Education Transactions
The Education Transactions screen displays the classes the employee has taken and detail information on those classes such as credits or hours earned, score, etc. Employee transactions can be added to this screen and existing transactions can be edited or deleted.
- Employees can enter their own education transaction information in this screen, if they have the authorization role.
- Managers can handle education transaction requests from this screen.
- Transactions can be entered in this screen for courses that are not set up in the system. These transactions are for reporting only; they do not count towards any education requirements.
- When this screen is updated from a download from the badge reader, the default Transaction Status entered is determined by Course Parameter ED Solution Standard Alpha 1.
- When multi-session class transactions are posted from a badge reader, a Sessions tab is displayed. Click on this tab to view details about the dates and time of the sessions.
To view the details of an existing record, click the expand arrow of a record to open it.
Action Buttons
The following action buttons may be available in the left pane:
The following status options are available:
Approve
The Approve button is used to allow the employee to take the request.
To approve one or more records, complete the following steps:
- Click on the selection box to the left of each record to be approved.
A check mark is displayed.
- Click the Approve button.
The status of the request is updated to Approved.
Note: Depending on the record type, check boxes may not be available when a single record is open.
Cancel
The Cancel or Cancel Selected status is used to withdraw one or more previously submitted requests.
To cancel request records, complete the following steps:
- Click on the selection box to the left of each record to be canceled.
A check mark is displayed.
- Click on the Cancel or Cancel Selected button in the left pane.
The status of the request is updated to Canceled and the following icon is displayed .
Note: Depending on the record type, check boxes may not be available when a single record is open.
Deny
The Deny button is used to inform employees that their request is not allowed.
To deny one or more records, complete the following steps:
- Click on the selection box to the left of each record to be denied.
A check mark is displayed
- Click the Deny button in the left pane.
The status is updated to Denied, and the following icon is displayed .
Note: Depending on the record type, check boxes may not be available when a single record is open.
The following edit options are available:
Add Calendar
The Add Calendar button is used to open a screen to add a new calendar entry to an existing calendar request. To add a calendar entry to an existing request, complete the following steps:
- Search for the transaction request record from the Actions section>Approval card> Transaction Requests screen.
- Click on the folder to open the record.
- Click on the Add Calendar button in the left pane. Fill in the information. For more information, see Steps for Adding a Calendar Entry via the Add Calendar screen.
- Save the record. The new calendar entry is added to the request.
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Delete Request
The Delete Request button is used to delete a previously submitted request.
To delete one or more requests from the listing, complete the following steps.
- Click on the box to the left of each entry to be deleted.
A check mark is displayed.
- Click on the Delete Request button.
Note: This option deletes the entire request and each individual record within the request. To delete a single date, use the Remove From Request option.
Cancel Request
The Cancel Request button is used to cancel the entire request and all the records included in the request. When a request is canceled, it is set to a status of Canceled but is still displayed in transaction screens.
To cancel the entire request records, complete the following steps:
- Click on the selection box to the left of each record to be canceled.
A check mark is displayed.
- Click on the Cancel Request button in the left pane.
The status of the request is updated to Canceled and the following icon is displayed .
Note: Depending on the record type, check boxes may not be available when a single record is open.
Remove From Request
The Remove From Request button allows users to remove the selected entries from the request. For example, if an employee has a request with multiple, non-consecutive days, one or more of the days can be removed from the request.
To remove lines from a request, complete the following steps.
- Click on the selection box to the left of each record to be canceled.
A check mark is displayed.
- Click on the Remove From Request button in the left pane.
The record line is removed from the request.