Assignment Wizard
The assignment wizard for training planning helps you add a document to the currently selected measure/training course.
Measure/Training Course
Shows you which measure/training course a document is to be added to.
| Topic | The topic of the underlying measure/training course |
| From/To | The start and end date of the underlying measure/training course |
Document/Proof
Here you set which elements you want to assign/set when you assign a document to the participants.
| File | Use the icon |
| Document Type | You can select a document type to set for this document. |
| Additional Description | If you want to give this document a description, you can set the information here. |
| Proof Required | If this document fulfills a required proof obligation for the measure/training course, you can set this here. |
| Proof Completed | If a required proof obligation is to be seen as completed with this document, you can set this here. |
| Actual Hours | If a specific number of measure/training hours can be achieved with this document, enter the corresponding hours here. |
| Proof Date | Today's date is set by default. If this is not correct, you can set the desired date for adding the document. |
| Individual Task | If this document provides proof of a specific individual task, you can optionally assign this direct link here. |
| Fiscal Year | If the document is for a specific fiscal year, set this here from the dropdown list. |
Participants
Lists all participants (excluding waiting list) involved in this measure/training course in a table.
| Selection | Mark (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 Name | The last name of the participant |
| First Name | The first name of the participant |
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.