Difference between revisions of "Courses"

Revision as of 15:25, 5 November 2014

Location in standard build: Bottom of Organisation/Person Details screen

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.

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.

File:Courses 1.png

You can now enter;

• Date the course was taken
• The name of the Course (this needs to be set up first in the Courses and Qualifications drop-down list)
• Description
• Notes
• The result, if applicable (i.e. pass, fail, retest, etc)

File:Courses 2.png

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

File:Courses 3.png

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.

File:Courses 4.png

Reporting outputs

Data entered here will be included in the Courses and Qualifications Report.