Courses

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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


Reporting outputs

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