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Education Tracking Manager Quick Guide Step-by-Step Procedures

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Adding Attendees to the Class Group

To add one or more attendee to a class, complete the following steps:

  1. Click on the Add button in the left pane. The Employee Search screen is displayed. Note: If the class is already filled to capacity, the Add button is disabled.
  2. Enter the search criteria, using either the Basic or Advanced Search mode and click on the Search button.
  3. To select one or more employee record, click the selection box to the left of the record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.
  4. Click on the add employee icon to the left of one of the records. All selected employees are added to the class roster.

    Note: When attendees are added to a Class Group, they are added to the roster of all classes in the group.

The following related topics are available:

Creating a Category Record

Creating a Course/Competency Record

Creating and Assigning a Curriculum Requirement

Adding a New Class to the Class Group

Adding an Education Transaction Record

Handling Class Enrollment Requests

Handling Education Requests in the Approval Section

Creating a Computer Based Training Course