Associated Courses

The Associated Courses button is enabled when the Allow Associations field on the General Screen is set to Yes and the record is saved.

Associated Courses can be automatically posted to the employee record when the employee successfully completes the "parent" course. For example, employees get credit for an associated course on Safety Skills when they successfully complete the CPR course.

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

Adding an Associated Course

To add one or more Associated Courses to the list, click on the Add button. The Course 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 values to the Credits, Hours, and Transaction Created fields, or Assign: Individual Data to add different values to each selected record.

   Note  

   In order for the Associated Courses section button to be enabled, the Allow Associations field on the General screen must be set to Yes.

Deleting an Associated Course

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

1. Check the box to the left of 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 course records from this record only, it does not delete them from the Course/Competency configuration screen.

Filtering the Associated Courses List

All Associated Courses 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 expand arrow to the right of the record. The Credits, Hours, and Transaction Created fields are displayed.

Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description. Credits Hours Transaction Created

The following additional tabs of information are available in this page: General Categories Classrooms Instructors Reports Resources Prerequisite Courses Transaction Entry

Credits

Indicates the number of Education Tracking credits employees earn with the completion of this associated course, if applicable.

Hours

Indicates the number of Education Tracking hours employees earn with the completion of this associated course, if applicable.

Transaction Created

Indicates whether to automatically create a separate transaction record in an employee's Education Transactions screen for this associated course (Yes/No).