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Register employee by the manager in employee training scheduling and material template RRS feed

  • Question

  • How can I modify the registration list to allow manager to register employees. Employees are not allow self registration. All registration must be completed by the manager or supervisor.

    Thank you in advance for anyone who can provide solutions.

     

    Wednesday, April 20, 2011 6:55 PM

Answers

  • Hi konlao,

    It is really a huge project if you want to change the register progress not allow self-registration. You need to modify the following structure:

    1.       Create another people or group type column to store register. Because Registrations list use Created By column as the register by default.

    2.       Open the site with SharePoint Designer, extend List and Registrations list. Open New Form.aspx page. You can find the list form web part is disabled in this page, to enable it, please double list the web part, extend Layout, uncheck Close the Web Part and Hidden option, click OK. Remove the “This list tracks training registrations. You do not….” at the bottom of the web part. Save this page. Also modify EditForm.aspx page almost the same steps.

    3.       Modify Registrations List permission, and give edit permission to manager permission, and give read only permission to employees.

    4.       Then you need to modify the DispForm.aspx page of Courses list. Do a copy for this page. Then modify DispForm_copy(1).aspx page (Or modify from DispForm.aspx page. You can go to list properties then Supporting Files tab to change the RUL of the Display item form).

    1)       Enable list form web part the same step as step 2.

    2)       Delete the rest 2 Data form web parts.

    3)       Insert a data view web part with registrations list as the data source. Select the new created people column and insert Selected Fields as Multiple Item view.

    4)       Add filter in the data view web part. Course ID equals [Course_ID] (Select create a new parameter, type Course_ID as the parameter name, select Query String as Parameter Source, type ID in Query String Variable ) . 

    5)       Click data view property, check Display text if no matching items are found, type “Nobody has registered for this course.” In the text box, click OK.

    6)       Save the DipsForm.aspx page.

    Now the major steps have finished, you still need to modify all the related workflows, you can find the workflows in SharePoint designer, do some modifications to meet your requirements.

    Best regards,
    Emir


    • Marked as answer by Leoyi Sun Friday, April 29, 2011 2:02 AM
    Friday, April 22, 2011 4:58 AM

All replies

  • Hi konlao,

    It is really a huge project if you want to change the register progress not allow self-registration. You need to modify the following structure:

    1.       Create another people or group type column to store register. Because Registrations list use Created By column as the register by default.

    2.       Open the site with SharePoint Designer, extend List and Registrations list. Open New Form.aspx page. You can find the list form web part is disabled in this page, to enable it, please double list the web part, extend Layout, uncheck Close the Web Part and Hidden option, click OK. Remove the “This list tracks training registrations. You do not….” at the bottom of the web part. Save this page. Also modify EditForm.aspx page almost the same steps.

    3.       Modify Registrations List permission, and give edit permission to manager permission, and give read only permission to employees.

    4.       Then you need to modify the DispForm.aspx page of Courses list. Do a copy for this page. Then modify DispForm_copy(1).aspx page (Or modify from DispForm.aspx page. You can go to list properties then Supporting Files tab to change the RUL of the Display item form).

    1)       Enable list form web part the same step as step 2.

    2)       Delete the rest 2 Data form web parts.

    3)       Insert a data view web part with registrations list as the data source. Select the new created people column and insert Selected Fields as Multiple Item view.

    4)       Add filter in the data view web part. Course ID equals [Course_ID] (Select create a new parameter, type Course_ID as the parameter name, select Query String as Parameter Source, type ID in Query String Variable ) . 

    5)       Click data view property, check Display text if no matching items are found, type “Nobody has registered for this course.” In the text box, click OK.

    6)       Save the DipsForm.aspx page.

    Now the major steps have finished, you still need to modify all the related workflows, you can find the workflows in SharePoint designer, do some modifications to meet your requirements.

    Best regards,
    Emir


    • Marked as answer by Leoyi Sun Friday, April 29, 2011 2:02 AM
    Friday, April 22, 2011 4:58 AM
  • Can you not use sharepoint groups for this? Create a group whose members are all managers/supervisors. Then modify your list settings so that only this particular group has contribute permission.

    This way, anybody who is not a member of that group, won't be able to create a list items (AKA. can't register). If you need to add another level of complexity by not allowing a manager to register himself, then I think a combination of InfoPath and SharePoint would be great for this.

    Let me know if I misunderstood...

     


    Pman
    http://www.pmansLab.com/
    Friday, April 22, 2011 4:58 PM