Courses Schedules (CS): View Screen Shot

Navigation: Main Menu --> Data Entry (Tab) --> Course Schedules

Use this facility to define upcoming Courses, Date of Course, Provider, Duration and Attendees.

Courses are defined in Courses and Providers. A course can not be used in the scheduler until it has been defined.

Graphic and its Description Usage

The Find facility searches CS for the booking you want. You can you definitive text with wildcards to find by the course code OR apply a booking date range within which the course has been scheduled.

NOTE:

  • Attendees are NOT searched with this finder.

  • Use this finder as explained in the yellow on green text.

  • Refer to Wildcards for their usage.

  • A similar finder is fully explained here.

  • Date range finding requires 1 or 2 minimally qualified dates eg: you enter 8/10 and the system assumes/overtypes 8-Oct-2001. Entering two dates finds courses scheduled between the dates.

  • Use the Datasheet button to overview search results, select the appropriate one then switch back to form view.

Course Bookings are defined primarily by Date, Code, Provider and Venue.

  • This is the definition of the 'Course Booking'.
  • Enter a Date
  • Duration in days.
  • Select a course code.
  • Select a provider from those available to give the chosen course. If the provider is an internal department then just check that box instead.
  • Nominate whether held on site.
  • Describe the venue location.
  • Tick the course as completed after the event.
  • Nominate provider and venue costs.

Select attendees from the combo list.

Select attendees from the combo list.
  • On course completion the associated competencies will be entered against the personnel shown here as having attended the course.