Set up the training module
You can use the Configuration Settings to specify settings relating to employee training enquiries and delegate notifications.
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Go to Training then select Configuration and then Settings
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Apply the settings as described in the following table:
Field
Description/How to complete
Courses Available
From the drop-down menu, select the range of courses that you want employees to be able to select from when they create training enquiries on their Training Enquiry screen:
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All Available Courses (i.e. courses for which the Course Available From date and Course Available Until date are valid on the enquiry date)
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Courses Marked Available for Enquiry
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Training Plan Items Only
Allow Ad-Hoc Enquiries
If you want employees to be able to send general course enquiries, tick the box
Send Invitation Email
If you want delegates for scheduled courses to receive an invitation email, tick the box.
Send Invitation Task
If you want delegates for scheduled courses to see an invitation task on their task list, tick the box
Notify Delegates’ Line Managers of Invitations
If you want the line manager of delegates for scheduled courses to receive notification, tick the box
Disable Workflows for Historic Scheduled Courses
If you do not want workflows to run for historic scheduled courses, tick the box
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Select Update.