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Managing Training Needs

Training needs are visible to all TMS users who have View Planning or Manage Planning rights. These rights are given separately for each site. The TMS user only sees the training needs of the employees who belong to the site in which the TMS user has the necessary right. If the TMS user has viewing or managing rights to multiple sites, use the filter to choose the site.

The training needs table shows a list of the company’s courses. The courses in this table are colored red if the first deadline is within 2 weeks or in the past. Otherwise, they’re colored blue.

The column called Queued displays the number of people with the first deadline and the number of people whose personal deadline for this course is within 3 months.

By clicking on the name of the course in this table, you will access the General data tab of the course detail view.

By clicking on the date or Add deadline button of the First deadline column, you can add deadlines for the users that belong ot course targets.

Clicking the Plan button, opens the Occurrences tab of the course.

Adding personal deadlines

Menu item: Planning > Training needs

  1. Click on the date or Add deadline link in the First deadline column
  2. Check the check-boxes next to the users you wish to train
  3. Add the date of the new deadline
  4. Click Save