Option 1: Is a Re-Training or a New Training Required?

If selected, this option will display the following field:


  1. Add: This button allows users to add a training request.
    • If selected, it will display the following form:
      • : This button allows users to create a new training. It directs users to the Define a New Training form.
      • Select the Training Already Existing: This is a single-select dropdown field that retrieves the list of existing trainings. It allows users to select only one value at a time from the dropdown.
      • Select the Department: This is a multi-select dropdown field that displays the list of departments. Once a training is selected, it will automatically be populated with the departments assigned to the training. User can add to/edit the items in this field.
      • Select the Roles: This is a multi-select dropdown field that displays the list of roles. Once a training is selected, it will automatically be populated with the roles assigned to the training. User can add to/edit the items in this field.
      • Select the Users: This is a multi-select dropdown field that displays the list of users. Once a training is selected, it will automatically be populated with the users assigned to the training. User can add to/edit the items in this field.
      • Select the Groups: This is a multi-select dropdown field that displays the list of groups. Once a training is selected, it will automatically be populated with the groups assigned to the training. User can add to/edit the items in this field.
      • Save and Return: This button allows users to save the training request and return to the Create a New Action form.
      • Save and New: This button allows users to save the training request and open a new form to create another training request.
  2. Edit: This button allows users to edit a training request.
    • To edit, select the training request that you want to edit from the grid and click on the Edit button.
    • To save your changes, click on the Apply button at the bottom of the form.
  3. Export to Excel: This button allows users to export selected columns from the grid to Excel.
  4. Excel Template: This button allows users to generate an Excel template of the grid.
  5. Import from Excel: This button allows users to import data (inside columns) from an Excel sheet into the grid.

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