Instructors

The Instructors button opens a screen to assign the instructors for this class. Instructors for this class are set up on the Instructors tab in the related Course/Competency record.

• Instructors set up with the Default field set to Yes are automatically assigned as instructors when a class is created. They may be deleted from a specific class.

• Instructors set up with the Default field set to No are qualified instructors. A check mark appears in the Qualified column when searching for instructors to add to the class.

• One or more instructors can be selected for the class currently being scheduled.

  Note  

  If the course is set with the Qualified Instructor Required field set to Yes, only employees who are set up on the Instructors section of the related course are available for selection. These instructors were previously set up on Configuration > Education Tracking > Course/Competency > Instructors.

Depending on the authorization role of the user, the following actions may be available:

Adding an Instructor

To assign an Instructor for this class, complete the following steps.

1. Click on the Add button in the left pane.

2. The Employee Search screen is displayed. Enter the search criteria and click on the Search button.

3. Employees who meet the selection criteria, and who are also set up as Instructors, are listed.

   Note  

   If the course is set with the Qualified Instructor Required field set to Yes, only employees who are set up on the Instructors section of the related course are included in the list for selection.

4. If an employee has been set up as a qualified instructor for the course linked to this class, a check mark is displayed in the Qualified column.

5. Check the box to the left of the name of each instructor to be assigned to this class and click on the Assign Selected button

   Note  

   Employees are only available on this list if they have been previously set up as Instructors in Employee Record > General > Classifications. In the Instructor field, select Yes. The employee name is now accessible on the list of instructors.

Filtering the Instructor List

All employees currently set up as Instructors are displayed on the screen. To limit the number of records displayed, a filter can be applied.

1. Click the card arrow on the Filter Criteria bar and enter the name to filter criteria.

2. When the criteria have been entered, click on the Filter button to apply the filter.

3. To remove the filter and display all records, click on the Remove Filter button.

   Note  

   Advanced Search Expressions can be used to select employees to include in this filter.

Removing an Instructor

To remove one or more Instructor assignments from the open class record complete the following steps:

1. Check the box on each instructor to be removed.

2. Click on the Delete Selected button in the left pane.

3. The instructor's names are removed from the class.

   Note  

   This action removes the selected instructors from this class assignment only. They are still qualified instructors for the course.

The following additional section options are available in the left pane: General Attendees Classrooms Reports Resources Schedule Transaction Entry Creating an Education Tracking Class

Name

Filters the list by either the first name or the last name of instructors for this class. The list includes instructors whose first or last names begin with the letters entered in this field.

Action Buttons

The following Action buttons may be available in the left pane for adding or deleting related records:

Add

The Add button opens a screen where authorized users can create a new record.

To add a new record, complete the following steps:

1. From the right pane, click on the Add button.

2. A screen is displayed to enter values. The fields with an asterisk are required and must be completed before the record can be saved.

3. Click on the Save button to save the record.

   Note  

   For more information, see Adding a New Record.

Delete Selected

The Delete button is used to remove one or more records from a screen.

To delete a record, complete the following steps:

1. Click on the selection box to the left of each record to be deleted.

   A check mark is displayed

2. Click the Delete button.

3. If a single record is open, select the Delete button (there are no boxes to select the record).

4. A message is displayed verifying the record should be deleted. Click on Yes to continue.