Registering resources for sessions

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

The Register Resource action is available only for resource development activities that are in Needs Registration or Wait Listed status. An open session must exist for the development activity that is available for registration (the date on which you register the resource is after the session's Registration Begin Date and before the session's Registration End Date).

Note: For development activity requests that have no session, approving a development activity automatically assigns a registration status of Confirmed Registration to the development activity.

Learning managers can register resources from multiple areas in Development Planning.

Typically, registration is initiated by a resource, a resource's manager, or a resource's mentor. Learning managers can also register resources.

Note: Learning managers can also select a session when they assign an activity. If the organization does not use learning budgets, the resource's registration is immediately confirmed or wait listed as determined by the session capacity and organization learning rules related to wait-listing. If the organization uses learning budgets, the resource's registration is automatically confirmed or wait listed as soon as the development activity is approved.
  1. Select the Register Resource action.

    • From a finalized budget (learning budgets only):

      1. Select Development Planning > Learning Budgets > Implement Budgets.
      2. Click the Budget Details tab.
      3. Highlight the development period for the budget and open the budget to which the development activity belongs.
      4. On the Requests tab, open the approved resource activity request for which to register a resource.
      5. Select Actions > Register Resource .

    • From the Resource Activities list:

      1. Select Development Planning > Resources > Resource Activities.

        Locate and select the resource to register.

      2. On the Activities tab, select the resource activity for which to register the resource.
      3. Select Actions > Register Resource.

    • From the Development Tasks list:

      1. (Learning manager) Select Development Planning > Development Tasks.

        or

        (Administrator) Select To Do > Development Tasks.

      2. Locate and open the development activity to register.
      3. Click the Register Resource button.
  2. On the Register form, select the session for which to register the resource.
  3. Click OK

    The resource's registration is either confirmed or wait listed as determined by the session capacity and organization learning rules related to wait-listing.

    If automatic email notifications are configured for "Registration Confirmed" and "Registration Wait Listed", the appropriate notifications are sent.