|
While the training is under execution, it is still possible to edit some information on your data screen. To do that, 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
|
This section will display the training data entered during its creation (be it through addition or copy), allowing some of it to be edited, such as instructors and support staff, and actual information.
The Validity field is filled out by the system with the date up to which the training is valid. This date is obtained from the training end date, according to the validity configured in the Validity section.
If the participant has enrolled through a widget of the SE Training component, the Self-training option will be displayed checked by the system.
When the training is closed (that is, after it goes through every step configured for it), it will be possible to generate the training instructor certificate. See further details in the Generating a certificate section.
|
|
Participant
|
If the training is:
Individual
It will possible to track the status of their evaluation, if they have been added to the planning, their data and the data of their area and position, who performed their enrollment and when, and the training score and attendance. Through the  button on the side toolbar, it is possible to view their data.
Collective
It is possible to track the information of the participants in the training: the status of their enrollment and evaluation, if they have been added to the planning, their data and the data of their area and position, who performed their enrollment and when, and the training score and attendance.
Use the "Display participants who did not have the approved training enrollment", "Display participants that were included in the planning and were removed during the execution" and "Display participants that have been deleted during training execution" options to filter users who were enrolled in the training, but did not take part in it for the aforementioned reasons. For the first two options to be displayed, it is necessary for the situations that were described to have happened. The third option will only be displayed if the "Require an explanation when deleting a participant during training execution" option is enabled in the general parameters.
On the side toolbar, the following buttons are available:
|
Click on this button to associate the participants and thus enroll them in the training. See how to perform this operation in each case through the Enrolling participants in a collective training section.
|
|
Click on this button to enter an explanation for the enrollment of the participant in the training. On the screen that will be opened, it is possible to view the data of the enrollment and the approval (if this step happened) and enter the desired explanation.
|
|
This button will only be available if a participant whose enrollment was not approved is selected in the list of records. Click on it to view the data of the participant and the enrollment approval.
|
|
Click on this button to delete and then unsubscribe the training user. Confirm the request performed by the system for the training participant to be deleted. If the "Require an explanation when deleting a participant from the training" option is checked in the general parameters, by clicking on this button, a screen will be opened in which it will be necessary to enter an explanation for removing the participant from the training.
|
|
Click on this button to import the training participants from an .xls spreadsheet. Refer to the Importing participants to a collective training section for more details on this operation.
|
▪If the training is individual, it will be possible to track the participant status and view their enrollment data through the button on the side toolbar. ▪If the training is collective, while the evaluations are not finished, or while its execution is not finished (even if the evaluation is), it will be possible to enroll participants, as long as the training does not have an enrollment deadline. |
|
Attribute
|
This section will only be displayed if an attribute is associated in the Attribute section of the data screen of the configuration applied to the training. The attributes that have been filled out when adding the training 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.
|
Object
|
In this section, it is possible to associate with the training the document it will be about. If a document has been associated as training object in the training course or planning, it will be displayed in this section. For this resource to work correctly, it is necessary for the SE Document component to be a part of the solutions acquired by your organization.
On the side toolbar, the following buttons are available:
|
Click on this button to associate a document with the training. On the screen that will be displayed, locate and select the desired document. Note that only documents that have the "Training" control checked and configured on their category will be available for selection. View specific documentation of the SE Document component for further details on document training control.
|
|
Click on this button to disassociate the document selected in the list of records from the training.
|
|
Click on this button to view the data screen of the document selected from the list of records.
|
▪In the document category it is configured if a document will go through training at each revision and if the training will start after the revision release or approval. ▪When selecting the participants of a training whose object is a document, the system checks, by default, the "Pending document training" option, thus restricting the users who can be enrolled. |
|
Cost
|
In this section, it is possible to view a summary of the planned and the actual fixed costs, per participant, total per participant, and total cost values of the training. On the side toolbar, the following buttons are available:
|
Click on this button to add an actual cost to the training. Refer to the Adding a cost section for further details about this operation.
|
|
Click on this button to edit the values of the cost selected in the list of records. Note that if a cost added during training planning is selected in the list of records, the actual values of the planned cost may be informed. Refer to the Adding actual values of planned costs section for further details about this operation.
|
|
This button will only be displayed if the training has planned costs added to it. Click on it to copy the planned values to the actual values of the cost selected in the list of records without accessing the data screen. Confirm the request made by the system to perform this operation.
|
|
Click on this button to delete the cost selected from the list of records.
|
|
Click on this button to import the actual training costs from an .xls spreadsheet. Refer to the Importing a cost section for further details about this operation.
|
|
Checklist
|
This section will only be displayed if an execution checklist is associated in the Checklist section of the training configuration data screen. It is intended to assist the user in the execution of the training. In order to answer the questions, select the desired option: Yes, No or N/A. The answers may have already been selected by the system according to the standard defined when recording the checklist. Moreover, filling in the Comments fields may be mandatory or not, also according to the configurations established when creating the checklist.
If the training has gone through the planning step, the planning checklist will be presented to view the answers.
|
Content
|
If the content has already been made available for the participants, it will only be possible to view the data of this section.
Otherwise, it will be possible to edit it. In this case, the following buttons will be available on the side toolbar:
|
Click on this button to browse between the saved files on your computer, select multiple files and attach them to the training.
|
|
Click on this button and choose the option that corresponds to the content you wish to add to the training. See a detailed description of each content type available in the Content section.
|
|
Click on this button to edit the data of the content selected from the training structure.
|
|
Click on this button to delete the content selected from the training structure.
|
|
Click on this button to import the document associated in the Object section so it can also be a training content.
|
|
Click on this button to change a required course to not required and vice-versa. Select the desired record before clicking on the button.
|
|
Click on this button to preview the content selected in the training structure.
|
|
Click on this button to change the order of the content selected in the structure upwards.
|
|
Click on this button to change the order of the content selected in the structure downwards.
|
|
E-learning
|
Training content
Option
|
Enabled
|
Disabled
|
Make content available to the training participants
|
The training participants will also have access to the course content. Thus, when the training is under execution, the participants will receive the Training content task.
|
The training participants will not receive the "Training content" task when it is under execution.
|
Maintain access for participants after content execution
|
The content will remain available to training participants even after the end of its execution. The closed content can be viewed via the training data screen (View  Employee Participation in training menu), through the training participation widget and through the employee profile.
|
The content will not be available for the participants to view after the training is closed.
|
Require participants to access the training content before sending it to the next step
|
The training will only be sent to the next step after all participants have executed the Training content task.
|
The training can be sent to the next step even if not all participants have accessed the training content.
|
Automate the training flow when finishing the content execution
|
When the Training content task is closed, the system will generate the evaluation configured for the participant who has executed this task and send the training to the next configured step, continuing the training flow.
|
The control team will have to manually send the training to the next configured step.
|
Allow terminating the access to content only when __ % of the contents were viewed
|
The access to content will only be closed if the participant has viewed at least a determined percentage of the content.
|
The access to content may be closed regardless of the viewing percentage.
|
Deadline for content access
Field
|
Date
|
Fill out this field to establish a deadline up to which the participants may access and execute the training content. In this case, enter the desired number of days, weeks, months or years.
|
Option
|
Enabled
|
Disabled
|
End access to content on time1
|
It will not be possible to access the content after the previously set date.
|
The participants will be able to access the content even if the deadline has expired.
|
Block the viewing of content after the deadline1
|
It will not be possible to view the content after the previously set date.
|
The participants will be able to view the content even if the deadline has expired.
|
1 - It will only be available to be enabled if the "Date" field is completed.
Participants
Displays the listing of the training participants, in which it is possible to track the progress of the content execution of each participant (the start and end date of the execution, the duration of the execution, the percentage executed, among other information).
On the side toolbar, the following buttons are available:
|
Click on this button to view the access history and execution of the training content of the participant selected in the listing.
|
|
Click on this button to finish the access to the content of the participant selected in the list. With this, the system will consider that the participant has executed all the content of the training. To effectively perform this operation, confirm the request performed by the system.
|
|
Click on this button to release the access to the content of the participant selected from the list once again. With this, the system returns the participant content for execution, but the progress will not be lost. To effectively perform this operation, confirm the request performed by the system.
|
|
Click on this button to invalidate the access to the content of the participant selected in the list of records. On the screen that will be opened, enter the reason for the content to be invalidated. Thus, the participant will no longer be able to access the training content, and the evaluations configured not to allow execution with invalidated content will be considered incomplete and closed with a score of zero.
|
|
Click on this button to finish the access to the content of the participant selected from the list. With this, the system will return the participant content to the "Start" status and the progress until then will be lost. To effectively perform this operation, confirm the request performed by the system.
|
If the training content has not been disclosed to the participants, the "Make content available to the training participants" option must be enabled and the other configurations related to the training content and deadline for content access must be performed. At this point, the Training content task will be generated for the participants.
|
|
Summary
|
Field
|
Objective
|
This field is filled out with the objective entered in the course; however, it is possible to edit it. In this case, enter the objective that is expected to achieve with the training.
|
Syllabus
|
This field is completed with the syllabus defined in the course, but it can be edited. In this case, enter the course syllabus, which will be commonly used for summary information. In this way, through SE Document integration, it can be used as docvariable for certificate generation.
|
Comments
|
Enter important information about the training being added.
|
|
|
This section will only be displayed if, in the training configuration, it has been defined that the participants will be evaluated. In it, it is possible to generate and perform the evaluations defined for the training. See further details on how to evaluate the training participants in the Training evaluation section.
|
The following subsections are available:
Days of occurrence
In this section, it is possible to view and configure the actual execution period of the training, as well as to manage the attendance list of the course (if its use is configured). See further details in the Days of occurrence section.
Work shift
In this section, it is possible to manage the shifts on which the training will take place. Refer to the Editing a training under planning Calendar section for a detailed description on how to perform this operation.
Classroom reservation
In this section, it is possible to view the room reserved for conducting the training, as well as perform the reservation of other rooms. Refer to the Editing a training under planning Calendar section for a detailed description on how to perform this operation.
Audio-visual resources reservation
In this section, it is possible to view the audio-visual resources reserved for conducting the training, as well as perform the reservation of other audio-visual resources. Refer to the Editing a training under planning Calendar section for a detailed description on how to perform this operation.
|
In this section, it is possible to view the documentations already associated with the training, as well as to associate new documentation. In order to do it, use the following sections:
Attachment
|
In this section, it will be possible to add, delete, download and view the attachments related to the training. For further details on how to add attachments to the record, see the Adding attachments section.
|
Document
|
This section is only 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 training. Refer to the Adding documents section for further details on how to add and/or associate documents from SE Document.
|
|
This section is available if the SE Competence component is part of the solutions acquired by your organization. In it, it is possible to manage competences that will be developed with the execution of the training. The competences associated with the training (course or planning) will be displayed, and it will also be possible to add new ones.
On the side toolbar, the following buttons are available:
|
Click on this button to associate a competence with the training. On the screen that the system will display, locate and select the desired competence. Use the CTRL and SHIFT keys on the keyboard or check next to each record to select more than one competence at a time. Once done, save your selection.
|
|
Click on this button to disassociate the competence selected in the list of records from the training.
|
|
Click on this button to view the data screen of the competence selected from the list of records. Refer to the documentation of the SE Competence component for a detailed description of the screen that will be displayed.
|
When evaluating competences of employees, the system will signal the competences that have been associated with a course they participated in. This evaluation is done by means of the SE Competence component.
|
|
This section is available if the SE Competence component is part of the solutions acquired by your organization. In it, it is possible to manage the evaluation items related to the training. The items associated with the training (course or planning) will be displayed, and it will also be possible to add new ones.
On the side toolbar, the following buttons are available:
|
Click on this button to associate an evaluation item with the course. On the screen that will be displayed, locate and select the desired evaluation item. Use the CTRL or SHIFT key on the keyboard or the checkbox next to each record to select more than one item at a time. Once done, save your selection.
|
|
Click on this button to disassociate the evaluation item selected in the list of records from the course.
|
|
Click on this button to view the data screen of the evaluation item selected in the list of records. Refer to the documentation of the SE Competence component for a detailed description of the screen that will be displayed.
|
|
Click on the arrow located below this button to issue the training data, attendance list and participant list reports, configure a new report, associate an existing report or view the parameters that can be used to configure new reports.
|
This option will only be displayed if participants and/or an internal instructor have been associated and if the actual dates are equal to or later than the current date. It allows sending the appointments in the days in which the training will take place to the e-mail customer calendar of the participants and instructor of the training.
In order for this feature to work correctly, the Export appointment field must be properly configured in the general parameters, the users involved must have the email properly configured in the system and the e-mail sending feature must be enabled.
This option will also be available in the side toolbar of the Calendar  Days of occurrence section.
|
|
Most fields in this section will be completed with the parameterizations defined in the training configuration/planning, but it is possible to customize them. The following subsections are available:
Extra signature
|
Use this section if there is a person, in addition to the instructor and participant, who must sign the certificate. To do that, check the Extra signature option and, in the respective field, enter the name of the person in question.
|
Evaluation
|
This section displays the evaluations types that will be applied to the training and other information related to them, defined in the training configuration. This information can be edited. Refer to the Editing training configuration section for a detailed description of the displayed fields.
If the evaluation configurations are changed and it becomes via survey, the previously generated surveys related to the evaluation will be deleted, and it will be necessary to generate new ones.
|
|
Calendar
|
This section is completed with the parameterizations performed in the training configuration, but it is possible to edit them. Refer to the Editing training configuration section for a detailed description of the displayed fields.
|
Certificate
|
This section is completed with the parameterizations performed in the training configuration, but it is possible to edit them. Refer to the Editing training configuration section for a detailed description of the displayed fields.
|
Confirmation
|
This section is completed with the parameterizations performed in the training configuration, but it is possible to edit them. Refer to the Editing training configuration section for a detailed description of the displayed fields.
|
Effectiveness
|
This section is completed with the parameterizations performed in the training configuration, but it is possible to edit them. Refer to the Editing training configuration section for a detailed description of the displayed fields.
|
Enrollment
|
This section will only be displayed if the training type is "Collective". In it, it is possible to view the restrictions for the enrollment of participants in the training.
Target audience
|
Use this list if you wish only certain users to be able to enroll in the training. By default, the system configures "All (Internal)" as a target audience.
To restrict the training participants, click on the button on the side toolbar. On the screen that will be opened, locate and select the training target audience: internal (all, organizational unit, position, department + position, user, team and/or organizational mapping) and/or external (all external users, a specific external user or all external users from a company).. Once done, save your selection.
Use the other side toolbar buttons to view or delete the data of the record selected in the target audience list.
|
If a target audience is defined, the training in question will only be available for enrollment through the Training enrollment menu or through the "Training enrollment" widget for users that are part of the listing.
|
Option
|
Checked
|
Unchecked
|
Do not allow the enrollment of participants that have already been approved or have enrolled in other trainings of the course
|
Employees that have already executed this training and have been approved in it, or that are enrolled in another training of the same course of this training, cannot be enrolled in this training.
|
Employees who have already executed this training or who are executing another training of the same course can also be enrolled in this training.
|
|
Validity
|
This section is completed with the parameterizations performed in the training configuration, but it is possible to edit them. Refer to the Editing training configuration section for a detailed description of the displayed fields.
|
|
After performing all the necessary configurations, use the Save or Save and exit options.
If in the E-learning section of the training data screen, the "Automate the training flow when finishing the content execution" option is enabled, as the participants finish executing their Training content tasks and their evaluations are generated, the system will automatically close the execution of the training.
Otherwise, it will be necessary to manually finish the training execution. See how to perform this operation in the Finishing the training execution (manually) section.
|
