If you want your end-users to see the training needs assigned to them, but not allow them to make contributions (i.e., request training for themselves), follow these steps:

🔧 1. Date Criteria Configuration
📅 Leave the start and end dates empty for the End-User role.

  • This prevents the end-user from accessing the task during the planning phase.

 

🧩 2. Segment Configuration
⚙️ In the segment setup:

  • ➖ Leave the dates empty for the End-User role.

  • 🚫 Do not assign an approver to the end-user.
    Since the end-user won’t submit any requests, there’s no need for an approver.

👀 3. End-User Access During Execution
🗓️ Once the plan enters the execution period:

  • 👤 End-users will then have access to the task.

  • 📌 They can view their assigned trainings in the “Training Needs” tab.

  • ✍️ They cannot request any training needs.

💡 This setup ensures end-users have read-only access during execution and no contribution rights during the planning phase.