Copying sessions

Note: Not applicable if you are using Infor Learning Management.

Development activities can have multiple sessions within a year. The easiest way to create multiple sessions is to define the first session, then copy it with different dates. You can copy a session as new Open session or a new Proposed session.

  1. Select Development Planning > Activities And Catalog > Define Activities And Sessions.
  2. Locate and select the activity for which to copy a session.
  3. On the Active Sessions tab, right-click or open the session to copy
  4. Select the Copy Session As Proposed action to define a proposed session.

    or

    Select the Copy Session As Open to define an open session.

  5. On the Create New Session As Proposed form or on the Create New Session As Open form, specify this information:
    New Session

    Required. Specify the name of the new session to be created.

    First Class

    Specify the first day of the session.

    Last Class

    Specify the last day of the session.

    Registration Begin Date

    Required. Select the first day that registration is accepted. Resources cannot be registered before this date.

    End Date

    Select the last day that registration is accepted. Resources cannot be registered after this date.

    Cancellation Date

    Select the last date that cancellations are accepted for the session.

    Wait List Option

    The wait list option for the copied session defaults in this field. You can change it.

    Select No Wait Lists if you do not want this session to accept a wait list.

    Select Automatic Wait Lists if you want this session to accept a wait list and you want the system to process the wait list automatically, based on the Automatic Processing Order that you select.

    Select Manual Wait Lists if you want the session to accept a wait list and you want the learning manager to have complete control on how the wait list is processed.

    Automatic Processing Order

    If you selected the Automatic Wait Lists option, you must select an automatic processing order.

    Select Earliest Registration Date to have the system fill openings in the order that wait listed resources were registered.

    Select Required Then Earliest Registration Date to have the system fill openings first with wait listed resources required to take the activity (in the order that they were registered), and then with other wait listed resources in the order that they were registered.

  6. Click OK.

    The new session appears with a status of Proposed or Open.

  7. Open the new session and modify the session as needed. For field descriptions, see Defining proposed or open sessions for development activities.
    Follow-up task: If you defined the session as Proposed, you must change the status to Open when you are ready to make the session available to all. To open a proposed section, highlight or open the session in the Sessions region, then select Actions > Approve Proposed Session.