Purpose:
To
describe the functionality of the Assign Employee
to Multiple Courses feature within the Employee
Training module.
This feature was designed to be used in situations where a single employee
is required to take numerous courses at one time (i.e. a new hire or annual
proficiency exams). Rather than having to open each course, create
a training class to accommodate the one employee, and assign the employee
to that one class; the Assign Employee to Multiple
Courses feature makes the process much faster and easier. This feature allows training
classes for numerous courses to be created and the employee to be enrolled
in all of those classes in just a few clicks.
- From the Employee
Training Management Menu window, double-click .
NOTE: This
feature may also be accessed from the ribbon(n) display element where toolbars appear as tabs which (when selected) display buttons which act as menu selections or which may also expand to sub-menus
or shortcut menu(n) in Pentagon, a display element where a toolbar contains buttons that (when selected) display a drop down menu containing selections which may also expand to sub-menus. Left-click
Operations, go to , and left-click .
- The Assign User
To Multiple Courses window will appear.
- Identify the employee that needs to be assigned
to multiple courses.
NOTE: To
complete the User field, the employee
must be listed in the User
List.
- Left-click the User
field.
- The Users List
search window will appear.
- The appropriate user may be selected by double-clicking the applicable record or by highlighting the
applicable record and left-clicking the OK
button.
- User's course schedulings
section:
- In the upper part of this section, a
list of all training classes in which the employee has been enrolled
will appear.
- In the lower part of this section, tabs
indicating required skills, earned skills, and course topics will
appear if applicable.
- All Courses
section
- In the upper part of this section, a
list of all courses available will appear.
- In the lower part of this section (the
Open Courses Schedulings section
separates the upper and lower parts), the pre-required course
is listed (if applicable) and tabs indicating required skills,
earned skills, and course topics will appear if applicable.
- Open
Course Schedulings section
Lists all training classes (1) that have a Status
of "Open" or "Pending", (2) that have not been
taken by the employee, (3) that have less than the max number of employees
attending, and (4) for which the employee has met all prerequisite
requirements.
- Creating classes for multiple courses.
- In the Open
Courses section, left-click the line that corresponds to
the course for which a training class needs to be created.
- Left-click the single left arrow
button to add a training class to
the User's courses schedulings
section.
NOTE: Left-clicking
the single left arrow both creates a training class with a Max Number of Employees equal to one
and adds the employee to the training class.
- Removing the employee from a training class
NOTE: The
employee may only be removed from a training class if the training
class Status (fourth column) is not
Closed and the Attendance
Status (ninth column) is not Closed.
- In the User's
courses schedulings section, left-click the line that corresponds
to the training class from which the employee needs to be removed.
- Left-click the single right arrow
button
to remove the employee from the training class.
- The training class from which the employee
is removed will be moved to the Open
Courses Schedulings section.
- Adding the employee to existing training
classes
- In the Open
Courses Schedulings section, left-click the line that corresponds
to the existing training class to which the employee should be
added.
- Left-click the single left arrow
button to add the employee to
the training class.
- The training class to which the employee
is added will be moved to the User's
courses schedulings section.
The employee may be added to all existing training classes listed
in the Open Courses Schedulings
section by left-clicking the double left arrow
button.