Training Purpose Overview

Training Purposing tracks the context in which a user requests training by identifying a purpose for the training and including a category of hours associated with the training. Depending on the purpose selected, conditional approval workflows can be created to increase the number of approvers who assess a user's training request. Training purpose features are only visible when Training Purpose is active in the portal via a backend setting.

Requiring a user to indicate a training purpose when requesting training is either a one step or two step process. A one step process is used when a user must indicate a purpose, and an approver is not required to take any action related to the purpose.

A two step process is used when a user must indicate a purpose, and the approver must indicate the category of hours in which to calculate the purpose.

A backend setting is available that enables the training purpose permissions to be available at the top level administrator role and make training purpose visible on the learning object details, transcript, approval, and training details pages, as well as email triggers and in reporting.

Security

The following are the permissions related to the Training Purpose functionality:

PERMISSION NAME

PERMISSION DESCRIPTION

CATEGORY

Global Email Administration - Manage

Grants ability to manage email trigger templates across all active modules in the portal. Enables creating, editing and deleting email message templates for various system actions and workflows. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission.

Core Administration

Training Purpose Administration - Manage

Grants ability to manage Training Purposes. This is an administrator permission.

Learning - Administration

Training Purpose - Edit User's Purpose

Grants access to edit the training purpose and category on the user's transcript details. Admin must have access to user's transcript. This is an administrator permission.

Learning - Administration

Welcome Page Preferences - Manage

Grants ability to configure the look and feel of the Welcome Page that users see upon logging in to the portal. This permission can be constrained by OU and User's OU. This is an administrator permission.

Core Administration

Training Purpose Categories - Manage

Grants access to manage Training Purpose categories. This is an administrator permission.

Learning - Administration

 

Last Published: 10/11/2021

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