Siebel Training Guide > Course Registration, Withdrawal, and Completion >

Submitting Third-Party Training Events for Manager Approval


The third-party training process allows organizations to track progress by a student that is taking a course outside the organization. Employees register for third-party classroom or media-based training using the same method as for any other type of course 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, click New.
  4. In the new record, click the select button in the Name field.
  5. In the Pick 3rd-Party Course dialog box, select the course, and then click OK.
  6. Complete the remaining fields, and then click Save.

    The following table describes the fields.

    Field
    Comments

    Name

    The name of the course of class.

    Units

    The number of hours for the course.

    # of Hours

    The number of hours for the course. This field is automatically populated.

    Completed Date

    Date the course was completed. This field is automatically populated when the 3rd-party training is submitted. Enter the date, using the calculator button.

    Description

    Description of the course.

    This text field may be used to include location and instructor details or more information about the course.

  7. Click the link in the Registration # field, and verify that the information in the fields is correct.
  8. Click Submit to route the course information to your manager for approval.
Siebel Training Guide