Access: Human resources > Training management > Training directory
1Under Training directory list, click on the Create a training directory hyperlink.
2In the Activity definition screen, enter the descriptions. If only one description is entered, it is copied in the missing description once saved.
3Select "Open" under Status.
4Select a Location.
▪If you wish to add an item to the drop-down menu, select "Add item" and fill out the fields.
5Indicate the duration in Number of hours.
6Under Classification, select a Category.
7Check one or more of the Fiscal eligibility, Internal and Coaching options.
▪Fiscal eligibility identifies the training activity as being eligible to Bill 90. By checking this option, you can include this information on the "Training expenses" report.
▪Coaching only appears when the Internal option is checked.
▪If you have created customized fields that are linked to the Training directory function, they will be displayed under General information, Classification, Other fields or Notes.
Things to remember You can create customized fields in different formats (alphanumeric, numeric, checkboxes, date, and table of values) on the Customized field definition screen (Configuration > Business > Configuration > Customized fields). For more information on this subject, please refer to the procedures in the Creation of customized field section. |
8Under Attached documents, you have the possibility to add a document. Click 
here for the procedure, or continue to the next step.
a)Click on Add. b)In the File to add window, click on Search, select your file, enter the description and click on OK. c)Under Category, select the follow-up category, if applicable. Note that the ‘’Confidential’’ category is only available if you have access rights. |
For more information on the subject, please refer to Attached documents management.
Things to remember ▪The maximum size accepted for a document is 10 MB. The business has access to unlimited storage space. ▪To view an attached document, click on the description’s hyperlink. ▪To modify the category, select the new category from the drop-down menu under Category. ▪Delete a document by clicking on the ▪If you have access to Attached documents, the Attached documents summary screen displays all of an employee's attached documents, regardless of the function used (Training, Performance review, Work injuries, etc.) (Human resources > Attached documents summary). See Viewing summary of attached documents. |
9Under Notes, enter additional information if needed.
10Click on Save to complete the procedure.
For more information