Create a Training Course Catalog

Overview

The training course catalog contains all the general courses offered by the organization.

To CREATE training course catalogs follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).

2. Enter the new Training Course Catalog information.  Fields with an asterisk  are mandatory fields.

3. Enter the Code, click on the Active and Exceptions Allowed checkmarks, as required.

• Code: Unique identification code of the Training Course Catalog.
• Active:  Active Status - if checked, Training Course is available in the Catalog.  
• Exemptions Allowed: Exemptions Allowed indicator - if checked, indicates that exemptions are allowed on skills and certificate requirements.

4.   Enter the Score Range and Duration

• Score Range: Highest possible score that should be given on this course.
• Duration: How many days the course will be.

5.   To enter the Prerequisite Course, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Training Course Catalog list, then select the Course.

• Prerequisite Course: Courses that the trainee needs to have already taken and passed before taking the selected course.

6.   To enter the Trainee Evaluation Template, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Training Feedback Template list, then select the Training Feedback Template.

• Trainee Evaluation Template: Template that is used for evaluating the people who attended the course.

7.   To enter the Internal Location, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Work Location list, then select the Work Location.

• Internal Location: Internal Location where the course normally occurs

8. Click on the New icon   beside External Location, if required (refer to Address for more information).

• External Location: External location where the course normally occurs. 

9.   Select the Language as required.

• Language: Language used

10. Enter the Name, Duration Note and Description of the Training Feedback Criteria.

• Name:  Name of the Training Course
• Duration Note: Details about the duration. For example: Starts at 9 am.
• Description: Description of the Training Course in the Catalog

11.   Click on the New icon under   to enter the Attachments (refer to Attachments for more information).

12.   Click on the Save and Return icon to save the Attachments information and return to the Training Course Catalog screen, or click on the Discard icon  to discard the Attachments entry and return to the Training Course Catalog.

13.   Click the individual Select Checkbox (es), under  to select and de-select the Attachment (s), as required, or click the Select All icon  or Un-select All  icon, to select or de-select all Attachments, if required.

14. Click the Remove icon to remove the selected Attachment, if required

15. Repeat steps 11 to 14 for all required Attachments.

To ADD Training Course Type to Training Course Catalog, if required

1. Click on  tab and then click on the Lookup icon , and enter the Training Course Type information, or leave the Training Course Type information blank to retrieve all Training Course Type.

2.   Click Find icon 

3.   Click the individual Select Checkbox (es) to select and de-select the Training Course Type(s), as required.

4.   Repeat steps 1, 2 and 3 for all required Training Course Types.

5.   Click the Return icon  to return to the Training Course Catalog screen, or click the  Discard button  to discard the selection entry and return to Training Course Catalog.

6.   Click the individual Select Checkbox (es) to select and de-select the Training Course Type, as required, or click the Select All icon  or Un-select All  icon, to select all Training Course Types or de-select all Training Course Types, if required.

7.   Click the Remove icon to remove the selected Training Course Type information, if required.

ADD new Training Course Type, refer to Training Course Type.

To ADD Obtainable Skills to Training Course Catalog, if required

1.   Click on   tab and then click on the Lookup icon , and enter the Obtainable Skills information, or leave the Obtainable Skills information blank to retrieve all Obtainable Skills.

 2.   Repeat steps 2 to 7 which were used above for the  tab.

ADD new Obtainable Skill, refer to Skills.

To ADD Pre Requisite Skills to Training Course Catalog, if required

1.   Click on   tab and then click on the Lookup icon , and enter the Pre Requisite Skills information, or leave the Pre Requisite Skills information blank to retrieve all Pre Requisite Skills.

 2.   Repeat steps 2 to 7 which were used above for the  tab.

ADD new Pre Requisite Skill, refer to Skills.

To ADD Obtainable Certificates to Training Course Catalog, if required

1.   Click  on Lookup icon , and enter the Certificate information, or leave the Certificate information blank to retrieve all Certificates.

 2.   Repeat steps 2 to 7 which were used above for the  tab.

ADD new Certificate, refer to Certificates.

To ADD Pre Requisite Certificates to Training Course Catalog, if required

1.   Click  on Lookup icon , and enter the Certificate information, or leave the Certificate information blank to retrieve all Certificates.

 2.   Repeat steps 2 to 7 which were used above for the  tab.

ADD new Certificate, refer to Certificates.

Click on the Save icon  at the bottom of the Training Course Catalog page to save your new Training Course Catalog  information.  A window will appear to confirm.  

Delete a Training Course Catalog

Overview

The training course catalog contains all the general courses offered by the organization.

To DELETE training course catalogs follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Training Course Catalog you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Training Course Catalogs, leave all fields blank.
• Click Find .
• Select the Training Course Catalog you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the Training Course Catalog
5. A window will be displayed confirming the Training Course Catalog has been deleted                                                                                                                                                                            
    

To Verify that the Training Course Catalog has been Deleted:

1. Click on the Search icon
2. Enter the Training Course Catalog information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear

Modify a Training Course Catalog

Overview

The training course catalog contains all the general courses offered by the organization.

To MODIFY  training course catalogs follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field (s).  If you prefer to see a list of all Training Course Catalogs, leave all fields blank.
2. Click on the Find icon . 
3. Click on the Training Course Catalog you want to modify. You will then be in Update/Delete Mode.
4. Make the necessary modifications.  To add or remove  Attachments, refer to Create an Attachment. A window will appear to confirm the modification. Click OK to confirm. 

               

To Modify Addresses

1. Click the Update icon  beside External Location.

2. Make the necessary modification(s).

3. Click the Update icon  at the bottom of the Address Screen to save the modification.

Click on the Update icon  at the bottom of the screen to save the modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create a Training Course Provider

Overview

Training course providers administer the training course.

To CREATE training course providers follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).

2. Enter the new Training Course Provider information.  Fields with an asterisk  are mandatory fields.

3. Enter the Code, click on the Active, Vendor, Employee and Organization checkmarks, as required.

• Code: Unique identification code of the Training Course Provider.
• Active:  Active Status - if checked, Training Course Provider is available.  
• Vendor: If checked, Indicates that the provider is an existing vendor from the system.
• Employee: If checked, indicates that an Employee will provide the training.
• Organization: If checked, indicates that an Organization will provide the course.

4.   To enter the Vendor, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Vendor list, then select the Vendor.

• Vendor: vendor that provides the training

5.   To enter the Organization, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Institute list, then select the Institute.

• Organization: organization that provides the training

6.   To enter the Employee, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Employee list, then select the Employee.

• Employee: the employee who provides the training

7.   Select the Language as required.

• Language: Language used

8.   Enter the Name, and Notes.

• Name:  Name of the Training Course Provider
• Notes: Additional notes on the Training Course Provider

To ADD Training Course Type to Training Course Provider, if required

1.   Click  on the Lookup icon , under and enter the Training Course Type information, or leave the Training Course Type information blank to retrieve all Training Course Types.

2.   Click Find icon 

3.   Click the individual Select Checkbox (es) to select and de-select the Training Course Type(s), as required.

4.   Repeat steps 1, 2 and 3 for all required Training Course Types.

5.   Click the Return icon  to return to the Training Course Provider screen, or click the  Discard button  to discard the selection entry and return to Training Course Provider.

6.   Click the individual Select Checkbox (es) to select and de-select the Training Course Type, as required, or click the Select All icon  or Un-select All  icon, to select all Training Course Types or de-select all Training Course Types, if required.

7.   Click the Remove icon to remove the selected Training Course Type information, if required.

ADD new Training Course Type, refer to Training Course Type.

Click on the Save icon  at the bottom of the Training Course Provider page to save your new Training Course Provider  information.  A window will appear to confirm.  

Delete a Training Course Provider

Overview

Training course providers administer the training course.

To DELETE training course providers follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Training Course Provider you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Training Course Providers, leave all fields blank.
• Click Find .
• Select the Training Course Provider you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the Training Course Provider
5. A window will be displayed confirming the Training Course Provider has been deleted                                                                                                                                                                            
    

To Verify that the Training Course Provider has been Deleted:

1. Click on the Search icon
2. Enter the Training Course Provider information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear

Modify a Training Course Provider

Overview

Training course providers administer the training course.

To MODIFY training course providers follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field (s).  If you prefer to see a list of all Training Course Providers, leave all fields blank.
2. Click on the Find icon . 
3. Click on the Training Course Provider you want to modify. You will then be in Update/Delete Mode.
4. Make the necessary modification(s).
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create a Training Course Type

The training course type screen is where the name and the description of the training course type are defined.

To CREATE training course types follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Training Course Type information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active, and select the Language, as required.

• Code: Unique identification code of the Training Course Type.
• Active:  Active Status - if checked, Training Course Type is available.  
• Language: Language used.

4.   Enter Title and Description of the Training Course Type. 

• Title: Name of the Training Course Type.
• Description: Description of the Training Course Type.

5.   Click on the Save icon  at the bottom of the Training Course Type page to save your new Training Course Type information.  A window will appear to confirm.

Delete a Training Course Type

The training course type screen is where the name and the description of the training course are defined.

To DELETE training course types follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Training Course Type you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Training Course Types, leave all fields blank.
• Click Find
• Select the Training Course Type you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Training Course Type.
5. A window will be displayed confirming the Training Course Type has been deleted                                                                                                                                                                            
    

To Verify that the Training Course Type has been Deleted:

1. Click on the Search icon
2. Enter the Training Course Type information
3. Click on the Find icon
4. The window will appear                                                                                                                                                                                                                                                 
    

Modify a Training Course Type

The training course type screen is where the name and the description of the training course are defined.

To MODIFY training course types follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Training Course Types, leave all fields blank.
2. Click on the Find icon .  The list of Training Course Type meeting the retrieval criteria  will appear.
3. Click on the Training Course Type  you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create a Training Feedback Criteria

Overview

Training feedback criteria screen contains the individual criteria that the employee will use to evaluate the course.

To CREATE training feedback criteria follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Training Feedback Criteria information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, as required.

• Code: Unique identification code of the Training Feedback Criteria.
• Active:  Active Status - if checked, Training Feedback Criteria is available.  

4.  Choose the Training Feedback Criteria Type and Training Feedback Criteria Group from the dropdown menu

• Training Feedback Criteria Type: the type of feedback criteria that will be used
• Training Feedback Criteria Group: the group that the training feedback belongs to.

5.   Select the Language as required.

• Language: Language used

6.   Enter the Name and the Description of the Training Feedback Criteria.

• Name:  Name of the Training Feedback Criteria
• Description: Description of the Training Feedback Criteria

7.   Click on the Save icon  at the bottom of the Training Feedback Criteria page to save your new Training Feedback Criteria information.  A window will appear to confirm.

Delete a Training Feedback Criteria

Overview

Training feedback criteria screen contains the individual criteria that the employee will use to evaluate the course.

To DELETE training feedback criteria follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Training Feedback Criteria you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Training Feedback Criteria, leave all fields blank.
• Click Find
• Select the Training Feedback Criteria you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                         
4. Click OK to confirm and delete the Training Feedback Criteria.
5. A window will be displayed confirming the Training Feedback Criteria has been deleted

To Verify that the Training Feedback Criteria has been Deleted:

1. Click on the Search icon
2. Enter the Training Feedback Criteria information
3. Click on the Find icon
4. The window will appear                                                                                                                                                                                                                                                 
    

Modify a Training Feedback Criteria

Overview

Training feedback criteria screen contains the individual criteria that the employee will use to evaluate the course.

To MODIFY training feedback criteria follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Training Feedback Criteria, leave all fields blank.
2. Click on the Find icon .  The list of Training Feedback Criteria meeting the retrieval criteria  will appear.
3. Click on the Training Feedback Criteria you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 

5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

   

Create a Training Feedback Criteria Group

Overview

Employees will fill out the trainee feedback form to provide feedback on the training course. The feedback will be linked to the appropriate Training Feedback Criteria Group.

To CREATE Training Feedback Criteria Groups follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Training Feedback Criteria Group information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active, and select the Language, as required.

• Code: Unique identification code of the Training Feedback Criteria Group.
• Active:  Active Status - if checked, Training Feedback Criteria Group is available.  
• Language: Language used.

4.   Enter Name and Description of the Training Feedback Criteria Group. 

• Name: Name of the Training Feedback Criteria Group.
• Description: Description of the Training Feedback Criteria Group.

5.   Click on the Save icon  at the bottom of the Training Feedback Criteria Group page to save your new Training Feedback Criteria Group information.  A window will appear to confirm.

Delete a Training Feedback Criteria Group

Overview

Employees will fill out the trainee feedback form to provide feedback on the training course. The feedback will be linked to the appropriate Training Feedback Criteria Group.

To DELETE Training Feedback Criteria Groups follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Training Feedback Criteria Group you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Training Feedback Criteria Groups, leave all fields blank.
• Click Find
• Select the Training Feedback Criteria Group you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Training Feedback Criteria Group.
5. A window will be displayed confirming the Training Feedback Criteria Group has been deleted                                                                                                                                                                            
    

To Verify that the Training Feedback Criteria Group has been Deleted:

1. Click on the Search icon
2. Enter the Training Feedback Criteria Group information
3. Click on the Find icon
4. The window will appear                                                                                                                                                                                                                                                 
    

Modify a Training Feedback Criteria Group

Overview

Employees will fill out the trainee feedback form to provide feedback on the training course. The feedback will be linked to the appropriate Training Feedback Criteria Group.

To MODIFY training feedback criteria groups follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Training Feedback Criteria Group, leave all fields blank.
2. Click on the Find icon .  The list of Training Feedback Criteria Group meeting the retrieval criteria  will appear.
3. Click on the Training Feedback Criteria Group  you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create a Training Feedback Template

Overview

Training Feedback Templates include all the required training course feedback for the specific training course.

To CREATE training feedback templates follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Training Feedback Template information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, as required.

• Code: Unique identification code of the Training Feedback Template.
• Active:  Active Status - if checked, Training Feedback Template is available.  

4. The Date Created  will be automatically generated.

• Date Created: The date the template is created.

5.   Choose the Training Feedback Template Type from the drop down menu

• Training Feedback Template Type: The type of training feedback that will be used, from the drop-down menu.

6.   To enter the Author, click on the Lookup icon ,  click on Find icon  to retrieve the Employee list, then select the Employee.

7. Select the Language, as required.

• Language: language used.

8.   Enter Name  and Description of Training Feedback Template.

• Name:  Name of the Training Feedback Template.
• Description: Description of the Training Feedback Template.    

To ADD  Training Feedback Criteria to the Training Feedback Template:

1. Click on Lookup icon , under  and enter the Training Feedback Criteria information, or leave the Training Feedback Criteria information blank to retrieve all Training Feedback Criteria .
2. Click Find icon 
3. Click the individual Select Checkbox (es) to select and de-select the Training Feedback Criteria, as required.
4. Repeat steps 1, 2 and 3 for all required Training Feedback Criteria .
5. Click the Return icon  to return to the Training Feedback Template screen, or click the  Discard button  to discard the selection entry and return to Training Feedback Template.
6. Click the individual Select Checkbox (es) to select and de-select the Training Feedback Criteria, as required, or click the Select All icon  or Un-select All  icon, to select all Training Feedback Criteria or de-select all Training Feedback Criteria, if required.
7. Click the Remove icon to remove the selected Training Feedback Criteria information, if required.

To ADD new Training Feedback Criteria, refer to Training Feedback Criteria.

8.   Click on the Save icon  at the bottom of the Training Feedback Template page to save your new Training Feedback Template information.  A window will appear to confirm.

Delete a Training Feedback Template

Overview

Training feedback templates include all the required training course feedback for the specific training course.

To DELETE training feedback templates follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Training Feedback Template you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Training Feedback Templates, leave all fields blank.
• Click Find
• Select the Training Feedback Template you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                         
4. Click OK to confirm and delete the Training Feedback Template.
5. A window will be displayed confirming the Training Feedback Template has been deleted

To Verify that the Training Feedback Template has been Deleted:

1. Click on the Search icon
2. Enter the Training Feedback Template information
3. Click on the Find icon
4. The window will appear                                                                                                                                                                                                                                                 
    

Modify a Training Feedback Template

Overview

Training feedback templates include all the required training course feedback for the specific training course.

To MODIFY training feedback templates follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Training Feedback Template, leave all fields blank.
2. Click on the Find icon .  The list of Training Feedback Template meeting the retrieval criteria  will appear.
3. Click on the Training Feedback Template you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 

5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm.