After someone submits a Training Request, the steps are as follows:
- Edit the event; make sure that things like the location, NAD presenters, and presenter arrival are set. Note that while the different “Responsibilities” sections have default values, you can modify them as needed. Click SAVE DRAFT to save your changes. Do not PUBLISH yet.
- Preview the contract by clicking on the print icon. If all information is present and accurate, email the link to the contact person by clicking on their email address (message should automatically include the link).
- Once they’ve signed it, you’ll see an indicator to the right of the event listing. If you click on the print icon, can print out the signed version.
- Up to this point, the event has not been inserted into the calendar. To complete that step, edit the event, mark it as CONFIRMED, and PUBLISH it.
IMPORTANT NOTE: If you create an event via the EVENTS menu, no contract will be generated. The contract is only generated when there is a Training Request.
If you delete an entry by mistake, it just goes into the Trash folder, and can be recovered. So don’t stress it.
