Training Module
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      Operation of Collection and Planning Tables

      How do the Needs Assessment Tables and Training Plan Tables work?

      You will find all unapproved training requests in the 'Needs Collection' table, and approved requests in the 'Training Plan.'

      Both tables contain multiple tabs and a dashboard that allows you to quickly view the main information for each tab, in terms of the number of trainings, trainees, and hours.

      On each tab, several actions are available, including a primary action via the side panel, which you can display by clicking on a line.


      You can also select multiple lines at once to perform certain actions in bulk when possible.


      Here are the various tabs through which training requests will pass:

      In the 'Needs Collection' table:

      1. When an employee submits a training request, a line is created in the "Pending Manager Approval" tab.
      2. Once the Manager (or Managers, in the case of double validation) approves the request, the line moves to the tab
        1. "To Requalify HR" in the case of a free request, to allow requalification of the request to a specific program.
        2. Or, directly to the "Pending HR Approval" tab
      3. Once the request is decided upon, it moves:
        1. to the "Rejected" tab if it is refused
        2. to the Training Plan if approved by the administrators (Skillup Manager role).

      And the "All" tab gathers all the lines from the 'Needs Collection' table.

      In the training plan:

      1. After being approved in the needs collection, the line arrives in the "To Enroll" tab of the Plan. From this tab, you can:
        1. Enroll the trainee: in this case, the line moves directly to the "Enrolled" tab
        2. Allow the employee or their manager to enroll by choosing a session location and date: in this case, the line moves to the "Session Selection in Progress" tab
      2. The line moves to the "Enrolled" tab as soon as a session date is chosen
      3. The line then moves directly to the "Completed" tab the day after the session end date.

      The "Cancelled" tab collects all the lines whose enrollments have been canceled. And the "All" tab brings together all the lines from the Training Plan table.

      At any time, you can add a line (to the plan or collection) using the button provided for this purpose at the top right of the 'Needs Collection' or 'Training Plan' pages.