Resource allocation

Click on the buttons in the upper part of this filter to select the range that covers the planned or actual period of the training for which the resource/classroom you wish to view has been allocated.

Daily: In the calendar displayed, select the day from a determined month and year for the system to display the planned/actual training on this specific day.

Work week: In the calendar displayed, select a week from a determined month and year for the planned/actual training in the working days (i.e., from Monday to Friday, except holidays) of the week in question to be displayed.

Weekly: In the calendar displayed, select a week from a determined month and year for the planned/actual training in the week in question (taking into consideration Saturday, Sunday, and holidays - if any) to be displayed.

Monthly: In the calendar displayed, select a month from a determined year for the planned/actual training in the month in question to be displayed.

Yearly: In the calendar displayed, select a specific year for the system to display the planned/actual training in it.

Use the fields in this filter to locate the allocation through the classroom related to it. To do that, select the desired classroom or enter its ID # and/or name.

Use the fields in this filter to locate the allocation through the audio-visual resource related to it. To do that, select the desired audio-visual resource or enter its ID # and/or name.

ID #: Enter the identifier of the training whose resource/classroom you wish to view.

Name: Enter the name of the training whose resource/classroom allocation you wish to view.

Training type: Expand the list and check the options for the training type whose resource/classroom allocation you wish to refer to: collective and/or individual. Use the other buttons on the side of the field to check all available options and clear the markups performed.

Training status: Expand the list and check the options for the statuses in which you may find the training whose resource/classroom allocation you wish to view.

Self-training: Check this option if the resource/classroom allocation you wish to view is a training in which the participant has enrolled via a widget.

Planned: Use the Start and End fields to select the date range that covers the planned start and end period of the training whose resource/classroom allocation you wish to view. Use the Workload field to enter the time range that covers the planned workload for the training in question. In the # of participants field, enter a range that covers the planned number of participants of the training.

Actual: Use the Start and End fields to select the date range that covers the actual start and end period of the training whose resource/classroom allocation you wish to view. Use the Workload field to enter the time range that covers the actual workload of the training in question. In the # of participants field, enter a range that covers the actual number of participants of the training.

Validity: Select the date range that covers the validity period (if configured) of the training whose resource/classroom allocation you wish to view. Check the Show only expired trainings option for the system to display only expired trainings in the search result.

Training method: Select the method associated with the training whose resource/classroom allocation you wish to view. Use the other buttons next to the field to view the data of the selected training method and clear it.

Instructor: Select the training instructor whose resource/classroom allocation you wish to view. Use the other buttons on the side of the field to fill it with the logged user data or clear it.

Educational entity: Select the educational entity that offered the training whose resource/classroom allocation you wish to view. Use the other buttons next to the field to view the data of the selected educational entity and clear it.

Planning control team: Select the training planning control team whose resource/classroom allocation you wish to view.

Execution control team: Select the training execution control team whose resource/classroom allocation you wish to view.

Document: Select the document that was associated with the training whose resource/classroom allocation you wish to see. It is important to point out that the associated document is not related to the object of the training, but to the one associated through the "Documentation" option.

Participant type: Expand the list and check the options that correspond to the participants of the training whose resource/classroom allocation you wish to view: user (SE Suite) and/or external user. Use the other buttons on the side of the field to check all available options and clear the markups made.

Status: Expand the list and check the options corresponding to the status of the participant of the training whose resource/classroom allocation you wish to view: approved, rejected and/or not evaluated.

Score: Enter a range of numbers that covers the score obtained by the participants of the training whose resource/classroom allocation you wish to view.

Attendance: Enter a range of numbers that covers the attendance percentage of the participants of the training whose resource/classroom allocation you wish to view.

Enroll date: Enter the date range that covers the date on which the participants were enrolled in the training whose resource/classroom allocation you wish to view.

User: Enter the department, position, user ID, name and/or e-mail of the SE Suite user who took part in the training whose resource/classroom allocation you wish to view. Check the Display lower level records option for the subcategories of the selected department to be considered in the view search as well. It is also possible to select the desired user.

External user: Enter the department, position, company, name and/or e-mail of the external user who took part in the training whose resource/classroom allocation you wish to view.

Use the fields in this filter to find the training whose resource/classroom allocation you wish to view, through the course data associated with it. To do that, select the type that classifies the course and/or the desired course, or enter the ID # and/or name of the training course that you wish to view.

Use the fields in this filter to find the training whose resource/classroom allocation you wish to view, through the configuration data associated with it. To do that, select the type that classifies the configuration and/or the desired configuration, or enter the ID # and/or name of the training configuration.

Category: Select the category that classifies the document associated as an object of the training whose resource/classroom allocation you wish to view. Check the Display lower level records option for the subcategories of the selected category to be also considered in the search.

ID #: Enter the ID # of the document associated as an object of the training whose resource/classroom allocation you wish to view.

Title/Summary: Enter the title or summary of the document associated as an object of the training whose resource/classroom allocation you wish to view.

Revision: Enter the revision of the document associated as an object of the training whose resource/classroom allocation you wish to view.

Author: Enter the author of the document associated as an object of the training whose resource/classroom allocation you wish to view.

Document status: Expand the list of options and check the options that correspond to the status of the document associated as an object of the training whose resource/classroom allocation you wish to view. Use the buttons on the side of the field to check all available options and clear the markups made.

Display only document trainings: Check this option for the system to display, in the search results, only trainings that have a document associated as a training object.

Competence: Use these filters to locate the training whose resource/classroom allocation you wish to view through the competences associated with it. To do that, select the desired competence or enter its ID # and/or name.

Evaluation item: Use these filters to locate the training whose resource/classroom allocation you wish to view through the evaluation items associated with it. To do that, select the desired evaluation item or enter its ID # and/or name.

Request: Select the request that was met by the training whose resource/classroom allocation you wish to view.

ID #: Enter the identifier of the request that was met by the training whose resource/classroom allocation you wish to view.

Name: Enter the name of the request that was met by the training whose resource/classroom allocation you wish to view.

Issue: Use the information regarding the issue of the related training request whose resource/classroom allocation you wish to view. To do that, in the respective fields, select the Department that issued or the Owner of the request. Use the other buttons next to the fields to fill them with the data of the logged user or clear them.

Approved: Use the information related to who approved the request. To do that, in the respective fields, select the responsible user, the department, position or team that approved the request related to the training whose resource/classroom allocation you wish to view.

Duration: Use the Last __ day(s) field to enter the number of days before the current date that covers the issue date of the request regarding the training whose resource/classroom allocation you wish to view. If you prefer, use the Select date and End date fields to select the date range that covers the date on which the request was issued.

Display only trainings with related request: Check this option for the system to display, in the search result, only trainings that have met requests.

Click on the Add attribute button and select the attribute associated with the training whose resource/classroom allocation you wish to search, the operator and a value for it. To use more than one attribute in this search, use the Add attribute option in the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.

Click on the Add attribute button and select the attribute associated with the course of the training whose resource/classroom allocation you wish to search, the operator and a value for it. To use more than one attribute in this search, use the Add attribute option in the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.