Can I reverse the approval of a training need?
Rita Conde2025-06-17T15:43:54+00:00Yes, if the need was contributed by you and you do not have approvers configured for your contributions, you will have the option to Deny the need. Beware that in
Can I include comments in my Reports?
Rita Conde2025-06-17T15:41:16+00:00Yes, you can include comments in your reports and every time you generate a report in Training Plans you can edit the comment as needed. You can make these comments
When importing needs, it may remain in the ‘Requested’ status for an extended period. Is this normal?
Rita Conde2025-06-17T15:40:07+00:00This behavior may occur and is a known issue. An enhancement is planned for Release 3.40.
Is it possible to include information about the status of the need (approved, denied…) and the progress of the training (in progress, not started…) in the Task Plan Needs report?
Rita Conde2025-06-18T10:33:50+00:00Yes, this is possible. You can configure these fields in Preferences > Report Configuration > Needs Report Data, for a global configuration for new tasks, but also individually, in each
Can I move trainings with priority 2 and 3 from one task to the other?
Rita Conde2025-06-17T15:45:13+00:00Yes, this is possible. Presuming you have configured the priority as a Training Custom Field in both tasks, you need to generate a report (Task Plan Needs, in the tab
Can I move trainings from one task to another?
Rita Conde2025-06-17T15:45:47+00:00Yes, but this is a manual process. To move trainings from one task to another, you can generate a Task Plans report in the “source” task, download the file generated
How can I choose the fields on my reports?
Rita Conde2025-06-17T15:41:57+00:00To configure the fields in your reports, you must go to Preferences > Report Configuration and there you will see all the reports available. Please bear in mind that the
Can I import needs for various segments at the same time in one file?
Rita Conde2025-06-17T15:47:11+00:00Yes, you can import needs for all the segments of which you are L&D in one single Excel file. You must select "Import Needs" on the top right corner menu
Which session will be assigned to the learner if an event has many sessions
carlo.marques2025-06-17T16:31:44+00:00When the option “Manage Execution at Session Level” is selected in the Task Plan Execution, which session will be assigned to the learner if an event has many sessions? All
How to define the training cost for an unknown course as required
carlo.marques2024-04-27T13:00:23+00:00When creating an unknown course, how to define the training cost (numeric field) as required and must be more than zero. You can define the training cost as required by
