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Training enrollment approval

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Task:

Training enrollment approval

Who receives it:

Users defined as members of the route responsible for the enrollment approval of the training.

When:

Users enroll or are enrolled in a training. This task will only be generated if the training is configured to have the selection process as chosen by the responsible user and to go through approval.

Purpose:

To approve the participation of users in a training.

 

How to execute this task:

 

1.In the list of pending records, locate and select the desired participant and training.

 

2.After that, click on the default toolbar button.

 

3.In the upper part of the screen, in Record data, the following sections are displayed:

tarefa_aprovacao

 

General data

This section displays the general data of the enrolled user, such as ID, and the position and department to which they belong. Additionally, it presents the general data of the enrollment, such as enrollment date, enrollment order, who registered it, and explanation.

 

After verifying the abovementioned information, use the Actions section, in the upper part of the screen, in which the following buttons will be available:

Approve: An e-mail will be sent to the participant, and the Training enrollment acknowledgment to-do task will be generated for them, if the "Generate training enrollment acknowledgment task" option is checked in Training configuration.

Reject: The participant will receive an e-mail notification informing them about the rejection.

Approval

This section displays the route and its members responsible for approving the user's enrollment. This section will be available only if Approval is configured. Note that it will be possible to view the data of the approval type in question and its cycle.

 

4.After verifying the abovementioned information, use the Actions section, in the upper part of the screen, in which the following buttons will be available:

Approve: An e-mail will be sent to the participant, and the Training enrollment acknowledgment to-do task will be generated for them, if the "Generate training enrollment acknowledgment task" option is checked in Training configuration.

Reject: The participant will receive an e-mail notification informing them about the rejection.