Resources

The Resources button opens a screen to configure the resources required for this class. Resources that are set up as defaults for the course associated with this class are automatically listed.

Note  

Resources must be previously set up on the Resources configuration screen to be available in this screen. For more information on the fields available when filtering the listing or when adding, viewing or editing a record, see Configuration > Education Tracking > Resource.

Adding a Resource

To add one or more Resources to the list, click on the Add button. The Resource Search screen is displayed.

  1. After entering values in the selected fields, click on the Search button. The results are listed below the search screen.

  2. To select one or more record, click the selection box to the left of the record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.

  3. After selecting records, click the action button for either Assign: Common Data to enter the same Resource Count to all selected records, or Assign: Individual Data to add different values to each selected record.

    Note  

    Resources must first be set up on Configuration > Education Tracking > Resources.

Deleting a Resource

To delete one or more Resource records from the open record, complete the following steps:

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

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

  3. A message appears verifying the record should be deleted. Click on Yes to continue.

    Note  

    This action removes the selected resource records from this record only, it does not delete them from the Resources configuration screen.

Filtering the Resource List

All Resources currently assigned to this record are displayed on the screen. To limit the number of records displayed, a filter can be applied.

  1. Click on the expand arrow to the right of the Filter Criteria bar and enter the 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.

  4. To view a specific record, click on the card arrow to the right of the record. The Resource Count field is displayed.

Depending on the page displayed, the following fields may be available:

Resource Count

The following additional section options are available in the left pane:

General

Attendees

Classrooms

Instructors

Reports

Schedule

Transaction Entry

Creating an Education Tracking Class

Resource Count

The number of each resource needed for this specific class.

Action Buttons

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

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.

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.