Request Training

Users may be able to request training, which automatically solicits the necessary approvals and initiates the appropriate registration process. Training approvals, waitlists, prerequisites, pre-work, interest tracking, and registrations all begin when training is requested. If the option to re-request training has been turned on for your organization, you may request training that was previously completed.

Training Purpose

If Training Purposing is active in the portal and at least one training purpose has been configured for the learning object (LO), the Purpose field displays on the LO Details page. If only one training purpose is available for the LO, the purpose is preselected and read-only. If two or more training purposes are available, you are required to select a training purpose from the Purpose drop-down. Note: The Training Purposing functionality tracks the context in which a user requests training by identifying a purpose for the training.

Online Course, Test, Quick Course or Material

  1. Search for training by Search, Global Search, or Browse for Training.
  2. Click on the title to select the training.
  3. Click Request to request the training. The Assign button is visible only if you have direct reports and allows a manager to assign training. If you have already completed this training you may see the additional message to re-request the training and click the Yes link.
  4. Training request is automatically entered into transcript and, if required, routed to manager for approval.

Curriculum or Library

  1. Search for training by Search, Global Search, or Browse for Training.
  2. Click on the title to select the training.
  3. Click Request to request the training. The Assign button is visible only if you have direct reports and allows a manager to assign training.
  4. Training request is automatically entered into transcript and, if required, routed to manager for approval.

Posting

  1. Search for training by Search, Global Search, or Browse for Training.
  2. Click on the title to select the training.
  3. To request posting:
    1. Click Request to request the training. The Assign button is visible only if you have direct reports and allows a manager to assign training.
    2. Training request is automatically entered into transcript and, if required, routed to manager for approval.
  4. To open posting:
    1. Click Open.
    2. Open or Save the posting.

Events & Sessions

Sessions

  1. Search for Sessions by Events Calendar. Note: If the event is configured by the administrator to restrict users from selecting sessions, you will not be able to select a session. In this case, the word "None" displays in the Options column. You can still view the details of the session by clicking the link under the Sessions column but cannot select a session. The session needs to be selected by a manager or administrator.
  2. Click on the title of the training.
  3. Click Request This Training.
    • If approval is required, the training request will be routed to the user's designated Approver or Manager. If the training is set to Pre-Approved, then the user is automatically approved for the course. The training item will be listed on the Transcript with the corresponding Pending or Approved status.

Reserved Seats

When a session is configured with reserved seats for a specific organizational unit (OU), then when a user in the associated OU views the LO Details pop-up for the session, the Seats Available column displays only the number of seats available for the user's OU.

For users that match the criteria for multiple OUs, the Seats Available column displays the total number of seats available for all of the OUs to which the user matches the criteria.

If a user that matches the criteria for multiple OUs registers for a reserved seat in a session, then their reservation is deducted from the seats available in the following order:

  1. From the matching OU that has the highest number of available seats.
  2. From the matching OU that has the highest number of available reserved seats.
  3. From the matching OU that appears closest to the top of the list of OUs under the Reserve Seats by Organizational Unit option on the Session Details page.

Events

  1. Search for training by Search, Global Search, or Browse for Training.
  2. Click on title of training.
  3. Click the Request link or click Details icon to see additional information and then click Request.
    • You also can request to be notified when sessions are scheduled at another location or time by clicking on the I would like to be notified when sessions at another location or time are schedule link.
  4. If no sessions are scheduled, you can check other locations or request to be notified when sessions are scheduled.

View All sessions - Exception Request

  1. Click the All Sessions button.
  2. If sessions display, you can request a session and your status will be Exception Requested.
  3. Once approved, your status will change.

Interest Tracking

Interest tracking enables you to be notified when a new session is scheduled for the event.

  1. Location - Click the pop-up icon and chose your preferred training location.
  2. Comments - Enter any relevant comments
  3. Notify me when sessions are scheduled in any location - Select this option to be notified if a session is scheduled in the selected location or any other location.
  4. Click on the Submit button. An email will be sent when the session is scheduled.

Note: If users are restricted from selecting a session for the event, managers can express interest on a user's behalf by clicking the Notify me when sessions are scheduled link. This opens the Interest Tracking pop-up from which the manager can express interest. Interest Tracking notifications are sent to the manager instead of the user.

Waitlist

This option is available when no seats are available for a session and you can put yourself on a waitlist.

  1. Click on the Request link.
  2. You will see a message This class is currently full. If you proceed with your request, you will be put into a waitlist for this class. Do you want continue?
  3. Click No to cancel your request.
  4. Click Yes to be put on the waitlist.
  5. If approval is required, the training request will be routed to the designated Approver or Manager. If the training is set to Pre-Approved, then the training item will be listed on the Transcript with the Waitlisted status.

Exception Requested

This occurs when the session has prerequisites you must complete before you can register for the session.

  1. Click on the Details link to view prerequisites.
  2. Click on the Request link.
  3. You will see a message - This class requires prerequisites to be completed before your request. If you proceed with your request, you will be put into exception request. Do you want continue?
  4. Click No to cancel your request (if you want to request and complete the prerequisite before requesting this class).
  5. Click Yes to be request the class.
  6. If approval is required, the training request will be routed to the designated Approver or Manager. If the training is set to Pre-Approved, then the training item will be listed on the Transcript with the Exception Requested status.
  7. To manage the prerequisites, click on the title of the training from your transcript.
  8. Click Activate under the Options column.
  9. Click Launch to view training.
  10. After you complete the prerequisite, you will be able to register for the class.

Certification

  1. Search for the certification from the Global Search widget or page. See Global Search Overview.
  2. Click the certification title to view the certification details and click the Request button to request the certification.
    • If the certificate has prerequisites that you have not satisfied, the Request button is not available unless the administrator has enabled the ability to request prerequisite exceptions. If prerequisite exceptions are enabled, you are alerted that the certification has prerequisites that you have not satisfied and that by requesting the certification you are also requesting an exception from the prerequisite. Click Yes to request the certification. The status for the certification is set to Pending Prerequisite.
  3. The certification owner must first approve the request prior to accessing the certification.

See also: