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Add participants to a training course

Support Center

IC2469
eTASK Neon
Poweruser

After you've created a training session, you can add participants to it. Use the participant assignment feature to do so.

Prerequisite

  • The training session has already been created

  • The participants have already been created as representatives of the role to be trained (Basic Data - Roles and Representatives - Representatives)

Procedure in the FM Portal

Path to the starting point: Infrastructure Building Management - Training Management - Participant Scheduling

  1. In the Function / Responsibility field, select the function for the training course to which you want to add participants. You will see all training courses for this function that have been created but not yet conducted.

Dropdown menu showing HSE functions, with
Dropdown menu showing HSE functions, with "AZW | Aufzugswärter/in" selected. Date and title fields visible above.

  1. Select the training course to which you want to add participants. The representatives for this function will then be displayed on the right-hand side.

Screenshot of eTASK training management table showing one entry for
Screenshot of eTASK training management table showing one entry for "Grundschulung Aufzug" scheduled on 23.11.2020 with status "Schulung in Planung"

  1. Select the delegates you want to add to the training session.

Table showing training participants with checkboxes, displaying columns for Name, Vorname, Abteilung, and Datum with employee data
Table showing training participants with checkboxes, displaying columns for Name, Vorname, Abteilung, and Datum with employee data

  1. Click "Add to Training" in the upper right corner.

The delegates have been added to the selected training and will be notified via email. The training's workflow status automatically changes to the "Invited to training" step.

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