My Daily Work à Mass Actions à Trainingà Get Training Plan Activities as an Event

1.      This mass action can be utilized to post training events setup records for relevant planned training activities.

2.       Select required ‘Plan’, ‘Budget’ & ‘Calender’; for which the relevant planned activities will be scheduled in terms of events. Note that, upon selecting required ‘Budget’, the system will retrieve the relevant ‘Currency’ & the predefined budget dimensions.

3.      Select required ‘Year’ & ‘Period’.

4.      Apply required selections upon the retrived budget dimension, for filteration purposes.

5.      Press Load link to display the records of the relevant planned training activities.

6.      Utilize ‘Edit’ link; provided per listed planned activity record, to change the name of the training Event which will be scheduled, its Start Date & End Date. Then, press ‘Update’ link to apply these changes or ‘Cancel’ link to discard these updates.

7.      Click Post to post these training events setup records.

Tip

§  Note that, the ‘Training Activity Occurrence’ column can include (1) or more per training activity as per plan, and just one range of start & end dates. However, the system will post one event record or more per activity with the same range of dates at ‘Training Event’ setup form, as per plan, yet a user should adjust these duplicated dates & replace them with actual scheduling dates.

§  Upon selecting required ‘Plan’, the system will reload the page & retrieve the ‘Budget’ drop down list; which displays the predefined Training Plan Budgets; specified for the selected ‘Plan’ during Training Plan Settings setup. Also the system will retrieve the used ‘Calendar’; specified for the selected ‘Plan’ during Training Plan Settings setup.