1. Main Elements:
Four work centres and multiple work lists in the
Portal

2. •Create new queries with or
without assignment of
categories.
•We can also create our own
categories if needed.
•Set as default query to
display in Course overview
worklist.
•Based on selection of query list of courses get
displayed.
•View can be personalised via:
•Realignment of columns
•Add or removal of column fields
•Sort by column and subtotal if required.
•Based on selection of query, list of courses where
fewer booking or pre-booking as well as over
booking information get displayed.
•View can be personalised via:
•Realignment of columns
•Add or removal of column fields
•Sort by column and subtotal if required.

3. Courses work-list

4. Schedule a course date
•
Portal can be used for creating a detailed course schedule
•Course schedule
can be manually
changed. This can
be used to alter the
schedule Proposed
by the model or to
propose an entirely
new schedule.
•Specify the start date
and schedule model for
the course
•The Add / Delete
Buttons can be used to
change the time
schedule in detail.
•The Edit Schedule popup allows details
modification of Course’s
schedule

5. Creating Web-based Training Courses
•
Administrator can create a web-based course type from the portal

6. Change Course details
•
This service can be used to change time-dependent and time-independent
courses.

7. Change Course details
Cont..
Once selected, relevant course data to be changed
is called depending on the course delivery method.
Basic data on the course is shown in the header
Using the tab pages all course-relevant information
can be accessed for change like:
•General Basic Data
•Rooms and Materials
•Instructors for the course
•Price and costs
•Web-links for external courses

8. Follow-up – Manage course follow up
•
•
Administrator can manage follow up activities after completion of course via portal
Floor-plan Manager approach guides through the process
•
STEP1: Select a course for follow-up
• Admn can search for a course
type in combination of location if
required
•Select required period via
current week or month etc, also
can specify start date and End
date.
• Course as per selection criteria gets displayed
•Administrator can select required course for follow up activities and Next button takes to ‘Confirm
Attendance’ screen.

9. Follow-up – Manage course follow up
Cont…
Step 2 – Confirm Attendance for selected course previously:
• All the participants enrolled for the
course gets displayed automatically.
•Administrator can individually confirm
course attendance or absence for each
participant.
•‘All Present’ and ‘All Absent’ button
enables administrator to confirm the
status for all participants at once.

10. Follow-up – Manage course follow up
Cont…
•
Step 3: Evaluate Participants
•Administrator can assess the
participants by selecting the
appropriate value via Course Failed,
Course passed or Not rated.
•‘All Passed’ and ‘All Not Passed’
buttons enables administrator to
confirm the status for all participants at
once.

11. Follow-up – Manage course follow up
Cont…
• Step 4 Transfer Qualifications
– For courses which result in attaining a
qualification can be transferred for the
participants upon successful completion.
•Depending on the attributes of course,
attained Qualification gets displayed.
•Administrator can access the
proficiency and select required value
from selective values.

12. Follow-up – Manage course follow up
Cont…
•
Step 5 – Review and Save
•Administrator can now finally review
the entries for the courses.
•Show status of attendance,
assessment, attained qualification etc
for each participant as processed.

13. Participation work-set
•
•
•
•
Manage Participation – Book or pre-book participants for courses
Manage Mandatory Assignments
Show Participant History
Mandatory Assignment Report

14. Participation – Select Participants
• Select Participants enable to search
employees via
•Organisation unit
•Position or Job
•Person

15. Participation – Manage Participants
• For Selected Participants either we
can Book for new course or Pre-book
for a course.

16. Participation – Manage Participants
•
We can access Manage participants floor manager with Book and Pre-Book options
– Find course – Search for relevant course via course catalog option
– Adjust Payment Details – Course fee can be adjusted

17. Participation – Manage participation

18. Participation - Confirmation

19. Manage mandatory assignment
This Service gives Course administrators a way of performing all activities for
managing courses where participation is mandatory.
•Course administrators can perform the following activities:
•Select one or more organizational units, positions, or people and assign
mandatory assignments to them.
•Change and delete assignments to mandatory assignments.

20. •
Participation – Show Participant
History
This feature provides course administrators a quick overview of a participant's history
of participation bookings

21. Mandatory Assignment Report
•
Report provides course administrators with an overview of courses where
participation is mandatory.
•Evaluation can be restricted to a certain
•course type or curriculum type
•Learner type or Learner ID
•Evaluation shows whether a participation booking exists for a person for
the mandatory assignment.
•If the employee has already taken the course then status of course
completion is shown.

22. Correspondence - Workset
•
Administrator can use this workset to access all the functions and information needed
to process correspondence associated with conducting a course
•Get an overview of all correspondence requests for the courses planned and all correspondence
requests that have been halted or contain errors
•Get information on the recipient, type, output medium, and output status of the correspondence
•Manually trigger the correspondence
•Check the correspondence history
•Personalize the correspondence settings