To schedule a staff training, complete the following steps from the Schedule Calendar Event page displayed after clicking a date on the Calendar:

1. Click the Select radio button next to "Staff Training" in the Event Type table.

  NOTE: In order to schedule a staff training, you must have the Staff Training Data Entry permission.

2. Click CONTINUE.  The Staff Training Event Data Entry page is displayed.

3. By default the training date is set to the day you clicked on the in the Calendar.  If necessary, type a different date in the Date field (using mm/dd/yyyy format), or select a date using the available date picker to the right of the field.
4. Use the Start Time and End Time drop-down selections to the right of the training date to indicate when the training will begin and end.
5. By default a training's status is set to "Planned."  If you are entering a training on the Calendar that already took place or was canceled, click the Training Status drop-down arrow and choose "Held" or "Canceled," respectively.
6. Click the Location drop-down arrow and choose the location at which the training is to take place.  To select a location not included on the list, select "Other Place," and type the location name in the Other field.

  TIP: The locations available for selection here are those that have been configured using the System Setup module, Agency Program Information, Configure Locations feature.  For more information on configuring locations, click here.

7. In the Session Title field, type the name of the training.  Note that whatever you enter here will be used to identify the training on the Calendar and in staff training indices.
8. In the Instructor field, type the name of the individual leading the training.
9. In the Co-Instructor field, type the name of the individual co-leading the training (if applicable).
10. Click the In-House drop-down arrow and choose "Yes" or "No" to indicate whether the training is being held in-house.
11. In the "Check Topics Covered in Training Session" portion of the page, click the checkbox next to each topic covered during the training.  If a topic is not listed, check off "Other Topic" and enter the topic name in the corresponding field.
12. In the "Staff scheduled to attend this Training Session" portion of the page, click the Scheduled checkbox next to each individual who is to attend the training.

  NOTE: If a single program was selected using the Calendar's Scope or Selection options, the training attendee selections are limited to staff with chart access to that program.  If a specific program was not selected as part of the viewing options, all agency staff are available for selection.

13. In the Comments text box type any notes or comments regarding the training.
14. Click UPDATE.  The training is scheduled, and a confirmation page of training details is displayed, and a "TRAINING SESSION SCHEDULED" internal notification message is automatically sent to the training's attendees.

  NOTE: If the training's start time is "off hours," meaning that it is outside of the hours of 6:00 am to 11:00pm, you will be asked to confirm that the time is correct before the training is scheduled.  If so, click CONFIRM.  If not, click your browser's Back button to correct the time.

  TIP: In some AWARDS databases an optional Duplicate button is available on the confirmation page for the purposes of easily cloning and scheduling another staff training based on the one you have just entered.  To do so, click Duplicate now.  If you do not see this option and are interested in having it turned on, please contact the Help Desk for assistance.

15. Click Calendar to return to the Calendar where your newly scheduled training is now displayed.

  TIP: In some cases you may need to adjust your current Calendar settings before your new appointment/event will be included in the Calendar display.

The process of scheduling a staff training is now complete.

  https://demodb.footholdtechnology.com/help/?10156