1. Introduction
To start the training process, the trainees must be notified.
This feature is intended to notify trainees, where they will receive an email with confirmation and all information regarding the training.
On the Notify Training screen you also have the option to issue confirmation and training information as well.
2. Access Permission
To have access to this feature, the "Notify Training" permission must be granted to responsible profiles for operating and controlling this feature.
To grant this permission, read the article: Granting Access Permissions
3. Notifying a training
Once the access permission is granted, the training notification procedure can already be done.
3.1 Access the "Notify training" screen by the following path: Tasks> Training> Notify training.
3.2 The "Notify training" screen will display all the trainees and their training that are in the following states: Registered, Approved and Confirmed.
- Registered: Initial state from training creation.
- Approved: Status from the approval of the training.
- Confirmed: Status after notification of training has been made.
3.3 To notify a training, just select (mark) the desired and to finish, click on "Notify".
3.4 Check only the options requested according to the training needs.
After fill all the information, click "Save and close".
Note: The e-mail field will be filled automatically with the employee's e-mail address, however, if it is wrong or out of date, just make the correction. After correcting or updating, it will even be changed, both in the window and in the employee's registry.
3.5 After clicking "Save and Close", a dialog will be displayed at the top of the screen with the following question: "Confirm?". Click "Ok" to confirm the notification.
4. Print Training Notification
4.1 To print the training notification, select (tick) the notification as you want and then click "Print."
4.2 A new screen will appear (opened in another browser tab) containing the print template, as image below:
5. Training Conformation Form (TCF)
Normally this form is printed so that the trainee can sign it, either for control or precaution of the company, reporting that the worker is aware of the training and its details.
This form will contain the details of the training, such as: name of the trainee, his address, the period in which the training will be held, as well as the location of the training.
5.1 To generate this form, select (check) the desired notification and finally click on "Confirmation".
5.2 Once this is done, a new screen will be displayed (opened in another browser tab) containing the print template, as image below:
6. Parameter: Confirmation Message
It's possible include a standard message in the training confirmation.
6.1 To compose this message, go to: Settings> Parameters.
6.2 After that, the Parameters screen will be displayed.
6.3 Now, just follow the path: Modules>Training
6.4 Compose the message as you want, and then click "Save" as image below:
6.5 Now just generate the confirmation as topic 5.1 and the print template will be displayed, as image below:
