- 1. Create a new development program
- 2. Add a participant to a development program
- 3. Define a development program as current
- 4. Compare the participation data of a program per entity (branch, site, dept)
- 5. Close a development program
Program management
1. Create a new development program
Create a new development program.
Click on the widget Program management to access the main page.
In the main page click on the button "New development program".
Within the pop-up "New development program" define the name, starting and ending dates.
After the information is inserted, click on the button "Save".
After the new development program is created, the application will open the pop-up "Add skills" where new slills can be added to the newly created program.
After the skills are added, the application will open the pop-up "Participants" where the paricipants can be added to the program.
Program management
2. Add a participant to a development program
Access the main page and analyse all information. Identify the waiting development program you need to manage and access the detail. Use tab “Participant” to view the complete list of resources and assign a training action to a specific one.
Click on the widget Program management to access the main page.
In the filter select the status "Waiting" and click on the button "Apply". Select the development program with the status "Waiting" where new participants need to be added and enter the detail.
Select the tab “Participants” to see the complete list of participants.
Click on the button “Add participant” to proceed.
Use filters to find the specific person to add to the development program and click on the button "Insert".
A notification message confirms that the resource is successfully added.
Program management
3. Define a development program as current
Access the main page and analyse all information. Identify the program you need to define as current one and access the detail to manage it. Then, use the specific function to proceed with the operation.
Click on the widget Program management to access the main page.
In the filter select the status "Open" and click on the button "Apply". The table will show all the development programs which are opened. Select the program in which needs to become "Current".
In the tab “Detail”, click on the button “Manage development program”.
To make the program current, scroll down the content of the pop-up and click on the button "Make current" and then click on the button "Save".
The information is now duly update and the selected program is classified as the “Current” one.
Program management
4. Compare the participation data of a program per entity (branch, site, dept)
Compare the participation data of a program per entity (branch, site, department).
Click on the widget Program management to access the main page.
Select a desired program on the main page and click on Detail.
In the detail page click on the chart icon which will lead to the chart page.
The chart Participants shows the information about the participation data of a selected program per entity (branch, site, department). Scroll down the page to see the entire chart.
By default, the chart shows all the data of the participants sorted in the following series: resources which do not participate in the program, those who are active in the program and the ones which have completed it.
To compare the participation data in the program per department, define the filters named "Branch" and "Site" and click on the button "Apply". It can be seen that the chart shows the information about the participation (active or not active participants) from the two different departments.
Program management
5. Close a development program
Access the main page and analyse all the information. Identify the opened development program you need to close and access the detail. Then, verify that all resources training actions are closed. Finally, access the manage page to close the development program.
Click on the widget Program management to access the main page.
In the filter select the status "Open" and click on the button "Apply". The table will show all the development programs which are opened. Select the program in which all participants have been evaluated.
In the tab "Detail" click on the button "Manage development program".
To close the program, scroll down the content of the pop-up and click on the button "Close" and then click on the button "Save".