Course/Competency
The Course/Competency screen displays the education tracking courses and competencies that are set up in the system. Courses and competencies can be added, modified or deleted from this screen.
Once the record has been created, additional buttons are displayed to assign defaults. The Transaction Wizard can be used to post the class information to the employee record, including score, credits/hours earned, and cost to the employee.
Note
For more information on creating a new Course/Competency, see Steps for Creating a Course/Competency Record in .
The following Course Sections are available when a course record is opened:
Gives general information on the course/competency including date, time and status. Tabs to open tables for Comments and Assignment Defaults are accessible from this screen. |
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The assigned categories for this course/competency can be viewed, added, or removed through this screen. |
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The assigned classrooms for this course/competency can be viewed, added or deleted through this screen. |
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The instructors qualified/assigned to teach this course/competency class can be viewed, added or deleted through this screen. The default instructors can also be selected. |
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Reports pertaining to this course/competency class can be selected and set up to generate from this screen. |
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Resources, such as equipment or refreshments, used for this course/competency class can be viewed, added or removed from this screen, as well as the number of resources required. |
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Opens a screen to assign associated courses that are completed when the employee completes this selected course/competency requirement. |
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Opens a screen to select and configure courses that must be taken prior to the course record that is open. |
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Opens the Transaction Wizard to post the course/competency information to selected employee records. This can be used to enter information for employees who have previously fulfilled course requirements, without having to schedule them for a class. |
Record Management
Depending on the user's authorization level, the following actions may be available.
Note
The options listed below are not available for some screens.
Action Buttons
The following Action buttons may be available in the left pane, depending on the page that is open: