This article describes how to manage informal trainings.
Prerequisites
To manage informal trainings you need to have the rights to manage informal trainings and one of the following options applies to you
- you must have access to the admin page of the software
- or you are a manager
- or you are a training
How to manage informal trainings
As administrator
To register an informal training as an administrator, go to Admin - Training - Informal trainings.
Click Register informal training.
In the following screen, you must enter some data:
| Type* | The values appear that were entered in the list "Training type". Check this article to manage lists. |
| Training* | Enter the name of the training. |
| Number of days* | The number of days of the training. |
| Number of hours* | The number of hours for of training. |
| Register detail training days | If unchecked, the option to select dates and start and end hour disappears. |
| Material cost* | Fill in the cost for the material that will be used for the training. |
Fields with an * are mandatory.
To add dates, click Add new date. A date selector opens, and you can select the date and enter the start and end time if wanted. Press Save.
To enter more dates, repeat the process.
If there is a trainer appointed, you can provide the name of the trainer and the number of hours preparation for this training.
Search and select participants for the training. When you have added participants, the training will be shown in their profile.
Click Save.
As a manager/training coordinator
To register an informal training as a manager, they must have access rights to the Training module, and access to register an informal training.
Go to Training in the home screen. In the right upper corner, click Register informal training.
A wizard opens. In the first screen you must fill in the Training name, Type, Start and end date and material cost. All these fields are mandatory.
In the second screen, you must enter the start and end hour. These fields are mandatory.
In the following screen you can select a trainer if wanted, the trainer's name and the number of hours of preparation by the trainer. These fields are not mandatory.
In the final screen, you can enter the participant(s). Start typing the name and a drop-down will appear in which you can select the participant(s)