Go to Planning > Planning > Training calendar
Filters:
Friend portals: If your portal uses Friend portals, you choose the Friend portal here to view the training calendar of the supplier.
Type:
- Select Show active if you only want to see active trainings
- Select E-learning for trainings of the e-learning type only
- Select Show archived if you also want to see archived sessions
- Select Show cancelled if you want to see cancelled sessions
Category: Select the category the training falls under
Training: Select or choose a training
Location: Select or choose a Location
Trainer: Select the relevant trainer
Search term: Search by session code if desired
Date from - Date to: Select using the 'Date from' and 'Date to' fields the period for which you want to see the sessions (these are mandatory). Sessions are filtered by end date, so ongoing sessions where the first session part has already taken place but the last session part is still upcoming will also appear in the results.
- Click the Search button
- Click the Clear filter button to reset the filter and search with new filters
Results
The search results are displayed in the grid with various columns.
For each row there are 3 buttons:
Actions
Using the action button (3 lines with arrow), you can select a number of actions.
Details
By clicking the details button you get to see the detailed information of this session (Description, location, supplier, etc.).
Edit
By clicking edit you can edit the session (see schedule session).
Change session status
By clicking Change session status you can change the status of a session. You can change the session to planned, definitive, cancelled and completed. You can also disable registrations for the session.
Add participants
By clicking the add button you can add participants to this session.
NOTE: the add button is only visible for the first session part of the session.
Training registration
By clicking training registration you go directly to the session in the training registration.
Merge
By clicking the merge button you can merge templates with the users who are in this session (see merge).
Edit archiving
By clicking Edit archiving you can move this session to the archive.
After clicking Edit archiving you will see a popup:
Select closed and click Save to place the session in the archive.
Removing a session from the archive
If a session is in the archive, you can click Edit archiving and you will see a popup.
Select Running and click Save to remove the session from the archive.
Add cost line
By clicking the Add cost line button you go directly to the cost registration module where, after pressing the button, you immediately have the option to add a cost line for this session.
Training actions
By clicking the Training actions button you go directly to the training actions.
Add to calendar
For sessions with a planned date, you can download a calendar file (iCal) to add the training to your calendar. This works with most calendar applications, including Microsoft Outlook (both the classic and new version), Google Calendar and Apple Calendar.
The button with the 3 people icons shows which participants are linked to the training.
The speech bubble icon gives the option to add a remark to the training.
Registering for trainings from a Friend
Registering users for a training from a Friend supplier can only be done via the Training calendar.
Search for the relevant training by selecting the correct Friend portal. (and any additional filters)
Choose via the Hamburger menu Add participants
or choose Participant list and then the Add participants button.
You arrive at the Search participants window. Using the filters you search for employees and register them for the specific session of the (friend) training.
Choose Next
The training confirmation appears.
If the supplier requires additional fields that are mandatory OR not shared, these fields still need to be entered.
Click the Confirm button.
The users are "copied" to the suppliers. Only shared fields that you share are sent to the friend supplier.