Difference between revisions of "Courses"
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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]]. Here you will find a webinar on its use. | ||
| − | [[File: | + | [[File:Course_1.jpg|800px|alt="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. | To edit an existing course click on the course name or to add a new course click on the 'Assign New Course' button. | ||
| − | [[File: | + | [[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.
To edit an existing course click on the course name or to add a new course click on the 'Assign New Course' button.
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".
