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Training registration

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See how to execute a training registration:

 

1.Access the My Tasks Execution Training registration menu.

Use the "Training registration Status" filter in the first quadrant to filter the documents by the employees that were not evaluated and/or failed the training. Use the other advanced filters to easily locate the desired record.

 

2.In the list of records in the second quadrant, the document to which trainings must be created will be displayed. Select the desired record.

 

3.In the list of records of the third quadrant, the users that have the "Create training" control enabled in the security list of the document selected in the second quadrant are displayed. Select the desired users. Hold the CTRL and SHIFT keys down or check next to each user to select more than a record at a time.

 

4.Next, click on the button on the third quadrant side toolbar and select the desired option:

▪Add training planning: The system will display the screen to add a training in the planning step for the selected users. Refer to the Adding a training section of the specific SE Training documentation for further details on how to perform this operation.

▪Add training execution: The data screen to add a training directly in the execution step for the selected users will be displayed. Refer to the Adding a training section of the specific SE Training documentation for further details on how to perform this operation.

 

5.Save the record.

 

After saving, the users and the document will no longer be displayed in the list of pending records.

 

▪The deadline to execute this task is configured in the Training control in the category of the document to which the training will be created. Note that it is possible to configure different deadlines for critical and noncritical trainings.

▪If the "Revision requires training" option is checked in the document revision, whenever it goes through a revision, this task will be sent to the responsible parties.

▪If the "Keep current revision training record task" option is checked in the document category and it is configured that the revision will start after the approval and there is a training to be recorded regarding the current (released) revision, the system will keep the training related to the current revision and create a new one related to the new revision that was approved. If this option is not checked, the system will only keep the training task related to the new revision that was approved, deleting the task related to the current revision.

▪When the training is invalidated, cancelled, or the participant is not approved, this task is generated again for the planning or execution team to become aware of the fact that the user needs a new training. Also remember that, if the user has already participated in the training in question, has been approved, and the training has not been invalidated or cancelled, the last conducted training will be taken into consideration.