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Planning a document training in SoftExpert Training

 

Prerequisites:

  • Training duly registered in a document.
  • SoftExpert Training as part of the solutions acquired by the organization.

 

Introduction

After executing the training registration task, the next step is to continue planning the training in SoftExpert Training.

This will depend on the step selected by the user upon executing the training registration task: when adding the training through the task, it was necessary to select Add training planning to add a training to the training step, or Add training execution to add a training to the execution step.

If the training was added to the planning step, it will be listed in the Management > Training planning (TR007) screen of SoftExpert Training. Thus, the user can continue planning the training as usual.

If the training was added to the execution step, it will be listed in the Execution > Training execution (TR009) screen and will be listed in the SoftExpert Training execution tasks. Thus, the user can continue executing the training as usual.

To learn how to plan or execute a training, watch the videos from the Operating SoftExpert Training category.

After finishing the training, generate certificates for the employees.

 

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