Training Program
How to use Training Program 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.
Before you start
Prepare the required information: Training Program, Company, Description.
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 Program 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.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
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 |
|---|---|---|
Training Programtraining_program | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Statusstatus | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Companycompany | Link Required | 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. |
Descriptiondescription | Text Editor Required | Maintain formatted content for the record; review any public-facing output before publishing. |
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 Program |
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.