Field reference
Training Event
How to use Training Event in Training & Skills: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain training events, participation and the relevant employee skill records. Connect course outcomes to HR records through the configured integration or an authorized reviewed update.
This page is a record page in Academy → Training & Skills. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Event Name, Event Status, Type, Location, Start Time, End Time, Introduction.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Training Event from Academy → Training & Skills, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Event Nameevent_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Training Programtraining_program | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Training Program |
Event Statusevent_status | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Has Certificatehas_certificate | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Typetype | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Levellevel | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Companycompany | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Trainer Nametrainer_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Trainer Emailtrainer_email | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Suppliersupplier | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Contact Numbercontact_number | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Coursecourse | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Locationlocation | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Start Timestart_time | Datetime Required | Record the date and time in the configured system/user time zone. |
End Timeend_time | Datetime Required | Record the date and time in the configured system/user time zone. |
Introductionintroduction | Text Editor Required | Maintain formatted content for the record; review any public-facing output before publishing. |
Employeesemployees | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Training Event Employee |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Training Event |
Child tables
Employees — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Employeeemployee | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Employee Nameemployee_name | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Departmentdepartment | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Department |
Statusstatus | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Attendanceattendance | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Is Mandatoryis_mandatory | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.