the data screen will be opened. The following sections will be available for editing:
The following subsections are available:
General data
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The fields in this section will be displayed as completed, according to what was entered when creating the path (be it through addition or copy), but they can be edited. See the detailed description of the displayed fields in the Adding a path section.
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Attribute
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This section will only be displayed if an attribute is associated in the Attribute tab on the data screen of the type that classifies the path. The attributes that have been filled out when adding the course can have their values edited, unless it is a blocked attribute. The way to fill out an attribute varies according to the configurations established when creating it.
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E-learning
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In this section, it is possible to define whether the users can enroll in the path in question by using the Path widget.
Self-enrollment
Option
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Enabled
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Disabled
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Provide online training path
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Participants may enroll in this path through the Path widget. Thus, on the side toolbar, the buttons that allow adding to whom the path will be applicable, as well as disassociating and viewing the data of the record selected in the listing, will be displayed.
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Participants may only be enrolled by those responsible for the path.
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To add a new applicability to the path, click on the button on the side toolbar and perform the following steps on the screen that will be opened:
1.
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Use the Access type field to select one of the following options to define the applicability of the path:
Internal
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All
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It applies to all SE Suite users who have access to SE Training.
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Organizational unit
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It applies to SE Suite users of a particular business unit/department of the organization.
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Department/Position
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It applies to the SE Suite users of a determined department of the organization who hold a specific position.
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Position
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It applies to the SE Suite users who hold a specific position in the organization.
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User
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It applies to a specific SE Suite user.
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Team
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It applies to the members of a team already created in SE Training.
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Object mapping
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It applies to all SE Suite users who have the "Training" control allowed in the security list of the document associated in the "Object" section of a course that composes the path.
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Organizational mapping
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It applies to the users who have the path mapped to exercise their positions.
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Mapping per process
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It applies to the users who have the path mapped to execute processes.
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Process
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It applies to the executors of a specific process.
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Process/Activity
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It applies to the executors of a specific activity of a process.
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External
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All
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It applies to all external users who have access to the widget in the customer panel.
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External user
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It applies to a specific external user.
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Company
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It applies to all external users from a specific company.
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2.
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According to the selected access type, Filters will be enabled to be filled in. Use them to make it easier to search for desired records.
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3.
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If the selected access type is Organizational unit, the hierarchy of business units and the departments belonging to them (if any) will be displayed.
Check the business units and/or desired departments. By checking the "Consider sublevels" option at the bottom of the screen, the system will also consider the organizational units that are down in the hierarchy of the selected organizational unit. Note that by checking this option, if new organizational subunits (whether they are business units or departments) are subsequently added, they will be automatically added to the applicability list.
Next to the hierarchy, the system also makes available buttons that allow you to check all the sub-levels of a particular organizational unit or uncheck all sub-levels. Note that, by using the "Check all sub-levels" button, if new organizational sub-levels are subsequently added, they will not be included in the applicability list.
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4.
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Then, click on the button on the toolbar of the selection screen. Based on the control selected and the values entered in the filters, the result will be displayed in the list of records, on the lower part of the screen. Select those to which the path can be applied. Hold the SHIFT or CTRL keys down or check next to each item to select more than one record at a time.
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5.
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Once done, save your selection.
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Path
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In this section, it is possible to define the courses that will make up the path being created. On the side toolbar, the following buttons are available:
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Click on this button to associate a course with the path. On the screen that will be displayed, locate and select the desired course. To select more than one course at a time, use the CTRL or SHIFT keys on the keyboard or the checkbox next to each record.
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Click on this button to disassociate the course selected in the list of records from the path.
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Click on this button to view the data screen of the course selected from the list of records.
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Click on this button to change the order or the course selected from the list of records up.
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Click on this button to change the order or the course selected from the list of records down.
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In this section, it is possible to add the path to the organizational mapping or process mapping. To do that, the following sections are available:
Organizational
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Through this section, it is possible to establish that the path will be required or desirable to perform certain functions in the company. On the side toolbar, the following buttons are available:
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Click on this button to associate a position with the path. On the screen that will be opened, locate and select the desired department and position. Check the field of the "Required" column to determine that the path will be mandatory for the position or keep it unchecked to determine that the path will be desirable. Once done, save your selection. For a detailed description on how to perform this operation, see the Mapping requirements for department and position section.
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Click on this button to edit the path requirement for the position selected in the list of records (required/desirable)
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Click on this button to edit the path from required to unrequired and vice-versa for the position selected in the list of records.
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Click on this button to disassociate the position from the path.
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Click on this button to view the data of the relationship between the department and the position selected in the list of records.
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Per process
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This section is only available if the SE Process component is part of the solutions acquired by your organization. Through this section, it is possible to establish if the path will be required or desirable to execute certain processes (SE Process). On the side toolbar, the following buttons are available:
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Click on this button to associate a process or activity with the path. On the screen that will open, locate and select the desired process and/or activity. Check the field of the "Required" column to determine that the path will be mandatory for the process/activity or keep it unchecked to determine that the path will be desirable. Once done, save your selection. For a detailed description on how to perform this operation, see the Mapping course for process/activity section.
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Click on this button to edit the path requirement for the process/activity selected in the list of records (required/desirable)
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Click on this button to edit the path from required to unrequired and vice-versa for the process/activity selected in the list of records.
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Click on this button to disassociate the process/activity from the path in question.
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Click on this button to view the data of the process or activity selected in the list of records. Refer to the SE Process component specific documentation for a detailed description of the screen that will be displayed.
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Click on the arrow below this option and select the option that corresponds to the documentation type that will complement the path information:
Attachment
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In this section, it will be possible to add, delete, download and view the attachments related to the path. For further details on how to add attachments to the record, see the Adding attachments section.
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Document
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This section is available if the SE Document component is part of the solutions acquired by your organization. In it, it will be possible to add, delete, download and view the electronic file and the data of the documents related to the path. Refer to the Adding documents section for further details on how to associate documents from SE Document.
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After performing all the necessary configurations, use the Save, Save and exit or Save and new options.
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