Training Planner

Using the Training Planner

This feature enables you to view all planned or completed trainings for a particular month and to schedule trainings for crew members using the planner under one of these two tabs:

1) The By Training Center tab, where you can schedule a training based on training courses provided by a selected training center.

2) The By Training tab, where you can schedule a training based on training centers which provide a selected training course.

You can enter the actual dates of the training as well as the Cost and Allowances details for crew members attending the training.

Screen Navigation: Training - Manage Training - Training Planner

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Scheduling a Training under the 'By Training Center' tab
Scheduling a Training under the 'By Training' tab
Updating the details for past training events

Scheduling a Training under the 'By Training Center' Tab

To schedule a training course for a crew member under the 'By Training Center' tab:

1. From the HR Manager main menu, click Training Planner under the Training module.

2. The Training Planner screen will be displayed. Click the By Training Center tab and use the Lookup function to select a Training Center in which you want to schedule a training.

3. The training courses provided by the training center you selected will then be displayed, and the events can be viewed in a monthly or timeline view.

4. Double-click on a tile to schedule a training. The Event Details window will then be displayed.

Note: The date displayed in the column header represents the date in the first tile in that particular column. Each subsequent tile in that particular column represents each day after that date.

5. On the Events Details window, enter information in the following fields:

Field	Description
Training Center	The training center where the training will be carried out.
Training	The type of training that will be carried out.
Capacity	Enter the minimum and maximimum number of crew for this training
Location	Enter the location where this training event will be held.
Time Zone	Enter the time zone where corresponding to the Start Date and End Date field.
Start Date	The start date of the training. The start date will automatically default to the date as selected on the Training Planner screen. The date can be manually changed, if required.
End Date	The end date of the training. The end date will automatically default to the date based on the duration of the training set on the Training Centers screen. The date can be manually changed, if required.
Status	The status of the training, ie 'Available', 'Pending', 'Cancel' or 'Plan'. Note: Training that has been created for a crew member using the Training tab on the License/Training screen with a selected status of 'Approved', will be displayed here with the status of 'Approved'. This training does not need to be approved on the Training Requests/Proposal page.
Comments	Enter any comments in the text box in relation to this training if required.

6. At the bottom half of the Event Details window, click the '+' icon to add crew members to the training. Only crew members who have been approved for the selected training will be displayed in the window. Select a crew member and click OK.

7. The selected crew member's name will now be displayed on the Events Details window. Click Save to save the information you have entered in this window.

8. Once saved, this training schedule will be listed as a 'PLANNED' activity for this crew member on his Activity page. This training record will also be updated in the personnel's training records under the Training tab on the Licenses/Training screen in the Personnel sub module, with a status of 'PLANNED'.

Note that you can directly amend training dates for active Training records from under the By Training Center/ By Training tabs by clicking the link for the existing Training and making the date changes on the Event Details pop-up window that is then displayed. The crew's existing Training record will be automatically updated in the System accordingly.

Scheduling a Training under the 'By Training' Tab

To schedule a training course for a crew member under the 'By Training' tab:

1. From the HR Manager main menu, click Training Planner under the Training module.

2. The Training Planner screen will be displayed. Click the By Training tab and use the Lookup function to select a Training that you want to schedule.

3. The training centers that provide the training course you selected will then be listed, and the events can be viewed in a monthly or timeline view.

4. Double-click on a tile to schedule a training. The Event Details window will then be displayed.

Note: The date displayed in the column header represents the date in the first tile in that particular column. Each subsequent tile in that particular column represents each day after that date.

5. On the Events Details window, enter information in the following fields:

Field	Description
Training Center	The training center where the training will be carried out.
Training	The type of training that will be carried out.
Capacity	Enter the minimum and maximimum number of crew for this training
Location	Enter the location where this training event will be held.
Time Zone	Enter the time zone where corresponding to the Start Date and End Date field.
Start Date	The start date of the training. The start date will automatically default to the date as selected on the Training Planner screen. The date can be manually changed, if required.
End Date	The end date of the training. The end date will automatically default to the date based on the duration of the training set on the Training Centers screen. The date can be manually changed, if required.
Status	The status of the training, ie 'Available', 'Pending', 'Cancel' or 'Plan'. Note: Training that has been created for a crew member using the Training tab on the License/Training screen with a selected status of 'Approved', will be displayed here with the status of 'Approved'. This training does not need to be approved on the Training Requests/Proposal page.
Comments	Enter any comments in the text box in relation to this training if required.

6. At the bottom half of the Event Details screen, click the '+' icon to add crew members to the training. Only crew members who have been approved for the selected training will be displayed in the window. Select a crew member and click OK.

7. The selected crew member's name will now be displayed on the Events Details window. Click Save to save the information you have entered in this window.

Note: Hover your mouse over a training under the By Training tab to view information on the training duration (in days), training costs and the names of the crew members undertaking the training.

Updating the Details for Past Training Events

To update the details of past training events:

1. From the HR Manager main menu, click Training Planner under the Training module.

2. The Training Planner screen will be displayed. You can update details for past training events in both Timeline view or Month view.

3. Select a training record whose details you want to update and the Event Details screen will be displayed.

4. You can update any of the following details:

Field	Description
Training Center	The training center where the training will be carried out.
Training	The type of training that will be carried out.
Capacity	Enter the minimum and maximimum number of crew for this training
Location	Enter the location where this training event will be held.
Time Zone	Enter the time zone where corresponding to the Start Date and End Date field.
Start Date	The start date of the training. The start date will automatically default to the date as selected on the Training Planner screen. The date can be manually changed, if required.
End Date	The end date of the training. The end date will automatically default to the date based on the duration of the training set on the Training Centers screen. The date can be manually changed, if required.
Status	The status of the training, ie 'Available', 'Pending', 'Cancel' or 'Plan'. Note: Training that has been created for a crew member using the Training tab on the License/Training screen with a selected status of 'Approved', will be displayed here with the status of 'Approved'. This training does not need to be approved on the Training Requests/Proposal page.
Comments	Enter any comments in the text box in relation to this training if required.

5. Click Save to save the information you have entered in this window.

Note that the System will disable all fields on the Event Details screen, and disallow Users from adding or removing crew members from that screen, when a past Training's status is 'Canceled'.

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