Prerequisites

• Attendance list enabled and parameterized in the training configuration.
• SoftExpert Survey among the solutions acquired by your organization.
• Access to the Execution > Training execution (TR009) menu or to the My tasks > Training execution menu.
• Access to the My tasks < Training evaluation menu.
• Access to the My tasks > Survey response menu.

Introduction

In-house trainings have an attendance list to inform which participants were actually present.

Parameterized evaluations will be executed through SoftExpert Survey, via the Survey response task.

Once the evaluation steps are completed, the training will be closed automatically.

See below how to perform these operations:

Confirming attendance

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

2. Select the desired record and click on the button.

3. On the screen that will open, expand the Calendar button and click on Days of occurrence.

4. Click on the side toolbar button to access the attendance list.

5. Then, select the participant and choose Yes to confirm their presence, or No to deny their presence on the days of occurrence. 

6. Click on Save to record the changes.

7. Finally, click on Save and next step to move the training forward. The system will inform that the configured evaluations were not generated; enable them and click on Continue and generate.

Performing evaluations

If there are any evaluations configured for the training, follow the steps below to answer them in SoftExpert Survey:

1. Access the My tasks > Survey response menu in SoftExpert Survey.

2. Select the training evaluation survey and click on .

3. Answer the evaluation survey.

4. Finally, click on Finish.

5. Repeat this process for the other training evaluation surveys.

Finishing the training

After going through all the evaluation steps, simply finish the training. To do so, follow the steps below:

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

2. Select the record and click on the button to access it.

3. To finish it, click on Save and next step.

4. With the record finished, the Training result acknowledgment task will be generated for the participants through the My tasks menu. This task is meant for viewing purposes only.

Conclusion

Thus, the flow of an in-house training has reached its end. If you wish, you can issue a training completion certificate. Access the Generating a training certificate article and learn more.