Trainings

Trainings
Name:	Trainings
Tech Name:	Trainings
Class Name:	Trainings
Type:	Standard
Template:	Security_groups, Assignable, Basic
Custom Module:	No
Auditable:	Yes
Importable:	No
Reportable:	Yes
Hide module on Main Page:	No

Business Description

Missing User input

Custom Actions

Action	Type	Short Description
Close Training	Other	Change Training status to 'Held'

Processes

Related Processes

Process	Short Description
Competencies and Skills	Management of employees' competences and skills
Offboarding	How to start and conduct an offboarding process
Onboarding	How to start and conduct an onboarding process

Related Process Steps

Related Features

Affected by

Name	Type	Short Description	Affected Fields	Initiating Fields	Initiating Modules
Feature:Close all related Trainings that have other related Meetings closed	Automation	On save, when Meeting status is changed to 'Held', all Trainings related to that Meeting that have all other related Meetings set to 'Held', will also be set to 'Held'	Status	Status	Meetings
Feature:Conversion of Onboarding/Offboarding Elements	Automation	When a user uses the Generate action in onboarding templates (or onboarding menu, employee record) or in offboarding templates (or offboarding menu, employee record), he converts tasks and training into records in the Tasks and Training modules. Similarly, converts exit interviews into Exit Interviews records.
Feature:Create a related Meeting to each Training on Onboarding/Offboarding generation	Automation	On Onboarding/Offboarding generation, for each Training related to Onboarding/Offboarding Template, a new meeting is created related to that Training.
Feature:Trainings - date start - Validation IsBefore	Validation		Start Date	End Date	Trainings

Initiating

Name	Type	Short Description	Initiating Fields	Affected Fields	Affected Modules
Feature:Close Onboarding/Offboarding if all other elements are closed	Automation	On save, if status of Exit Interview/Task/Training is equal to 'Held' or 'Completed' and record is an element of Onboarding or Offboarding, system checks if all other elements related to Onboarding/Offboarding are closed (Held or Completed). If so, status of Onboarding/Offboarding also changes to 'Held'.	Status, Status, Status	Status, Status	Offboardings, Onboardings
Feature:Close all related Meetings	Automation	On save, when Training status is changed to 'Held', all Meetings related to that Training also change their status to 'Held'	Status	Status	Meetings
Feature:Trainings - date start - Validation IsBefore	Validation		End Date	Start Date	Trainings

Related Integrations

Structure

Fields

Name	Type	Required	Validations	Visible	Editable
Assigned to	relate	No		Yes	Yes
Created by	relate	No		Yes	No
Date Created	datetime	No		Yes	No
Date Modified	datetime	No		Yes	No
Description	text	No		Yes	Yes
End Date	datetimecombo	No		Yes	Yes
Modified by Name	relate	No		Yes	No
Name	name	Yes		Yes	Yes
Parent Type	parent type	No		Yes	Yes
Related to	parent	No		Yes	Yes
Start Date	datetimecombo	No	Trainings - date_start - Validation IsBefore	Yes	Yes
Status	enum	No		Yes	Yes
Type	enum	No		Yes	Yes

Relationships

Laft	Type	Right	Short Description	Relationship
Offboardings	one-to-many	Trainings	Flex relate used in Offboardings	Relationship: Offboardings - Trainings
Onboardings	one-to-many	Trainings	Flex relate used in Onboardings	Relationship: Onboardings - Trainings
Users	one-to-many	Trainings	Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user.	Relationship: Users - Trainings
Users	one-to-many	Trainings	Specific Sugar user can create many account records, but specific account record can be created by only one user.	Relationship: Users - Trainings
Users	one-to-many	Trainings	Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.	Relationship: Users - Trainings