General Screen
The General screen is displayed when adding a new record, or when viewing information on an existing education transaction.
To view the details of an existing record, click the expand arrow of a record to open it.
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Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description. |
The following additional tabs of information are available in this page: Adding an Education Transaction Record Handling Employee Education Transaction Requests in the Employee Record |
Attendance Status
The employee's attendance status for this class transaction, such as Present or Not Present.
Note
The options available have been previously set up on .
Classrooms
The classrooms where the class was held.
Cost
The cost charged to the employee for attending the class (if applicable).
Course Code
The identification code for this course.
Course Classification Code
The classification of the course/competency, used to group similar types. When this is entered into the search criteria, it limits the courses displayed to those with the indicated classification.
Note
The values displayed in the Field Look Up Values were previously set up on .
Credits
Number of education credits the employee receives for successfully completing the course/competency, if applicable.
The Credits value from the course/competency record is defaulted, but can be changed.
Description
The label describing the course code.
End Date
The date when this education course was completed.
End Time
The ending time of the class, expressed in 24-hour format. If an hours value was set up for the course, this End Time is automatically calculated when the Start Time value is entered.
Hours
The number of continuing education hours earned by completing this course, if applicable.
The Hours value from the Course/Competency record is defaulted, but can be changed when editing a saved record.
Instructors
The instructor teaching the class.
Notes
Free-form text field for entering any information regarding this education transaction.
Score
The score the employee achieved on the test for this class. If a minimum score is configured in the Courses table for this class, the employee must meet or exceed that score in order to pass the class.
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.
Start Time
The time the class began, expressed in 24-hour format.
Transaction Status
The status of this employee's transaction in the class, such as Passed, Canceled, Failed, Incomplete, No Show, or Withdrawn.
Note
Only transaction status codes with the Passed field set to Yes fulfill the educational requirement of this course.
Note
The options available have been previously set up on .
When Attended Date
The calendar date the class was held.