Adding Trainees to a Roster from the Waiting List

A trainer can add trainees to the roster if they are on the waiting list for any document or course requirements.

  1. From the Training Session record, click the Roster link.
  2. Click Action > Add From Waiting List.
    Result: A list of trainees who are required to complete training for the document or course attached to the training session is displayed.
  3. Check the checkboxes of the actors to add to the training session roster.
  4. Click Action > Add To Roster.
    Result: All selected trainees have been added to the roster.

See Also

Adding Additional Training Schedules

Adding Training Costs

Opening Training Session Signup

Closing Training Session Signup

Performing Roster Approval from the Training Session Record

     

 

 
Friday, March 20, 2020
12:27 PM