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Learning and Development Management Manual

This guide explains how to use the Learning and Development Management module for non-technical users. It covers Course Records and Course Events views, filtering, actions, and best practices.

1. Overview

The system helps you manage: - Historical and current course records - Upcoming training events and schedules - Participant lists and documents - Filtering, bulk actions, and reporting

2. Navigation and Interface

  • Breadcrumb shows your location (e.g., "Courses")
  • View Switch Buttons:
  • Records – Course Records (history)
  • Course Events – Planned Events (future)
  • Active view is highlighted

3. Course Records View

A. Table Columns

  • Participant – Clickable name linking to the profile
  • Course – Course name + optional category/expiration note
  • Made On – Record creation date
  • Valid From/Until – Validity dates, "expired" messages if needed
  • Status – Color-coded (green = success, red = failed)
  • Document – Icon to view or upload certificate
  • Search Bar
  • Dropdowns/Checkboxes:
  • Category, Course, Participant
  • Mandatory, Expired, Failed
  • Date fields – Optional, shows validity or creation

C. Actions

  • Create Record – Modal form to add new record
  • Edit / Delete – Pencil or trash icons
  • Bulk Actions – Generate documents for selected records
  • Add Document – Upload file if missing

4. Course Events View

A. Table Columns

  • Course – Title from course master data
  • Responsible Person – Organizer name, clickable
  • Participants – Count + icon
  • Start/End Dates
  • Status – "Opened" (green) or "Closed" (red)

B. Filters & Search

  • Search Bar
  • Dropdowns:
  • Course, Responsible Person
  • Date Pickers for Start/End Dates
  • Quick Filters: "Opened" / "Closed"

C. Actions

  • Create Event – Modal form for new event
  • View Details – Eye icon for event overview
  • Add Participants – Person-add icon
  • Edit / Delete – Pencil/trash icons
  • Bulk Actions – Generate event reports

5. Common Filtering Features

  • Keyword Search
  • Date Pickers for periods
  • Dropdown Selects: Course, Category, Responsible, Participant
  • Quick-Filter Buttons ("Opened", "Closed")
  • Checkbox Filters for mandatory, expired, failed

6. Performing Typical Tasks

A. Switch Views

  • Use the Records / Course Events buttons

B. Add Record or Event

  • Click Create Record / Create Event
  • Fill modal form and submit

C. Edit or Delete

  • Use pencil (edit) or trash (delete) icons
  • Confirm deletion when prompted

D. View Details / Add Participants (Course Events)

  • Eye icon for details
  • Add Participants via modal form

E. Generate / Export Documents

  • Select records, click Generate Documents
  • Confirm and download the export

F. Add / Upload Documents

  • If missing, click Add Document
  • Upload file, icon appears once attached

7. Troubleshooting & Tips

  • Check filters if records are missing
  • Use search for quick access
  • Refresh page if modals fail to load
  • Watch for toast confirmations
  • Contact admin if actions are missing due to permissions

8. Summary

The system helps manage courses and training efficiently: - View, filter, and search historical records or upcoming events - Add, edit, delete courses and participants - Attach documents, generate reports - Use simple buttons and modals—no technical skill required

9. Support and Resources

If you encounter issues or have questions:

  • Contact your HR Administration for guidance.
  • Online Resources: Check the Pulsawork Help Center for tutorials and FAQs.
  • Pulsawork Support: Reach out via the support portal.

This detailed manual helps you use Pulsawork’s Learning & Development App efficiently, from simple searches to bulk actions and AI-powered data extraction. Happy recruiting! 🚀

10. Frequently Asked Questions (FAQ)

How do I switch between Course Records and Course Events?

Use the button group at the top of the page. Click "Records" to view completed courses or "Course Events" to see upcoming scheduled events.

How can I search for a specific course or participant?

Use the search bar at the top. Type the course title, participant name, or keyword to filter records instantly.

Can I filter to show only expired or failed courses?

Yes, in the Course Records view, check the "Expired" or "Failed" checkboxes to filter records accordingly.

How do I create a new course record?

Click "Create Record" in the Course Records view. Fill in participant, course, date details, and submit the form.

How do I upload a certificate or document to a course record?

Click "Add Document" if no document is attached. A modal window will open where you can upload the file.

How do I create a new course event?

Go to the Course Events view and click "Create Event". Fill out course, responsible person, and schedule details.

How can I see all participants in a course event?

Click the eye icon (Show Details) next to the event. A modal displays the full participant list and event information.

How do I add participants to a course event?

Use the "Add Participants" action in the event detail view to select and add employees or candidates.

How do I filter events by their status (opened/closed)?

Use the quick filter buttons "Opened" or "Closed" in the Course Events view.

How do I generate documents or reports for multiple courses or events?

Select records using checkboxes and click "Generate Documents". Confirm in the modal to export the report.

Can I edit or delete existing course records or events?

Yes, click the edit (pencil) icon to modify, or the delete (trash) icon to remove a record. A confirmation prompt will appear.

What happens if I cannot see the edit or delete option?

This is likely due to your permissions. Contact your system administrator for access.

How do I filter courses by responsible person or category?

Use the dropdown filters for Responsible Person, Category, or other criteria to narrow your results.

How can I check if a course has expired?

In Course Records, the "Valid Until" column indicates expiration. Expired courses are labeled or highlighted.

What should I do if I encounter technical issues?

Refresh your browser, check your internet connection, and retry. If issues continue, contact your HR support team or system administrator.

How does the page look like?

Learning & Development Table Example