SoftExpert Training general parameters
Prerequisite
- Access to the Configuration > General parameters (TR033) menu.
Introduction
General parameters define specific configurations for records in the component. These configurations optimize the use of SoftExpert Training in order to meet the organization's needs.
See below how to configure the general parameters:
Configuring the general parameters
1. Access the Configuration > General parameters (TR033) menu.
2. Parameterize the desired resources. See the available ones below:
Automation
Development plan action |
| Check the Automate the flow of development plan actions with associated course option so that the actions start automatically when an employee is enrolled in a training referring to the course associated with said actions, in addition to sending them to the next configured step as their associated courses are executed. |
Release revision for training |
|
Check the Cancel open trainings from obsolete training revisions option so that, when a new revision that requires training is released, the system cancels any in-progress trainings that have obsolete object revisions for training. If the training has more than one associated object, this condition will be applicable to all of them in order for the training to be cancelled. |
Mapping |
| Check the Automatically create training for users with mapped courses/paths so that the system automatically creates trainings for users with mapped courses and paths configured correctly for e-learning. The Training content task will be generated for users with mapped courses and paths. |
Disable user |
| Check the Cancel participation in training upon disabling user option so that the system cancels the participation of inactive users in in-progress trainings. |
Calendar
Export appointment |
| Check the Enable synchronization of training calendar with e-mail client calendar option so that it is possible to integrate an e-mail client that has the scheduling resource (such as Outlook) with SoftExpert Training. Thus, the system sends appointments to the calendars of both the participants and instructors of a training. For this feature to work correctly, an e-mail must be configured. Access the documentation of the SoftExpert Administration and SoftExpert Configuration components to learn more. |
Training copy
Training items |
| Checked options will be pre-selected while a training is copied. |
Allow changing the training course |
| When copying a training, it will be possible to change the course of the training being copied. |
E-learning
Consider self-training as a given training |
| Check this option so that self-training records are displayed in the employee's visions and history as given trainings. It is also possible to generate certificates for self-training records as if they were given trainings. |
Training execution
Standard filter of the training status |
| Enable the statuses that will be checked by default in the “Training status” filter of the Execution > Training execution (TR009) menu. Thus, it will be possible not to list cancelled or closed trainings by default, for example. |
Block training execution out of planned period |
| Check the Block training execution out of planned period option so that the trainings created in the system cannot be executed out of the range comprehending their planned start and end dates. |
Require an explanation when deleting a participant during training execution |
| Check the Require an explanation when deleting a participant during training execution option to require an explanation for the reason why a participant has been removed from a training. |
Allow previewing the certificate during training execution |
| Check the Allow previewing the certificate during training execution option so that it is possible to preview the certificate during the execution of the training. |
Task > Training registration
Enable task for creation of training need |
|
The Training registration task will be generated. Thus, the fields below will be enabled for completion:
Fill in this field with the team responsible for creating the trainings.
Restrict training record by organizational unit Check this option so that trainings can only be created considering the organizational unit. In this case, the user who will register the training must be a member of the control team of the organizational unit to which the employees who need to be trained belong.
Status Check the employee statuses for which the trainings will need to be registered. Mapping Check the Only mapped courses option so that it is possible to create only trainings referring to courses mapped for the employee. When this option is checked, the Consider only the default department/position courses option and the Requirement subsection will be enabled. Check the Consider only the default department/position courses so that it is possible to create trainings only referring to the courses mapped for the department and position set as default for the employee.
Requirement Check these options so that it is possible to create trainings for required and/or desirable courses. The options that are not checked will not be considered for training creation. |
Task > Training due date
Consider only trainings for courses in the default department/position of employee |
| The Training due date task displays only the trainings referring to courses mapped for the logged user's department/position that have expired. It is also possible to configure the system to show the trainings that have been mapped as required or desirable. |
3. Click on the 
button to save the changes.
Conclusion
Thus, the general configurations of the component are all set.