2 - Permissions

To access this functionality the permission “Notify Training” must be given to the responsible profiles to manage the registration.

To grant this permission, read the article: Granting Access Permissions

3 - Notifying a Training

3.1 To notify a training, go to: Tasks > Training > Notify Training

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3.2 The page “Notify Training“ will be displayed containing trainings with the following statuses: registered, approved and confirmed: 

• Registered: Initial stage after creating the training.

• Approved: Stage of training’s approval.  

• Confirmed: Stage after the notification.

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3.3 to notify a training, select the chosen option and click on “Notify“ or click above it.

3.4 A window will be displayed. Select only the options accordingly with the training needs.

After informing, click on “Save and Close“.

Attention: On the page, the field “e-mail“ will be automatically filled with the registered e-mail on “Workers“, however, if it is incorrect or outdated, it needs correction on the worker’s registration page. After corrections, it will update on the page.

3.5 After saving, a dialog box will open for confirmation of the action. Click on “Ok” to proceed.

4 - Print the Training Notification

4.1 To print the training notification, select the option and then click on “Print“.

4.2 A new tab will open with the print template:

5 - Printing the Training Confirmation Form (TCF)

A Training Confirmation Form (TCF) can be generated after notifying the training. Usually this form is printed to be signed by the worker, considering for control or company’s precautions, informing the worker is aware of the training and its details.

This form contains the training details such as: Worker’s name, address, the training period and the place it will be provided.

5.1 To generate this form, select the notification and click on “Confirmation“.

5.2 A new tab will open with the print template:

6 - Parameter: Confirmation Message 

It is possible to add a default confirmation message when confirming the training. 

6.1 Go to: Configuration > Parameters.

6.2 The page below will be displayed:

6.3 GO to the tabs: Modules > Training. Search for the parameter "Notification Message".

6.4 Set the message accordingly to company’s standards. Click on “Save“ to complete.

6.5 Now the message will be displayed in the confirmation.