Performing Roster Approval from the Training Session Record

  1. From the Training Session record, click the Roster link.
  2. Check the checkbox of the trainee and click Action > Manager Approval Sign-off.
    Result: The Roster Person Sign-off window is displayed.
  3. Click the drop down arrow and select Approve to approve the trainee for the roster or Reject to reject the trainee.
  4. Enter a comment.
  5. Enter your user ID and password.
  6. Click the Sign-off button.
    Result: The roster approval has been signed off. The trainee displays in the roster showing a Manager Approval Status of Approved or Rejected.

See Also

Adding Additional Training Schedules

Adding Training Costs

Opening Training Session Signup

Closing Training Session Signup

     

 

 
Friday, March 20, 2020
12:27 PM