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Training planning approval

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Task:

Training planning approval

Who receives it:

Users defined as members of the route responsible for the planning approval of the training.

When:

The planning of a training is finished and sent for approval.

Purpose:

To approve or reject the planning of a training.

 

How to execute this task:

 

1.In the list of pending records, locate and select the desired training.

 

2.After that, click on the default toolbar button.

 

3.At this point, the data screen of the training planning will open. For more details about the sections on the training planning screen, go to the Editing a training under planning section.

 

The following section will be displayed as well:

Approval

In this section, it will be possible to view the route and its members responsible for approving the training planning. This section will be available only if Approval is configured. Note that it will be possible to view the data of the approval type in question and its cycle.

 

4.After verifying the abovementioned information and making the necessary changes, use the Actions section, in the upper part of the screen, in which the following buttons will be available:

Approve: The Training execution task will be generated for the due responsible parties. If the training is public, it will be available for the participants to enroll in it.

Reject: The Training planning task will be generated again for the responsible users to make the necessary changes.

 

If, in the general parameters, the "Enable synchronization training calendar with the e-mail client calendar" option is checked, at this point, the system will ask whether you wish to send an appointment to the email client calendar of the participant. Click OK to perform this operation and Cancel not to perform it.