Copying resource development activities

Note: This action is only available if learning budgets are enabled for your organization. It is not applicable if you are using Infor Learning Management.

To assign a resource development activity request to a different resource, or re-assign a development activity in historical status to the same resource, you can use the Copy action as a shortcut.

  1. To copy an activity that is assigned to a non-finalized budget, select Development Planning > Learning Budgets > Prepare Budgets. On the Budget Details tab, open the budget to which the development activity is assigned.

    Or

    To copy an activity that is assigned to a finalized budget, select Development Planning > Learning Budgets > Implement Budgets. On the Budget Details tab, open the budget to which the development activity is assigned.

    Or

    To copy a current or historical development activity from a resource's activity list, select Development Planning > Resources > Resource Activities, select the resource, and locate the activity on the Activities tab or on the Activity History tab.

  2. Select the development activity to copy and select Actions > Copy.
  3. On the Copy form, specify this information:
    New Employment ID

    To create the development activity request for another resource, select a new employee ID.

    New Type

    If the development activity type is different, select the new type.

    New Category

    If the development activity category is different, select the new category.

    Imputable For 2483

    (French resources only) Select this field if the new development activity request is imputable for the 2483 report.

    New Start Date

    If the start date is different, specify a new start date.

    New Due Date

    If the due date is different, specify a new due date.

    New Required

    Select the check box if the new activity is required.

    New Priority

    If the priority is different, specify a new priority.

    New Request Origin

    If the origin of request is different, select the new origin of request.

    New Development Budget

    If the development budget is different, select the new development budget.

    New Budget Category

    If the budget category is different, select the new budget category.

    New Comments

    Specify comments if applicable.

  4. Click OK.

    The development activity appears on the resource's activity list and on the list of activities for the budget for which the activity was requested with a Requested activity status.