As an administrator or manager you can approve or reject custom training requests and assign them to a supplier. This article explains how this process works.
Requirements
- You have the role of manager or administrator with the right formulieren_beheer_maatwerkformulier.
- A custom training request must have been submitted.
Reviewing a request
- Go to Planning > Planning > Training registration.
- Filter on custom training requests.
- Open the request you want to review.
- Check the details of the request (name, description, required date, budget).
- Choose Approve or Reject.
- Add a comment if required.
- Click Save.
Assigning to a supplier
After approval you can assign the custom training to a supplier:
- Open the approved request.
- Select a Supplier from the available supplier list. The field Supplier is always shown in the workflow. If a supplier is already linked to your user, it is preselected by default; you can change the selection.
- Fill in any additional data (costs, date, location).
- Click Save.
The supplier receives a notification about the assignment.
Note: The field Supplier is mandatory. You can only save the request when you have selected an active supplier. Only suppliers that are set to Active can be assigned.
Frequently asked questions
Can I still reject an approved request?
Yes, as long as the training has not been delivered yet, you can change the status of the request.
How do I add a new supplier?
You manage suppliers via Planning > Trainings > Suppliers. Here you can create new suppliers and edit existing suppliers.
Is the budget deducted automatically?
Yes, if budget management is enabled, the costs of the custom training are automatically deducted from the budget of the requester or their department.