Team Building

Team-building activities for a client.

Overview

A team-building engagement uses the same flow as the other areas. The activity is a typed title, and the cost headings for the area are created on the engagement as zero-planned lines so nothing is forgotten.

Team Building: Team Building in the CPD Training module. — Team Building in the CPD Training module.

When to use team building

A client books a team-building day.

Step by step

In the CPD Training module open Engagements in the green navigation bar, then choose Team Building under Programmes.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

Columns: NUMBER, ACTIVITY / EVENT, CLIENT, DATE, VENUE, BUDGET, REVENUE (CONFIRMED), CURRENT STEP, STATUS.
Actions on the screen: New Team Building.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

cpd.engagements.cancel
cpd.engagements.create
cpd.engagements.delete
cpd.engagements.read
cpd.engagements.stage
cpd.engagements.update

Event Management
In-House Training
Costs

International Training

Calendar