[HR] How to Register Resources for a Class

How to Register Resources for a Class:

There are currently three options for registering resources in a class:

• Add each resource manually in the lower portion of the HR Training Classes form.
• Add resources in bulk using the Register button on the HR Training Classes form.
• Add the training class to a resource on the HR Resource Training form (this form is also
   accessible as a tab in HR Resources).

How to Register a Resource Manually:

To add individual resources to a class manually on the HR Training Classes form:

1. From the Human Resources module’s Programs folder, open the HR Training Classes form.
2. In the Training Code field, press F4 to select the code associated with the class.
3. In the Class Seq # field, enter the sequence number for the class.
4. In the Resource # field located in the lower section of the form, press F4 to select a resource to add to the class. Repeat as necessary for each resource you want to register.
5. Save the record.

How to Register Resources in Bulk:

1. From the Human Resources module’s Programs folder, open the HR Training Classes form.
2. In the Training Code field, press F4 to select the code associated with the class.
3. In the Class Seq # field, enter the sequence number for the class.
4. Click Register. The HR Training Class Registration form opens.
5. Use the Filter By options to enter a set of criteria by which to filter resources for initialization to a training class. You can use as many options as desired for filtering – the more criteria you enter, the more restrictive the filter.
6. Click Get Resources. All unscheduled resources meeting the filter criteria are
    displayed in the Unassigned box. Resources that have already been scheduled for the class are not displayed.
7. Click Add All to move all of the resources from the Unassigned box to the Assigned box.
    Alternately, click an HRRef number and then click Add for each Unassigned resource you want to register for the class.
8. Click Create Registration. A confirmation message displays. The status for each resource and the class sequence are now set to ‘Scheduled’, and the information is updated for each resource in the HR Resource Training form.
   
   Note: You may need to refresh the HR Training Classes form to see the updates.

How to Add a Class to a Resource:

1. From the Human Resources module’s Programs folder, open the HR Resource Training form.
2. Click the New Record icon in the toolbar.
3. In the Resource # field, press F4 to select a resource.
4. In the Seq # field, press F4 to select an existing training code sequence, or type + or N and press Enter to create a new sequence.
5. In the Training Code field on the Info tab, press F4 to select the code. The remaining fields will auto-populate based on the information provided in the HR Training Classes form.
6. If multiple class sequences exist for the selected training code sequence, press F4 in the Class Seq field to assign a class sequence.
7. From the Status drop-down list, select S-Scheduled.
8. Click Register for Training. The HR Training Courses form opens, and  the grid at the bottom of the form shows that the resource is now scheduled for the class.
9. Close both forms.