Take a training need through to enrolment
Start with a need and follow its actions to the authorised step.
Task 1
Training needs, actions and enrolment
Before you start
- A need with sources for the same person; proposal permission is separate from HR approval. Binding a course or enrolling requires an eligible action type and the relevant permission.
Steps
- Filter the Needs tab and open sources, rejected evidence and suggestions.
- Propose one of four types: Recorded course, Offering to organise, Practical assessment or Other activity; select sources for the same person, priority, date and responsible HR.
- HR approves the proposal separately. Bind a course or enrol only for eligible course/offering actions with enabled capabilities; these commands do not apply to Practical assessment or Other. Verify coverage from evidence.
What to check
You distinguish Other, proposal, approval and enrolment without inferring automatic commands.
If the result is unavailable
Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.
Guidance and support