Defining or maintaining request origins (learning budgets only)

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

Request origins can be selected by resource managers, mentors, and learning managers on activity assignments to indicate the underlying process or reason behind the request.

  1. Select Development Planning > Set Up > Activity Components > Other > Request Origins.
  2. Click Create.
  3. Specify this information:
    Effective Date

    Required. Specify the effective date.

    Request Origin

    Required. Specify the name of the request origin. For example, SUCCESSION.

    Description

    Specify the description of the request origin. If you leave this field blank, the request origin name defaults.

    Active

    Select the Active check box to make the resource activity origin active. Inactive request origins cannot be selected.

  4. Click Save.
    Maintaining request origins:

    • To update a request origin, open the request origin, update the fields, select an effective date, and save.

    • To delete a request origin, open the request origin, specify an effective date, click Delete, and click Yes to confirm.