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Employee Training and Scheduling Template Workflow

(4 posts)

  1. jsmith
    Member

    I have downloaded the Employee Training and Scheduling Template. I completed the "Employee Training and Scheduling Template - a couple fixes Part 1-3" as posted on:
    htp://www.sharepointblogs.com/dez/archive/2007/09/19/employee-training-and-scheduling-template-a-couple-fixes.aspx

    In my environment supervisors must approve training activity. When a user registers for a course I want the supervisor to be notified so they can approve the registration. Once approved by the supervisor the workflow continues as it works today.

    Has anyone worked on this or maybe there is something out there to assist me in setting this up?

    Thank you for your input.

    Posted 3 weeks ago #

  2. eric
    Moderator

    I've been working with this template a lot over the last couple weeks. I haven't had the need to approve training requests but this may get you pointed to get started.

    Break apart the registration workflow so that when an attendee registers, it only does the Enforce seating workflow step then write to a custom list an entry where a supervisor can approve/reject.

    If they approve, start a workflow that does the cache all variables, set reminder time, send confirmation, send reminder for course, send reminder for feedback, and moves to past registrations. If it is rejected, call a workflow that runs the delete option in the seating policy step of the workflow to remove the user.

    In short, break apart the workflow to write to a list that requires the approval. When this is approved or rejected, run the other pieces of the registration workflow.

    Posted 3 weeks ago #

  3. jsmith
    Member

    Eric Thank you for the reply. I will review the workflow process and see if I can implement what you have suggested. I think this template (once customized) has a lot to offer. In my environment everything requires an approval process. The ability to have a supervisor register a class for another employee may be a work around but I think that would defeat the original intention of the template.

    Thanks again.

    Posted 2 weeks ago #

  4. eric
    Moderator

    You're welcome. We've had to do a lot of customization to take this template from good to great (all organizations handle training differently). Let us know how it works out for you.

    Posted 2 weeks ago #

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