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Revision as of 10:15, 2 July 2018
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.
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)
Once you have filled in the details, click "Save Details".
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.
Reporting outputs
Data entered here will be included in the Courses and Qualifications Report.
