Assignment Wizard

The assignment wizard for training planning helps you add a document to the currently selected measure/training course.

1.4.10.2.4. Assignment Wizard

1 Measure/Training Course

Shows you which measure/training course a document is to be added to.

TopicThe topic of the underlying measure/training course
From/ToThe start and end date of the underlying measure/training course

2 Document/Proof

Here you set which elements you want to assign/set when you assign a document to the participants.

FileUse the icon to select the file to add. Once selected, the file path and file name are inserted into the text field.
Document TypeYou can select a document type to set for this document.
Additional DescriptionIf you want to give this document a description, you can set the information here.
Proof RequiredIf this document fulfills a required proof obligation for the measure/training course, you can set this here.
Proof CompletedIf a required proof obligation is to be seen as completed with this document, you can set this here.
Actual HoursIf a specific number of measure/training hours can be achieved with this document, enter the corresponding hours here.
Proof DateToday's date is set by default. If this is not correct, you can set the desired date for adding the document.
Individual TaskIf this document provides proof of a specific individual task, you can optionally assign this direct link here.
Fiscal YearIf the document is for a specific fiscal year, set this here from the dropdown list.

3 Participants

Lists all participants (excluding waiting list) involved in this measure/training course in a table.

SelectionMark (small checkmark) a participant here to assign the document to this participant. If a participant is unmarked, the document will not be assigned to this participant either.
Employee No.The employee number of the participant
Last NameThe last name of the participant
First NameThe first name of the participant

4 Participant Assignment

Pressing this Assign button uses the settings in the other areas of the wizard to assign the configured document to every desired participant.

Note:

In the background, the document is copied into the archive folder for each selected participant of the measure/training course.