Difference between revisions of "Courses"

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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
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]].
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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]].
  
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[[File:Courses_1.png]]
  
  
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.
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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_1.png]]
 
  
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[[File:Courses_2.png]]
  
 
You can now enter;
 
You can now enter;
  
* Date the course was taken
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* '''Course''' - Select the course taken.
* The name of the Course (this needs to be set up first in the [[Courses and Qualifications]] drop-down list)
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* '''Date''' - When the course was completed.
* Description
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* '''Notes''' - Add any required notes.
* Notes
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* '''Result''' - Enter any applicable results like 'Passed' or 'Attended'.
* The result, if applicable (i.e. pass, fail, retest, etc)
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* '''Expiry Data''' - Enter an expiry date if applicable.
 
 
 
 
[[File:Courses_2.png]]
 
 
 
  
 
Once you have filled in the details, click "Save Details".
 
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.
 
 
 
[[File:Courses_4.png|border]]
 
 
 
==Reporting outputs==
 
 
Data entered here will be included in the [[Courses and Qualifications Report]].
 

Revision as of 10:24, 2 July 2018

Helpheader small.png

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.

Courses 1.png


To edit an existing course click on the course name or to add a new course click on the 'Assign New Course' button.

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".