Training requests

Sequence number identifying each request. If this zone is left blank, an order number will be automatically assigned on request creation.

Training period the training request(s) is related to.

This field displays the date on which the request is made. This date is mandatory and can be modified. When creating a request, this date is initialized with the date of creation. For the existing requests, the field is initialized with the date of creation if this date is not already specified.

This field can take the following values:

• 'Normal',
• 'High',
• 'Maximum'.

When creating a request, the value of this field is set to 'Normal' by default.
For the existing requests, the value of the field is initialized to 'Normal'.

This field can take the following values:

• 'Entered'
• 'Program', when the training request comes from an individual program,
• 'Authorization', when the training request comes from the renewal of a permit or an authorization,
• 'Interview", when the training request comes from an evaluation interview.

When creating a request, the value of this field is set to 'Entered' by default.
For the existing requests, the value of this field is initialized to 'Entered'.

If the source of the request is 'Individual program', the code of the program is specified and the "Professionalization period" check box is selected or not depending on the parameters of the program.

If this check box is selected in the individual program, it will be specified in all the training process that the training concerned comes from the professionalization scheme.

The request can be:

• individual (an employee requests a training period),
• hierarchical (a manager requests a training period for one or several employees).

The employee ID is specified when requesting a nominal training request.
It is left empty when the request concerns several employees.
By default, the employee ID defined in the user parameter REFNUM is displayed.

When the training request is nominal and the employee has several contracts, those contracts are suggested and one of them must be selected.

The training request can specify the session the participants want to attend.

The training request may be for a specific domain. If the training period is entered, this field is initialized.

The training request may be for a specific theme. If the training period is entered, this field is initialized.

Period during which the training period can take place. If the session is entered, these fields are initialized.

Check "Outside of plan" if you do not want the training request to be included in a training plan.

The code of the training plan and the start and end dates of the training plan are automatically displayed if the training request is created for a final training plan (when the Final check box is selected in the Training plan function).

They cannot be modified.

Enter or select a fiscal nature.

The actions of the training plan are classified into three categories, each of them belonging to a specific scheme.

Enter or select an action category.

The status of the line can take the Firm or Planned value. Only the delivery requests with the status Closed will be suggested for the delivery (see the Delivery documentation).

However all lines can be viewed, independently of their status, using the delivery request inquiry (see the Delivery request inquiry documentation).

This field is automatically updated by the system:

• plan : the training plan year is updated in the request when the request is taken into account in the final plan,
• registration, when the training has been registered,
• completed, when the session is closed.

Number of employees concerned by the training request. The training request can combine both nominal requests (for one employee) and global requests (for N employees).

Enter the ID of the employee if the training request is nominal.

The contract number of the employee corresponds to one of his contract sequence number.
To inquire the various contracts of an employee, you must select:

• his ID number,
• the document type requested,
• the event date in the left-hand side of the screen.

Enter a site if the training request only concerns the employees of a site. The site is automatically updated if an employee is entered.

Category of employees concerned by the training request. The category is automatically updated if an employee is entered.

Specify the framework of the training request: 

• CIF (Individual training leave)
• Company training plan
• Etc.

Type of funding for the cost nature.

Funding organization.

The funding organization entered must be active. Click the Selection icon icon in order to open the list of active organizations.

Enter a department if the training request only concerns the employees of a department. The department is automatically updated when an employee is entered.

In collective requests, the gender and age fields are available for entry.

The "Standard job" and "Position" columns are:

• populated automatically if the employee is defined and if the standard job and position are specified in the contract record,
• available for entry.

The "Refusal reason" column is available for entry if the status of the line is 'Refused' and if the user has the appropriate rights.