Viewing the Education Summary
The Education Summary page displays employee class requirements and history based on active labor distributions assigned to the employee, such as organization units, job classes or positions.
This page displays information regarding upcoming assigned classes and classes previously taken.
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If a class is scheduled for the future, the Next Scheduled field contains the date the employee is scheduled to attend the class.
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If a class transaction was scheduled in the past, the most recently attended class displays information in the following fields: Last Taken, Attendance Status, Credits, Hours and Expiration Date. However, only those classes with an Attendance Status of 'Failed', 'Incomplete', or 'Passed/Present' are included on the page.
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Check the Show Nonmandatory and Show Exempt check boxes in the left pane to display those curriculums in the listing.
See the section on Steps for Enrolling in a Class from the Education Summary for further information.
The following icons are displayed on the Education Summary screen:
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Expired |
This icon is displayed to the left of any requirement that has expired or was never taken. |
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Class Enrollment |
This icon opens the Class Search screen to find applicable classes listed. If no classes exist, the search page remains open without a list. |
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CBT |
This icon indicates this is a computer based training (CBT) class. Click on the icon to open the link to the class. |
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Mandatory |
The check mark in the Mandatory column indicates this course or competency is mandatory or required in order for the employee to meet the education requirements for scheduling. Note The Show Non Mandatory check box in the left pane must be checked to display courses that are not required. |
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Exempt |
This icon indicates that the employee is exempt from this requirement because the Exempt field was set to Yes for the related employee Curriculum. Note The Show Exempt check box in the left pane must be checked to display the exempt courses. |
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Expired |
This icon is displayed to the left of any requirement that has expired or was never taken. |
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Class Enrollment |
This icon opens the Class Search screen to find applicable classes listed. If no classes exist, the search page remains open without a list. |
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CBT |
This icon indicates this is a computer based training (CBT) class. Click on the icon to open the link to the class. |
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Mandatory |
The check mark in the Mandatory column indicates this course or competency is mandatory or required in order for the employee to meet the education requirements for scheduling. Note The Show Non Mandatory check box in the left pane must be checked to display courses that are not required. |
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Exempt |
This icon indicates that the employee is exempt from this requirement because the Exempt field was set to Yes for the related employee Curriculum. Note The Show Exempt check box in the left pane must be checked to display the exempt courses. |
Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description. |
The following related topics are available: |
Attendance Status
The employee status for the course/competency, such as present or not present.
Note
The options available are previously set up on
.Course Code
The identification code of the course or competency.
Credits
The number of education credits earned by completing a course, if applicable.
Description
The label describing the course or competency.
Enrollment Status
The status of the employee related to the enrollment into this class, such as Enrolled, Withdrawn, or Walk-In.
Expiration Date
The date the education requirement expires. This date may be based on the expiration cycle set up on the requirement or based on the employee's hire date or position effective date.
If the value displayed in this field is Never, this course/competency may have a frequency value of Once or the employee may be Exempt from this requirement.
Hours
The number of continuing education hours earned by completing this course, if applicable.
Last Taken
The date this requirement was last completed. If this field says "never" the employee has never taken this course/competency.
Mandatory
The check mark indicates whether this course/competency or category is considered to be mandatory or required.
Note
When an education requirement's mandatory flag is set to No, that course/competency or category is still required for the education record, but it is not required for the employee to be scheduled (even when the Education Requirements Qualification rule is applied in the Selection Style for scheduling).
Next Scheduled
The date the employee is scheduled to take a class to complete this requirement.
If no class is scheduled, the employee can click on the icon to the left of the requirement to open a screen to search for the class.
Requirements
Indicates whether this is a standard requirement (All) or a pool requirement. Pool requirements show the number of units and type of requirement. For example, "1.000000 Course" indicates this is a pool requirement of 1 of the listed Courses.
Source
An icon indicates the method this record was added, such as Manual, Badge Reader, or Conversion. Point to the icon with the mouse to view the tooltip showing the source.