Training Requests Hot

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by Jace Raile on June 16, 2016
 
5.0 (2)

The Training Requests process application helps teams and organizations to manage training requests, classes, and enrollments. Training requests can be difficult to handle when information is held in different systems and controlled by different people. With the Training Requests process app, users can view available classes, request a new class, request enrollment and manage requests all from the convenience of Serena Business Manager.

  • The Training Requests process application is composed of three applications and provides a framework that can be easily modified to support unique needs.

    Training Requests

    The Training Requests application allows you to manage the training requests for your different users. It allows users to request training for a student for any number of available classes. This is especially helpful for scenarios such as onboarding where a new employee might need to be enrolled in several training classes. For each class requested, a new Class Enrollment item is created. The Training Request has approval control over each enrollment record so items can be handled individually or at all at once.

    Using SBM's notification features, users can be notified when they have been successfully enrolled in a class. Upon completion of the classes, the request can be closed.

    Training Classes

    The Training Classes application provides a location to manage different classes. The primary table is used to store a particular instance of a class, such as the Introductory Class that starts in March and ends in April. Auxiliary tables are used to store reusable information such as class types, courses, and materials. New Training Classes can be  submitted by providing a desired course and type, and then the training team can approve or reject the class. Classes may or may not have a schedule, instructor or room, as determined by type. Approved classes become available for enrollment either through a training request or by direct enrollment.

    Class Enrollments

    The Class Enrollments application records each specific request for a student to be enrolled in a single training class. Managers or the education team have the ability to approve or reject enrollment requests. Approved enrollments become owned by the student so they have an active SBM item to represent active enrollment. Once the class is completed, these requests can be closed, indicating that the student has taken the class.

     

    Note: The application is provided as an MSD or an MSS. The MSD file is the raw composer blueprint whereas the MSS is a snapshot file which contains a few sample items for the included auxiliary tables and combines the applications into one application group for Work Center. Only one download is necessary.

    Process Apps

    Process app type
    Templates
    Required SBM Version
    11.0

    Shared

    Complexity

    Complexity
    Novice
  • No additional versions available.

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    It's a good app to start planning your employee training. I would like to know how how this app can be amended to account for changing training needs. For example:
    1) classA is now adding new material and now student needs to retake the class to satisfy requirement
    2) classB needs to completed every year. How to drop previously completed class and create new enrollment for the same class.

    Will versioning each class work in these cases?

    Thank you for sharing the app.
    Demo 
     
    5.0
    Adil Hussain Reviewed by Adil Hussain March 28, 2017
    Top 100 Reviewer  -   View all my reviews (2)

    Nice App

    It's a good app to start planning your employee training. I would like to know how how this app can be amended to account for changing training needs. For example:
    1) classA is now adding new material and now student needs to retake the class to satisfy requirement
    2) classB needs to completed every year. How to drop previously completed class and create new enrollment for the same class.

    Will versioning each class work in these cases?

    Thank you for sharing the app.

    Was this review helpful to you? 
    The training app is very flexible in being able to track training requests for your internal classes. With very little overhead, you can create a listing of your classes and track requests to attend each class.
    Demo 
     
    5.0
    Michael Fiala Reviewed by Michael Fiala September 27, 2016
    Top 100 Reviewer  -   View all my reviews (2)

    Nice app for tracking internal training classes

    The training app is very flexible in being able to track training requests for your internal classes. With very little overhead, you can create a listing of your classes and track requests to attend each class.

    Was this review helpful to you? 
     

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  • Jace Raile

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