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Education Tracking Manager Quick Guide Step-by-Step Procedures

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Adding a New Class to the Class Group

A class can be created through this screen and added to the Class Group.

To add a new class to the class group, complete the following steps:

  1. From the Class Groups screen, click on the Classes section button in the left pane.
  2. Click on the Add New button.
  3. Enter the Course Code, as selected from the right pane.
  4. Enter the Start Date and the Start Time for the class. The End Time will be filled in automatically if there is a length specified in the Course record.
  5. Enter the Status and any applicable Status Comments.
  6. Enter the Minimum Enrollment to indicate the fewest number of enrollees for the class and the Education Report Group Code to determine which report group should be used for this class.
  7. Save the record.
  8. A message box displays at the top of the screen with information regarding added employees or any other pertinent details regarding the added class.

  9. Issues displayed in warning messages MUST be resolved. In the above example, the classroom and the instructor must be assigned to the SECRTY 1 class.
  10. Once all the issues are resolved for a class, the class is marked as Valid, and employees can be enrolled.

The following related topics are available:

Creating a Category Record

Creating a Course/Competency Record

Creating and Assigning a Curriculum Requirement

Adding Attendees 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