Training planning
You can use the Planning section to plan courses based on training enquiries and plan items.
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Go to Training then select Ad-Hoc Enquiries from the Schedules section.
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A list of courses is shown in order of the number of potential delegates. Select a Course Title or select Schedule from the Actions column to schedule a course.
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A list of potential delegates is shown, prioritised by their score in the Best Match column. The star rating is as follows:
Score
Meaning
5 stars
Specific Enquiry and Open Plan Item
The employee has this course as an open training plan item and has made a training enquiry for a scheduled date
4 stars
General Enquiry and Open Plan Item
The employee has this course as an open training plan item and has made a training enquiry
3 stars
Open Plan Item
The employee has this course as an open training plan item
2 stars
Specific Enquiry
The employee has made an enquiry about this course and selected a schedule (date)
1 star
General Enquiry
The employee has made an enquiry about this course
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In the Start Date, enter select the date you want to schedule the course, then click Search. The system checks the potential delegates for date for clashes such as holidays. A green tick is shown if there are no clashes.
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Select each delegate to add to the course, then select Add New Course Schedule.
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Select the training Provider and Location from the lists and enter the Max Delegates for the course.
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Select Publish Course if you want the course to appear in course listings so that employees can view information and register enquiries.
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Finally, choose whether to Invite Delegates or Confirm Delegates before selecting Create Schedule.