Training Assignments - WebTMA 7

On the Query flyout:

1. Select a field and filter parameters. See note below about included in and not included in.
2. Choose Add Criteria to select an additional field to filter your search.
3. (Optional) Repeat to add more filter conditions.
4. (Optional) Select Group Criteria to use AND or OR grouping. The OR Grouping, AND Grouping, and Cancel Grouping options are only available once you have added several criteria lines.
5. Choose at least two lines and select either the OR Grouping or AND Grouping to add grouping conditions.
6. Select Cancel Grouping to return to the Add Criteria option.
7. (Optional) Add a Query Name to keep this query for later use and click Save Query.
8. Choose the Find or List Result button to see results, or go to the next topic, How to Set Query Display Columns, to set column order and widths and/or Save Query.

NOTE: The "included in" and "not included in" parameters in some fields allow you to select multiple records to include or exclude from your search. Select the ellipsis button and choose multiple records. At any time, you can use the ellipsis to see or revise all previously selected values.

How to Set Query Display Columns

Path: Transactions > Training > Training Assignments

Use the Query flyout to establish your criteria or use a pre-defined query. Click the List Result button to generate a list. Once generated, the list provides an opportunity to:

• Review requests

• Remove Selected lines from view

• Assign Selected requests individually or in Batch (assignment is indicated by a green  icon)

• Cancel Selected requests for individual or multiple lines (cancellation is indicated by a red  icon)

• Export the current page or the entire list to an Excel spreadsheet

You can review the icon definitions by clicking the Legend link on the Action Menu.

When you use the Remove Selected button, the line is no longer visible in the list, but the Class Request remains in the database.

Click the Export Current Page or Export All buttons to send the list to an Excel spreadsheet.

Scroll to the right to review more information about requested and assigned Classes.

How to Assign from Training Assignments 

To make assignments from the Training Assignments window:

1. Mark the line item check boxes of all you want to assign.

2. Select the Batch Assign button.

3. Complete the Assignment Entry flyout window.

4. Choose the Save button on the flyout.

5. Repeat steps 3 and 4 for all lines checked. WebTMA automatically displays the next line until all are assigned.

An email message of Class assignment is sent to alert the Trainee of the date and time. For the Technician, the system uses the email address saved with the request when entered on the Training Request Entry window. If the Technician's record has an email address, this populates the Training Request Entry window by default.

Once you have made assignments, WebTMA displays a green icon on the list beside each assigned line to show it has been assigned.

How to Cancel from Training Assignments

To cancel lines from the Training Assignments window:

1. Check the line item boxes of all you want to cancel.

2. Choose the Cancel Selected button.

3. Enter the Rejected Reason in the Assignment Entry flyout.

4. Select the Save button on the flyout.

5. Repeat steps 3 and 4 for all lines checked. WebTMA automatically displays the next line until all are canceled.

An email message of cancellation is sent to the email address saved with the request when entered on the Training Request Entry flyout. Be sure to use polite language when canceling the request.

When you cancel assignments, WebTMA displays a red icon on the list beside each canceled line.