Configuration of Email Source
Rita Conde2025-08-20T09:51:40+00:00FAQ – Email Source Configuration What is Email Source?Email Source allows you to configure the email source that will be used for the emails sent by Training Plans. Which options
Importing Needs with Custom Fields
Rita Conde2025-07-30T17:46:00+00:00FAQ: Importing Needs with Custom Fields Q: How does importing needs with custom fields work? When the task plan includes defined custom fields, the import file will contain columns corresponding
Deleting a training need
Rita Conde2025-07-24T08:57:05+00:00📌 FAQ – Deleting a Training Need Who can delete a training need? A user can delete a need they contributed themselves, if the need hasn't been already approved or
Status of Events During Execution
Rita Conde2025-07-10T13:43:12+00:00Status of Events During Execution Q1: What does "status of events during execution" mean? It refers to the current progress or state of a training event, as a learner progresses
How is the executed price calculated?
Rita Conde2025-06-30T16:17:21+00:00📍 During the execution phase of a task, the Task Plan Execution tab allows you to track the actual progress of your plan. In this tab, you can see:
Association of Courses
Rita Conde2025-07-01T10:15:28+00:00Association of Courses ❓ What is course association? Course association is the process of linking a planned course (training need) with a different executed course, typically when the executed course
Budget Access and Visibility
Rita Conde2025-07-02T16:25:11+00:00Understanding Budget Management and Visibility ⚙️ 1. Budget Configuration: Two Possible Models Budgets in Training Plans can be configured globally to be managed in one of two ways: Budget Model
Reassignment of learning objects to Cornerstone
Rita Conde2025-06-20T10:55:39+00:00Reassignment of Learning Objects to Cornerstone (CSOD) Q: What happens when a Learning Object (LO) is reassigned to a user who already has it in their transcript? A: When a
Anonymous Users management
Rita Conde2025-06-17T18:13:19+00:00Anonymous Users Anonymous Users (AU) are placeholders for real people not yet available in the system. They allow planning for future hires or unassigned roles during the training planning cycle.
Unknown Courses management
Rita Conde2025-07-30T13:57:36+00:00Unknown Courses Unknown Courses allow users to submit training needs that aren't yet part of the catalog. This flexibility is useful for expressing anticipated or informal training that may later
