Training requests from a catalogue

Understand workflows for registration requests

Open Configuration > Processes > Workflows

Who can apply for a training course and for whom?

• The platform offers a front office catalogue with management of registration requests for training dedicated to learners and managers.

• A learner can make a request for themselves while a manager can make both a request for themselves and for their team members.

What workflow should I apply for a training request?

• Workflows are set up at the time of the Xperience platform configuration workshop. It is possible to set up up to 4 validation steps.

What happens when the application is validated?

• If the registration request is for a non-session course or a course for which the requested session is full, then the registration is automatically converted to a pending registration.

• The training department will then have to create a new session and register this user.

• If the registration request concerns a session training where there is still space available, this request will be transformed into an automatically validated registration.

• It will then be up to the training department not to forget to process the registration file (with OPCO funding, etc.).

Understand the action of Register/Unregister

Open My Profile > Catalogue

The objective is for an employee or manager to be alerted by an email of the availability of a new training session on a training course in order to register for it afterwards.

How it works/Registration terms

• Action available on training, EXCEPT in the context of self-service or anonymous access.

• Sending a summary email to the user.

• Notification to set up and activate: Alert: New training sessions available for wishes.

• Have the right to register – related privilege: Subscribe to alerts of new sessions.

How it works/How to unregister

• Action available in case a registration exists on a course.

• Automatic unregistration of the user when a registration is carried out if a configuration has been set up.

Apply for non-catalogue registration

Open My Profile > Catalogue

• If you have authorised your employee or manager to make a request outside the catalogue, then they will have access to a special form to make their request.

• Search for training via the catalogue.

• If their search is unsuccessful, then they will have access to this page with the Make an out-of-catalogue request button. They will be able to click on this button and fill out a form, which will follow a particular validation workflow.