Training and Event Management

 

Training and Event Management By Sravanthi The Training and Event Management component lets you plan and manage any kind of business event: Training Traini ng courses, Conferences, Lectures etc !ith Training and Event Management you can manage both internal and e"ternal events and make bookings, pre bookings and cancellations The Configuration steps for the Training and Event Management is:

Configuration #ath S#

%$ S&# $eference 'M(



 Training and Event Management



Business Event Preparation: Define Cost Items:

Training and Event Management uses cost items to determine and represent the costs incurred by business events Cost items are also re)uired *hen you *ant to transfer event costs to cost accounting, for internal activity allocation for instructors, and for determining a price proposal The costs items are used for resources, resources types, business events, and business event types

 

  Define Time Schedule:

 & time schedule defines the timetable of a business event that comprises a number of days, each day consisting of up to three day segments

  (o to Time Schedule click on ne* entries

(ive the Schedule as +&-SSC. and save it

  (o to ay segment

 Click on ne* entries



'n the ay segment click on ne* entries and divide the + days schedule into full session and half  session

 

'n the ay schedules give the Time schedule +&-SSC. as sho*n belo*

 

Click on ne* entries

  'n the ay schedules call the full sess and half sess for the four days as sho*n belo*

  /o* go to Create Building &ddress

 

 

Click on ne* entries

Save it

(ive any start date as per your re)uirement and click on create

 

 

System automatically generates the number for every event 'n the %rgani0ers node

 Click on Create Company



  /ote: System automatically generates the number se)uentially 1ust give the start date and click on create 2or Location it has generated the number 344+5+66 2or Company it has generated as 344+5+67 as sho*n belo*

 

  .ere give the abbreviation8name and save it

  Click on Create Business Event (roup

Click on create (ive the abbreviation8name and description about the purpose of the business event group Save it

 

 

'n the Relation ships tab 'n the Belong to line call the S&# S9'LLS the one *hich has been created earlier and save it

 

/o* (o to Create Business Event Type

System asks for the different delivery methods as sho*n belo* select the one *hich you *ant as per your  re)uirement 'n this scenario select the classroom training

 

'n the Main schedule model call the Schedule *hich *e created in Ti Time me Schedule

 

'n the Capacity give the Minimum, %ptimum and Ma"imum Capacity Capacity

'n the $elationship tab (ive the Business Event (roup as: S&# .CM Skills

 

 

  'n the same $elationship tab scroll do*n and in the line 's organi0ed by Company: S&# T$/( #$- and finally save it

'n the alidity alidity #eriod mention ho* long the Business event is valid ;uration<

 

(o to S&# menu

 .uman $esources



 Training and Event Management



 

The configuration *hich as been set in S#$% is sho*n in the #S6 as sho*n belo*

  $ight click on the S&# .CM Business event type and Click on Create *ith $esources

 

  'n Location Search for the Training Location ertical .eights and press enter 

 

  Click on the S&# .CM BET you can see the Schedule Model

/o* to book the employees for the training

 

  Can create the &ttendee List from the button in &pplication Tool bar or at the bottom of the table there is one more &ttendee List button

 

!ith this *e can create the list of attendee for the Business event rather than create one by one in the earlier configuration step #44

To see the list of &ttendees for the Training go to #S5

Can see the list of the all the attendees

 

 

'f any of the employees *ant to cancel the training =ust right click on that particular employee and click on cancel 1ust click on delete button