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Submitting Third-Party Training Events for Manager Approval

The third-party training process allows organizations to track a student's progress that is taking a course outside the organization. Employees register for third-party classroom or media-based training using the following procedures:

Third-party training must be submitted to a manager for approval. Siebel Training is preconfigured to invoke a manager approval process for third-party training. Your company may follow a different process according to its business requirements.

Employees can enter third-party training records into their transcripts. This capability allows managers to approve, decline, or return the training records.

This task is a step in Process of Registration, Withdrawal, and Completing Courses.

To submit third-party training events to a manager for approval

  1. Log in to the Training Web site as a registered user or a new user.
  2. On the Training home page, click the My Training link in the left navigation bar, and then click My 3rd-Party Training.
  3. In the My 3rd-Party Training list, create a new record.
  4. Click the select button in the Name field, select the course, and complete the remaining fields.
  5. Click the link in the Registration # field, and verify that the information in the fields is correct.
  6. Click Submit to route the course information to your manager for approval.

    The status changes to Pending-Approve.

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