Courses
The Courses button opens a screen to select the courses that must be completed to fulfill the Category requirements.
There may be multiple course/competencies assigned to a category.
- If the category is a Standard category, employees must complete all of the course/competencies listed to meet the requirements of the category. On the Indicators tab, Category Indicator ED Solution Standard 1 should be set to S to indicate this is a Standard Category.
- If the category is a Pool category, the employee needs to complete the indicated hours, credits, or number of classes in order to fulfill the requirement of the category--they do not have to complete all courses/competencies listed.
- On the Indicators tab, Category Indicator ED Solution Standard 1 should be set to P to indicate this is a Pool Category.
- On the Indicators tab, Category Indicator ED Solution Standard 2 should indicate whether the Pool requirements are fulfilled by the number of Credits (C), the number of Hours (H) or the number of Course/Competencies (R) completed.
- On the Parameters tab, Category Parameter ED Solution Standard Rate 1 indicates the number of credits, hours or courses required to fulfill the Category requirements.
Note: Courses must be previously set up under the Courses screen. For more information on the fields available when filtering the list or adding, editing or viewing a record, see the Configuration section>Education Tracking card>Courses screen.
Depending on the authorization role of the user, the following actions may be available:
Adding a Course
To add one or more Courses to the list, click on the Add button. The Course Search screen is displayed.
- After entering values in the selected fields, click on the Search button. The results are listed below the search screen.
- To select one or more 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.
- After selecting records, click the action button for either Assign: Common Data to enter the same assignment values to all selected records, or Assign: Individual Data to add different values to each selected record.
Note: For more information on the assignment fields, see the Configuration section>Education Tracking card>General section>Assignment Defaults tab.
Deleting a Course
To remove one or more Course records from the open record, complete the following steps:
- Check the box on each record to be removed.
- Click on the Delete Selected button in the left pane.
- A message appears verifying the record should be deleted. Click on Yes to continue.
Note: This action removes the selected course records from this record only, it does not delete them from the Course/Competency configuration screen.
Filtering the Course List
All Courses currently assigned to this record are displayed on the screen. To limit the number of records displayed, a filter can be applied.
- Click the expand arrow on the Filter Criteria bar and enter the filter criteria.
- When the criteria have been entered, click on the Filter button to apply the filter.
- To remove the filter and display all records, click on the Remove Filter button.
- To view a specific record, click the expand arrow on the record.
Effective Date
The date this course/competency becomes a requirement for this category.
More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
Expiration Date
The date this course/competency is no longer a requirement for the selected category or curriculum, if applicable. If there is no anticipated expiration for this course requirement, leave this field blank.
More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
