Lists the Training Tasks for the selected User(Trainee)

OVERVIEW

Users can list all the associated Training Tasks available for them. Users can create a Filter in Training Task and embed the same in the Users Profile so it will be available to them.

HOW TO CREATE A FILTER

To create a filter to lists the Training Task, the user has to follow simple steps

Select the Training Management Project
On the Work items grid, select the Training Task work item on the left pane
Click on the Create link. Manage Filter page gets opened. Enter the details below
- Project : Select Training Management
- Filter Name : Enter name like ‘{Embed Filter} Training Management – Employee Training Records‘
- Filter For : Select the radio button for Training Task
- Fields : Select the Fields you want to display
- Specify Criteria : Make sure to select ‘In Pool‘ is ‘Yes‘. (Lists all pool items)
- In advance tab, add the user defined criteria as “Assigned_to=(select O3.Assigned_to from objects O3 where id=[$ME])”
Save the Filter.

In the work item grid, it would list all the training tasks for all the users

EMBED FILTER IN USER PROFILE

To embed a filter in the User Profile, the user has to follow simple steps

Create a User Profile for the User A
Click on the Edit icon corresponding to the description section to open description in edit mode
Click Embed Filters button on the description editor toolbar
In the pop-up screen, select the Project as Training Management, Work Item as Training Task and filter as {Embed Filter} Training Management – Employee Training Records
Now you can see the filter name with an anchor in the description area
Save the Description

Click on Show button, to see the Embed Filter Details. It would list the training tasks associated to User A

You can update this Embed Filter in your Admin Templates

Training Management