steps for submitting the training credit approval request via the training manager training manager

30
Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Upload: elwin-hill

Post on 05-Jan-2016

224 views

Category:

Documents


2 download

TRANSCRIPT

Page 1: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Steps for Submitting the Training Credit Approval Request via the Training

Manager

Training Manager

Page 2: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Select ORS

Page 3: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Select Training Manager

Page 4: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

You will need to log in using your ORS username and password.

Page 5: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

After logging in, this is the next screen that you will see. You will see Welcome (name) in the upper left-hand corner. You will be able to see all the training approval requests that you have submitted via the training manager.

Page 6: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

You can select the view training request or view training report of any trainings that you have submitted. Here we clicked on View Training. You can scroll down to view the entire request.

Page 7: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Cont’d – the view request.

Page 8: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

To add a new training request, click on New Training in the upper right-hand corner. This is the first screen and you will need to make a selection from the drop-down

Page 9: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Select the group that you represent. In this example, select R&C Supervisor.

Page 10: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

R&C Supervisor selected.

Page 11: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

You will need to select from the drop-down box the sponsor of the training event.

Page 12: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Select the sponsor of the training.

Page 13: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Select R&C as this training is put on by the R&C team in your region.

Page 14: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Select whether this is a single event or a series.

Page 15: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Select Single Event as this is just one stand-alone training. A Series Event is one which has more than one part/session or workshops.

Page 16: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Single Event has been selected.

Page 17: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Then the Request New Training form needs to be filled in with all the training data.

Page 18: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Blank form continued.

Page 19: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Blank form continued.

Page 20: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

When you submit the training, you will see this popup box and you will either select OK or Cancel.

Page 21: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Example of a training request that has been cancelled. You would also get a screen like this if you have an error in any field.

Page 22: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

The training ‘Testing as a Supervisor’ has been submitted and now it is showing up under View Trainings.

Page 23: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Viewing the training request for ‘Testing as a Supervisor.’

Page 24: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Example of the e-mail that will automatically be sent out when a training request has been submitted.

Page 25: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Example of the e-mail that will automatically be sent out when a training request has been approved.

Page 26: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

When a training has been updated on the TRIS end, this e-mail would be sent to the person submitting it and to anyone else that received the first notification.

From: TRIS, Sent: Wednesday, June 13, 2007 4:08 PMTo: Subject: The training request(Testing as a Supervisor) has been updatedThe training request(Testing as a Supervisor) has been updated:

Click here for a printable Report

Click here to View the Request

Page 27: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

Example of what the Training Manager looks like on the TRIS end.

Page 28: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

There is a log that shows the entire process. This is useful for problem solving.

Page 29: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

The blue icon represents that it is still pending approval and the green icon means the training request is approved by everyone in the approval queue.

Page 30: Steps for Submitting the Training Credit Approval Request via the Training Manager Training Manager

In order to delete a training request form once it has been submitted, you will need to contact the TRIS Office.