Display the Table of Contents
: : Creating a Respondent Sheet
- Go to Training > Trainers.
- Enter the trainer's contact details.
- It he is also an employee, enter his code. Otherwise, do not enter anything. His contacts details are automatically retrieved in the Respondent sheet.
- In the Status field, select his profile. This information will be included in the Educational and financial assessment.
- The Payment method field is automatically updated according to the status. Modify it if needed. 3 methods are available
- SALARY: the trainer is one of your company's employees
- WITHOUT: the trainer is a volunteer
- SERVICE: the trainer is an external service provider. In the latter case, a delivery document and payments will be generated in the Sales module.
- Enter the name of the purchased product that will be included in the delivery document.
- Check the Scheduled box to be able to generate the trainer's schedule and Checking the Training Schedules when allocating a training to the Response Unit.
- Enter the supplier's name in the Association section on the right to be able to automatically generate a delivery document.
Display the Table of Contents