Difference between revisions of "Courses and Qualifications"

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''Location in standard build:'' '''Administration > [[Drop-Down Lists]] > Courses & Qualifications'''.
 
''Location in standard build:'' '''Administration > [[Drop-Down Lists]] > Courses & Qualifications'''.
  
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[[File:CaQ_6.png|border]]
  
  
The Courses and Qualifications drop-down list is a configurable list of any courses and qualifications that your organisation might be interested in logging. These courses/qualifications can then be attributed to organisations/people on the system using the [[Courses]] and [[Qualifications]] links.
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The Courses and Qualifications drop-down list is a configurable list. These courses/qualifications can be attributed to organisations/people on the system using the [[Courses]] and [[Qualifications]] links.
  
 
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You can enter the following details:
 
You can enter the following details:
  
* Name of course/qualification
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* Name - of course/qualification
* A description of what the course/qualification entails
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* Description - this is for information on this screen and the drop-down list page only; it is not displayed on any reporting outputs
* Whether this is a Course or a Qualification (which decides whether it will show up in the [[Courses]] section or the [[Qualifications]] section on Details screens)
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* Type - whether this is a Course or a Qualification (which decides whether it will show up in the [[Courses]] section or the [[Qualifications]] section on Details screens)
* Whether it is active or not (if not, it will no longer appear to be attributed to organisations/people, but it will still appear in reports if there is data stored for it)
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* Active Course Type? - whether the course/qualification is available for use on the system or not.
  
 
Once you have entered the necessary data, click "Save Details".
 
Once you have entered the necessary data, click "Save Details".
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You will be returned to the list of Courses and Qualifications. You can also click on the name of any course/qualification to edit its details.
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You will be returned to the list of Courses and Qualifications.
  
 
[[File:CaQ_5.png|border]]
 
[[File:CaQ_5.png|border]]
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==Examples of use==
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Courses and Qualifications are most commonly used to log details of when staff or volunteers have completed courses or gained qualifications.
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==Reporting Outputs==
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Course/Qualification data entered against orgs/people on the system is available:
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* In a special report - the [[Courses and Qualifications Report]].
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 11:21, 24 April 2015 (BST)

Revision as of 10:21, 24 April 2015

Helpheader small.png

Location in standard build: Administration > Drop-Down Lists > Courses & Qualifications.

File:CaQ 6.png


The Courses and Qualifications drop-down list is a configurable list. These courses/qualifications can be attributed to organisations/people on the system using the Courses and Qualifications links.



Clicking on the menu link will take you to a list of the Courses and Qualifications that are currently set up on your system.

File:CaQ 1.png


Click "Create New" to add a new one, or click on the name of an existing one to edit it.

File:CaQ 2.png


File:CaQ 3.png


You can enter the following details:

  • Name - of course/qualification
  • Description - this is for information on this screen and the drop-down list page only; it is not displayed on any reporting outputs
  • Type - whether this is a Course or a Qualification (which decides whether it will show up in the Courses section or the Qualifications section on Details screens)
  • Active Course Type? - whether the course/qualification is available for use on the system or not.

Once you have entered the necessary data, click "Save Details".

File:CaQ 4.png


You will be returned to the list of Courses and Qualifications.

File:CaQ 5.png


Examples of use

Courses and Qualifications are most commonly used to log details of when staff or volunteers have completed courses or gained qualifications.


Reporting Outputs

Course/Qualification data entered against orgs/people on the system is available:



Rob Kay - manual author (talk) 11:21, 24 April 2015 (BST)