Difference between revisions of "Courses"

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[[File:helpheader_small.png|right]]
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The Courses link allows you to add details of courses taken by the person/organisation.  New course are added to the system by going to [[Courses and Qualifications]]. Here you will find a webinar on its use.
  
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The Courses link allows you to store details of courses taken by the organisations/people on your system. It is most commonly used for records of Staff/Volunteer training, but Courses and Qualifications links are available for all types of organisations/people on the system. The drop-down list that contains the options for Courses (and [[Qualifications]]) is [[Courses and Qualifications]].
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[[File:Course_1.jpg|800px|alt="a screenshot of the courses button on the client record."]]
  
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To edit an existing course click on the course name or to add a new course click on the 'Assign New Course' button.
  
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Clicking on the link at the bottom of a Details screen will take you to the Courses section. If the organisation/person has already taken courses, they will be shown. To add a new entry, click the "New Course" button.
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[[File:Course_2.jpg|700px|alt="a screenshot of the courses entry page, including the fields listed below."]]
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[[File:Courses_1.png|border]]
 
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You can now enter;
 
You can now enter;
  
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* Date the course was taken
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* '''Course''' - Select the course taken.
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* The name of the Course (this needs to be set up first in the [[Courses and Qualifications]] drop-down list)
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* '''Date''' - When the course was completed.
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* Description
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* '''Notes''' - Add any required notes.
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* Notes
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* '''Result''' - Enter any applicable results like 'Passed' or 'Attended'.
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* The result, if applicable (i.e. pass, fail, retest, etc)
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* '''Expiry Data''' - Enter an expiry date if applicable.
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[[File:Courses_2.png|border]]
 
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Once you have filled in the details, click "Save Details".
 
Once you have filled in the details, click "Save Details".
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[[File:Courses_3.png|border]]
 
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You will be returned to the list of courses this organisation/person has taken, with the new addition. To edit details, click on the name of the Course.
 
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[[File:Courses_4.png|border]]
 
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==Reporting outputs==
 
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Data entered here will be included in the [[Courses and Qualifications Report]].
 

Latest revision as of 12:16, 20 May 2024

The Courses link allows you to add details of courses taken by the person/organisation. New course are added to the system by going to Courses and Qualifications. Here you will find a webinar on its use.

"a screenshot of the courses button on the client record."


To edit an existing course click on the course name or to add a new course click on the 'Assign New Course' button.

"a screenshot of the courses entry page, including the fields listed below."

You can now enter;

  • Course - Select the course taken.
  • Date - When the course was completed.
  • Notes - Add any required notes.
  • Result - Enter any applicable results like 'Passed' or 'Attended'.
  • Expiry Data - Enter an expiry date if applicable.

Once you have filled in the details, click "Save Details".

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