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Training due date

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Task:

Training due date

Who receives it:

Members of the execution control team of the training whose validity is expired.

When:

The validity period of a training that has this control configured finishes.

Purpose:

To create/associate a new training for the participants of the expired training.

 

How to execute this task:

 

1.

Use the search filters from the first quadrant to find the desired training more easily.

 

2.

In the list of records of the second quadrant will be presented the training whose validity is expired. Select the desired training.

If the "Consider only trainings for courses in the default department/position of employee" option is checked in the general parameters, the training that is not mapped for the logged user will not be displayed.

 

On the toolbar of the second quadrant, the following buttons are also available:

delete

Click on this button to delete the training that has been selected from the list of records.

view

Click on this button to view the data of the selected training.

report_config

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.

 

3.

In the list of records of the third quadrant are presented the participants of the training selected in the second quadrant. Select the desired participants. Hold the CTRL and SHIFT keys down or check next to each participant to select more than a record at a time.

 

4.1_auxnmb

1_auxnmbNext, click on the default button on the third quadrant side toolbar and select the desired option:

Add training planning: The data screen will be displayed to add a training in the planning step for the selected participants. Refer to the Adding a training section for a detailed description on how to perform this operation.

Add training execution: The data screen will be displayed to add a training in the execution step for the selected participants. Refer to the Adding a training section for a detailed description on how to perform this operation.

Associate to opened training: On the screen that will be displayed, locate and select the training with which you wish to associate the selected participants.

Justify: On the screen that will be displayed, enter the reason for the training revalidation. After that, save the record.

 

5.

After performing the inclusion or association of the participants, these and the expired training will no longer be shown in the list of pending records.