Setting Up Training Equipment, Materials, and Facilities

To set up training equipment, materials, and facilities, use the Equipment and Materials (TRN_EQUIP_TABLE) and the Training Facilities (TRN_FACILITY_TBL) components.

Page Name

Definition Name

Usage

Equipment and Materials Page

TRN_EQUIP_TABLE

Identify equipment and materials used for in-house training courses. To ensure that equipment is available where the courses take place, you associate equipment and materials with specific training facilities.

Training Facilities - Address Page

TRN_FACILITY_TBL1

Record the address of each training facility that your organization uses.

Contacts and Equipment Page

TRN_FACILITY_TBL2

Enter the contact name and telephone number for the training facility and list the available equipment.

Training Facilities - Training Rooms Page

TRN_FACILITY_TBL4

Track information about each training room at a facility: location, capacity, cost, and the fixed equipment that is available in the room.

Training Facilities - Directions Page

TRN_FACILITY_TBL3

Enter directions to a training facility.

Use the Equipment and Materials page (TRN_EQUIP_TABLE) to identify equipment and materials used for in-house training courses.

To ensure that equipment is available where the courses take place, you associate equipment and materials with specific training facilities.

Navigation:

Administer Training > Define Training Resources > Equipment and Materials > Equipment and Materials

This example illustrates the fields and controls on the Equipment and Materials page. You can find definitions for the fields and controls later on this page.

 Equipment and Materials page

Field or Control

Description

Equipment Type

Select from the available options.

Publications

Field or Control

Description

Author, Year Published, and ISBN

Enter bibliographic information in these fields.

Use the Training Facilities - Address page (TRN_FACILITY_TBL1) to record the address of each training facility that your organization uses.

Navigation:

Administer Training > Define Training Resources > Training Facilities > Address

This example illustrates the fields and controls on the Training Facilities - Address page. You can find definitions for the fields and controls later on this page.

 Training Facilities - Address page

Training facilities can be on company premises or offsite at an external vendor's facility.

Field or Control

Description

Business Unit

Select the business unit that is linked to the training facility.

Location Code

If the training facility is on company premises, select a location code. You can select only location codes that are assigned to the business unit that you selected.

If you change the business unit after entering a location code, and the location code isn't tied to this business unit, the system displays a warning message and clears this field.

If the training facility is offsite, leave this field blank.

Facility Name

If you didn't enter a location code, enter the facility's name and address.

If you entered a location code, the system completes this field and makes it unavailable.

Mail Drop ID

Enter a mail drop identifier, if there is a designated collection point for mail that is addressed to the training facility.

Note: The mail drop isn't part of the normal address and isn't included in the standard training letters that are supplied by PeopleSoft.

Country

If you entered a location code, the system completes this field. If you didn't enter a location code, select a country.

When you move out of the field, the system generates the address format for that country, as specified on the Country Table - Address Format page.

Use the Contacts and Equipment page (TRN_FACILITY_TBL2) to enter the contact name and telephone number for the training facility and list the available equipment.

Navigation:

Administer Training > Define Training Resources > Training Facilities > Contacts and Equipment

This example illustrates the fields and controls on the Contacts and Equipment page. You can find definitions for the fields and controls later on this page.

 Contacts and Equipment page

Note: You need to fill out this page if you use training budgets.

Field or Control

Description

Contact Name

Enter a contact name for the training facility. This field is required to generate the Equipment Checklist report (TRN034).

Vendor ID

If the contact works for a vendor, select the vendor ID.

Contact Phone Numbers

Field or Control

Description

Phone Type and Phone

Select a phone type and enter the number. These fields are required to generate the Equipment Checklist report (TRN034).

Equipment/Materials Available

List all equipment that is shared between training rooms. Don't include fixed equipment that is tied to a particular room.

Field or Control

Description

Equipment/Materials Code

The system displays the name of the selected equipment.

Qty (quantity)

Enter the quantity of each piece of equipment that is available at the training facility.

Per Unit Cost

Enter a per unit cost for each item. This field is optional, but it's helpful as a reference, especially for comparing facility site costs.

In the field next to per unit cost, select the currency code for the item. The default currency code is from the value that is specified in the EXCHNG_TO_CURRENCY field in the BUS_UNIT_OPT_HR record. You can override this value.

Cost Unit

Select a cost unit that is associated with the item.

Use the Training Facilities - Training Rooms page (TRN_FACILITY_TBL4) to track information about each training room at a facility: location, capacity, cost, and the fixed equipment that is available in the room.

Navigation:

Administer Training > Define Training Resources > Training Facilities > Training Rooms

This example illustrates the fields and controls on the Training Facilities - Training Rooms page. You can find definitions for the fields and controls later on this page.

 Training Facilities - Training Rooms page

Note: You only need to fill out this page if you use training budgets.

Training Rooms

Field or Control

Description

Room Code

Each room in a training facility must have a unique room code.

Building Nbr and Floor Nbr (building number and floor number)

Enter the room name, the name or number of the building in which the room is located, and the floor number.

Per Unit Cost

Enter a per unit cost for the room.

Cost Unit

Select the cost unit that is associated with the per unit cost.

Maximum Nbr of Students (maximum number of students)

Enter the maximum number of students that can be accommodated in the room. When you set up a course session, the system checks this field to determine whether the room is large enough for the selected course.

Room Active

Deselect this check box if the training room isn't available for training. You can schedule sessions in a room only if Room Active is selected.

Fixed Equipment/Materials

Field or Control

Description

Equip Code and Quantity (equipment code and quantity)

Select a code for each item in the training room and the number of each item. Include only fixed equipment that is tied to the room.

The system displays the item's name.

Use the Training Facilities - Directions page (TRN_FACILITY_TBL3) to enter directions to a training facility.

Navigation:

Administer Training > Define Training Resources > Training Facilities > Directions

This example illustrates the fields and controls on the Training Facilities - Directions page. You can find definitions for the fields and controls later on this page.

 Training Facilities - Directions page

You can use the directions that you enter here in the confirmation form letters that you send to students.