Training planning

Prerequisites:

▪Course

▪Training configuration

Optional:

▪Team

▪Training method

▪Educational entity

▪Cost type

▪Responsibility route

▪Work shift

▪Classroom

▪Audio-visual resource

▪Survey template (SE Survey)

▪Document (SE Document)

▪Category (SE Document)

▪Competence (SE Competence)

▪Evaluation item (SE Competence)

▪Calendar (SE Administration)

A training may be understood as a process to develop and provide knowledge, skills, and behaviors in order to meet particular requirements. Through this menu, the control teams can create and plan trainings according to the needs identified by the organization.

	Click on this button to add a new training. See further details about this operation in the Adding a training section.
	Click on this button to edit the data of a training that has been selected from the list of records. This button will not be enabled if the status of the selected training is Approval, Start or Cancelled. See further details about this operation in the Editing a training under planning section.
	Click on this button to delete the training that has been selected from the list of records.
	Click on this button to view the data of a training. Notice that this button will not be enabled if the status of the selected training is Planning.
	Click on the arrow next to this button to configure and issue the desired training data reports and the list of participants. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, and it also searches for the parameters that may be used in the configuration of new reports.
	Click on this button to send appointments on the days in which the training in question will take place to the email client calendar of the participants and instructor of the selected training. It is important to point out that, in order for this resource to work correctly, the Export appointment field must be properly configured in the general parameters.
	Click on this button to create a training from the copy of a training already added to the system. Select the desired record before clicking on the button. See more details in the Copying a training section.
	Click on this button to cancel or reopen a cancelled training. Select the desired record before clicking on the button. See more details in the Cancelling / Reopening a training section.
	Click on this button to return a selected training, whose status is Approval or Start, to the step before the step it is found, so that the necessary adjustments can be performed. Select the desired record before clicking on the button.
	Click on this button to close the planning of the training selected in the list of records and send it to the next configured step. See further details in the Finishing planning section.
	Click on this button to generate invitations for the training whose status is Start selected in the list of records. See further details about this operation in the Generating a training invitation section.