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.

"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.

File:Courses 2.png

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".