Prerequisites

• Planned training.
• Access to the Management > Planning (TR007) menu.
• Access to the Execution > Training execution (TR009) menu.

Introduction

Once a training is planned, it must move on to the next step.

Trainings created directly through the Execution > Training execution (TR009) menu do not have the planning or planning approval step. They must only be executed.

However, trainings created via the planning menu must go through the operations detailed below. 

Finishing a training planning

1. Access the Management > Planning (TR007) menu.

2. Select a record with the "Planning" status and click on the button.

3. The system will ask whether you wish to finish the training planning. 

4. Click on OK.

5. If training planning approval has been parameterized in the training configuration, the system will generate the approval task in the My tasks menu. Otherwise, the training will go to the "Start" step and must be enabled for execution in the Execution > Training execution (TR009) menu. 

Approving a training planning

If the training has been parameterized with approval in its configuration, follow the steps below to execute the approval:

1. Access the My tasks menu and select the "Training planning approval" task.

2. On the screen that will open, select the desired record and click on the button.

3. On the training data screen, view the general information.

4. Click on to approve or on to reject. If the planning is approved, the record will go to the training execution step. Otherwise, the record will return to the planning step.

Starting the training

If the training has not been parameterized with planning approval in its configuration, follow the steps below to start it:

1. Access the Execution > Training execution (TR009) menu.

2. Select a record with the "Start" status and click on .

3. On the screen that will open, enter the training execution start date in the Actual section of the general data screen.

4. Finally, click on Save and exit. The status of the record will change to "Execution".

Conclusion

Thus, the training has been enabled. To finish the flow, the attendance list must be filled out, and the training, finished.