Registering Participants— Exercises

Basic Data Setup

Course Specification

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Course Specification

1. Enter a course specification for an advanced course in English. The course ID should start with your initials.

General exercise for Course Specification

Trainer

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality. 

Windows:
Trainer

1. Create a new record and enter a trainer.
2. Indicate that the trainer can teach the course you defined in the previous exercise.

General exercise for Trainer

Main Exercises

Purpose: The purpose of these exercises is to show how to register participants for training events in different ways: following a competency-based approach, using the web, and using a waiting list. 

Windows:
Training Event
Job Specification
Employee
Employee Strategic Files
Course Specification
Course Specifications
Available Trainings (web)

Register for Training Event

1. Enter a training event that can take a maximum of four participants. As a minimum, the event will include one course in advanced English.
2. Register yourself as main trainer for this course.
3. Register a room, agenda, and main trainer.
4. Set the status to Publish. 
5. Click the Participant tab and enter two external participants.
6. Save the information.

Employee Training Requirement

Before you begin this exercise, you need to check a few things:

• The Job Specification/Competencies tab must indicate that the job requires a Fluent competency level in the competency English.
• The employee must be connected to this job in the Employee/Jobs tab.
• The employee should not have a competency level lower than Fluent in English. As entered in the Employee  Strategic FilesCompetencies tab, the competency level should be Above Average. 
• The English Advanced course must support the Fluent competency level, as defined in the Course  Specification/Competency Obtained tab.

Now to the exercise:

1. Open the Competency Based Training window and select your employee with a query. 
2. Select English as the competence, and the English Advanced course will show in the right part of the window. Select it and right-click to include it in the employee's training plan.
3. Open the Employee Training Plan window and select your employee with a query. Since you have defined a training event including the English Advanced course, you can now register your employee for this event by right-clicking.

Register Participant Web

1. Open the Available Trainings web page. On the Navigate menu, click Course Catalog. Select one of the courses included in your training event. Click Find Available Trainings on the Actions menu. Select your training event.
2. Open the Actions menu in your event and analyze the information in the agenda. View the participant list. 
3. Open a detailed view of a training event and go to the Actions menu for one of your courses and view the course specification, training room, and trainer.
4. Go to the Actions menu and register for the training event.

Waiting List

1. Open the Training Event/Participant tab and register any participant. Since you already have four persons registered, you will be asked to put the new participant on the waiting list. Click Accept.  
2. Cancel one of your registered participants. Note the date in the Cancel Date field.   
3. Select the person on the waiting list by right-clicking and register him or her for the event.