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.
  
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]].
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[[File:Course_1.jpg|800px|alt="a screenshot of the courses button on the client record."]]
 
 
[[File:Courses_1.png]]
 
  
  
 
To edit an existing course click on the course name or to add a new course click on the 'Assign New Course' button.
 
To edit an existing course click on the course name or to add a new course click on the 'Assign New Course' button.
  
[[File:Courses_2.png]]
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[[File:Course_2.jpg|700px|alt="a screenshot of the courses entry page, including the fields listed below."]]
  
 
You can now enter;
 
You can now enter;

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".