Searching for an Education Request

The search screen is the default page when the Education Request screen is opened. This screen is used to filter criteria when searching for specific records to handle. Depending on the authorization role of the user, selected records can be viewed, handled, edited, or deleted.

Record Management

To locate specific records, enter the search criteria as described below, then click on the Search button. For more information, see Searching for a Record.

After entering the search criteria, all applicable records are displayed. To open and view a record, click on the folder to the left of the record. For more information, see Opening and Viewing a Record.

The icons under the Status column indicate the status of the transaction request. Hover the cursor over the icon in the screen to view the description of the icon:

	Approved	Indicates the supervisor has approved this transaction request.
	Canceled	Indicates this transaction was canceled by either the supervisor or the submitting employee.
	Denied	Indicates this transaction request was denied by the supervisor.
	Requested	Indicates that this transaction request has not been handled.

Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description. Employee Code Employee First Name Employee Last Name Organization Unit Range Begin Date Range Begin Time Range End Date Range End Time Reason Reviewer Comments Schedule Group Status

The following related topics are available: Handling Education Requests in the Approval Section

Employee Code

The identification code of the employee to which the request applies.

Employee First Name

The first name of the employee to which the request applies.

Employee Last Name

The last name of the employee to which the request applies.

Organization Unit

The Home Labor Distribution of the employees who have submitted a request. Choose the option button to select a specific Organization Unit or a Schedule Group.

The trunk, branch, and leaf organization unit levels are displayed. The labels of the different levels is determined by the corporation.

Range Begin Date

The earliest date of the range to include when entering, approving, or searching for an education transaction request record. The event must fall on or between the Range Begin Date and Range End Date.

Range Begin Time

The earliest time on the Range Begin Date to approve or search for a request record.

Range End Date

The latest date of the range to approve or search for a request record. If the date the course was taken falls within the Date Range Begin and Date Range End dates, that request is included in the results listing.

Range End Time

The latest time on the Range End Date to approve or search for a request record.

Reason

Free-form text field to enter the reason the education transaction request was submitted.

Reviewer Comments

Free-form text field for the reviewer to enter any comments on this transaction, for example why this request was set to Denied or to Pending Review.

Schedule Group

The schedule group that includes the Home Labor Distribution of the employees who have submitted a request. Choose the option button to select a specific Organization Unit or a Schedule Group.

Status

The approval status of the request.