You can use the Training/Assessments browse screen to enter employees to be enrolled in training by Employee Name, Employee Number, or Site Badge ID. This functionality allows you to enter data quickly, especially when sorting through a large workforce.
Buttons
A Quick-Add Training Assessments button is available on the bottom right-hand side of the Training/Assessments browse (see Training/Assessments Browse Button) and the Group Enrolments browse (see Group Enrolments Browse Button).
Training/Assessments Browse Button
Group Enrolments Browse Button
Quick-Add Form
When you click the Quick-Add Training Assessments button in either browse discussed above, a Quick-Add Form opens, as shown in Quick-Add Form. You must fill in this Form for each Employee being enrolled in either a T/A Group or Training Assessments course.
Quick-Add Form
Field Definitions
Date From
A date must be entered in this field to indicate when enrolment begins.
T/A Group Code
You can enter a value either in this field or in the Course/Assessment field. You cannot enter both; when one field is entered, the other field is cleared.
If the Employee is already enrolled in this scheduled Group, an error message appears and the enrolment process is stopped.
Once enrolled, courses are automatically appointed to the Employee for all Training/Assessments in the Group, and attendance records are automatically created for the Employee for all of the courses.
Course/Assessment
You can enter a value either in this field or in the T/A Group Code field. You cannot enter both; when one field is entered, the other field is cleared.
If the Employee is already enrolled in a Course/Assessment, an error message appears and the enrolment process is stopped.
Once enrolled, attendance records are automatically created for the specified Course and Employee.
Site
The Site lookup opens a list from which you can select a Location.
Badge Code
Employee
You can enter a value either in the Badge Code field or the Employee field to identify the Employee. You cannot enter both; when one field is entered, the other field is cleared.
When you click the Badge Code lookup to select an Employee On Site, the choices on the list that opens are limited by the Site you selected above.